Your First Workflow

A workflow (also called a "Flow" or "Order Type") defines the stages an order goes through from creation to completion. Each workflow can have multiple stages that represent your fulfillment process.

Why Multiple Workflows?

Many businesses need more than one workflow because different products or order types follow different processes. Instead of forcing all orders through the same stages, you can create separate workflows tailored to each process.

Example: T-Shirt Print Shop

A print shop might have three different workflows:

Workflow	Use Case	Why It's Different
Screen Print Orders	Bulk orders (50+ shirts)	Requires screen prep, longer production time
DTG Orders	Small orders (1-10 shirts)	No screen prep, faster turnaround
Embroidery Orders	Hats, polos, jackets	Different equipment, digitizing step

Example: E-commerce with Dropshipping

Workflow	Use Case	Why It's Different
In-House Fulfillment	Products you stock	You pack and ship
Dropship Orders	Vendor-fulfilled items	Forwarded to supplier, different tracking

When to Use Multiple Workflows

Consider creating a separate workflow when:

• Different stages - The order goes through different steps
• Different teams - Different people handle the fulfillment
• Different timelines - Some orders take days, others take weeks
• Different customer communication - Customers need different status updates

Creating Your First Flow

1. Navigate to Settings → Order Flows
2. Click Add Pipeline
3. Enter a name for your flow (e.g., "Standard Orders" or "Custom Products")
4. Add stages to represent your process

Typical Workflow Stages

Here are some common stages for different business types:

E-commerce / Retail

New Order	Processing	Packed	Shipped	Delivered
Order received	Being prepared	Ready to go	With carrier	Complete

Manufacturing / Custom Products

New Order	Design Review	Production	Quality Check	Ready to Ship	Shipped
Received	Specs verified	Manufacturing	Final inspection	Passed QC	With carrier

Print Shop

New Order	Art Prep	Screen Prep	Printing	Finishing	Ready
Received	Artwork ready	Screens made	On press	Cut/fold/bind	Pickup/ship

Stage Settings

Each stage can be configured with:

• Color - Visual indicator on the Kanban board
• Customer Visibility - Whether customers see this stage on tracking page
• Email Notification - Automatically email customers when order enters this stage
• Webhook Trigger - Send data to external systems when orders reach this stage

Next Steps

Once you've created your workflow, you may want to control which stages your customers can see. Learn more in Substages & Customer Visibility.