Orders
Track confirmed work from acceptance through fulfilment, with the originating quote linked.
An order is a confirmed commitment to supply. Open Orders for the table and detail views, which mirror Quotes. Orders have no public portal.
How a quote becomes an order
When a customer accepts a quote from the portal, Kabaido copies the lines into a new order, links it back to the source quote and sets the status to confirmed. Any purchase order reference and uploaded document from the acceptance attach to the order.
Other ways orders start
- From a purchase order in chat, where an order draft is built from the intake.
- By hand, for work agreed outside the platform.
Status flow
An order moves through confirmed, in progress and fulfilled, which is manual for now. Cancelling an order releases any stock reservations it held.
Fulfilling an order can mark referenced service items as returned where the lines point to them.