Orders
The Orders page is the operational queue for WhatsApp product orders and service bookings. Each order tracks the customer, items, payment state, and the full status history.
Order Types
- Product Order: customer added items to a cart and sent it. Tracks shipping address, item quantities, payment, and delivery.
- Service Booking: customer booked a service slot. Tracks appointment start and end time, assigned staff member, and reminder delivery status alongside the standard payment and status history.
Summary Cards
- Total Orders: count of orders matching applied filters.
- Total Revenue: sum of order totals after filters.
- Paid: number of filtered orders with payment status
paid. - Pending: number of filtered orders with order status
pending.
Filters
- Order Status: All, Pending, Confirmed, Processing, Shipped, Delivered, Scheduled, Completed, Cancelled, Refunded, or No Show.
- Payment Status: Unpaid, Paid, Partial, or Refunded. Filter independently from order status — an order can be Confirmed but still Unpaid, or Pending with a Partial payment.
- Order Type: Product Order or Service Booking.
- Contact: search by customer name, phone, or external order ID.
- From / To: filter by created date range.
- Sortable columns: Order, Total, and Date.
- Assigned To: the team member responsible for the order when available.
Order Statuses
| Status | Applies to | Meaning |
|---|---|---|
| Pending | Both | Received, awaiting action. |
| Confirmed | Product | Order accepted by the business. |
| Processing | Product | Being prepared for dispatch. |
| Shipped | Product | Dispatched with a tracking number. |
| Delivered | Product | Received by the customer. |
| Scheduled | Service | Appointment confirmed and booked. |
| Completed | Service | Service was delivered successfully. |
| No Show | Service | Customer did not attend the appointment. |
| Cancelled | Both | Order or booking was cancelled. |
| Refunded | Both | Payment was returned to the customer. |
Open an Order
Click an order row to open its detail panel, which shows: customer info with a View Chat shortcut, ordered items with retailer IDs and line totals, price breakdown (subtotal / discount / tax / shipping / total), shipping address (for physical orders), appointment details (for service bookings), payment state including WhatsApp Pay transaction ID, and the full status history with timestamps, notes, and changed-by user.
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