Sales Orders & ERP
Sales orders, shipments & ERP
Orders, ShipStation, and Fishbowl — where to work operational data.
After quotes are won and your integrations are on, operational orders usually live outside the pure CRM list screens—in modules such as Shipments and order detail pages. Exact navigation depends on what your company enabled.
Primary links (when enabled for your org):
Shipments — https://repdesk.io/shipments
Order detail — URLs look like
/orders/{orderNumber}(your order number in the path)
If you do not see these items, ask an admin whether ERP or shipping integrations are turned on for your tenant.
(Screenshot — add later: Shipments table with status or carrier columns.)
What you use this area for#
Track fulfillment — labels, pickups, carrier events, and shipment status (when ShipStation or similar is connected).
Drill into an order — line-level detail, customer link, and sometimes CRM context on the same record.
Coordinate with ops — reps often read here while warehouse or ops update status—follow your org’s rules for who may edit what.
ShipStation (when configured)#
If your admin set up ShipStation credentials and webhooks:
Labels and carrier activity can sync into RepDesk so the team sees real shipping state without logging into ShipStation for every check.
Issues (rate shopping failures, address validation) usually surface in ShipStation or in your admin integration logs—escalate to ops or admin with the order number and error text.
Fishbowl ERP (when configured)#
Fishbowl (or another ERP) may drive inventory, SKU, warehouse, or cost fields that appear on orders or related screens.
Do not change SKU, warehouse, or inventory assumptions from CRM screens unless your admin said it is safe—many fields are fed by sync jobs and can be overwritten on the next run.
Ask ops or admin for the source of truth (Fishbowl vs RepDesk) for any field that looks read-only or synced.
(Screenshot — add later: Order detail page with order number in the URL and key shipment or line fields.)
Relationship to quotes and commissions#
Quotes — Won quotes may flow into orders depending on integration—see Quotes and Create and send a quote.
Commissions — Closed orders and rules feed commission views when your org uses Commissions—configuration is admin-only; see Configure commission rules.