Modules · Orders
The order pipeline, without the spreadsheet.
Proposals, invoices, payments, and a status board that matches how your shop actually fulfills.
Included
$0
About
Orders is the back office of the operation -- intake, proposals, payments, fulfillment, and the email and SMS triggers that fall out of each stage. Built to match how peptide shops actually ship: stages you can rename, SLA timers that nudge you before a client does, and a single place to see what is in motion right now. Every order references a client; every line references a SKU; every transition emits an event that other modules pick up automatically. No batch sync, no nightly job.
Features
Custom fulfillment stages
Rename and reorder stages to match your shop -- intake, prep, label, ship, follow-up -- without writing a single rule.
Proposals to paid in one place
Send a proposal, capture the signature, collect payment, generate the invoice -- all on the same record, all on the same timeline.
SLA timers
Each stage carries an expected duration. When an order sits too long, it floats to the top of the board with a clay marker.
Bulk actions
Select fifty orders, advance them all to 'label', print the labels in one batch, fire the tracking emails. Three clicks.
Triggered emails and SMS
Confirmations, shipped notices, refill nudges -- templated, branded, and tied to real stage transitions, not a separate marketing tool.
Use cases
Owner / operator
Friday afternoon batch
Fifty orders sitting in 'ready to ship'. Select all, advance to 'shipped', Shippo prints fifty labels with bulk rate, fifty SMS confirmations fire. Done in under three minutes.
Patient coordinator
Renewals nudged in advance
Refill due in seven days. Orders surfaces the list on a dashboard widget; one click sends a templated SMS nudge with the renewal link. Conversion lifts measurably.
Bookkeeper
Reconcile end-of-month
Export every paid order from the period; line items, tax, refunds, and the matching Stripe charge id are all in the same CSV. No three-system reconciliation.
FAQ
Do I need orders if I already use Shopify?
Most operators replace Shopify entirely once orders is on. The difference is the workflow -- Shopify is an e-commerce checkout, orders is a fulfillment system. They overlap on the storefront but diverge sharply on the operator side.
Can I customize the stage names?
Yes. Stage names, order, and SLA timers are all per-store. Adding a stage is a settings change, not a feature request.
Does it handle proposals and quotes?
Yes. The proposal flow captures price, terms, and a signature, and converts to a paid invoice in one click. Audit-logged from draft to payment.
What payment processors are supported?
Stripe, Square, and Clover are first-party. The capability routing layer in your account picks which one a given order uses; no per-order payment plumbing.
How are taxes calculated?
Per-line tax rates on the proposal carry through to the invoice; we do not auto-calculate by jurisdiction in v1. Taxjar wiring is on the roadmap.
Can I refund a partial order?
Yes. Refunds are line-level and stamp the original payment so reconciliations work without a manual adjustment.
Add orders the day you need it.