Create + Track Orders

Create

Orders directly from

the product page.

Track all actions.

Newbury Chair

Product details + Client information entered automatically

1

QUOTE

Newbury Chair

sold to

  • Manage + engage with your clients on SHSQ

  • Client resale certificates kept current

  • Transact + track quotes + orders online

  • Promote directly to your clients 

Upcharges calculated • Customizations confirmed by Client

2

$

$

Charges calculated • Payments recorded • Notifications of Payments sent 

3

$

$

00.00.00

Payment Received

00.00

00.00.00

Balance

00.00

$

00.00.00

Amount Due

00.00

Status of all Items for Approval tracked • Client approves with Approval button

4

APPROVALS

Cutting For Approval

00.00.00

approve | decline

Drawing For Approval

approved

00.00.00

Material ID Forms attached to order • Shipping details included

5

MATERIAL ID FORMS

C.O.M. Customer's Own Material

Agreement to Terms + Conditions captured online

6

TERMS + CONDITIONS

Agree to Terms

AGREED

00.00.00

Lead Time status tracked • Shipping details included

7

LEAD TIME + SHIPPING

Order Status

00.00.00

DELIVEREd

8

MESSAGING

From

Message

Date

Name

Message ...

Attachments

Drawing abc

Message Vendor + Client directly regarding actual Order • Add Attachments

Seamlessly convert to Orders + Purchase Orders + Invoices

9

PRODUCT DETAILS

Generate Quotes + Orders directly from your

catalog product page

Product Images + Details

added automatically

eliminating errors + delays

client

CLIENT DETAILS

Client Details 

Shipping Address

Project Information 

automatically

collected online from 

Client

CUSTOMIZATIONS

Customization Details

added + confirmed

 

Upcharges calculated

 

Materials linked + connected to the Order

PAYMENTS

Calculator to add Charges for Shipping + Tax

 

Notifications issued

of Deposits + Balances due 

 

Acknowledgements sent of Payments received 

PAYMENTS

Calculator to add Charges for Shipping + Tax

 

Notifications issued

of Deposits + Balances due 

 

Acknowledgements sent of Payments received 

APPROVALS

Track status of Samples + Drawings

Approve | Decline button

Track + record all specification changes + approvals to avoid issues later on

MATERIAL ID FORMS

Add Material Image + Details

Link to Product Website

Add Application Details

Link + Track Shipments

All ancillary materials

recorded

LEAD TIME + SHIPMENTS

Track + update order status + lead times

Status updates keep the process moving + avoid 

delays

Track Shipments

Mobile access to order status

MESSAGING

Collaborate with Clients + 

Vendors online

Upload + Share Attachments

Record all notes + information pertinent to an order in one place

MESSAGING

Collaborate with

Clients + Vendors online

Upload + Share Attachments

Record all notes + information pertinent to an order in one place

PRODUCT DETAILS

Generate Quotes + Orders directly from your catalog product page

Product Images + Details added automatically eliminating errors + delays

CLIENT DETAILS

client

Client Details + Shipping Address

Project Information automatically collected online from Client

SPRING

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