Orders
Overall
Where Orders Come From and What Sources Are
Let’s explore what sources are, why they matter, and how orders can come into your Key CRM workspace.
Viewing Orders
In this article, we’ll show you where to find your orders in KeyCRM and how to work with them efficiently.
Customizing the Order List View
Let’s see how to customize the columns in your order list.
Searching Orders by Text and Filters
KeyCRM gives you powerful, flexible tools to search through your orders. Here’s how to use them — and how to save search templates for quick access later.
Creating and Managing Orders
Editing an Order
Learn how to edit orders in KeyCRM and what updates automatically during processing.
How to Manually Create an Order
In Key CRM, orders can be generated not only automatically from marketplaces, online stores, or via API but also manually during your workflow.
How to Cancel an Order?
Sometimes customers decide to cancel their orders, or the received items may not meet their expectations, prompting them to request a return or exchange. This article explains how to process such orders.
How to Merge and Copy Orders?
Here’s how to copy an order without creating it from scratch — and how to merge multiple orders from the same customer.
How to View Order Change History?
KeyCRM keeps a detailed history of every action taken on an order. You can always check who made changes, when the status was updated, a tracking number was created, products were edited — and more.
Bulk Editing of Orders Fields
In KeyCRM, you can perform the same action on multiple orders at once. Here's how bulk editing works and how it can help speed up your workflow.
Order Settings (for Admin)
How to add a source for orders creation
In this article, we’ll show you how to set up a source for orders coming from social media, telephony, landing pages, and more.
How to Create Extra Fields in Orders
Let’s walk you through adding your own fields to the order card, in case the default ones aren’t enough.
Pipelines, Order Statuses
How to Move an Order Through the Pipelines (Change Status)
Each order follows a specific path — a pipeline — until it’s either completed or cancelled. In this article, we’ll explain how order status changes work in KeyCRM.
How to limit the time an order is in a certain status? (For Admins)
A business owner can monitor whether employees are processing orders on time. To do this, it’s enough to set a time limit for how long an order can remain in a specific status.
Managing Customers
How to Add and Edit Customers
Explaining how to add new customers and work with saved ones.
Filtering and Bulk Actions with Customers
Learn where to find your customer database, how to use search and filters in the customer list, and how to perform bulk updates.
How to Merge Customers Duplicates
Let's hang of where duplicate buyers come from in the system and what to do with them.
What to Do If the Package Recipient Differs from the Buyer
Sometimes the buyer indicates another person as the recipient. In this article, we’ll explain how to correctly manage such orders.
How to Export Customers to an Excel Table
Exporting customers allows you to save all your client data into a file. Here’s how you can do it.
How to Create Extra Fields for Customers (For Admins)
Need more than the standard fields in a customer profile? Here’s how you can add your own.
Managing Companies
How to Add and Work with Companies
Learn how to store company information, group customers by company, and manage it all in KeyCRM.
How to Export Companies to an Excel Table
Exporting companies allows you to save all information about the companies you work with. Here’s how to do it.
How to Create Extra Fields in Companies (for Admins)
Let’s walk you through adding your own fields to the companies’ card, in case the default ones aren’t enough.
Managing Prices, Payments, and Expenses in Orders
How to Manage Prices in an Order
Learn how to change purchase and sales prices, apply discounts, and set taxes in an order.
How to Add and Edit Customer Payments in an Order
Learn how to effectively manage customer payments in orders: add, edit, or cancel them.
How to Find Out How Many Orders Are in Transit, at Pickup Points, and Their Total Value
Sometimes you need to generate a report on parcels currently in transit or at the post office, and find out the amount of cash-on-delivery (COD) payments you expect to receive. Let’s go through how to do this.
How to Add Expenses to an Order
Managing expenses is an important part of accurate reporting. In this guide, you’ll learn how to track and add expenses related to orders in KeyCRM.
How to Set Up Payment Methods (For Admins)
In this article, you’ll learn how to create and manage your own payment methods for use in orders and pipeline cards.