Orders and Pipeline

An order is something a customer has bought, booked, rented or signed up for. The Markets page is where every one of them is listed, market by market, with what stage it's at.

What you'll find here

• The Markets Pipeline — the Markets page, its tabs, and what each kind of market shows there
• How to Create a Retail Order — taking one
• How to Manage a Retail Order — status, fulfillment, payments and returns
• Rentals and Bookings — reserving assets for a renter, checking them out and in, late and damage fees

Pipeline Means Something Specific Here

Unlike in the CRM — where "pipeline" is a way of talking about a lead's status rather than a real object — the Markets pipeline is a genuine board with genuine stages. An order sits at one, and moving it is a real action with real consequences: it can trigger fulfillment, invoicing, or a notification to the customer.

Orders and Accounts

Every order belongs to a customer account. From the order you can reach the customer; from the customer's Orders tab you can see everything they've ordered, booked, rented or subscribed to, across all your markets. If you're tracing a customer's whole history, that tab is the fastest route — and its New menu starts a new order, booking or work order with the customer already filled in.