Here is a step-by-step guide on processing your orders with Upmesh including our recommendations for a smooth workflow.
Your captured orders will appear in "Pending Orders" under the "Orders" tab
There are 5 tabs in Pending Orders:
There are two order status that need your attention if you are using offline payment method - "Pending Checkout" and "Pending Verification"
Contains customer’s order that is still not checked out by customers yet
Pending looks like this :
Contains orders that are already cart out. You will need to review and then approve or reject the order.
Pending verification looks like this:
Once the orders are in "Pending verification" status, you can check their details before approving orders by clicking "Approve/Reject"
It will show order details for this buyers and payment proof that they have uploaded
If you click "Approve", the buyer's order will move to the next section as “Paid”
If you click "Reject", the buyer's order will move back to "Pending Status" and they will have to check out again
You can find all your approved orders under "Paid Orders"
Here is how your orders appear in "Paid Orders"
5a. Download an invoice to use for your logistics partner or you can also use it to send to your customers by clicking the button shown below:
5b. When you are packing your customer's order, you can mark it as "Packing" by clicking the cart status as seen below:
5c. Your orders will show under the "Packing" status like below:
After you have finished packing and will ship the buyer's order then you can change the status again to “Shipping” and after that you can repeat the same process to move it to “Delivered” or “Failed Delivery”
5d. Once you have delivered the item and completed the order, you can mark the order as "Archived" to keep as records. Or you can tag the order based on your preference.
That's it. You're done!
