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Orders are the heart of Terrace. An order captures what a customer wants, when they want it, and where it’s going, then drives everything downstream: what you grow, what stock you commit, and what you invoice.

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The Orders screen

Open Orders from the sidebar. A stats bar across the top summarizes your orders, and you can work in either of two views:
The Orders screen in spreadsheet view with a stats bar and sortable columns
  • Grid view: each order as a card, best for scanning status at a glance and working on mobile.
  • Spreadsheet view: orders as rows with sortable columns, best for working through many orders quickly.
Narrow the list with filters:
  • Status: any lifecycle status, or All Statuses.
  • Customer: a specific customer, or All Customers.
  • Date: Next 7 Days, Next 30 Days, Past 30 Days, Last Month, or a Custom Date Range.
  • Type: Business or Individual customers.
Orders also carry a priority (High, Medium, or Low Priority) so your team knows what to work first, and a Backorder flag marks orders waiting on product. In spreadsheet view you can select multiple orders and use Delete Selected for bulk cleanup.

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Create an order

Tap + New Order. Terrace walks you through four steps. The step indicator at the top shows where you are:
1

Client Information

Pick the customer (or create one on the spot). Terrace pulls in their saved contacts, delivery addresses, discounts, and pricing tier, so everything downstream is priced correctly from the start.
2

Product Details

Add line items: products, quantities, and prices. Prices default from the product and the customer’s pricing tier, and you can adjust any line. Discounts and fees are calculated as you go.
3

Fulfillment

Set pickup or delivery, the location, and the fulfillment date. This is the date that drives your Dashboard, calendar, growing schedule, and trucking.
4

Review & Submit

Check totals, fees, discounts, and the final amount. You can record a payment at creation and generate the invoice at the same time.
Need to bill for a sale that happened earlier? Terrace supports backdating, so orders and their invoices can carry the real transaction date.

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Retail checkout

For walk-up sales like a farm stand or a will-call counter, use Retail Checkout instead of the full order flow. It’s a fast point-of-sale path: add products, take payment, done.
The Retail Checkout point-of-sale screen

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Quotes

Not ready to commit the sale? Use Email Quote to send the customer a quote document first. When they accept, the quote becomes an order without re-entering anything.

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The order lifecycle

Changing status is how you record progress, and some changes trigger action elsewhere in Terrace.
StatusWhat it means
PendingCreated, work hasn’t started.
Awaiting HarvestWaiting on product to be picked.
HarvestedProduct picked and allocated to the order.
Ready for PickupPacked and waiting to leave.
In TransitOut for delivery.
DeliveredReached the customer.
CompletedFully fulfilled and closed.
On HoldPaused.
CancelledWon’t be fulfilled.
Statuses that commit product deduct available inventory, so the same stock can’t be sold twice. If the order pulls from growing batches, Terrace prompts you to choose which batch to draw from. Cancelling releases whatever the order was holding.

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Order calendar

Order Calendar lays your orders out by fulfillment date so you can plan the week: see what’s due, spot crunch days, and rebalance before they arrive.

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Exports

Export your orders to PDF or Excel from the export sidebar. Pick from saved templates or choose exactly which columns to include. That’s useful for pack lists, driver manifests, and end-of-week reporting.

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How orders connect to the rest of Terrace

Growing

Orders waiting on product appear on the growing schedule; logging a batch allocates it back to the order.

Inventory

Committing an order deducts stock; cancelling releases it.

Invoices

Generate the invoice from the order, email it, and track payments.

Trucking

Assign a driver to carry the order from pickup to delivery.
Deleting an order is permanent and also removes its linked batch allocations and invoice. Cancel instead if you want to keep the record. Creating, editing, deleting, changing status, and exporting orders are each permission-gated. See Roles & permissions.