Order Management — Statuses and Daily Workflow

Each order is tracked with two separate status fields: one for the operational progress of the order and another for the payment status.

Order and Payment Statuses

• Order status: Pending → Preparing → Ready for Shipment → Shipped → Delivered or Cancelled.
• Payment status: Awaiting Payment → Paid or Failed / Refunded.

For credit card payments, the payment status changes to Paid automatically. You approve the payment manually for bank transfer/EFT and cash-on-delivery orders.

Daily Order Workflow

1. View new orders under Order Management → Orders. Depending on your notification settings, you may also receive alerts by email, SMS, or WhatsApp.
2. Open the order details and review the products, customer and delivery information, payment details, and any uploaded receipt.
3. For bank transfer orders, verify the receipt and approve the payment. When the payment is approved, stock is reduced and the customer is notified.
4. After preparing the products, update the order status to Ready for Shipment and select the shipping carrier. If a shipping integration is active, the shipment record is created automatically and the tracking number is added to the order.
5. When the shipment is delivered, the order status is updated. The customer is informed at each stage through the channels enabled in the Notification Routing Matrix.

Actions Available in Order Details

• Update the payment status.
• Cancel the order; the stock quantity of a cancelled order is restored automatically.
• If the e-Invoice module is installed, use Issue e-Invoice and view the invoice as a PDF.
• Edit shipping tracking information.
• View the customer's order notes.

Reports

Use Reports and Analytics → Order Reports to review revenue, order counts, and period comparisons. Use Return Reports to monitor return rates.