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Orders

Orders play a crucial role in our system, serving as a cornerstone of the customer interaction process. They facilitate the exchange of goods and services between your business and your customers. This section aims to provide you with a good understanding of how orders work within our platform.

Orders

Orders Overview​

The Orders Overviews can be accessed and viewed in several different places, depending on your perspective:

  1. Viewing Your Own Orders: To see the orders you've placed for your company, go to the Order History section in your Account Settings.

  2. Viewing All Customer Orders: If you want to view all the orders from your customers, navigate to the Orders section within Account Management.

  3. Viewing a Specific Customer's Orders: To check the orders of a particular customer, simply go to the Orders tab inside the Account Card for that customer.

Order Details​

You can also check out the Order Details in the same place where you access your Order Overview. When you're acting as an account representative viewing your customers, you'll have a complete order and edit view. This allows you to make modifications to the order before it's accepted and confirmed.

Order Details