Brandboom

Create, revise, track, and invoice orders.

Orders & Invoicing

Learn how to view recent orders from all your showrooms on the Home page by using filters to show orders by status in one central place.

View Recent Orders on the Home Page

Learn what each Brandboom order status label means across order, shipment, payment, and export stages, including when inventory changes and what actions each status triggers.

Understand Order, Shipment, Payment, and Export Status Labels

Learn what Ship Date, Cancel Date, and Ship Window mean, when they matter, how sellers and buyers handle them differently, and how orders split automatically for buyers by ship date.

Understand Ship Date, Cancel Date, and Ship Windows

Manage showroom order settings for contact info, order numbering, minimums, terms, shipping methods, payment terms, taxes, backorders, signatures, and buyer-facing order form layout options.

Manage Order Form Settings

Learn the three ordering minimum types in Brandboom: product minimums, showroom-level order and SKU minimums, and presentation-specific minimums that override default showroom settings.

Set Product, Order, and SKU Minimums for Ordering

Learn the fundamentals of creating and managing orders.

Order Basics

Learn when an order can be deleted, how invoicing affects deletion, and how to remove a single order or multiple orders after confirming their status is Open or Void.

Delete an Order

Learn how Brandboom assigns sales agents to orders, how to reassign an order to another team member, and what access the original sales agent keeps after reassignment.

Reassign an Order to Another Sales Agent

Learn how to take over a buyer’s open order so you can manage the draft, place it on the buyer’s behalf, and track that seller takeover in the order history.

Take Over a Buyer's Open Order

Learn how to copy entered quantities from one product variant to the others on an order, or remove those copied units from the variant menu on the order page.

Copy Quantities Across Product Variants on an Order

Learn two ways to start a new order from the Home page, choose a showroom when needed, review order preferences, pick a price list, and begin adding products to a…

Create a New Order from the Home Page

Learn which product fields you can edit directly on an order form, when you must remove and re-add a product, and how to fix errors when the product is still…

Modify a Product on an Order Form

Learn how to add order tags manually or in bulk, create new tags or tag groups, show tags on the Orders page, view tags on individual orders, and filter orders…

Use Order Tags to Organize and Filter Orders

Learn how to create an order for a buyer from the Products page, choose pricing and order type, add customers and products, then either send the open order for review…

Write an Order for a Buyer

Search Brandboom orders by customer using the Orders page search bar or the filter panel, including searching by order number, customer name, or Customer Code.

Search and Filter Orders by Customer

Learn how to find orders containing selected products, open Search Orders results, and generate a report from the matching orders in Brandboom.

Search and Filter Orders by Product

Learn how to use Brandboom order form functions to add products, duplicate orders, apply discounts, request buyer signatures, and add line items like shipping, credit, discounts, and tax.

Use Order Form Functions: Add Products, Discounts, Signatures, and Line Items

Create & Edit Orders

See how buyers complete an order form by entering billing and shipping details, selecting quantities and colorways, meeting order minimums, reviewing terms, and signing before placing the order.

Order from a Presentation as a Buyer

Understand the buyer-side ordering process.

Buyer Order Flow

Add products from a completed order to a new or existing invoice in Brandboom, and note that Startup and Business plans include the invoicing+ feature for added invoicing capabilities.

Add Products from an Order to an Invoice

Set up Brandboom Invoicing, see what each plan includes, follow the invoice workflow from order to payment, and jump to step-by-step articles for creating, sending, and paying invoices.

Start Using Invoicing on

Learn how to create invoices from completed orders, add products manually or all at once, switch between order and invoice views, send payment options to buyers, and resend invoices when…

Create and Send an Invoice

Learn how to print or download packing slips from one invoice or multiple invoices, choose a PDF template, customize the form, and save or print the finished file in Brandboom.

Download or Print a Packing Slip from Invoices

Compare Brandboom Invoicing and Invoicing+: see which subscription plans include each feature, whether deposits are available, and when manual tracking, PayPal, and Stripe Direct payments are supported.

Difference Between Invoicing and Invoicing+

Set up Brandboom invoicing by enabling Invoicing or Invoicing+, configuring reminders and a billing agent, connecting Stripe or PayPal, and then creating, sending, and managing invoices and payments.

Set Up Invoicing

Learn how sellers add invoice payments in Brandboom, including Stripe card charges, manual payment logging, buyer notification controls, custom payment terms, and payment history review.

Add a Payment to an Invoice as a Seller

Learn how to edit an invoiced order after payment has been applied by removing payment records, deleting the linked invoice to unlock the order, making changes, and manually logging the…

Edit an Invoice After a Payment Has Been Applied

Learn how to delete an invoice in Brandboom, including where to find the delete option, how confirmation works, and what to do first if the invoice already has payments attached.

Delete an Invoice

Invoices

Learn how sellers revise placed orders, record change notes, optionally notify buyers, and reopen an order so a buyer can make edits after it has already been placed.

Revise an Order After It Has Been Placed

Learn how to split items from an order into a new or existing order by selecting styles and quantities, handling merge prompts, and understanding the limitation for prepacked products.

Split Items from an Order into Different Orders

Learn how to start, approve, deny, and track returns or issues, add refunds, create credit notes, apply credits to future invoices, and review buyer credit balances in Brandboom.

Manage Returns, Refunds, and Credit Notes

Learn how to move selected products or units from one placed order into another order, review suggested buyer matches, or create a new open draft order for the moved items.

Move Products from One Order to Another

Handle order revisions, returns, and credits.

Returns, Revisions & Credits

Learn how to open the Stats page from the Home icon, understand the account-owner requirement, and choose different graphs to review account and team activity.

View Your Stats Page

Generate reports for top products, production planning, customer spending, order details, and order or invoice summaries, with filters you can save and rerun later.

Generate Order Reports

Export Brandboom orders for reporting or external systems, choose file formats from different export screens, enable hidden export options in Account Settings, and include product images in Excel templates.

Export Orders as CSV, Excel, or Other Files

Learn how Brandboom reports help you review purchase orders and generate customizable top seller, production, order detail, and commission reports that can be exported to Excel for further filtering.

Run Sales and Order Reports

Reporting and analytics related to orders and invoicing.

Reporting

Developers

Find answers and get help from Intercom Support and Community Experts

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