Orders

Orders are the core of the workspace. Each order moves through statuses you configure under Settings → Order statuses.

Create a quote

1. Open Shop → Orders and click New order (or use Shop → Quote for a quick quote flow).
2. Select or create a client.
3. Add line items (from your catalog, SanMar/S&S, or custom lines).
4. Attach artwork and set deadlines as needed.
5. Save — the order starts in your default quote status.

Customer approval

When the quote is ready:

1. Open the order and use Send for approval (or the approval email action).
2. The client receives a link to review line items and artwork.
3. On approval, you can convert to production and sync to QuickBooks if enabled.

Tips

• Use the Activity tab on an order to see what changed and when.
• Invoice view shows totals; payments can be recorded after conversion to invoice (with QuickBooks connected).
• Pin important orders from the orders list for quick access.

See Getting started for workspace basics.