CUSTOM ORDER PORTAL
A 15-year-old system, rebuilt around how the team works
BUSINESS
Branded merchandise
WHERE
Perth
WHAT I DID
Build + Simplify
IT STARTED WITH
We’re using a 15-year-old system to collate multiple individual orders.
WHAT I BUILT
Build. A new order system, built from scratch, that does everything the old one did.
​
Simplify. Plus the things they’d been asking for, set up around how the team runs each campaign.
SOME OF WHAT THEY ASKED FOR
✓
Change one client’s look without changing everyone’s.
Every campaign now has its own colours, logo & font.
✓
Fix an order without starting again.
Staff can change a size or item & resend the confirmation.
✓
Let some people order more than once.
Orders stay limited to approved emails, with exceptions for someone ordering for their team.
✓
Make key details a must.
Fields like an ID number can be required before anyone submits.
WHO IT HELPS
Tangibility’s team
-
Every campaign’s status in one place, from draft to ordered
-
Each campaign’s password one click away
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Prices shown inc GST, ex GST or GST free, per campaign
Their clients
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Order pages & confirmation emails in their own branding
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Men’s & women’s sizes in one product
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One spreadsheet of every item, size & quantity, ready to approve
The people ordering
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Works on their phone
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A simple, secure card checkout
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A clear email listing exactly what they ordered
FOLLOW ALONG TO SEE HOW ONE ORDER FLOWS
Staff set up each campaign in the client’s own branding.
1
Customers order & pay online.
2
A confirmation email sends itself.
3
The team exports every order in one go.
4
Pick the colours, logo & font, and the preview shows exactly how the client’s order page will look.
Each campaign gets its own branded order page. Customers add their details, pick their items & check out.
Every customer gets a branded email listing exactly what they ordered.
One spreadsheet with every item, size & quantity, ready for approval & ordering.
From a new campaign to a finished order list.
✓
And the team knows how it all works.
A step-by-step staff guide & a technical handover pack, so they can run the portal without me.
Everything the old system did, plus the things they’d been asking for, in a portal built just for them.
WHAT CHANGED
"Setting up a new campaign used to be a job. Now the team just does it."
NEXT STORY
Ronex Electrical
From no website to one that does the admin.