Managing orders shouldn't feel like navigating a maze. Whether you're tracking a single sale or coordinating hundreds of shipments, you need a system that moves as fast as your business does. As of February 11, 2026, our new Order Management feature transforms how you create, track, and fulfill orders—taking you from initial draft to final delivery with unprecedented clarity and control.

This isn't just another order tracking tool. It's a complete lifecycle management system that auto-generates invoices, supports offline work, and gives you full visibility into every order's journey. If you've ever lost track of an order status, manually calculated totals, or struggled to generate invoices on the fly, this feature changes everything.

Order Management gives you complete control over your sales fulfillment process through an intuitive, seven-stage lifecycle: Draft, Pending, Confirmed, Processing, Shipped, Delivered, and Cancelled. Each stage reflects exactly where your order stands, eliminating confusion and keeping your team aligned. You can create new orders using a streamlined three-step wizard in Simple Mode, making order entry faster than ever before.

Every order automatically generates a unique order number, calculates subtotals and totals in real-time, and maintains nested line items with product details, quantities, and unit pricing. You can upload purchase order documents and instantly create orders from them, saving hours of manual data entry. When it's time to bill, the system generates professional invoices directly from your orders with a single click.

The feature includes robust offline sync support for mobile applications, ensuring your sales team can create and update orders even without internet connectivity. Every change is tracked through an integrated audit trail powered by PaperTrail versioning, giving you complete transparency into who modified what and when. Access comprehensive order history and reporting to analyze trends, identify bottlenecks, and optimize your fulfillment process.

Order management is the backbone of any sales operation, yet it's often cobbled together from spreadsheets, email threads, and disconnected systems. This fragmentation leads to missed orders, billing errors, and frustrated customers wondering where their shipments are. With centralized order management, you eliminate these pain points by creating a single source of truth that everyone—from sales reps to warehouse staff—can trust and access in real-time.

The ability to work offline and sync later is particularly valuable for field sales teams who meet clients on-site, at trade shows, or in areas with unreliable connectivity. They can capture orders immediately while details are fresh, then sync when they're back online. Meanwhile, automated invoice generation eliminates the manual work of creating billing documents, reducing errors and accelerating your cash flow cycle. The complete audit trail protects your business by documenting every change, which is essential for compliance, dispute resolution, and quality control.

Order Management is available to users on Starter plans and above. Owners, Admins, and Managers have full access to all orders across the organization, giving them complete visibility into sales operations and fulfillment status. Sales Representatives can access and manage their own orders, ensuring they stay informed about their customers' purchases without overwhelming them with organization-wide data. Please note that the Free plan does not include order access—you'll need to upgrade to Starter or higher to unlock this functionality.

Creating an order starts at the /orders endpoint, where you'll find the order creation wizard. In Simple Mode, you complete just three steps: enter customer information and basic order details, add line items with products and quantities, and review the automatically calculated totals. The system generates your order number instantly and sets the initial status to Draft, allowing you to save your work and return later if needed.

As your order progresses, you move it through the lifecycle stages by updating its status. When a customer confirms their purchase, you change the status from Draft to Pending, then to Confirmed once payment or approval is secured. As your warehouse or fulfillment team begins work, you update the status to Processing, then to Shipped when the order leaves your facility. Finally, mark it Delivered when the customer receives their items, or Cancelled if the order doesn't complete.

If your customer provides a purchase order document, you can upload it directly into the system. The feature processes the PO and creates a new order with pre-populated information, dramatically reducing manual data entry and the errors that come with it. This is especially valuable for B2B transactions where formal purchase orders are standard practice.

When you're ready to bill a customer, simply select the order and choose the invoice generation option. The system creates a professional invoice that includes all line items, calculated totals, customer information, and your order number. This ensures perfect consistency between what was ordered and what gets billed, eliminating discrepancies that cause payment delays and customer confusion.

Every modification to an order—whether it's a status change, line item edit, or total adjustment—is automatically logged in the audit trail. You can view the complete history of any order, seeing exactly who made changes and when. This transparency is invaluable for resolving disputes, training team members, and maintaining compliance with internal policies or external regulations.

Order Lifecycle Stage Description Typical Use Case
| Draft  | Initial creation, not yet finalized  | Sales rep is building a quote or gathering customer requirements
| Pending  | Awaiting customer confirmation or approval  | Quote sent to customer, waiting for their acceptance
| Confirmed  | Customer has approved, ready for fulfillment  | Customer signed off, payment terms agreed
| Processing  | Actively being prepared for shipment  | Warehouse is picking, packing, or assembling the order
| Shipped  | Order has left your facility  | Package is with carrier, tracking number assigned
| Delivered  | Customer has received the order  | Confirmed delivery, order cycle complete
| Cancelled  | Order was terminated before completion  | Customer cancelled, inventory unavailable, or payment failed

Order Management brings structure, automation, and visibility to your sales fulfillment process, eliminating the chaos of disconnected systems and manual workflows. With three-step order creation, automatic invoice generation, and complete lifecycle tracking, you can focus on growing your business instead of chasing down order details. Head to the /orders section to create your first order and experience how streamlined fulfillment can be—your team and your customers will thank you.