Managing product orders doesn’t have to be complex or time-consuming. With Jugl, you can integrate inventory, automate task creation, and track every stage of the order process with ease. Here’s how to use Jugl to streamline your product order management and enhance your workflow. 🚀
Why Efficient Product Order Management Matters
Effectively managing product orders ensures:
Faster Fulfillment: Automating tasks keeps the process on track.
Accurate Orders: Integrating inventory minimizes errors in item selection.
Happier Clients: Real-time tracking keeps clients informed, boosting satisfaction.
Research by McKinsey reveals that automated order management reduces processing times by 30%.
How Jugl Simplifies Product Order Management
Jugl offers powerful tools to connect inventory, manage client orders, and track their progress in real time.
Key Features for Product Orders in Jugl:
Inventory Integration: Seamlessly link inventory items to forms for product selection.
Task Automation: Automatically create tasks for order processing and fulfillment.
Real-Time Updates: Use boards and notifications to monitor and share order statuses.
Step-by-Step: Managing Product Orders in Jugl
Setting Up an Inventory
Create and Organize Your Inventory
Navigate to the Inventory section in Jugl.
Add product details such as:
Name: e.g., “Product A – Large Widget.”
Category: Group items by type for easy navigation.
Unit of Measurement: Define quantities (e.g., pieces, sets).
Description: Include key product details, such as color, size, or material.
Additional Info: Add dimensions, weight, or custom specifications if necessary.
Keep Inventory Updated
Regularly update stock levels to avoid overselling.
Archive outdated items to keep the catalog clean and relevant.
💡 Pro Tip: Organize your inventory by categories to make it easier for clients to find what they need.
Creating a Product Order Form
Navigate to the Forms Section
Go to Forms from the left-side panel.
Click New Form + to start a new order form.
Personalize the Form
Add a Cover Image to make the form visually appealing.
Fill out the Form Title and Form Description (mandatory fields):
Example Title: “Product Order Form – Widgets & More.”
Example Description: “Use this form to place orders for our products. Please provide all necessary details.”
Add Client Information Fields
Collect basic client details under Form Submitter Info (mandatory):
Full Name
Email Address
Link Inventory to the Form
Click Order Information Request at the bottom-right.
Use the Dropdown Menu (Service-Items) option to link products from your inventory.
Select the products or categories you want the client to choose from.
Add Custom Fields for Additional Information
Short Text: e.g., “Special Instructions” or “Customizations.”
Paragraph: e.g., “Delivery Notes” or “Detailed Specifications.”
Multi-Choice: Allow clients to select multiple items or product options.
Date: Add a calendar field for clients to select preferred delivery dates.
Example: A form for a furniture store might include dropdown options for different chair styles and a paragraph field for customization requests.
Automating Task Creation for Order Fulfillment
Configure Task Details
After setting up the form, define how tasks will be created:
Task Title: Include relevant details like order ID or client name.
Description: Add instructions for the team, such as packing or delivery details.
Board Selection: Assign the task to an “Orders” or “Fulfillment” board.
Labels and Priorities: Use color-coded labels to differentiate order types.
Subtasks: Create specific steps like “Pick Products,” “Pack Order,” and “Arrange Shipping.”
Save and Activate the Form
Once all fields and task details are configured, click Create Form.
Share the form link with clients via WhatsApp, email, or SMS.
Pro Tip: Save templates for recurring order types to save time.
PART 4: Tracking Order Statuses in Real Time
Monitor Orders in Boards
Use the Kanban View to track tasks moving through stages like “New,” “Processing,” and “Shipped.”
Switch to Table View for a detailed overview of order progress.
Notify Clients About Order Progress
Clients receive automatic WhatsApp notifications when orders are placed, shipped, or delivered.
Share tracking links with clients so they can monitor progress in real time.
Review and Close Orders
Once orders are fulfilled, mark tasks as Completed and archive them.
Best Practices for Managing Product Orders in Jugl
Use Clear Descriptions: Ensure product details in forms and inventory are accurate and informative.
Automate Where Possible: Set up workflows to minimize manual intervention.
Review Regularly: Audit your boards and inventory to maintain smooth operations.
Teams that automate order tracking see a 22% reduction in errors, according to a Deloitte report.
Examples of Product Order Management in Action
Scenario 1: E-Commerce Fulfillment
An online store uses Jugl forms to collect orders, link products from inventory, and automatically assign tasks to warehouse staff for packing and shipping.
Scenario 2: Wholesale Distribution
A supplier manages bulk orders by linking inventory categories (e.g., “Office Supplies”) to forms, ensuring clients can select multiple products in one submission.
Scenario 3: Custom Product Manufacturing
A manufacturer creates forms with customization options (e.g., “Choose Finish Type”) and assigns tasks to production teams for fulfillment.
Why Jugl Excels at Product Order Management
Jugl simplifies every step of the product order process with:
Seamless Inventory Integration: Link products directly to forms for easy selection.
Automated Workflows: Reduce manual effort by automating task creation.
Client-Friendly Updates: Keep clients informed with real-time notifications and tracking links.
With Jugl, product orders aren’t just managed—they’re transformed into a seamless, efficient process that drives client satisfaction and team productivity.
Take Action: Manage Your Product Orders with Jugl Today!
Log in to Jugl and start creating product order forms that work for your business. From linking inventory to automating workflows, Jugl helps you fulfill orders with ease. Let’s Jugl it! 🎉