1. Overview and Quick Start
IN THIS GUIDE
Getting Started Guides
To help new Order Desk users find their way around and quickly set up an account, we've created this short series of Getting Started guides. In these guides we'll cover a brief overview of what Order Desk is and does, show you how to connect integrations, how to add and submit orders to different types of fulfillment services, how to add inventory items to Order Desk, and, last, we'll discuss how and where to customize Order Desk to make a powerful and functional app that runs automatically.
This first guide will give an overview of Order Desk, connecting integrations and working with folders. The second guide covers Orders and Inventory, and the third guide is about Customizing Order Desk.
Overview of Order Desk
Order Desk is a powerful order management app that allows you to automate the order fulfillment process, removing roadblocks and easing the transition of orders between separate channels that many merchants face.
Order Desk was designed, and continues to be updated, as a customizable app that allows each individual merchant to create a workflow that takes into consideration the specific details of their shops, their orders, their fulfillment services, their preferred shipping methods and their needs. Because of this, no two Order Desk accounts are alike, and each one will have a variety of unique features designed by the Order Desk account owner.
Because of the customizable nature of Order Desk, starting an account can initially be a little overwhelming and confusing. Here at Order Desk, we recognize this and are ready to help you figure out how to best set up your account to meet the specific needs of your store. This quick start guide is an overview for anyone starting an account, but as you begin to work on your account, you may need to dig into some features more than others. Read through this guide as you’re getting started, and if you come across any scenario that isn’t covered here or on our help site, contact Order Desk Support for more help.
Order Desk offers integrations with many other apps, websites and services. An integration isn't necessary for using Order Desk, but it does make setup and fulfillment quite a bit easier. If you use any of our integrations, enable these first and adjust the settings of each one to your preferences.
To enable and set up an integration, look at the left sidebar of your screen in the Order Desk app, and click on Manage Integrations under the Integrations menu, near the bottom.
From the Manage Integrations page, select the integrations you want to enable and enter your credentials for each one to make the connection:
For more information on our different integrations and their settings, check out our integration guides. We have a guide for most of our integrations, such as Shopify, Etsy, ShipStation and MWW, to name a few, but you can search our help site for others. We are always working on updating and creating new guides to be more thorough, so keep checking back, or contact Order Desk Support for any questions you can't find answered in a guide.
Working with Folders
Every Order Desk store comes with a few pre-made Folders:
New orders will always be downloaded into the New folder by default. This can be changed with rules, which we'll go over in the last guide of this series, or with settings in some integrations.
Some people find that these default folders are adequate for their needs, however most people will choose or need to add more folders. Folders are like buckets where you can store files, so in Order Desk, if you need a simple or complex storage system for your orders, especially as they move through the submission process, you'll want to consider creating new folders to fit your store's needs.
To create a new folder, go to your Store Settings:
Click on Folders and then Add Folder:
Folders are good for storing orders that have already been submitted to vendors but have not yet been fulfilled. If you work with more than one vendor, especially third party vendors we aren't integrated with, having a folder for each one called "At Colorado Timberline" or "At Vendor x" can be very useful for keeping your orders organized while they're still in the process of being fulfilled.
Another good case for having custom folders is if you need to filter your orders, be that to flag them for review, assign them to someone else on your team, work on them before they are ready to move to the next stage in the fulfillment process, or any other unique scenario that would be a good reason to set certain orders aside before submitting them for fulfillment.
Once you create the folders that you need, you can adjust them as you become more familiar with Order Desk and decide on how you want to use the app to best process and fulfill your orders.