Articles on: Daily Operations

Orders Setup

The Customer Order Settings section allows you to configure how orders work in CloudBridal. These settings control order statuses, default behaviors, display preferences, and automation rules to streamline your order management process.


General Settings


  • Default Order Dates to Today's Date: When enabled, status transition dates automatically set to the current date. For example, changing from "Ordered" to "Arrived" will set the Arrival Date to today.
  • Only Show Main Item in Orders List: When enabled, multi-item orders will only display their main item in the orders list, creating a more concise view.


Additional Order Statuses


CloudBridal has several optional order statuses that you can enable based on your business needs:


  • Scheduled: This sits between New and Ordered. E.g. If the item is ordered from the vendor, but not confirmed
  • In Storage: If you store items for your customers, you can use this status
  • Work in Progress: Useful for alterations when an item is being worked on
  • Work Finished: Useful for alterations when an item's work is finished


Smart Order Helpers

Plan Requirement: Ultimate


Create automated rules to apply fees, discounts, or other actions based on specific conditions:


  1. Click Add Smart Order Helper to create a new rule
  • Rule name: a description of what the rule is
  • Rule action: When this rule is triggered...
    • Add Another Item to Order: Adds an additional item to the order. This requires you to select which item to add, and the type of order the new item should be. E.g. add tariff to special order
    • Apply Discount: Applies a discount to the order (amount or %)
  1. Requires Confirmation: If enabled, the staff member creating the order will have to confirm if the rule applies or not.
  2. Rule conditions: What causes this rule to trigger. The rule only triggered if ALL of these conditions match.
  • Order Type: Blank to match all orders. Otherwise: One or more of Special Order, From Inventory, or Rental
  • Ordered Item Type: Blank to match all item types. Otherwise: One or more of your inventory item types
  • Ordered By Customer Type: Blank to match all customer types. Otherwise: One or more of your customer types
  • Ordered From Vendor: Blank to match all vendors. Otherwise: One or more of your vendors


Smart helpers can reduce manual work by automating repetitive parts of an order based on your business rules.


Rental Settings

Plan Requirement: Ultimate


If your business offers rentals, configure these specialized settings:


  • Enable Rentals: Turn on rental functionality for your store
  • Enable Measurements for Rentals: Allow measurement tracking for rental items
  • Rental Reservation Window: Configure how many days before and after an event date to reserve rental items


Custom Order Fields


Extend order forms with additional fields to capture information specific to your business. See the Custom Fields documentation for more information on how custom fields work.


Updated on: 10/07/2025

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