Order management

An order is a mini-project: it starts, goes through stages, ends. The Orders panel is where you follow every step.

Where they come from

• Voice call. The assistant collects the order, confirms it with the customer, and records it in the panel.
• WhatsApp chat. The operator (human or automated) creates the order from the active conversation, keeping the thread of the dialogue.
• Manual. Staff can create orders directly from the panel, for example for customers who show up on-site or for orders on lines not handled by the assistant.
• Integrations. For those with e-commerce sites or business systems, orders can flow into the panel automatically via webhook.

Order statuses

1. Draft, the order is being composed, not yet confirmed by the customer
2. Confirmed, the customer has confirmed the contents, awaiting payment or preparation
3. Paid, settled by the customer, ready for fulfilment
4. In preparation, the team is working on the order (kitchen, stockroom, service)
5. Ready / Fulfilled, available for pick-up or delivered
6. Cancelled, interrupted at any stage, with or without a refund

Payments

Depending on the configuration, an order can be paid online (payment link sent via SMS or email), on delivery, or settled later. The panel tracks payments received and those still due, and can send automatic reminders for overdue ones.

Receipts and invoices

For every order you can generate a receipt or invoice. The customer's tax details can be requested during the order or pulled from their profile. The document is generated as a PDF and is automatically sent to the customer with read confirmation tracked.