Orders

Yes. Set the search, status, season, linesheet, customer, tags, stock flag, grouping and sort the way you want them, then click the view name next to the "Orders" title — it reads "All orders" until you save one — and choose "Save this as a view". Name it and it is kept on your account, not in this browser, so the same view is there on your laptop and your desktop. Pick it from that menu to put every filter back in one click, "All orders" to clear them, and the ✕ beside a view to delete it. Saving under a name you have already used replaces it.

Yes. Every order in the list shows a type tag — Wholesale pre-order, Wholesale re-order, Ecom, Retail (DTC), Consignment, Friends & family, or Other. Until you set it, the tag is inferred from the customer's account type and shown faded; open the order and pick the exact type from the tag next to the status to lock it in.

Hover an order on the Orders page and tick its box, or use the Select all box above the list: it selects every order currently shown, so filter first (a season, a status, a customer) to act on exactly that set. A bar appears at the bottom with the bulk actions: change status, duplicate, delete, merge into one order, or report under one account. Click Select all again to clear.

Yes. A re-order and a pre-order of the same customer, for example, can become one order with one number. Tick the orders in the list and choose Merge into one order on the bar, then pick which order keeps its number. Or open an order and use More → Merge with another order… to fold the customer's other open orders into it.

The lines move with everything attached to them: allocated stock, PO links, deposits and a pick that was requested but not started. Lines for the same article, size, door and price are combined. The kept order keeps its status, terms and delivery details, and its notes record what was merged in. The other orders are archived with a zero value and show Merged into ORD-…, so nothing is counted twice.

Not the same as Report under one account, which keeps orders separate and only changes the customer they are counted under.

Yes. Tick the orders in the list, then "Report under one account" on the bar that appears, and pick the account (e.g. Friends & Family). Nothing is combined: the orders keep their own numbers, styles, prices, allocations and invoices — only the customer they are COUNTED under changes, so your reports show one customer instead of five. Each order still shows who placed it, and its order confirmation, invoice, emails and shipping label still name that person and go to their own address. You can unmerge any order at any time and it goes straight back to them. An order needs a customer before it can be merged, so the app has someone to remember.

The Consignment page (under Sales) handles sale-or-return: create a consignment for a partner with a commission (a % of sales or a flat fee per unit), Place stock (this moves units out of your on-hand into the consignment ledger — so they don't count as available to sell), then Report the units the partner sold and Return the unsold ones back into inventory. You see units out, value out, sell-through % and what's owed; reported sales can also feed Demand Planning. Settling reported sales into an invoice is coming next.

Orders arrive from your linesheets or the buyer portal. You confirm them, allocate stock (or raise purchase orders), fulfil and ship — partially or fully — and invoice. Every step is tracked.

Fixed. Received on the order's step rail now waits for goods to be booked in against the purchase order, and shows how far that has got — "12 of 38 booked in".

It used to be marked done as soon as every unit was accounted for, which is the test the step BEFORE it already applies. So an order whose 38 units sat on three purchase orders that had only been sent showed Received in green, and the rail claimed goods that were still at the factory.

Once a purchase order is booked in, its units move from being on order to being reserved from stock, so nothing is left waiting and the rail moves on to picking.

Draft / Pending — awaiting your review.

Confirmed — accepted by you; ready to allocate and fulfil.

In production — waiting on a purchase order to cover it.

Ready to ship — picked, packed and waiting on the carrier. Set it yourself from the status dropdown on the order; you do not need to raise a pick or use the fulfilment module for it.

Partially shipped — some units have gone; the rest stays open.

Shipped — all units are on their way. Delivered — received. Cancelled — voided.

Yes. From Documents or the order itself you can send a branded order confirmation email with a PDF attached. If the order changes later, send an "order update" document the same way.

Yes. When you confirm an order and the "Send order confirmation" dialog opens, there's an Also send a payment document choice:

1. 1Pick Proforma, Deposit invoice, or Full invoice (or nothing).
2. 2For a deposit, set the % — it's prefilled from the order's payment terms (e.g. "Deposit 50%" → 50).
3. 3It goes out to the same recipients as a one-line document ("… Order Deposit — Total Wholesale Value = €5,350. Order Confirmation attached").

You're not locked to confirmation time: from any order's Documents menu, Deposit invoice / pro-forma issues a deposit document for a share of the order total at any point — the % prefills from the order's payment terms, and it can be saved to your Invoices or downloaded directly.

Yes. From the order's actions, generate a draft invoice or pro-forma — every line carries over with product, variant and price, the due date follows the order's payment terms, and any recorded deposit shows as prepayment. The confirmation toast has a View button that jumps straight to the draft in Invoices.

Yes. Open the order and pick Duplicate from the ⋯ menu in its header. You get a new draft with the same customer, the same lines and quantities, the same season, linesheet, currency, discount and terms — and a new order number. The copy opens straight away, so the next edit lands on it rather than on the original.

Handy for a repeat buy: a re-order, a second door, or next season's version of the same range. Adjust the quantities and confirm it as normal.

Yes — under every size box. Open an order, use Add products, and each size cell carries a small figure showing the units already placed for that order's season, across every linesheet and every customer. Blue is wholesale, violet is internal. The same figure sits under the size boxes of the lines already on the order.

It counts every order status except cancelled, so it includes other people's drafts — which is the point. Two people writing 300 units of the same style in separate drafts used to be invisible to each other.

Because it counts everything through to delivered, it only ever goes up across a season. It answers "how much of this have we placed", not "how much is still open".

The Add products panel also filters by season and by linesheet. The season starts on the order's own, so the catalogue you are picking from and the figure under each box are talking about the same season.

Yes, you can edit orders before they ship. Once an order is shipped, changes go through credit notes or a new order.

Yes, while it is a draft or pending. Open the order and click the Pricing cell in the header. The top half lists your price lists — search by name, season or currency — and picking one shows what would change before anything is saved: how many lines change, the total before and after, and each style with its old and new price.

1. 1Every line takes the new list's price — for its size, else its colourway, else the article, the same order as everywhere else.
2. 2A line whose price was typed by hand keeps it. You can tick Also replace hand-typed prices to overwrite those too.
3. 3A line the list has no price for keeps the one it has.
4. 4The order then remembers the list, so the next size you add is priced from it and the header names it.

Picking a list in another currency moves the order into that currency. Hand-typed prices are replaced in that case — they were typed in the old currency — and if any line has no price on the new list the move is blocked until it does, so an order never mixes two currencies' numbers.

Yes. Open the order and click the Season cell in its header: pick the season (type to search — every picker in the header that can grow long, seasons, linesheets, price lists and shops, has a search box, and Enter takes the first match), and correct the order date underneath — useful when an order was keyed into the system late. Reporting and season views pick the change up immediately. Payment and delivery terms are edited the same way, from the Terms cell.

Yes. The bar above the list filters by status, season and linesheet, plus free-text search on the order or customer name.

The sort dropdown next to them orders the list by newest or oldest, by value (high → low or low → high), or by customer name (A → Z or Z → A). Value sorting converts every order into your brand currency first, so a mixed-currency list still ranks fairly.

Yes — switch the Orders page from Orders to By season at the top.

Each season expands to the styles ordered in it, with units per style, the number of orders, and total value — a quick sell-in recap without exporting anything.

Yes. Open an order and use its menu to export a PRICAT — an Excel file of every line your buyers' systems can import.

Before it downloads you choose which RRP goes in the Retail Price column: the price list's own, one of your regional RRPs (see Can a region have its own RRP?), or none. The customer's market is picked first when the order's price list carries a column for it. Each option says how many lines it can price.