A Kanban board/master view of all Submitted Sales Orders, by status, that is shareable with staff i.e. those on the factory floor.
Use search, filters and sort to create a view to manage Submitted Sales Orders.
Workflow Page Features
Search by Customer Name, Order # and Status
Workflow settings: enable Workflow options and notifications for all jobs listed
Order colour indicator: Delivery: select colour to indicate deliveries have been made
Order colour indicator: Pickup: select colour to indicate pickups have been made
Enable column sorting using checkbox
Select the Default column sorting method from:
Enable email notifications and set email address for notifications
Enable SMS notifications
Enable Notify customer when order marked as 'Delivered' or 'Picked Up'
Add column to create statuses
There are six default statuses for Sales Orders, additional status columns can be added to create further statuses:
Column features include:
Title of column/status
Number of Orders under the Status
kebab/other options menu settings
Drag and drop Jobs from the default status column (on the left) to "new" status columns to the right.
Creating Statuses/add column
Create additional Statuses for your jobs/workflows.
Select add status column
Enter a name of the column/status, press Add to save
Kebab/other options menu
Each newly added column can be edited.
Set Status colour for the column
Select from pre-assigned colours, or add HEX code, or drag cursor to set desired colour.
Sort each column independently of other columns, by:
Enable Notifications for:
A job card displays a summary of an Order.
Click on an Order to view: