Take a Tour : CustomerOrders
Define a set of progress steps for orders
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Every order has a lifecycle, for example, 'Order Acknowledged', 'Stock Allocated', 'Goods Dispatched', 'Payment Received'. Many businesses have their own unique set of steps; we let you define the steps that suit your business and set one as a default. These steps can be as simple as one step or as complex as seven steps. When you define the steps you can give them names and decide whether each step involves emailing the customer (and/or cc others), you can also define the deafult email text for any email message. You may also use merge feilds to personalise emails.
The main interface clearly shows you the present state of the order, to move the order status on to the next step, simply double-click on the next step on the progress chart.
