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Flyte Knowledge Base

Orders

The order workspace, confirmation, stages, holds and everything in between.

  1. 1The Orders pageFind your way around the Orders list, what each stage counter and chip means, and the actions available on each row.
  2. 2Creating a manual orderStart a draft order yourself, for example from a customer's emailed PO, and choose the contact who will receive every email about it.
  3. 3The order workspaceA tour of the full-screen order workspace, its header, the Order details tab, dates and urgency, delivery details and the Costs & margin tab.
  4. 4Products and pricing on an orderAdd products to an order, enter quantities by size, and understand automatic tier pricing, set prices, discounts and $0.00 warnings.
  5. 5Names & numbers, artwork and pre-production samplesAdd per-garment names and numbers to an order, download the artwork PDF, and set up a pre-production sample before bulk production.
  6. 6Getting the customer to confirm an orderHow to send a draft order to the customer for confirmation, what the confirmation page asks for and why, prices on the link, and pricing queries.
  7. 7Confirming an order and raising POsCheck a customer-confirmed order, confirm it with a delivery date, send the customer their order confirmation, and create purchase orders for your factories.
  8. 8Order statusesWhat every order status means, from Draft to Closed, and who is holding the job up at each stage.
  9. 9Holds, splits, merging and deletingPut an order on hold and release it, split an order or a delivery, merge drafts, and delete or restore a draft order.
  10. 10Customer emails, approvals and the timelineUse the order's Approvals & changes card, switch individual customer emails on or off, and keep a record on the order timeline and internal notes.
  11. 11Create in ShopifyIf your account has it switched on, push a Flyte order to Shopify as a draft order, update it, and see how the completed Shopify order links back.
  12. 12The dashboard and To Get DoneRead the dashboard's cards and counts, use To Get Done as your team's live work list, and find things fast with search, the bell and the New menu.
  13. 13The calendar and remindersUse the team calendar for meetings, closures and order ETDs, control who sees each entry, and set reminders on orders and POs.