Overview This tutorial provides the instructions on how to setup tracking the status of the entire order as well as how to track individual items in an order.
Table of Contents
What are Ordered Items and What is an Order? How to Setup Order Tracking How to Setup Ordered Item Tracking How to Track the Status of the Entire Order How to Track the Status of Individual Items In An Order Here is an Example of an Invoice Pipeline Here is an Example of an Ordered Item Pipeline
What are Ordered Items and What is an Order? Ordered items are the individual products, services, and packages that are in an invoice.
An order is the entire group of ordered items in the invoice that need to be delivered to a client.
How to Setup Order Tracking
StudioCloud uses order pipelines to track the status of the entire order.
VIDEO
Protip: A default order pipeline can be set so that every new invoice is automatically assigned an order pipeline.
Click here for a tutorial on how to setup invoice pipelines
How to Setup Ordered Item Tracking StudioCloud uses ordered items pipelines to track the status of the entire order.
Protip #1: A default ordered item pipeline can be set so that every product, service or package that is added to an invoice is automatically assigned an ordered item pipeline
Protip #2: A default ordered item pipeline can also be setup for a specific product, service or package
Click here for a tutorial on how to setup ordered item pipelines
How to Track the Status of the Entire Order The status of an invoice can be tracked from any of the following locations:
In the new invoice window In the edit Invoice window In the point of sale invoices/estimates/quotes table Click on the Point of Sale Click on the Point of Sale Click on the Invoices/Estimates/Quotes Make sure the Invoice Pipeline In the order tracking table Click on the Point of Sale Click on the Order Tracking Click on the All Invoice Pipelines On the overview Page pipeline widget Click on the Overview Refer to the All Pipelines Stages widget On the overview Page All Pipelines component Click on the Overview Click on the All Pipelines On the overview Page Pipelines Flow Click on the Overview Click on the Pipelines Flow
How to Track the Status of Individual Items In An Order The status of an invoice can be tracked from any of the following locations:
In the new and edit invoice window In the order tracking table Click on the Point of Sale Click on the Order Tracking Click on the Ordered Item Pipelines On the overview Page Pipelines Flow Click on the Overview Click on the Pipelines Flow Here is an Example of an Invoice Pipeline An example invoice pipeline could be the following
Order In Progress Awaiting Customer Pickup Order Shipped To Customer Order Complete
Here is an Example of an Ordered Item Pipeline An example ordered item pipeline for a 8x10 photo could be the following
Send To Print Lab At Print Lab Received From Print Lab
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