1. Click on the “Client” button in the menu.

2. A modal window will open — click “Create a Client.”

3. Enter the client’s details such as name, company info, and contact information.

4. Click “Submit.”

Once the client is created, you’ll need to add an Agent:

• An Agent is the person from the client’s team who places the order.
• A client can have multiple agents.

To add an agent: Enter the agent’s full name and contact info, then submit.

1. Click the “New Order” button in the main dashboard.

2. A modal will open — fill in the order details (client, agent, PO number, dimensions, etc.).

3. Once everything is filled out, click “Create Order.”

The new order will appear immediately in the Current Orders panel.

After creating the order, you can begin managing its progress:

• Update the Order Status (e.g., In Production, Ready, Shipped).
• Add internal notes or files if needed.
• Assign the order to a team member or update the due date.

Every status update helps your team and the client stay aligned.

Once the order is ready or completed:

• Use the notification button to automatically notify the client.
• You can also send a summary or download a copy of the order for internal records.

This step keeps your client informed and improves communication.