Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Your Custom Order Tracker

To create a custom order tracker for your jewellery business, start by accessing Pabbly Connect. Open a new tab and visit pabbly.com to reach the homepage.

Once there, you can sign up for a free trial or log into your existing account. After logging in, you will see all the Pabbly applications available. For this tutorial, we will focus on using Pabbly Studio.

2. Creating Your Gem Craft Application in Pabbly Studio

In Pabbly Studio, you can create your custom application. Click on the “Create Application” button. You will be prompted to name your application, so enter “Gem Craft” and click “Create”.

  • Enter the application name as “Gem Craft”.
  • Click on the “Create” button to proceed.

After creating the app, you will enter the chat box of Pabbly Studio. Here, you can define the purpose and features of your application. Describe how Gem Craft will manage customer orders, track payments, and monitor production.

3. Defining Features for Your Custom Order Tracker

When defining the features of your application, be specific about the functionalities you want. Use the chat box to communicate your requirements clearly.

  • Include customer records, order details, and payment tracking.
  • Specify the stages of production and delivery management.
  • Ensure a clean and organized interface without unnecessary screens.

After detailing these features, click on the “Send Message” button to submit your requirements. Pabbly Studio will begin creating your application based on your specifications.

4. Verifying Your Gem Craft Application Setup

Once Pabbly Studio has generated your application, you will need to verify the setup. Log into your newly created Gem Craft application and navigate to the main workspace.

The workspace aims to collect essential order information in one place. Instead of switching between tools, you can now access customer details, production progress, and payment statuses from a single dashboard.

5. Managing Orders and Payments in Gem Craft

In the order management section, you can input specific details for each jewellery order. This includes customer information, type of jewellery, and any special design instructions.

Additionally, you can track payments, including initial deposits and remaining balances. This ensures you have a clear overview of what is owed for each order.

  • Record customer contact details and order specifications.
  • Monitor production stages and payment progress.
  • Use the dashboard for a comprehensive view of your orders.

By utilizing Pabbly Connect, you streamline the entire order management process, making it easier to keep everything organized and accessible.

Conclusion

Building a custom order tracker for your jewellery business using Pabbly Connect and Pabbly Studio is a straightforward process. This integration allows you to manage customer orders, payments, and production efficiently.