Record the order once
Agreed fields for the reference, requested product or work, date and owner. Manual entry is the starting point; connecting messaging or an online shop needs its own scope.
A project contracted with Adaris
Custom order tracking for small shops
Does one customer have two orders, with no clear record of which is due for collection on Friday? Adaris can assess an internal application to distinguish each order, check its status and identify who prepares delivery. First check whether a shared record solves the problem; build only what your current tool cannot cover.
Custom softwareAgree the first step
Solve one workflow first.
Start with one shop process: receive, prepare and hand over an order. Before building, check whether your current tool can cover it. The proposal defines fields, stages, people, devices, import, export and training. Hosting and ongoing support are agreed separately. We work remotely in Spanish.
Explore the full serviceWhat we agree in the proposal
See what remains to prepare
A pending-order view with agreed stages. Separate the date the customer requests from the date the shop confirms: a request for Friday is not yet a commitment. Agree who confirms or changes the date and what happens when an order is cancelled or handed over.
Retain and recover data
Defined permissions, agreed field exports and user documentation. The proposal identifies backup and recovery conditions and who is responsible for them.
How we check the delivery
- Proposed check with fictional data: record two orders from the same customer and find each by its reference, keeping Friday’s collection separate from Sunday’s.
- Using the agreed example, change a requested date that is still unconfirmed and check that the order remains visible as pending. Then review preparation and handover separately: ready does not mean collected.
- Review access and permissions on the devices included in the proposal.
- Export a sample and check the agreed recovery procedure.
What to tell us first
- What you sell or prepare to order and how you record it today.
- Who receives, prepares and hands over orders and which devices they use.
- Field names and a fictional date-change or cancellation example. Do not send customer conversations or personal data in your first enquiry.
- Which tools you want to retain and whether you need offline use.
Before requesting a proposal
Is this an online shop or invoicing application?
This first scope organises internal orders. Public catalogues, payments, inventory and invoicing are assessed separately, not automatically included. Tax compliance is not claimed.
Does it work on mobile?
Mobile browser use can be included in the scope. A native application, notifications or offline operation need an explicit decision and validation.
Can we start without importing every record?
Yes. Scope the first delivery to new orders and a test sample. Historical migration is quoted when it is useful and the source is understood.
When is a shared spreadsheet enough?
First try an order record and a pending list the team understands. If your current tool already covers the workflow, configuring it may be enough. Consider an application when you need permissions, history or views the spreadsheet does not handle well; agree the scope before building.
Who retains the data and code?
Data is exported under the agreed scope. Code ownership and licences, hosting accounts and maintenance are agreed in writing before work starts.
Describe the step that gets stuck.
We assess fit and agree scope and budget before starting. Your first message can describe the process without sharing customer records.