Summary: In The Shed App, when an order is created, it generates multiple links that can be shared with customers or co-workers for various purposes. This article explains how to copy and use these links effectively.
How to
Share an Order
Steps to Copy a Link
Option 1:
1. Load Order
2. Click on Green Button in Upper Left-Hand Corner
3. Copy your preferred link
Why are there Multiple Links?
There are several different links generated for a single order, each serving a distinct purpose. Here’s an overview:
Link to Online Quote
- Sharing this with the customer shows the customer the Design step of the Order Form and allows them to:
- Pay the initial deposit
- When the customer opens this link, they are unable to edit the building or the order
Link to Order
- Sharing this with the customer shows them the Design step and allows them to:
- Edit the design of the building
- Choose purchase methods
- Pay the initial deposit
Link to Summary
- Sharing this with the customer shows the Summary Step and allows them to:
- Edit the design of the building
- Choose purchase methods
- Pay the initial deposit
Link to Finalize
(This link may not be available, depending on Finalize Order Availability setting controlled by your admin)
- Sharing this with the customer shows the Finalize step and allows them to:
- Fill out the RTO Application if the purchase method is RTO
- E-sign and submit the order
Link to Track Order
- Sharing this with customers allows them to track the progress of the order, and allows them to:
- View Photos added during production
- Make payments on the Invoice
- View order production status
For more information on how to optimize this Feature view our Youtube Tutorial