The purpose of this step is to design the process for one part of your operations — Pre-Production, Production, or Completion & Handover. You can create separate pipelines for different scenarios, so a home pickup order can follow a completely different path from a walk-in shop order.
Opening the Order Pipelines Page
Click the Settings (gear icon) in the top navigation.
Scroll to the Production section and click Order Pipelines.
The page shows three sections, one for each phase:
Pre-Production — how orders are received and quoted before production begins. Skipped for confirmed orders.
Production — the processing stages orders go through. Shared across all order types.
Completion & Handover — how completed orders are handed over, delivered, or otherwise closed out.
Creating a Pipeline
In the phase you want, click Add Pipeline. A panel opens on the right.
Pipeline Name: give your pipeline a descriptive name (e.g. "Home Pickup," "Service," "Shop Collection").
Type (optional): some phases let you tag the pipeline with a type.
In Completion & Handover, the Completion & Handover Type options are "Shop Pickup," "Home Delivery," and "On-Site Service."
In Pre-Production, the Pre-Production Type option is "Home Pickup."
Add your steps: under Steps, click Add Step for each stage of the process. Click a step to expand it, then fill in:
- Step Name — the name your team uses (e.g. "Pending Pickup").
- Status Category — the stage of the order this step represents. See Set up the Status Library for what each category means.
- Auto Trigger — optional. Choose the staff action that automatically moves the order into this step, or leave it as "None" if staff will move the order manually.
Finalise: click Save when your sequence of steps is complete.
What's Next
Your pipeline does nothing until a business unit uses it. Continue to Configuring Order Types to assign your pipelines to a business unit.