March 19, 2019

Managing Events Just got Easier with OrderPort!

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Managing Events Just Got Easier. Use OrderPort's Work Orders and Deposits Feature.  


OrderPort’sWork Orders and Deposits feature is ready to make long term orders efficient and easy to track. Perfect for event planning and wholesale orders, Work Orders and Deposits allow you to start an order, take a deposit, and keep the order open for making changes for as long as you’d like. Distinct from regular orders, Work Orders show up as a different color on your home screen while you’re working, and are saved for later under a customer account without cluttering your home screen. Here’s how it works:


  • Start an order for the customer and select the ‘Work Order’ option – if they do not already have an account, you will be prompted to create one so the order can be stored in the customer’s profile. 
  • Start adding products to the cart – this may include an event reservation, and/or products the customer knows they’d like to purchase.
  • When you are done for the day head to the checkout page to accept a deposit.
  • Select any payment method you’d like to use for the deposit and simply enter in the amount the customer will be paying at this time.
  • Once you’ve accepted payment, click on the Save for Later button. This saves the order under the customer account without closing it.
  • When you are ready to work with the order again you can find it in the customer profile under Order History. Simply tap on the order to continue working with it.
  • When you are done working with the order take the final payment and click Close.


For more information regarding the Work Orders and Deposits feature or OrderPort please contact Rick Belisle at rick@orderport.net, or click here to request a demo.




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