Order Workflow
Order Workflow allows users to define workflows and processes for your orders. These templates allow you to streamline common workflow payment and invoice settings.
Finding an order workflow
- Go to the āSettingsā page.
- Click on the āTemplatesā button.
- Click on the 'Order Workflows' button.
- A list of Order Workflows are shown.
- Once found click on the Order Workflow to view it.
Adding a new Order Workflow
- Go to the āSettingsā page.
- Click on the āTemplatesā button.
- Click on the 'Order Workflows' button.
- Click on the āCreate Order Workflowā button.
- Add the
Name
of the Order Workflow. - Select an
Invoice Template
andDefault Billing Account
from the drop-down menus as required. - Select if the invoice is taxable.
- If the invoice is taxable select if tax is inclusive in the price.
- Select the delivery method of this template and any shipping and handling cost to be added to the price.
- Add default notification details about how your customer will receive their invoice.
- Toggle on the
Send to customer
box if desired. If selected:- Click on the āReply toā drop-down menu and select who the customer can reply to if any.
-
See Your Workspace tutorial for more information on how to set up new administration contacts.
-
- Click on the āCCā drop-down menu and select who else receives the invoice.
-
See Your Workspace tutorial for more information on how to set up new administration contacts.
-
- Click on the āEmail/SMS Templateā bubble to select a template when sending an invoice to the customer.
-
See Email & SMS Template tutorial for more information.
-
- Click on the āReply toā drop-down menu and select who the customer can reply to if any.
- Toggle on the
Line items editable
box if you would like to allow the customer to edit order items. Note:Line items editable
is only viewable if theSend to customer
toggle is turned on. - Toggle on relevant Workflow Actions. Actions can only be turned on if the
Send to customer
toggle is turned off.- Toggle on the
Archive on paid
box to archive the order once paid. - Toggle on the
Archive on save
if desired. - Toggle on the
Fulfil on save
to fulfil the order once saved. - Toggle on the
Pending payment on save
if desired.
- Toggle on the
- Click on the āCreateā button to save changes.
Editing an Order Workflow
- Go to the āSettingsā page.
- Click on the āTemplatesā button.
- Click on the 'Order Workflows' button.
- Click on the desired Order Workflow to edit.
- Edit the name, and other additional fields as desired.
- Edit the cost and notification details as required.
- Click on the āSaveā button to save changes.
Related
Orders
Handling customer orders and tracking their statuses.
Accounts
Guidelines for managing accounts and tracking invoices.
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