Tutorial on Vio

How to create an order in Vio

Sat, 24 Aug 2024 00:00:00 +0000

Orders are where everything comes together: a customer, the products they bought, shipping details, and payment. This is the heart of your back office — and in Vio it’s a single form.

Before you start, make sure the customer already exists in your workspace, since orders are attached to an existing record.

The Add Order form links a customer, line items, and shipping in one place.

How to add a product in Vio

Thu, 22 Aug 2024 00:00:00 +0000

Products are the things you sell. Every order line item points back to a product, so a solid catalog — with prices and stock levels — makes the rest of your back office run smoothly.

You can add products by chatting with your assistant or by filling in the short form. Both give you the same clean record.

The Add Product form covers the essentials: name, SKU, pricing, and inventory.

How to add a customer in Vio

Wed, 21 Aug 2024 00:00:00 +0000

Every order in Vio starts with a customer. Before you can sell to someone, their record needs to exist — so setting up customers is one of the first things worth doing in a new workspace.

There are two ways to add one: ask your assistant in plain language, or fill in the form yourself. Either way, the result lands in the same place.

The Add Customer form keeps things short: name, an optional reference ID, contact details, and notes.