Orders Management

The Orders module is the heart of your tailoring business. Create, track, and manage all customer orders from a single, intuitive interface. Assign staff, track payments, and generate bills.

Understanding Orders

Order Structure

Each order contains:

• Customer/Family Member - Who the order is for
• Order Items - Multiple garments per order
• Units per Item - Quantity of each garment
• Measurements - Saved or custom measurements
• Trial & Delivery Dates - Scheduled timelines
• Staff Assignments - Which staff works on each unit
• Additional Parameters - Set additional parameters for additional charges
• Redeem Points - Points that can be redeemed for discounts
• Payment Methods - Multiple payment options available

Order Status Workflow

Orders can be configured with custom statuses. Status updates can be (configurable in store settings):

• Order-wise - Status applies to entire order
• Item-Wise - Status applies to individual items within the order
• Unit-wise - Each unit can have different status

Creating a New Order

DD Tailors offers two order creation interfaces to suit different preferences. You can switch between them using the link at the top of the page.

Classic Order Form

The classic form provides a traditional step-by-step approach with three main steps:

Step 1: Customer Selection

In the first step, you select the customer and family member for the order:

• Navigate to Orders from the main menu
• Click the + New Order button
• Select an existing customer from the dropdown
• Choose a family member
• Or create a new customer if needed

Step 2: Order Items

In the second step, you add garment items to the order:

• Select garment type (Shirt, Pant, Coat, etc.)
• Enter custom measurements
• Set item price and quantity
• Add reference and material images if available
• Add special instructions for each item (Optional)
• Click + Add Another Item to add more garments

Step 3: Payment & Dates

In the final step, you configure payment and important dates:

• Set Trial Date for fitting (if applicable)
• Set Delivery Date for final pickup
• Enter advance payment amount
• Select payment method
• Add order notes and special instructions
• Review order summary
• Click Create Order to save

Modern Order Form

The modern form offers a streamlined, single-page experience with keyboard shortcuts:

• Quick Customer Selection - Select customers instantly or create a new one
• Trial & Delivery Dates - Set dates for fittings (Optional) and deliveries
• Inline Item Addition - Add multiple items without page refresh
• Measurement - Enter custom measurements for each item
• Notes & Instructions - Add notes and special instructions for each item
• Keyboard Shortcuts - Press ? to view shortcuts
• Real-time Total - See order total update as you add items
• Additional Parameters - Set additional parameters for additional charges
• Redeem Points - Points that can be redeemed for discounts
• Payment Methods - Multiple payment options available
• Sticky Header - Quick access to save button while scrolling

Managing Orders

View All Orders

The Orders list shows all your orders with quick filters and sorting options:

• Filter by Status - Show only pending, in progress, completed, or delivered orders
• Filter by Date - View orders from a specific date range or custom date range
• Search - Find orders by customer name or order number
• Sort - Order by trial date, order date, or delivery date

View Order Details

Click on any order to view complete details including customer information, measurements, timeline, and notes. You can also update the order status and edit orders here.

Update Order Status

To change an order's status:

1. Open the order details
2. Click the Status dropdown
3. Select the new status (automatically updates)

Order Actions

Staff Assignments

Assign specific staff members to work on order units:

1. Open the order details page
2. For item, click "Assign Staff"
3. Select staff member from the dropdown (filtered by staff group)
4. Staff can mark assignments as issued, received, or unassigned
5. Track completion status per unit

Payment Tracking

Record multiple payments per order:

• Add partial or full payments
• Select payment method (Cash, Card, UPI, etc.)
• Track outstanding balance
• Edit or delete payments if needed

Order Tips & Best Practices

Frequently Asked Questions

What's Next?

Now that you've created orders, here's the recommended next step: