What are Orders in NIZU?

An order is what a client buys from you: placed by the client in the Store or by your team for them, followed with your own statuses, and turned into an invoice, an estimate or a project.

What are Orders in NIZU?

An order is a purchase a client makes from you. Clients place orders themselves in the Store; your team places them for clients from the same Store. You follow each order with your own statuses (for example New, Processing, Shipped, Delivered), the client is kept informed, and the order becomes an invoice, an estimate or a project when you need it.

Where to find it

In the left menu: Sales → e-Commerce → Orders list.
On a client's page: the Orders tab.
For clients: Orders in their portal, with their own orders only.

If you do not see it, switch on Order in Settings → Modules.

The orders list

Columns: Order, Client, Invoices, Order date, Amount (with the total at the bottom) and Status.
Filter by period (monthly, yearly, custom or dynamic) and by status, and save your filters.
Click the status of an order to change it right in the list.
Each row has Copy link, Edit order and Delete order. Print and Excel export the list.

An order's page

The order as a document: your company, the client, the items, the totals, the files and the note.
Order info: client, who created it, the linked project, and the menu with Edit order, Create Estimate and Create project.
Create Invoice at the top, the Invoices and Invoice payment list cards, Tasks, and private Reminders.
Order preview, View PDF and Download PDF.