From catalogue to order.With your confirmation rules.
Start with ready-to-use management software for products, orders and bookings. Then work with Shappy to adapt the information you collect, preparation stages and connections your company needs.
An order continues beyond the form.
Julie prepares the week’s orders and workshops. She matches requested references, quantities and available places.
- 01
Prepare the catalogue
Describe products and variants with prices in euros. Slots keep an explicit capacity.
- 02
Follow requests
Keep customer, order lines and expected date in an identifiable record.
- 03
Check confirmation
Check the order total and slot capacity before confirmation. Cancellations retain their context.
Read the offer and its fulfilment together.
Internal management views for your products, orders and bookings.
Requests have a next step.
Follow the preparation of each order, step by step.
Bookings that fit your offering.
Tell Shappy what needs to change. Watch your software take on your way of working.
Your software, your rules
Add participant experience level to workshop bookings and a preparation view by slot for the welcome coordinator.
Watch the transformation
Take your software for a spin.
Switch views, open a record and try the available actions. Linked records show how the workflow fits together.
Choose how orders enter your workflow.
The public website, payment and preparation are separate workflows. You connect and check each one.
- Your website or forms
Customer, request, item reference and requested time slot.
What is needed : Define the receiving interface, validation and duplicate handling.
- Authenticated customer portal
Orders and bookings belonging to the signed-in customer.
What is needed : A manager links the customer’s identity to their record and configures roles.
- Stock and payment provider
References to prepare and transaction reference to match to an order.
What is needed : Verify authorised connections, payment provider and return handling.
Walk through an order and a booking.
- 01
Choose the offer
An item, a slot and their terms give a concrete initial scope.
- 02
Define confirmations
Define what reserves, cancels, prepares or confirms in your business.
- 03
Adapt, then connect
Tell Shappy what information and preparation rules you need. Check the changes, access and external transfers before any public launch.
Your questions before choosing your software.
Can we adapt the workflow to our offering?
Yes. Product, order and booking management provide the starting point. Evolve your software with Shappy to add customer information, preparation stages or confirmation rules. Changes and any connections to your website are checked before release.
Does the software publish a store?
It manages your products, orders, bookings and an authenticated customer portal. Your public website stays your storefront.
Can we collect payments with PayPal?
Tell Shappy which payment provider you use: we check the access and transaction cycle with you before the first payment.
What happens when a slot is full?
The software blocks any place beyond capacity. Concurrent bookings, cancellations and confirmations are validated in the application.
Does the software manage stock and shipping?
The software manages products, orders and bookings. For stock and shipping, you connect it to the relevant application.
Your offering deserves its own workflow.
Start with a customer request and the existing software to define the information, approvals and connections your company needs.
Bring a representative record and your working rules. We will define data migration and the first changes to check.