Receive and manage orders

When a customer orders from your website, or you add an order yourself, it appears in Orders and on your home screen. Each order shows what was ordered, the quantities, the customer's contact details, any note they left and how they plan to pay.

Order statuses

Every order moves through simple stages, so you and your team always know what needs attention next.

• New: the order has just arrived and nobody has started on it yet.
• Packing: someone is preparing it. Change to this stage as soon as work begins, so two people do not pick up the same order.
• Ready: the order is packed and waiting for pickup or delivery.

To move an order along, open it and tap the next stage, or tell the assistant something like "the Okafor order is ready". If you switched on order updates, the customer receives a short message when the stage changes.

Recording payment

1. Open the order in Orders.
2. Check that the money has reached you through the method the customer chose, such as cash, bank transfer or a mobile wallet.
3. Tap Mark as paid. The date is saved with the order, and it moves into your paid totals in reports.

Keeping the list tidy

Use the filters at the top of Orders to see only new, unpaid or ready orders. Completed orders stay searchable, so you can look up what a regular customer bought last month. If an order is cancelled, open it and choose Cancel order rather than deleting it; the record stays for your own bookkeeping.