Pavilion uses different order types to support different customer workflows. The main order types are Jobs, Special Orders, Layaways, and Sales.
Each order type has its own tab in Pavilion, so you can manage the workflow separately while still keeping order activity connected to customers, inventory, payments, and receipts.
Order Types
Job
Use a Job when work needs to be completed for a customer, such as a repair, engraving, customization, or other service.
Jobs can include:
Inventory items
Customer-owned items
Reference items
Miscellaneous charges
Shipping
Services
Jobs are useful when you need to track work, materials, services, due dates, and completion status.
Special order
Use a Special Order when a customer wants an item that is not currently in stock and needs to be ordered from a vendor.
Special orders are commonly used for:
Items that need to be purchased from a vendor
Customer-requested variations, sizes, or styles
Items that are not available in current store inventory
Special orders help track the request from creation through vendor fulfillment and customer pickup.
Layaway
Use a Layaway when a customer wants to reserve an inventory item and pay over time.
Layaways are commonly used when:
The customer is not paying the full balance immediately
The item should be held while payments are made
The store needs to track paid amount, remaining balance, and due date
Layaways do not typically use an envelope workflow. Their main purpose is payment tracking over time.
Sale
Use a Sale for standard customer transactions.
Sales can be created through:
The POS
Online orders
A sales order record
Sales are used for completed or in-progress customer purchases and are connected to receipts, payments, returns, and order history.
What can be added to each order type
Different order types support different line item types.
Order type | Services | Items (Parts) | Miscellaneous | Shipping |
Job | ✅ | ✅ | ✅ | ✅ |
Customer-Owned |
|
|
|
|
Special Orders | ✅ | ✅ |
|
|
Special Order | ❌ | Only one | ❌ | ✅ |
Layaway | ❌ | Inventory only | ✅ | ✅ |
Sale | ❌ | Inventory only | ✅ | ✅ |
Order statuses
Orders move through statuses as they are created, worked on, paid, and completed.
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
Pavilion generally follows a one-order workflow, but there are cases where multiple items or services may be handled together.
For example:
Multiple orders can be collected on one receipt.
A job can include multiple parts, services, and charges.
Related work can sometimes be grouped when it is completed by the same jeweler and picked up by the customer at the same time.
When deciding whether to create one order or separate orders, consider whether the items have the same workflow, due date, associate, and pickup timing.