Talk to us

A customer said yes.
Keep the order moving.

Customer orders with their customer, items, and shipments in one record, plus online store channels such as Square. Add custom order fields in Studio.

Talk to us
Total orders
4
Pending
1
Fulfilled
1
Revenue · 30 days
$1,320

  1. Placed

    Payment pending

    • ORD 004Sample partner$300

  2. Paid

    Nothing shipped yet

    • ORD 003Acme Corp$720

  3. Partially fulfilled

    Some items shipped

    • ORD 002Northwind Traders$360

  4. Fulfilled

    Every item shipped

    • ORD 001Bluebird Studio$240

Selected order, as the Orders list shows it

Order
ORD 002
Customer
Northwind Traders
Placed
Oct 19, 2026
Items
8
Total
$360
Payment
Paid
Fulfilment
Partially fulfilled
Ship to
Arlington, VA
Illustrative sample records. Not a live workspace.

One record, the whole order.

Each numbered part of the sample record is one of the three things Orders keeps together.

  1. Customer order records

    Keep the order and its customer and item details in a dedicated workspace record.

  2. Fulfillment context

    Follow order progress as the team prepares and delivers the purchased items.

  3. Associated shipments

    Review shipment records tied to the order, including carrier and delivery information.

Order

ORD 002

Paid Partially fulfilled

Customer

Customer
Northwind Traders
Customer name
Maria Alvarez
Email
orders@northwindtraders.example
Phone
(703) 555 0142

Ship to

Recipient
Northwind receiving
Address line 1
2210 Clarendon Boulevard
City
Arlington
State / region
VA
Postal code
22201
Country
United States

Payment details

Payment status
Paid
Fulfilment
Partially fulfilled
Subtotal
$340.00
Tax
$20.00
Total
$360.00
Currency
USD
Placed from
Online store
Paid on
Oct 19, 2026
Placed
Oct 19, 2026

Order lines4 of 8 items shipped

ItemOrderedFulfilledProgress
Sample sensor44
Sample cable set20
Sample mounting plate20

Shipments

SHP 002ShippedIn transit

Items
4
Carrier
Sample carrier
Created
Oct 20, 2026

Activity

  1. Oct 20, 2026Shipment SHP 002 created
  2. Oct 19, 2026Marked paid
  3. Oct 19, 2026Order placed

Review, arrange, follow.

From the order to their door.

  1. Review the order

    Check the customer, requested items, and current order details.

  2. Arrange fulfillment

    Prepare the order’s delivery work through the supported operational workflow.

  3. Follow the shipment

    Keep shipment status and tracking connected to the order.

Add the fields your orders need.

  1. A "Delivery instructions" field

    Make it required for deliveries so drivers always have a note.

  2. A "Sales channel" dropdown

    Offer Phone, Email and Walk in and report by channel.

  3. Order status updates

    A workflow can update an order status as one step of any process you build.

Shape the record

  • Fields and layout in Studio

    Add order fields such as delivery instructions or sales channel, and require what your warehouse needs.

    See Studio

  • Workflows and automations

    Start a workflow when a sales order is created, and an order status can be updated by a workflow. Connect it to your email, chat and the apps you already use.

    See Workflows

  • Your own custom modules

    Scale and up

    When orders needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    See custom modules

  • App Builder

    Every paid plan

    Build a website, document, slides or internal app next to your orders, described in plain words.

    See App Builder

Control and connect

  • Roles and permissions

    Every paid plan

    Decide who can see, create and change orders, down to records and fields, with custom roles.

    See Users and Roles

  • Agaro Agent

    Ask about your orders in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Open API and MCP

    Scale and up

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Read more: From lead to payment: how one record travels through your business

Next to orders.

Orders connects the customer and catalog to the shipment and fulfillment records your team needs.

OrdersYou are here