Customer orders

Orders moduleOrders · Contacts

Your customers order from you online instead of ringing. Each buyer gets a login of their own — not a link — at dockledger.co.uk/orders. They see your name, your products at their prices, their own order history, and every delivery note with the signature on it. Nothing else of yours.

Giving a customer access

1. 1Contacts → open the customer → Customer portal → type the buyer's email and name → Give portal access.
2. 2The link is copied for you. Send it; it works for 14 days. The buyer chooses their own password and lands straight in the catalogue.
3. 3Remove a login from the same place the day they stop being a customer.

What happens to an order

• It arrives under Orders as Waiting. Confirm it (one click) or decline it with a reason the buyer sees.
• Release to picking puts it on the pick board as an ordinary picklist. Mark despatched attaches the despatch, and the buyer sees the note and the signature.
• The office takes phone orders on the same pad with New order. Prices come from Price lists: one list price, and a per-customer override that wins.
• Prices are as you hold them. Meat is sold by weight, so the buyer is told the invoice reflects actual weights.

Accounting, EDI and webhooks

Xero, Sage Accounting and SAP Business One are under Settings → Integrations; the orders API and webhooks are covered alongside them. See Integrations and webhooks.