Orders is the largest module in the suite, and the one most other modules touch. An order is where a sale becomes a commitment: stock is reserved against it, invoices and purchase requests are raised from it, and its fulfilment is what the customer actually experiences.
Order management across every channel you sell on — the largest module in the suite.
These are four separate acts, not one. Creating an order commits nothing; approving it is a decision somebody is accountable for; confirming it is what reserves stock; cancelling it releases what was reserved. Treating approval and confirmation as the same step is the usual cause of stock that is promised twice.
Confirmation reserves the stock against the order, so it stops being available to the next order. Cancelling or amending releases it. This is why an order that is quietly abandoned rather than cancelled shows as unavailable stock nobody can find.
Fulfilment is tracked in its own stages through to delivery, and a return comes back the same way rather than as an adjustment. The return is attached to the order, so the question "what happened to that one" has an answer.
Channels are connected, tested and then synced, and every sync writes a log. Read the logs the first week: a channel that half-works looks exactly like a quiet week until somebody reconciles.
Both are raised from the order rather than typed fresh, which is what keeps the invoice, the goods and the order describing the same thing.
Coupons and approval rules are configuration, not per-order improvisation. Order reports read across the whole module, so set the rules up before the volume arrives rather than explaining the exceptions afterwards.
An order can go by email, WhatsApp, chat, print or PDF. Each route is its own permission under Sharing — being allowed to see an order has never implied being allowed to send it to somebody outside.
The capability list this guide is written against, unabridged. Nothing above adds to it.
Orders on the Sales pageThe modules Orders hands work to, or takes it from. Most problems that look like one module are a handover between two.