PrepTechPro
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Getting started

Understand the PrepTechPro workflow

Learn how customers, products, orders, production, and fulfillment fit together.

2 sections · Step-by-step help
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The core workflow

  1. A customer record identifies who the order belongs to.
  2. Products or order items define what the customer is purchasing.
  3. An order records the transaction and its current status.
  4. Production or preparation tracks operational work required to complete the order.
  5. Fulfillment records the final handoff, pickup, delivery, or completion stage.

Why statuses matter

Statuses help your team understand where work currently sits. Keep statuses current so another user can open PrepTechPro and determine what requires attention without relying on outside notes or memory.

Keep moving

Getting started with PrepTechProA practical overview of the main areas of PrepTechPro and the best way to begin using your workspace.Understand order statusesUse order statuses consistently so everyone can see where an order is in the workflow.Production workflowTrack orders through the operational work required before they are ready for fulfillment.

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