Personalization that arrived late
Request Information and Collect Info are for the size, spelling, or photo that checkout did not get.
Orderflow for custom jewelry
Keep bench work attached to the order they paid for.
A custom ring or stamped necklace is a Shopify order and a studio job at the same time. Names, sizes, stone notes, proofs, and a promised date have to stay on one record.
Details stay with the pieceApproval before the benchDates are on the queue
orderflow.orstrax.io/dashboard/orders
Orders
Active Orders
- #5520Confirm details
Camille Ward
Stamped bar necklace
Ship by
Oct 11
- #5516Proof Sent
Julian Moss
Signet ring — custom
Ship by
Oct 5
- #5511At the bench
Renata Cole
Birthstone studs
Ship by
Sep 30
- #5504Ready to ship
Owen Blake
Coordinates bracelet
Ship by
Today
The size and the spelling have to be right.
The problem after checkout
Jewelry orders fail on small facts.
The customer paid for a stamped bar necklace. The chain length is in a cart note. The spelling is in a later email. The promised date is in your head. The bench cannot see all three.
- Ring size arrived after the wax was already poured
- A stone preference lives in a DM
- They want to see the layout before you stamp
- An anniversary date is the real Ship by, not created-at
Shopify recorded the jewelry sale. Orderflow is for the details, approval, and bench stages that sale still needs.
From paid order to a piece that can leave the studio
Casting, stamping, and stone-setting shops will name stages differently. The discipline is the same: do not start irreversible work on incomplete facts.
- 1
Order received
The Shopify order is on the queue with whatever checkout captured.
- 2
Confirm details
Size, spelling, metal, and stone notes get completed on the order — including a request if something is missing.
- 3
Layout or wax proof
When they need to see it, Proof Review holds that approval.
- 4
Bench / production
Internal Note can hold bench instructions the customer should not receive in an email.
- 5
QC and ready to ship
A status your studio uses, plus a Ship by date that still means something.
- 6
Fulfilled
Shopify fulfillment and tracking stay in Shopify. The custom story stays in Orderflow.
#5520
Stamped bar necklace
Confirm detailsStudio facts and customer facts, on one piece
Jewelry work mixes intimate customer details with shop-only notes. Orderflow keeps both on the order and does not treat them as the same field.
Approval before irreversible work
Proof Review is the pause before you stamp, set, or cast from a maybe.
Bench notes stay internal
Internal Note is for the bench. Customer Message and templates are for the updates they should receive.
Dates that match occasions
Ship by belongs on the queue for anniversaries and holidays — not only in a calendar app.
A lookup page while it is still being made
They can see progress before a tracking number exists, which is most of a custom jewelry timeline.
orderflow.orstrax.io/dashboard/orders
#5520Confirm details
Camille Ward
#5516Proof Sent
Julian Moss
#5511At the bench
Renata Cole
#5520
Camille Ward
camille@example.com
Ship by
Oct 11
Fulfillment
Unfulfilled
Customer MessageInternal NoteActivity
Please confirm the spelling and chain length on the lookup page before we stamp the bar.
File
Request Information · waiting on spelling and length
The order workspace
A stamped bar necklace, before the bench
Sample jewelry jobs. Not real clients or sales figures.
From the bench
Confirm the stone and engraving from the bench, then mark it ready.
Orderflow
Active orders
- Proof Sent
#1042
Custom print — 11×14
Ship by Today
- In production
#1041
Personalized mug
Ship by Sep 26
- Waiting on info
#1038
Photo blanket
Ship by Sep 29
Details in three places
- 1Size in checkout, spelling in email
- 2Bench starts from an old note
- 3They ask for a photo of the wax and it lives in texts
- 4Anniversary date is only remembered
- 5A new person on the bench reconstructs the job
Details on the piece
- Step 1. Missing facts are requested on the order
- Step 2. Proof approval is visible
- Step 3. Internal Note is the bench brief
- Step 4. Ship by is on the queue
- Step 5. Activity is the handoff
Ready for the next custom order?
Confirm the details. Then make the piece.
Orderflow is not CAD software and it does not replace a jeweler. It keeps the Shopify order accurate while the studio does the work.
Works with your existing Shopify storeStatuses you configureBuilt for custom orders
Questions shops actually ask
Does Orderflow design jewelry?
No. CAD, casting, and the bench stay in the studio. Orderflow tracks the Shopify order’s details, proofs, and stages around that work.
Where should ring size live if it was missing at checkout?
On the order, via Request Information or Collect Info — not in a new email that the next bench shift will not see.
Can customers see bench notes?
Internal Note is for the shop. Customer Message and status emails are the customer-facing side. Keep process notes internal.
Related resources
Practical guides for the workflow on this page. These are not Help articles.