The useful starting point
The inbox is the place to confirm that a submitted order became a saved record.
Start with the right information
Use a published project with the required form or shop integration. Submit a small order from the visitor page and return to the site manager.
Put it into practice
Read the saved fields and assign the correct status. Search by a known detail when the list grows, and avoid treating a thank-you message as proof of storage.
Check before you share
Export a sample and check column names before using it in another system. Give staff only the account access they need.
Original guidance for this installation. Connected services, available formats and prices are shown in the workspace before you use them.