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Order Management

Order Management is where every order lives, from first quote to a confirmed job on the trucks. This section follows the order lifecycle — the same statuses you see in the left-hand menu.

Where to find it

Left-hand navigation → Order Management.

The order lifecycle

An order moves through these statuses (each is its own list in the menu):

  1. Quotes — a priced proposal, before it's an order.
  2. Quotes Accepted — the customer has accepted (and often paid a deposit).
  3. Shopify Pending — orders that came in from your Shopify store, waiting to be actioned.
  4. Orders Pending — created but not yet confirmed; sits outside the operational workflow.
  5. Orders Confirmed — confirmed and pushed into harvest, delivery and laying.
  6. On Hold — paused and pulled out of cut sheets and delivery runs.
  7. Lost — cancelled or abandoned; closed and kept for reporting.

To build an order from scratch, see Creating & Managing an Order.

The orders list

Each status opens a filtered list of orders. The list shows, per order: Delivery Date, Customer, Status, Payment Status, Invoice Sent, Delivery Address, Turf Type, Size m², Turf Price, Supply/Lay, Freight, Pallet Count, Layer and Invoice No.

Narrow it with the filters along the top — date range, Turf Type, Order Status, Payment Status, Hide Invoiced Orders and Search a Customer — then Print the result if you need a hard copy.

Orders list — filters and columns