Order Management

Orders are how you track photography jobs from booking to payment. eMARCOTT automates listing creation, calendar scheduling, and invoice generation.

Order Lifecycle

Every order flows through these stages:

1. Pending - Order received, awaiting confirmation
2. Confirmed - Shoot date/time confirmed with client
3. In Progress - Work is being done (shooting, editing)
4. Completed - Media delivered, triggers invoice creation

Creating an Order

1. Navigate to Orders → New Order
2. Select or create a client
3. Enter property address (Google Places autocomplete available)
4. Select services from your catalog
5. Add property details (square footage, home price) for accurate pricing
6. Schedule date and time
7. Click Create Order

What Happens Automatically

When you create an order, eMARCOTT automatically:

• Creates a Draft Listing - Linked to the order with property address and client
• Adds Calendar Event - Blocks the scheduled time on your calendar
• Sends Confirmation Email - Client receives "Order Created" notification
• Calculates Pricing - Based on your pricing rules, modifiers, and client segments

Managing Order Status

Pending → Confirmed

Change status to Confirmed when the shoot date/time is finalized with the client. The calendar event updates and the client receives a status notification.

Confirmed → In Progress

Change to In Progress when you start the work. This is an internal status to indicate active work—no client notification is sent.

In Progress → Completed

When you mark an order as Completed:

• A Draft Invoice is automatically created
• Invoice includes all line items from the order
• Client receives "Listing Delivered" email (if listing is published)

Order and Listing Connection

Orders and listings are linked together. You can:

• View the linked listing from the order detail page
• Upload media directly to the listing
• Sync property details between order and listing
• Link existing orders to listings manually

Invoice Workflow

After an order is completed:

1. Review Draft - Check line items and amounts in Invoices
2. Send Invoice - Click "Send" to email the invoice to the client
3. Track Payment - Status updates to Paid when payment is received

Complete Example Workflow

Tips

• Fill property details for accurate tiered/matrix pricing
• Schedule immediately to block calendar time
• Publish listing before completing so client gets the link in their email
• Review invoices promptly - don't let drafts pile up