Order fulfillment & returns
Every order from new to delivered, and every refund approved before it's paid.
Free to try with sample data. Sign in with your email and it's added to your workspace, ready to change. Matrixcape Build is in private beta.
The work it's for
Orders come from the website, a marketplace and wholesale, and the packing list is a printout. Here every order sits on a board from new to delivered with a ship-by date, late ones are flagged, it can't be marked shipped without a tracking number, and the customer is emailed when it ships. Returns link to their order; support approves small refunds, the store manager approves bigger ones, a refund can never be more than the order or be raised once approved, and the customer hears when it is refunded.
- Ship every order by its date
- Stop refunds going out without the right approval
- Tell customers their order shipped without copying tracking numbers by hand
Try it. It's working software.
The real app with sample data, shown for a handmade candle shop. Switch roles (Owner, Warehouse, Customer support, Store manager) to see what each person sees. Nothing you do here is saved.
What it does today
Only what the app does right now. It works in any phone's browser, and every version is saved.
- Board view: move cards from step to step
- Calculated fields that keep themselves up to date
- Workflow steps that say who can do what
- Approval rules: a step only allowed when a condition is met
- A note required on key steps
- Email on workflow steps
- Emails to a person on a linked record
- Fields locked once a step is done
- Email reminders before or after a date
- Rules that stop bad data from being saved
- Dashboard with totals, charts and a waiting-on-you list
- Overdue items in your inbox
- CSV import and export
Make it yours.
Every template starts clean. After you customize it, change the look in Design or just ask: your colors and logo, fonts, corners, how compact it is, a board or a calendar, light or dark.
Change how it works, not just how it looks.
The steps, who approves what, the rules, the reminders and the emails it sends are yours to change. Say it the way you'd tell someone on your team. You see each change before your team does, and your team keeps using the live version until you publish.
Changes you can ask for
- “Require the store manager's approval for every refund over $200.”
- “Email the customer when their order is delivered, asking for a review.”
- “Only let the store manager release an order that's on hold.”
- “Add a Gift wrap yes/no to orders and show it on the packing board.”
- “Show orders as a table.”
- “Use our brand colors #0A3D62 and #F6B93B.”
One app in your Matrixcape workspace, not a separate subscription.
Start with one problem. Build the rest when you need it: every app you add lives in the same workspace, with one sign-in for your team. The same app works for a specialty coffee roaster, a bike parts wholesaler, a print shop shipping posters too.
Customize this uses no build credits.
Related templates
Every template- EcommerceReturns and order problemsEvery return and broken order in one queue; you approve the refunds.See it working
- CustomersCustomer support helpdeskEvery support ticket answered on time, and customers see only their own.See it working
- MarketingPartnership & affiliate trackerPartners, the sales they bring in, and every commission approved and paid on time.See it working