Orders and customers
An order's life, from New to Done
5 minute read
Every order moves through the same five stops: New, Quoted, Paid, Making, and Done. You change the status with one tap on the order page, and Broidry keeps the customer informed so you do not have to.
The five statuses
New means the order just arrived. Read it over and check that nothing is missing. If the customer skipped a detail, the order says so plainly.
Quoted means you have priced it. Build the quote on the order page. Your rate card fills in the numbers, and you can adjust any line before sending. The customer gets a link where they accept the quote with one tap.
Paid means the money part is settled and you are clear to stitch. Payments the customer reports land on the order for you to confirm.
Making means it is on your machine or your table. The customer's tracking page updates so they stop wondering.
Done means it is finished. This unlocks the share tools: a social post about the finished piece, a review request, and the package insert card.
The safety nets along the way
Before you stitch, the order page shows the exact wording the customer approved, frozen at the moment they approved it. If the spelling was never confirmed, the order tells you, and you can send a one-tap confirmation link.
If you upload a proof picture, the customer approves it from their link before you thread the machine, and the approval is stamped with the date and time.