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Smart CRM User Guide
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Manage Online Store orders

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The moment a shopper submits an order, the CRM does all of this automatically:

1. Records are created

  • Customer — matched by email address; if that email already belongs to a customer, the order attaches to them (no duplicate). Otherwise a new customer is created with the name (or business name), email and phone from the checkout form.
  • Sales opportunity — named "Online order – ", placed in the first open stage of your pipeline, with lead source "storefront" and the order value. It's assigned to your chosen default owner (or left unassigned).
  • Quote — numbered like your other quotes (Q2026xxxx), status sent, linked to the opportunity, containing every cart line with the trusted server-side price (catalog override, variant price or quantity-break price). VAT is added only if your company is VAT-registered, at your default rate. The shopper's optional note is saved on the quote's notes.

2. Stock is reduced

For stock-tracked products and variants, the ordered quantity is deducted immediately. If stock ran out in the meantime the whole order is refused instead — you never get an order you can't fill.

3. Your team is told

A "New online store order" notification — in-app and email — goes to the person set under "Assign new orders to", or to all owners, admins and managers when unassigned. It includes the customer name, quote number and total, and links to the opportunity. This notification always fires, independent of your automation setup. Your normal automations also run: a "quote created" event and an opportunity stage-change event fire, so any workflows you've built on those triggers kick in too.

4. The customer gets their quote

Per your Order delivery settings (Settings → Online Store):

  • Email — "Your quote from ()" with the itemised order summary, a View your quote online button, and the quote PDF attached. Sent from your chosen verified address using the standard or your customised template.
  • WhatsApp — an approved template message carrying the quote link (works even for brand-new contacts), optionally followed by the quote PDF where the conversation window allows it.
  • The shopper is also redirected straight to the quote's public web page after submitting.

Following it up

  • Open the opportunity ("Online order – …") in your sales pipeline — it sits in your first stage waiting to be worked, with the quote linked.
  • The quote behaves like any other quote: edit it, resend it, and take it through acceptance and invoicing as normal.
  • The customer record holds the contact details for calls, email or WhatsApp follow-up.