How do I order a new Laptop?

Step 1: Map out your process

I'm a visual person, so I literally drew a workflow on a sheet of paper to help me see where the process needed to go and what issues would arise. You can visually see where you'll need to add Views, Triggers, Automations, and Macros and make notes along the way so you’ll remember where you need to add these features and what they need to look like when you start building your process.

Here is what our workflow looks like:

Step 2: Decide how your customers will input orders

We deal with B2B distributors who prefer to email us POs. Your customers, however, might prefer an online order form or even a combination of the two. Both are possible! You just need to decide which is best for your business. Really, the only difference is whether or not you decide to make the order form visible to end-users or not. (More on that below!)