Orders and their status
Where an order goes after it is placed, and how the customer follows it.
An order has a life: placed, confirmed, prepared, shipped, delivered, invoiced. The value of recording it is that neither side has to ask.
Step by step
- Open IDup Shop → Order history, or CRM → Omni Sales → Order list if you sell across channels.
- Open an order to see its lines, its customer and its current status.
- Move it along as things happen. The status is what the customer sees.
- Produce the delivery note from the order when it ships, and the invoice when it is billed.
- Orders from a connected external shop appear here too — see Connect an external shop.
Orders become CRM records
An order from a connected shop can create the customer and a draft invoice in the CRM automatically, with duplicate protection so the same order is never imported twice.
Reports
Reports & analytics → Reports includes an Order report and a Quantities report for what sold and how much of it.
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