Documentation
All the tools you need to run your business.
Orders
Ordaana helps you manage orders for delivering services to your Clients. These orders can either by created by your team directly into Ordaana, or you can create flexible Order Forms to enable your Clients to self-order your services.
Types Of Orders
Ordaana supports creating orders with and without appointments or payments. Ordaana also lets you create flexible Order Forms to allow your Clients to self-order your services Learn about Forms
How to create an order without appointment and payment
- Navigate to Orders
- Click + Create Order
- Select a Client Contact
- Enter Order Title and Description
- Select Services to order Learn about Services
- Select Order Status
- Select Order Owner
- Submit
How to create an order with appointment
- Navigate to Orders
- Click + Create Order
- Select a Client Contact
- Enter Order Title and Description
- Select the Services being ordered Learn about Services
- Select Order Status
- Select Order Owner
- Submit
- Navigate to the newly created order in Orders
- Click Book Now
- Select an Event Location Learn about Event Locations
- Select a Scheduler Learn about Schedulers and Availability
- Select an Appointment date and time
- Select an Event Host
- Submit
How to create an order with payment
- Navigate to Orders
- Click + Create Order
- Select a Client Contact
- Enter Order Title and Description
- Select Services to order Learn about Services
- Select Order Status
- Select Order Owner
- Submit
- Navigate to the newly created order in Orders
- Click Process Payment Learn about Payments
- Enter payment details
- Submit
Order Status
By default all orders come with 3 statuses: Open, Complete, Canceled. You can create custom order statuses.
How to create custom order statuses
- Navigate to Account Settings
- Scroll to Order Status section
- Click Add Custom Status
- Enter Status name
- Submit
- Drag to re-order statuses
Custom Order Fields
You can create custom fields for orders to suit your unique business workflow.
How to create custom order fields
- Navigate to Account Settings
- Scroll to Custom Order Fields section
- Select the type of field you would like to create
- Enter field details
- Save
When you go to create a new order, your custom fields will be visible on the Order screen.
Custom order fields can also be added to Order Forms to allow Clients to self-order your services. Learn about Order Forms
Order Owners and Subscribers
Orders can be assigned to users. Orders can also have subscribers. Order owner and subscribers are notified for important order updates like comments, payments and refunds.
Commentors can also @mention other team members in order comments.
Order Files
You can upload files to orders and enter custom file titles. Uploaded files are visible to clients on the Client portal. Learn about Client Portal
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