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  2. #40 CRM
  3. #153 Orders

Orders

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The "Orders" section is the main working module of the CRM. You create new orders here, move them through the statuses from draft to shipment, search for old orders, watch problem items and close cancelled ones.

Articles

#449 Delivery address and pickup options

The address and pickup option are set in the order card in the "Delivery" block. The choice determines which documents are generated and how the order reaches the customer. Fill the block on order creation or later, befo…

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#585 Order data privacy: viewing via a link without signing in

Print forms and order cards have strict control over the visibility of commercial data — this covers viewing via a direct link without signing in, as well as separation between different firms on the platform. Viewing v…

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