v8.18
Order Management is now Everest Back Office — and the free-base offer polices itself
27 July 2026
- New name, same address. The tool long ago outgrew orders — it approves retailers, sets pricing, tracks support and models offers — so it’s now Everest Back Office. Every link, bookmark and email button still lands exactly where it did.
- The free PDU3 + Base offer is now first-order-only, enforced by the database. The credit is applied automatically on a trade account’s first order and never again; the screen a customer configures on can no longer disagree with what the server charges.
- A “1st-order offer” pill marks any order carrying the credit in the Orders queue, so whoever prices it can see the giveaway at a glance.
v7.1
Every order now tells you what it's waiting on — and it works on a phone
25 July 2026
- One stage per order, in plain English. The list used to show status, dispatch, whether the customer had been emailed and whether it had been invoiced as four separate columns, and left you to work out what that added up to. Each order now carries a single stage — needs price, price sent, to dispatch, ready to collect, on its way, needs invoice, done, cancelled — with a line underneath saying how long it has been sitting there.
- Colour means something now. Amber is your move, blue is waiting on someone else, green is finished, red is cancelled. You can read the queue from across the room.
- One button per order, and it says what it does. Send price, Confirm, Add tracking, Mark collected, Mark delivered, Mark invoiced — whichever is actually next for that order. The status dropdown moves inside the opened order, where it belongs as an override rather than the thing you reach for daily.
- "Retailer not told" has gone, and it was misleading. It only ever meant "we have never emailed this customer about this order" — and it turned green after a cancellation email too, so a tick could mean "we told them it's dead". It was also a single slot, so confirming an order erased the record that you had quoted it. The stage line now says which of quoted, confirmed or cancelled actually happened, and when.
- Quote requests say what is actually missing. On a delivery with no freight priced yet it reads "freight not added"; on a pick-up, where there is nothing to cart, it reads "ready to send". With the number of days it has been waiting, so nothing sits forgotten.
- Filters you'd actually use. Active, Needs you, Done, Cancelled and All, each showing a count, plus a search box for an order number, a business name or a street. The date-range filter is gone — searching for the order you want beats narrowing a period.
- Eleven columns became six. The summary tiles above the list have gone with them: this is the screen you work from, not the one you read numbers off. The full breakdown inside an opened order is unchanged and still shows what an order earns.
- It finally works on a phone. Below tablet width each order becomes a card with a full-width button, instead of an eleven-column sideways scroll. Pick-ups also got their own stage — previously a pick-up order could never leave "to dispatch", because nothing is ever consigned to a courier.
- Two long-standing annoyances fixed. An opened order no longer snaps shut every time you change a filter or sort, and sorting inside a retailer's own order history now sorts that list rather than doing nothing.
- An accepted order can no longer go unnoticed (v7.1.1). When a customer accepts from the button in their emailed quote, an alert goes to Everest — and that alert is what gets invoiced from. If it failed to send, nothing anywhere said so. The order now carries a red line saying they accepted and Everest was never told, with the reason on hover.
v7.0
Dispatch and delivery tracking
25 July 2026
- Record where the kit is. Add a shipment against an order — carrier, consignment number, a tracking link where the carrier has one, a note where it doesn't. Split consignments are normal here, so an order takes as many as it needs.
- The retailer sees it. Their My Orders page shows the same consignments as a timeline, so the "where is my order" phone call answers itself.
- Your internal notes stay internal. Each shipment has a note the retailer reads and a separate note only Everest ever sees.
- Dispatch is tracked separately from the sales pipeline, so an order moving to the warehouse never drops out of your confirmed-order figures.
v6.34
An orders list you can actually read — wider, tidier, sortable
25 July 2026
- Who the order is from now reads at a glance. Business name on top, then the contact's name, phone and email each on their own line — instead of one grey run of text where four facts read as one.
- The profit column has left the list. The line-by-line figure was noise at list level; the summary tiles above the list and the full breakdown inside an opened order still carry it, where the pricing decisions actually happen.
- The page finally uses your screen. It was capped at a width the orders table could never fit inside, so the right-hand columns sat off-screen on every monitor. It now widens on a laptop or desktop, and if the window is narrower than the table, the table scrolls within itself rather than losing columns.
- Click a heading to sort. Date raised, who it's from, requested delivery date and order total all sort on click — click again to flip. Orders with no delivery date sink to the bottom rather than hiding among the dated ones.
v6.21
Freight you can actually type — and a save that tells the retailer
23 July 2026
- Typing a freight or price figure works properly again. The box used to lose focus after every single character, so a four-digit figure meant clicking back in four times. It now takes the whole number in one go, with the line, the order total and the profit panel all keeping up as you type.
- Scrolling can no longer change a figure. A number field under the cursor used to edit itself when the page scrolled — on a long order, that is a wrong invoice waiting to happen.
- Saving now asks whether to tell the retailer, and names them on the button. Emailing was a separate click sitting next to Save, so a freight charge could be added and saved while the retailer was still looking at the old figure.
- An order with nothing to add can be approved on the spot. If the price stands as requested, the same prompt offers to confirm it as a sales order and email the retailer that it is confirmed — rather than leaving it sitting in the queue waiting for someone to remember.
v6.18
Report on any period you choose
23 July 2026
- Confirmed orders, value and margin over a period — this month, last month, the last 30 days, the financial year, or a date range of your own.
- The totals and the list move together — pick a period and both the summary and the orders beneath it answer for the same window.
- An empty result says why — it names the period that is filtering things out and how many orders exist in total, so a filtered screen is never mistaken for an empty database.
v6.17
Order emails move to the Everest identity
23 July 2026
- Order mail now comes from and goes to Everest addresses, routed to logistics and to the account's owner rather than a single shared inbox.
v6.16
The retailer list is customers only
23 July 2026
- Everest's own staff logins no longer appear as retailers — the list is the customer list. A note reports how many staff accounts are hidden, so nothing looks lost.
- Duplicate email addresses are flagged, so two records for the same business can't quietly drift apart.
v6.13
File a retailer for pricing, without giving them a login
23 July 2026
- Add an account Everest already sells to and see its price list straight away — no Deye Designer login involved, and nothing can be ordered against it.
- Their details stay editable, because Everest entered them. Accounts that signed up through the Designer keep theirs read-only, so this screen can never disagree with what the retailer logs in as.
v6.6
Every account has an owner, and every order shows what it earned
22 July 2026
- Account owners — each retailer is assigned to someone at Everest, set at approval and editable afterwards, with the orders list filterable by owner.
- Profit per order, shown on the order and totalled across the queue, so the pipeline is readable as a business rather than a list of jobs.
- v6.8 refined it — freight is charged on and paid straight back out, so it is excluded from the margin on both sides and the page says so.
v6.4
Reply "yes" to a quote and it confirms itself
22 July 2026
- A retailer can accept by replying to the email, or from a button in it — the order confirms itself and takes its number without anyone opening the backend.
- v5.8 and v5.12 built the path: the retailer confirms the order themselves, and the acceptance email is one you can invoice straight from.
v6.2
Orders read like a business
22 July 2026
- Every order carries a sales-order number from the moment it is raised, starting at SO-1000 — no renumbering later, and the same reference on the email, the record and the invoice.
- v6.3 made the alert email link straight into the order, so it is a one-click route into pricing rather than a notice to go hunting.
v5.5
Where every order actually goes
21 July 2026
- Delivery address and requested date sit on the orders list, so fulfilment is answerable without opening a single order.
- Tailgate-truck jobs are flagged where the delivery needs one.
v5.1
Quote request → sales order
21 July 2026
- The queue became a pipeline — a request arrives as a quote, gets priced, and is confirmed into a sales order, with the wording reading the way the business actually works.
- Line prices are editable before confirming, and the change is recorded against the order.
- Each retailer's own page gathers their price list, full order history and technical-support history in one place: what they have bought, and what they have needed help with.
v4.1
Retailer order history
21 July 2026
- Order activity on the retailer list — how many orders an account has raised and how many are still waiting to be priced, at a glance.
v3.0–3.1
The backend begins
20 July 2026
Where it started — accounts, pricing and a place for orders to land.
- Retailer accounts — self-signup in the Designer, reviewed and approved by Everest.
- Per-retailer pricing, set by Everest, with per-product overrides where an account needs its own price on a line.
- Order requests land with Everest by email, with the retailer on reply-to.
- The admin backend itself — approvals, retailers, orders and products, in one place.
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