Orders

14
Merging Orders
I would love a feature where you could merge two or more orders for the same customer into one. There are times that the same customer orders multiple times before shipping occurs,…
- Megan Bernhardt
- Megan_Bernhardt
- 1 yr ago
- 5replies
- 30
- 14
- Last replyLayla Misrasi4 mths ago
- Feature Request
- Not planned
- Not planned
Send Order Follow Ups
Follow ups are a great way to provide a great customer experience, get repeat business, and solicit feedback. When mapping out how you want to handle follow ups, be sure to be genuine,…
- updated 3 wk ago
- 116
- Orders and Invoices
How to View and Manage Orders
Overview From the Orders page you can: View Open, Completed, or All orders Sort orders by Total, Payment, Shipping Create new orders View and manage order details Manage shipping – create and print…
- Shout SupportShout
- Shout_Support
- updated 7 mths ago
- 68
- Square Orders
How to Create and Track a Manual Order
Overview Orders provide a way to manage your entire order process in one place. You can create and track orders, send invoices and receipts in a text, manage shipping, and schedule follow ups.…
- updated 7 mths ago
- 125
- Manual Orders
How to Create and Track an Order with Square
Overview Orders provide a way to manage your entire order process in one place. You can track orders, create new Square invoices, send invoices and receipts in a text, manage shipping,…
- Shout SupportShout
- Shout_Support
- updated 3 mths ago
- 127
- Square Orders
What is Shout Orders and Invoicing?
Orders provide a way to manage your entire order process in one place. This feature gets you paid faster, saves time, and enables better follow ups. You can:…
- Shout SupportShout
- Shout_Support
- updated 3 mths ago
- 190
- Square Orders
What is Shout Shipping?
Overview Shout shipping allows you to buy and print shipping labels from your home or office, saving you trips to the Post Office. What’s even better – Shout shipping gets you the lowest USPS rates…
- Shout SupportShout
- Shout_Support
- updated 7 mths ago
- 343
- 1
- Shipping
How to Schedule an Order Follow up
Click on Orders in the left navigation Click on the name of the order you want to schedule a follow up for Click on Follow Up Create a new follow up Send Message Run Bot Run Drip Campaign Select…
- Shout SupportShout
- Shout_Support
- updated 11 mths ago
- 103
- Square Orders
How to Change Text Alert Default Settings for Orders
Each time an order is created, your customer may receive a series of text messages – a message and link to an invoice, or a receipt. To manage which messages automatically send:…
- updated 11 mths ago
- 57
- Order Alerts
How to Modify Text Alert Messages for Orders
Each time an order is created, your customer may receive a series of text messages – a message and link to an invoice, or a receipt. To customize these messages:…
- updated 11 mths ago
- 31
- Order Alerts
How to Send a Payment Reminder
To remind a customer to make payment: Click on Orders in the left navigation Click Send Reminder Review reminder message Click Send You can also click ••• from the Orders page and select Send…
- Shout SupportShout
- Shout_Support
- updated 11 mths ago
- 20
- Square Orders
How to Create a Venmo Pay Link for a Manual Order
If you collect payment with Venmo you will create a manual order in Shout. This will require a Venmo pay link. To create yours: Open the Venmo app Tap Scan at the bottom of the screen Change the top…
- updated 11 mths ago
- 33
- Manual Orders
How to Create and Track an Order with PayPal or Venmo
If you collect payment with a service such as PayPal, Venmo, or cash, create a manual order in Shout. To learn how to create a manual order, go here. To learn how to create a Venmo pay link, go here.…
- updated 11 mths ago
- 34
- Manual Orders
3
Parse random words from texts
Is there any way in which Shout can parse random words in a text - like if someone doesn't start with ORDER but says "I need to order more..." can we have it pick up on that?…
- Jen Hudson
- Jen_Hudson
- 1 yr ago
- 4replies
- 9
- 3
- Last replyAngela Robinson1 yr ago
- Feature Request
- Not planned
- Not planned
How to Send Follow Ups
“While getting people to pay for a product is important, the real money is in the follow up.” – Forbes Overview Follow ups are a great way to provide a great customer experience, get repeat business,…
- Shout SupportShout
- Shout_Support
- updated 1 yr ago
- 58
- Workflows
How to View Follow Up History for an Order or Shipment
Click on Orders or Shipping in the left navigation Click on the name you want to verify received a follow up Click on Follow Ups Under Follow Ups you’ll see any messages associated with that order…
- Shout SupportShout
- Shout_Support
- updated 1 yr ago
- 21
- Workflows
How to Create a Shipping Label from an Order
Once an order is created, you can create a shipping label. Go to Orders in the left navigation Click on Open orders Go to the order you want to ship Click Create Label Select From and To addresses…
- Shout SupportShout
- Shout_Support
- updated 1 yr ago
- 97
- Shipping
How to Import Historic Square Invoices (Currently Unavailable)
Overview If you would like past Square invoices listed in Shout, tracking all historic orders in one place, you will need to set your Shout account to Import Historical Invoices.…
- Shout SupportShout
- Shout_Support
- updated 3 mths ago
- 43
- Square Orders
How to Sync All Square Invoices
Overview By default, all Square invoices created in Shout will automatically be added and tracked on the Orders page. There may be instances when you create Square invoices outside of Shout.…
- Shout SupportShout
- Shout_Support
- updated 3 mths ago
- 61
- Square Orders
How to Create a Manual Order (Video)
To learn more about creating and tracking a manual order, go here.
- Shout SupportShout
- Shout_Support
- updated 1 yr ago
- 14
- Video Guides
How to Create an Order with Square (Video)
To learn more about creating and tracking an order with Square, go here.
- Shout SupportShout
- Shout_Support
- updated 1 yr ago
- 22
- Video Guides
How to Connect to Square for Invoicing (Video)
The Square invoice integration allows you to create and text both invoices and receipts directly from Shout. This saves you time, and gets you paid faster. Learn more about connecting to Square here.…
- Bryce Brownlow
- Bryce_Brownlow
- updated 2 yrs ago
- 14
- Video Guides
1.9.1 – Order Tracking and Square Invoices
Order tracking Square invoice integration Send invoices and receipts via text
- Bryce Brownlow
- Bryce_Brownlow
- updated 2 yrs ago
- 15
- Release Notes
How to Use Order Tracking and Invoices (Video)
Orders provide a way to manage your entire order process in one place. You can track orders, create new Square invoices, send invoices and receipts in a text,…
- Bryce Brownlow
- Bryce_Brownlow
- updated 2 yrs ago
- 15
- Video Guides

Orders

Merging Orders

Send Order Follow Ups

How to View and Manage Orders

How to Create and Track a Manual Order

How to Create and Track an Order with Square

What is Shout Orders and Invoicing?

What is Shout Shipping?

How to Schedule an Order Follow up

How to Change Text Alert Default Settings for Orders

How to Modify Text Alert Messages for Orders

How to Send a Payment Reminder

How to Create a Venmo Pay Link for a Manual Order

How to Create and Track an Order with PayPal or Venmo

Parse random words from texts

How to Send Follow Ups

How to View Follow Up History for an Order or Shipment

How to Create a Shipping Label from an Order

How to Import Historic Square Invoices (Currently Unavailable)

How to Sync All Square Invoices

How to Create a Manual Order (Video)

How to Create an Order with Square (Video)

How to Connect to Square for Invoicing (Video)

1.9.1 – Order Tracking and Square Invoices

How to Use Order Tracking and Invoices (Video)

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