Use Sell&Sell Admin Custom Order Fields to Streamline Order Processing and Details
Do you find yourself putting a lot of information in your “Order Notes” or using outside software, such as Excel, to keep track of order details? Say goodbye to all of the hassle of keeping track of order information in a million different places! The Sell&Sell Admin Custom Order Fields extension will allow your team to use Sell&Sell as a complete Customer Relationship Management system so order information is centralized where the orders actually happen — right within your Sell&Sell dashboard.
All order details, notes, fields, and information addition can be streamlined right within the order itself, allowing you to standardize order details, keep all order information in Sell&Sell and not scattered across multiple systems, and sort or filter orders based on your custom order information. Keep all of your order details where they belong: tied to the original order!
Let’s say that you’re using Sell&Sell to book helicopter tours, and you need a way to assign times, pilots, or other details to an order. Sell&Sell Admin Custom Order Fields allows you to add these details from the Orders Dashboard, and even optionally display them to the customer on the “My Orders” page. Using Sell&Sell to sell other services? You can add dates for coaching sessions, assign multiple case managers to a consulting account, or manage any other order details you wish. Stop jotting down everything in the order notes and start to organize and compartmentalize with Sell&Sell Admin Custom Order Fields!
What Can Sell&Sell Admin Custom Order Fields Do?
- Create order details to add/edit from the admin Orders Dashboard
- Centralize order details that can easily be edited by all team members
- Sort or filter orders displayed based on your custom order fields
- Optionally display order fields/details to customers
- Eliminate the need for spreadsheets or other external systems to manage order notes/details
- Streamline your CRM system by centralizing everything in Sell&Sell
Make Your Order Management Efficient
If you’ve been using order notes to add order details, or even worse, been using an outside system to track order details, you know that it’s a pain to keep all of this information updated, especially if it needs to be shared between team members (don’t worry, we know how much of a pain it is to use Google Docs for all of this!). Adding all of these details as order fields will simplify record-keeping so that all details are managed right within Sell&Sell and visible to all team members. By default, all admin order fields are hidden from customers. Even better, you can sort or filter orders based on these fields.
Optionally Display Order Fields to Customers
Need to assign customers to a trip or tour group after their order has been placed? Want to let them know who their tour guide or pilot will be? Doing so is easy with Sell&Sell Admin Custom Order Fields. Set the order field attribute to “Show in My Orders/Email”, and customers will be able to view that field with the rest of their order details.
