Order System docs

Mattersmith’s Order System is where orders for configurable products are quoted, priced, accepted, and tracked through production. These docs are for the people on both sides of an order: designers who build quotes and submit them, and Order Managers who price them and see them through to shipped.

Which describes you?

First, get set up: it shows how to tell which role you have. Then start with the tutorial for your role.

I design and submit orders

For designers, often at a dealer, who build quotes for their customers and send them to a manufacturer.

Start with Your first quote as a designer, then accept the final price.
Plan the room first: start a design and turn it into a quote.
Create an order, submit it, and accept it.
Turn on order emails, so you hear when a price is ready.
Your order as a designer: what you see at each stage.

I price and process orders

For Order Managers at a manufacturer, who price orders, see them through production, and often enter orders for customers too.

Start with Your first order, then take it to shipped.
Find an order, price and confirm it, and release it to production.
Change an order after submission.
The Dashboard and how an order moves from quote to shipped.

Planning a room first? Plan a room and turn it into a quote works for both: it draws a kitchen in the Room Planner and makes a quote from it.

Look something up

Order statuses: what can happen next, and who can do it
Permissions: who can view, edit, submit, and accept
Dashboard: what each number counts
Errors and how to fix them: what each error or “Not ready” message means and what to do
Room Planner controls: every mouse and keyboard control
Order list filters, Export files, and the Glossary

Order System docs

Which describes you?

Look something up

Understand how it works