Orders

The Orders page is the fulfilment view of your bookings — what needs to be prepared, delivered, and collected, and where each order is up to. It's built for the person doing the deliveries, not the back office.

Orders vs Bookings

Every order starts life as a booking. The Bookings page is where you manage the customer relationship; Orders is where you manage getting the goods out the door and back again.

Tracking Fulfilment

Each order moves through fulfilment stages — preparation, delivery, and collection. Update an order's stage as the work happens so everyone on the team can see what's done and what's still outstanding for the day.

  • Prepare – the order is packed and ready to go out
  • Deliver – the order has been dropped off with the customer
  • Collect – equipment has been picked up and returned

Run Sheets and Printing

Print run sheets and pack lists for the day's or week's orders. Run sheets list each stop with the customer, address, and items; pack lists total up what needs to be loaded. Use the print actions on the Orders page to generate them as PDFs.

The Orders Sheet

The Orders Sheet is a spreadsheet-style companion view: every order for the week as a row, with key details side by side. It's the fastest way to scan the whole week at once and make quick edits in bulk. Find it in the sidebar under Business & More → Orders Sheet.

Plan the week from the sheet

Many teams start Monday on the Orders Sheet to get the shape of the week, then work day-to-day from the Orders page and the Delivery Map.

Next Steps