Order Types
Pavilion utilizes four distinct order types to manage your business operations:
Job: For tasks directly related to an inventory item, such as services, repairs, or customizations. Jobs provide a way to track labor and materials associated with these specific tasks.
Special Order: Use this for items not currently in stock that need to be ordered from a vendor. This includes both mass-produced items and specialized parts.
Layaway: Sales with a flexible payment structure. Customers typically start with a small or no deposit and make payments over time. Layaways, unlike jobs, don't have an envelope, as their main focus is on tracking those payments.
Sale: Represents standard customer transactions, whether completed through your Point of Sale (POS) system or online store.
Easy Navigation: Each transaction type can be accessed from their own top-level tab for streamlined management.
Orders Tabs
❕Quick Sales via POS: Point of Sale transactions automatically generate finalized Sales orders within Pavilion.
❕Website Integration: New orders placed on your website directly appear as open Sale orders in Pavilion, ready for processing.
Order Parts and Services
At their core, orders in Pavilion are made up of these key components:
Items (Parts): The heart of the order. Includes both Inventory Items (physical products you stock) and Miscellaneous Items (one-off charges or items not tracked in inventory).
Shipping: How the order will reach the customer. Pavilion lets you factor in shipping costs and methods.
Services (for Jobs): Jobs offer an extra layer by allowing you to include services like Repair, Custom Job, Engraving, and more.
Pavilion offers flexibility in the types of parts you can include in different orders:
Job Orders: The most versatile! Jobs can include:
Inventory items: Items you have in stock.
Customer Owned Items: Items brought in by the customer for work. Can also include items you sold to that customer before.
Reference Items: Items included for informational purposes only (not physically part of the job).
Special Orders: Items ordered specifically for the job.
Sales & Layaways: These orders focus specifically on Inventory items – the products you have in stock and ready to sell.
Order type | Services | Items (Parts) | Miscellaneous | Shipping |
Job | ✅ | ✅ | ✅ | ✅ |
Customer-Owned |
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|
|
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Special Orders | ✅ | ✅ |
|
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Special Order | ❌ | Only one | ❌ | ✅ |
Layaway | ❌ | Inventory only | ✅ | ✅ |
Sale | ❌ | Inventory only | ✅ | ✅ |
Order Lifecycle
Every order in Pavilion follows a distinct lifecycle that involves multiple stages and actions. The lifecycle of an order typically includes the following stages:
Order Statuses
Status | Description | Note |
Draft | The order is in its initial creation phase and has not received funds yet. No work has been started yet. | At this point Inventory Items used for this order are reserved. |
Open | The order has been created, funded, and is now active. This indicates work is underway to fulfill the order's requirements. |
|
Ready | The order is awaiting customer pickup. Funding has been received, any services are completed, and Special Order items have arrived. | only for Jobs and Special Orders |
Closed | The order is fully completed. This means all items have been delivered, services rendered, and final payment is processed. | At this point Inventory Items used for this order are sold. |
Combining Orders in Pavilion
While Pavilion's design generally aligns with the "one order, one job envelope" concept, you do have some flexibility in how you group orders:
Multiple Orders in One Receipt: You can easily consolidate multiple orders onto a single receipt for the customer's convenience.
Flexible Job Orders: Ideally, create a separate job order for each distinct final product or group of products scheduled for simultaneous pickup. However, you can combine multiple items within a single job order if they are:
Processed by the same jeweler
Picked up together by the customer