Order inbox
Turn the message into an order
Bring incoming order requests into a review queue, check the details, and create the wholesale order without starting from a blank form.
Demonstrated with the Vivo Coffee demo workspace.
- Parsed products and quantities
- Customer matching and editable details
- A clear review before creating the order
How it works
A clear path from
start to done.
Review the customer, products, and quantities before accepting.
Open the incoming request
With the order inbox enabled, incoming requests appear in a review queue with the details Crate has extracted.
Check the match
Review the customer and products before accepting. Keep any uncertain matches in view while you check the original request.
Make the details exact
Correct products or quantities, match the customer, and adjust the delivery date or notes in the review interface.
Accept and get to work
Choose Accept & Create Order when the request is ready. The resulting wholesale order joins the rest of your work in the merchant dashboard.
The details
Questions about order inbox
Does Crate place every incoming request automatically?
The review queue lets you inspect and edit a request before choosing Accept & Create Order.
What if the product or customer match needs fixing?
Match the customer and edit products, quantities, delivery date, or notes before accepting the request.
What happens after I accept?
Crate creates a wholesale order you can manage in the merchant dashboard. The inbox needs to be enabled for your workspace.
Built for your wholesale day