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Tech Tip Tuesday – Order Tracking with Statuses and Reports

June 27, 2023

Welcome to Tech Tip Tuesday!

Happy Tech Tip Tuesday! Today, we’ve got a video tutorial that will teach you a few things about managing your orders. Here’s what we’ll cover:

  1. We’ll guide you on how to make and edit custom product statuses.
  2. You’ll learn how to make estimate requests which you can turn into orders later.
  3. We will explain how to apply statuses to both your overall order and to individual items in the order.

Also, we’ll show you how to:
  1. Find order reports either in the reports section or directly from a supplier’s profile.
  2. Add notes about the status of the order. This can help everyone stay updated and improve communication.

This video is helpful for everyone. If you’re a beginner or an expert, you’ll learn tips on how to organize your order management process. This can help you track orders easily and increase your productivity, whether you’re handling one order or multiple projects at once.

Got something you’d like to see us cover in a future Tech Tip Tuesday? Then be sure to head over to our Facebook Group, Mydoma Studio Designers, and let us know!

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Written by Dixie willard

Dixie Willard is an NCIDQ-certified residential interior designer approaching 20 years of experience. Her background includes commercial interior design at an architecture firm, space planning and styling at a high-end furniture store, e-design, and running her own firm. Because many of her projects involved clients who lived out of state until their home was finished, she’s had extensive experience working with clients remotely through Mydoma and video conferencing.

A Mydoma user since pretty much day one, Dixie also now works at Mydoma as our Product Manager, helping guide the team to create even more amazing features and improvements.

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