Order processing system

Operations workflows

Choose a starting point for this order-processing review.

Orders

Search orders

Search order identity or customer, combine Source with status tabs, and open full order records.

Open Orders
Order entry

Create mixed-workflow order

Add shipments through a focused dialog, optionally attach an image, assign each workflow, and review the calculated order SLA.

Create order
Order detail

Review grouped shipments

See sibling shipments grouped by their independently assigned workflows.

Open mixed order
Workflows

Find workflow shipments

Open a shipment board, then search or filter into a regular result list while retaining the right-side inspector.

Open Workflows
Workflows

Design a workflow

Manage workflow identity, stages, targets, tasks, and automations.

Open designer
Customers

Manage customers

Search customer contact records, update delivery details, and review linked order history.

Open Customers
Users

Manage staff access

Review roles, teams, permissions, access state, and assigned shipment work.

Open Users
Dispositions

Maintain dispositions

Manage reusable cancellation and closure language for operations staff.

Open Dispositions
Messages

Maintain messages

Filter Email/SMS templates, edit variables with a live preview, and test the resolved Send flow.

Open Messages
Channels

Configure Email

Manage the sender identity and SMTP connection, then send a test email.

Open Email
Channels

Configure Messenger

Connect a Facebook Page and verify its access token with a test recipient.

Open Messenger
Channels

Configure WhatsApp

Connect a business number and Meta account identifiers, then send a test message.

Open WhatsApp
Channels

Configure Viber

Manage the bot sender identity and access token, then send a test message.

Open Viber
Providers

Configure logistics APIs

Add carrier accounts and map create-shipment, manual tracking, and printable waybill requests.

Open Providers