Orders are the customer orders which a business has with its Customers and therefore would typically be processed by Admin / Operations staff.

Lucro allows for 2 different types of Order:

For items which are single / one-off transactions, such as a telephone / online order for an item which is completed and fulfilled once the item has been despatched.

For items which either require an ongoing service, such as a maintenance contract, or a much longer fulfilment period, possibly over several weeks or months, such as a finance application for example.
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Contracts can also recur on regular basis, for example an annual renewal etc.

There are 2 ways to add an order:

Note – in order to use Orders, you must have setup a Order Workflow already which only needs to be done once. For each Order you add, a Workflow is assigned to the Order which basically tells Lucro and the person who is assigned to follow up the Order along with the Order Admin, all the Tasks they need to follow and the order in which they need to be completed.

We have YouTube videos if you need assistance in setting up a Lead Workflow or else you can contact Support if you need more assistance.

There are 6 different sub menu options in the Order area and so we summarise the different options below to make clear which option to use:

Shows all Orders which are currently open / active and currently being worked. A live Order can be closed or snoozed at any time.
If you are a Super Admin or Admin User, then you will see ALL the currently open Orders, or if you are General User, you will only see your own Orders assigned to you.

Shows all Orders which are currently Closed – ie. no longer being worked on and have been closed down / completed. A closed Order can be re-opened at any time.

If you are a Super Admin or Admin User, then you will see ALL the currently closed Orders, or if you are General User, you will only see your own Orders assigned to you.
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Full list of ALL Orders ever added to Lucro, regardless of their status – i.e. includes all live and closed Orders.

If you are a Super Admin or Admin User, then you will see ALL company-wide Orders ever added from the Order List, or if you are General User, you will only see your own Orders ever assigned to you.

A list of all current outstanding Order Tasks, itemised per Order with the Customer name, Current Status and User name responsible for the Task Outstanding.

If you are a Super Admin or Admin User, then you will see ALL company-wide Order Tasks Outstanding, or if you are General User, you will only see your own Order Tasks Outstanding.

To update an Order, the main way you can update it is from the Live Orders menu:

This marks the current “in progress” task as completed and moves the workflow onto the next task.
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Ability to edit the main criteria on an Order such as the Fees, User Assigned or Contract Admin or the Product / Service etc.

This is the last of tasks which exist in the Workflow, with all completed tasks automatically marked with the date and timestamp they were completed. From the Tasks page, further Action options are given:

o Mark Completed (current “In Progress” task only)

o Edit – ability to add a comment to the task

o Contact options (email / sms / call)

o Snooze

o Audit Trail

o Contact options (email / sms / call)

Process a payment card on an Order for either the Initial or Additional Fees.
Note, in order to process a card payment within Lucro, you must have the Stripe API configured – please see the card payment section for more details.

From the Live Order menu, the following list of Action options are presented:

This marks the current “in progress” task as completed and moves the workflow onto the next task.

Ability to edit the main criteria on a Order such as the Fees Values, User Assigned, Contract Admin and Product / Service etc.

Fully removes the Order from the system. Only Super Admin Users can usually delete an Order.

This is the last of tasks which exist in the Workflow, with all completed tasks automatically marked with the date and timestamp they were completed / updated. From the Tasks page, further Action options are given:

o Mark Completed (current “In Progress” task only)

o Edit – ability to add a comment to the task

o Contact options (email / sms / call)

o Audit Trail
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Changes the status of the Order to move it from the Live Orders menu to Closed.

The ability to schedule an Activity for a Order – such as a Meeting, Call or To Do etc. Scheduled Activities have the ability for priorities to be set, along with reminders and follow-up activities. Scheduled activities will appear in the list of Activities.

Process a payment card on a Order for either the Initial or Additional Fees.