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Orders

Track order lifecycle from intake to completion with full visibility.

What it does

Orders tracks every job from intake through completion, with status-driven lists for open, due, completed, and cancelled work, plus full detail pages per order. Cancelling an order that has inventory-linked lines offers a choice: return the items to stock (a real physical return) or leave stock untouched (a goodwill refund, a damaged or consumed item, or a refunded service) — the sale's revenue and tax always reverse either way, only the inventory side is optional.

Why it matters

Order-based businesses live or die on knowing exactly what's in progress, what's late, and what's ready to invoice — this is that system of record. And a refund that always restocked regardless of whether the goods actually came back would quietly overstate inventory on hand and gross margin.

How to use it

  1. Open Orders from the Sales section, or use Due Today for a time-filtered view.
  2. Create a new order with customer, line items, quantities, and pricing.
  3. Update order status as work moves through production.
  4. Attach payments and generate an invoice once the order is ready to bill.
  5. When cancelling an order with stock-linked items, untick "Return items to stock" if the goods didn't actually come back.

Main buttons and actions

  • + New Order
  • Change Status
  • Record Payment
  • Generate Invoice
  • Cancel (with/without restock)
  • Filter by date/customer/status

Example workflow

  1. Create the order when a customer places it.
  2. Move it through status changes as production progresses.
  3. Record any deposits or payments as they come in.
  4. Mark it complete and generate the invoice.