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Customers & online store
Customers & online store
Customer records, web orders and your public storefront.
Manage your customers
Customer records with pricing groups, terms and history.
Handle web orders
Orders from your online store, and the ones that need you to step in.
Build your online store
A public store page for your shop, built without code, published when you say.
Give store customers a discount code
A welcome code for a first online order, and a thank-you code for the next one.
Approve quotes, invoices and POs before they go out
Your sign-off queue for quote sends, invoice issues and PO sends.
Print a Notice of Price Increase
One letter for every customer, printed from their record.
Write a customer's standing notes once
The things that are always true about an account, kept on the account.
Group customers your own way
Four dropdowns on the customer record — industry, client type, territory, lead source.
Quote a customer under a second brand
Set which of your trading names a customer's paperwork goes out under.
Pull orders in from your WooCommerce site
Keep selling on your own website; the orders arrive in Sign OS.
Give an account customer their own ordering login
A private login on your store where they order at their agreed prices.
Publish a product's online designer
Choose templates, quote or checkout, then test and share.
Design a sign and send it to the shop
Change the allowed wording and artwork, then request a quote or pay.
Find and process designs sent by customers
Follow a design into its quote or web order and check the print files.
