Orders

Custom orders, deposits, workflow and installment control.

Create Order

Date/Time: AutoOrder No: Auto after saveCreated by: Current login

Client *

Assigned StaffPrimary sales staff is the logged-in staff; this field can assign operational responsibility.

Sales / KPI AssistantsUse Ctrl/Command for multi-select. Primary sales person is set from login; assistants are used for commission split / KPI / performance.

Commission Split Note

Order Type

Status

Deadline

Deposit Required

Linked Quote

Linked Consultation

Linked Appointment

Consignment / Memo

Custom Design Details

Metal Preference

Stone Preference

Budget

Design Due Date

CAD / 3D Required?

Wax Model Required?

Client Approval Required?

Production Deposit Required?

Repair Intake

Customer Item Description

Issue / Repair Request

Estimate Required?

Maximum Approved Amount

Expected Return

Customer Approval Required?

Consignment / Memo Link

Use the Consignment / Memo selector above. Search by customer, supplier, stone, certificate, memo number, barcode or item description.

Item Summary

Design Brief

Order Item

Item Type

Jewellery Type

Quantity

Description

Metal / Stone Summary

Supplier Cost

Workshop Cost

Other Cost

Retail Price

Order Items / Multi Item

Use the fields above as the current item, then add it to the order. Supports multiple jewellery, repair, consignment and special-order items under one order.

No extra items added yet. If you save without adding, the current item fields will be saved as one item.

Items: 1Total Retail: $0.00Total Cost: $0.00

Job Packet / Assignment

Job Packet Number

Workshop Job Packet Number

Production Job Packet Number

Dispatch Job Packet Number

Assigned Designer

Assigned Workshop / RepairerWorkshop must be selected from Admin-managed dropdown when required.

Assigned Factory / Production

Assigned QC Staff

Dispatch Required?

Dispatch Destination

Workshop Due Date

Production Due Date

Dispatching Details

When Dispatch Required is Yes, this creates a dispatch job packet and it appears in Job Dispatch until sent, tracked and archived.

Dispatch Type

Carrier / Courier

Tracking Number

Priority

Dispatch Date

Expected Receive / Return

Dispatch Due Date

Assigned Dispatch Staff

From Location

To Location / Party

Dispatch Notes / Packing / Approval

Internal Job Notes

Dispatch / Workshop Instructions

Deposit / First Payment

Deposit Received Now

Payment Method

Payment Reference

Payment Date

Payment Structure / Remaining Balance

Define how the balance will be paid. Supports mixed plans: lay-by, installment, completion payment, production payment or custom due date.

Total Retail: $0.00Deposit Paid Now: $0.00Remaining Balance: $0.00Allocated: $0.00Unallocated

Production Timeline

Internal Notes

Order List

Order	Customer	Type / Deadline	Payment	Status	Assigned	Action
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