SOFTWARE AREA / TASK INDEX
Checkout and fulfillment procedures
Inspect the finalized basket, record payment and resolve remaining operational work.
Choose a task
Guide / Orders
Create a quote, edit its lines and convert it to an order
Select an account, add products and negotiated prices, save notes, review totals and finalize the same basket for checkout.
10 steps · Standard admin
Guide / PaymentsTake payment and resolve unfinished fulfillment
Use saved-card, new-card or manual payment controls, then inspect balance and fulfillment before deciding what to retry.
9 steps · Configured admin
Reference / ReferenceRecord and route reference: from lead to renewal
Look up record identities, relationships, task entry routes and the state transitions that connect the software.
5 steps · Standard admin
Service / Data & integrationConfigure an integration and verify the handoff
Define the records, owner, contract and recovery behavior for storefront, payment, fulfillment or external-system integrations.
7 steps · Implementation runbook
Shared instructions identify installation-specific integration boundaries; customer-only details are not in the public build.