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Browse articles and guides to learn how to use Otiox effectively.
Getting Started with Otiox
Learn the basics of navigating and setting up your Otiox workspace.
Read articleHow to Create an Order
Step-by-step guide to creating a sales order — from selecting a customer and adding products to reviewing and confirming.
Read articleHow to Fulfill an Order
Step-by-step guide to order fulfillment — picking, packing, and shipping. Includes partial fulfillment and stock tracking.
Read articleHow to Add and Manage Customers
Learn how to add customers manually, via storefront registration, or automatically during order creation. Manage profiles, groups, and customer data.
Read articleOrder Overview and Statuses
Understand the three independent status systems for every order: order status, fulfillment status, and payment status. Learn the typical status flow.
Read articleOrder Detail Page
Navigate the order detail page — tabs, line items, shipping info, customer panel and timeline.
Read articleOrder Actions
All available actions on orders — status changes, bulk operations, and the force-change workflow.
Read articleImport Orders (CSV)
Bulk-import orders from a CSV file — template, column mapping, validation and error handling.
Read articleBundles
Combine multiple products into a single package with shared pricing, configurator steps, and dynamic pricing rules.
Read articleHow to Create a Bundle
Step-by-step guide through the six-step bundle wizard: basics, hero, components, configurator, pricing rules, and thank-you page.
Read articleCatalogs
Product lists with custom pricing for specific customer groups or time periods. Define prices per catalog without changing your standard pricing.
Read articleHow to Create a Catalog
Quick guide to creating a catalog: fill out one form, assign products, and set up customer groups and access control.
Read articleOffers (Quotes)
The step before an order — when prices aren't fixed, the customer is requesting a proposal, or you're in a negotiation process. Track the full lifecycle from draft to conversion.
Read articleOffers — Complete Guide
End-to-end walkthrough: creating an offer, adding items with variants and attributes, sending, messaging, handling bundle requests, and converting to an order.
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