Orders Management (Ecommerce)
Create, edit, bulk update, and track orders with statuses and financials
8 minintermediate
Overview
The Orders page is your command center for ecommerce order management. You can create orders, edit them, update statuses, assign CSRs and delivery agents, record payments and expenses, use bulk actions, and import orders via CSV.
1
Creating a New Order
Click **+ New Order** in the top right to open the order form:
- aSelect or create a Customer
- bClick + Add Product to add items from your product catalog
- cSet Delivery Fee (optional)
- dChoose Payment Method (Cash, Card, Transfer, POS)
- eAssign a Delivery Agent (optional — you can assign later)
- fClick Create Order to confirm
2
Order Statuses & Lifecycle
Orders move through a configurable status workflow. Default statuses include:
- aPending: Newly created, awaiting processing
- bProcessing: Being prepared for delivery
- cIn Transit: Out for delivery
- dDelivered: Successfully delivered
- eFailed/Cancelled: Delivery unsuccessful
- fYou can add custom statuses in Settings → Add Status
- gChange status via the Update Status button on any order row or from the order detail page
3
Editing an Order
Click the **Edit** icon (pencil) on any order to modify:
- aCustomer details, products, quantities
- bDelivery fee, payment method
- cAssigned CSR and delivery agent
- dSave changes with the Update Order button
4
Bulk Actions
Select multiple orders using checkboxes to:
- aBulk Assign CSR: Assign a CSR to all selected orders
- bBulk Assign Agent: Assign a delivery agent to all selected orders
- cBulk Update Status: Change status of all selected orders
- dBulk Delete: Soft-delete multiple orders
5
Order Detail Page
Click any order number to view:
- aComplete order information and timeline
- bFinancial breakdown (total, delivery fee, expenses, expected remittance)
- cStatus change history
- dPayment and expense records
- eAction buttons to update status, edit, record payments/expenses
6
Importing Orders via CSV
Click **Import** to bulk-create orders from a CSV file:
- aDownload the CSV template to see required columns
- bFill in your data following the template format
- cUpload the file — the system parses and previews the data
- dReview the mapped columns and click Import
Frequently Asked Questions
Can I edit an order after creating it?
Yes, click the Edit icon on the order row or from the order detail page. You can change customer info, products, quantities, and assignments.
Can I cancel an order?
Yes, update the status to a cancelled/failed status. The order will remain in the system for record-keeping.
What happens when I delete an order?
Orders are soft-deleted (is_deleted flag), not permanently removed. They can be restored by a SuperAdmin.
How do I assign a CSR to an order?
Use the Assign CSR dialog from the action menu on any order, or use bulk assign to update multiple orders at once.