Use this checklist to plan your workflow. Product-specific screens, configuration and availability are confirmed during setup.
Start with a complete specification.
A custom blind or shade order needs a shared specification before a price or production handoff can be checked. Agree the required fields with the people who quote, manufacture and place dealer orders.
- Identify the customer or dealer and the delivery requirement.
- Capture width, height, measurement units, material and configuration choices for each item.
- Record who approves changes and where the approved specification lives.
Check the inputs behind the quote.
Use representative product configurations to review the pricing setup. Confirm the calculation and approval rules during implementation rather than assuming every product line uses the same formula.
- Compare sample widths, heights and material choices with your approved price list.
- Confirm how dealer pricing, taxes and any extra charges should be handled.
- Keep the accepted quote and approved specification together before releasing the order.
Make the production handoff explicit.
Walk through a representative order with both sales and production. Identify the points that currently need a phone call or manual explanation.
- Review material requirements and stock availability.
- Assign ownership of production scheduling and exceptions.
- Agree what should happen when a specification changes.
Give dealers a clear status process.
Define which updates a dealer needs and who keeps them current.
- Separate order receipt, production progress and delivery readiness.
- Agree the process for corrections and customer questions.
- Confirm what information belongs in your dealer portal during setup.
Review one complete order.
Use a representative order to validate the workflow before expanding to every product line.
- Check the specification against the finished order.
- Review how invoices and delivery information are handled.
- Record gaps and update the process before training the wider team.