Order Management

Manage Every Order From Capture to Delivery.

Turn scattered orders into one structured operations workflow — from customer request, order confirmation, payment, fulfillment, delivery, and post-order follow-up.

Multi-Channel Orders
Payment Tracking
Fulfillment Flow
Delivery Status
Inventory Sync
Team Visibility
The Problem

Orders become messy when every channel has its own workflow.

Selling across chat, web, and walk-ins sounds great — until the orders pile up in different places, with no shared system to track them.

Orders lost in DMs

Requests buried across Messenger, Instagram, and WhatsApp threads.

Manual order confirmation

Every order re-typed by hand into a notebook or spreadsheet.

Payment screenshots scattered

Proof of payment lives in chat galleries, never reconciled.

Stock not updated on time

Items sold that were already out of stock — overselling customers.

Delivery status unclear

No single place to see what shipped and what's still pending.

No clear order owner

Nobody knows who's responsible for which order.

Customers asking for updates

Endless “where is my order?” messages eat the whole day.

Managers lacking visibility

No real-time view of order volume, revenue, or bottlenecks.

Order Lifecycle

One clear flow from order request to completed delivery.

Every order moves through the same eight trackable stages — payment, fulfillment, and delivery kept in sync automatically.

01

Customer Request

Captured from any channel, instantly

02

Order Created

Products, qty, and address locked in

03

Payment Confirmed

Payment linked and verified in-record

04

Stock Reserved

Inventory deducted the moment it's placed

05

Packed

Labelled and ready for courier handoff

06

Delivery Assigned

Courier booked, tracking sent to customer

07

Completed

Delivered, COD collected and reconciled

08

Follow-up

Feedback gathered, loyalty reinforced

Order #4891 · Red Jacket (M)
Sarah Thapa · Lalitpur
Dispatched
Pending
10:24 AM
Confirmed
10:31 AM
Packed
11:05 AM
Dispatched
12:40 PM
Delivered
ETA 4 PM
Payment
Paid
NPR 3,200
eSewa · Paid online
Reference#TXN-88421
Delivery
In transit
Pathao Courier
Tracking · PTH-4891
Est. deliveryToday, 4:00 PM
Inventory
Low stock
Blue Sneakers (L)
43units left
Below threshold of 5 — reorder soon.
Orders today
38
+12%vs yesterday
Avg. fulfillment
5.4h
-18%faster
On-time delivery
96%
+3%this week
Return rate
1.8%
-0.4%improved
Fulfillment Operations

Keep fulfillment moving without confusion.

From the warehouse floor to the customer's door — every stage tracked, every handoff clear.

Picking List
Order #4891 · Sarah Thapa · 11:05 AM
In Progress
ItemLocationQtyStatus
Red Jacket (M)
RED-JKT-M
A-03-12×1Picked
Blue Sneakers (L)
BLU-SNK-L
B-07-06×2In progress
White T-Shirt (XL)
WHT-TSH-XL
C-02-08×1Pending
1 / 3 items
Agent: Priya S. · Warehouse: Main Store · Items: 3 lines
Payment & Inventory

Connect payment status and stock movement with every order.

Payment confirmation unlocks fulfillment. Stock deducts the moment an order is confirmed.

Payment Confidence

Know whether an order is paid before fulfillment starts.

Payment Confirmed
Order #4891 · NPR 3,200
AmountNPR 3,200
MethodeSewa
Reference#TXN-88421
Confirmed10:31 AM
Fulfillment cleared — this order is ready to pack
Invoice #INV-4891 · Generated
Sent via WhatsApp · 10:32 AM
Sent
Inventory Accuracy

Prevent overselling by connecting orders with stock movement.

Stock Reserved
Red Jacket (M)8/10 remaining
Was 9−1 reservedNow 8
Blue Sneakers (L)4/8 remaining
Was 6−2 reservedNow 4
Stock Deducted on Fulfillment
Red Jacket (M)
98
−1
Blue Sneakers (L)
64
−2
White T-Shirt (XL)
54
−1
Deducted automatically the moment the order is confirmed
Low Stock Alert2 products
Blue Sneakers (L)4 leftLow
White T-Shirt (XL)2 leftCritical
Auto-alert sent to warehouse manager · Reorder triggered
Product Availability
Red Jacket (M)RED-JKT-M8 left
Blue Sneakers (L)BLU-SNK-L4 left
White T-Shirt (XL)WHT-TSH-XL2 left
Navy Pants (32)NVY-PNT-32Out of stock
AI Intelligence

AI that helps teams understand and act on orders faster.

Designed to surface order summaries, risk signals, and action suggestions — so teams spend less time hunting for context.

AI Intelligence
Active Order
CustomerSarah Thapa
ProductRed Jacket (M)
ChannelWhatsApp
PaymenteSewa · Confirmed
StatusDispatched
ETAToday, 4:00 PM
Risk signals
Delivery delay possible
COD collection unconfirmed
AI Insights Order #4891
Order Summary

Sarah ordered 1 Red Jacket (M) via a WhatsApp conversation. Payment confirmed via eSewa at 10:31 AM. Order is currently dispatched to Lalitpur via Pathao Express.

Insights are designed to assist teams in reviewing orders — every suggestion requires human judgement and confirmation before acting.

On order open

Order Summary

Helps surface a plain-language summary of every order — products, payment, and delivery status in a single read.

Example signal

"1 Red Jacket (M) via WhatsApp · eSewa payment confirmed · Dispatching to Lalitpur via Pathao."

On conversation

Customer Intent Detection

Designed to help identify buying signals in conversations before a formal order has been placed.

Example signal

"Customer mentioned Blue Sneakers (L) twice in this thread — possible order intent."

During dispatch

Delay Risk Alert

Helps surface orders that may be at risk of delayed delivery, based on courier data and area signals.

Example signal

"Pathao transit running +2h in Lalitpur today — consider following up with the courier."

On order creation

Repeat Order Insight

Can assist with identifying returning customers and surfacing their order history to inform how teams handle the order.

Example signal

"Sarah has placed 4 orders in 30 days · Average value: NPR 2,800."

Before dispatch

Delivery Issue Prediction

Designed to help flag addresses or routes where delivery failure has historically been more common.

Example signal

"This address had 2 failed deliveries this week — consider confirming with customer first."

On payment pending

Payment Follow-up Suggestion

Helps teams identify when a pending payment may benefit from a follow-up message, with suggested timing.

Example signal

"Order #4888 COD pending for 18 hours — a polite follow-up now may help."

On order review

High-Value Customer Flag

Helps surface customers with high order frequency or lifetime value so teams can prioritise their experience.

Example signal

"Raj M. has spent NPR 45,000 this quarter — consider priority handling for his orders."

In daily reports

Order Trend Insight

Designed to help teams notice volume and timing patterns across order history to better anticipate demand.

Example signal

"Saturdays average 42% more orders than weekdays — consider additional coverage."

Core Features

Everything the order needs, in one experience.

Ten capabilities, each designed so your team acts faster and your customers feel the difference.

WhatsAppFacebookInstagramWeb StorePOS
Product
Red Jacket (M)
Qty
1 × NPR 3,200
Customer
Sarah Thapa
Delivery
Lalitpur, KTM
Source: WhatsApp DM Create Order
Multi-Channel Order Capture

Capture orders from conversations without losing context.

WhatsApp, Facebook, Instagram, web, or POS — every order captured in the same structured record, linked to the conversation it came from.

#4891Sarah ThapaDispatched
#4890Raj MaharjanPacked
#4889Puja KCConfirmed
#4888Amit TamangPending
Total today38 orders
Order Queue & Status Tracking

Track every order status clearly from one workspace.

Filter, sort, and update orders by status — your whole team sees the same live queue.

Payment RecordConfirmed
NPR 3,200
MethodeSewa
Reference#TXN-88421
Order#4891
eSewaKhaltiCODBank Transfer
Payment Confirmation

Every payment linked to its order the moment it's recorded.

eSewa, Khalti, bank transfer, or COD — confirmed and attached to the matching order automatically.

Customer address verified10:31 AM
Items picked from shelf10:58 AM
Packed & sealed11:05 AM
Shipping label printed
3 / 4 done
Fulfillment Checklist

Step through every fulfillment task without missing a thing.

Address, items, packing, and label — every step tracked and timestamped for each order.

Red Jacket (M)6/10 left
Reserved1u
Blue Sneakers (L)3/8 left
Reserved2u Low stock
Inventory Reservation

Stock reserved the moment an order is confirmed — no more overselling.

Inventory deducts instantly on confirmation and alerts trigger the second stock runs low.

Delivery AssignmentIn transit
CourierPathao Express
Tracking IDPTH-4891
ETAToday, 4:00 PM
Picked upIn transitDelivered
PathaoNMB ExpressNCMBhatta Delivery
Delivery Coordination

Assign a courier and share live tracking in seconds.

Pick your courier partner, generate a tracking ID, and auto-notify the customer — all in one action.

WhatsApp

Order #4891 confirmed! ✓ Red Jacket (M) · NPR 3,200

10:31 AM ✓✓

Your order has been dispatched! Track: pathao.com/PTH-4891 ETA: 4:00 PM

12:40 PM ✓✓
SMS Triggers
Order Confirmed
Sent
Order Packed
Sent
Dispatched
Sent
Delivery Attempted
Queued
Customer Updates

Customers stay informed at every step — automatically.

Trigger WhatsApp and SMS messages at confirmation, dispatch, and delivery. Fully customisable templates — no dev work required.

Assigned to
P
Priya Sharma
Fulfillment Agent
Also on this order
R
S
A
+2
DueToday, 3:00 PM
Team Assignment

Every order has a clear owner — no confusion, no gaps.

Assign orders to specific agents or teams. Everyone sees who's responsible and when it's due.

10:24 AM
Order created from WhatsApp
10:31 AM
Payment confirmed — NPR 3,200
11:05 AM
Agent note added
"Size M confirmed with customer"
12:40 PM
Dispatched via Pathao (PTH-4891)
Order Notes & History

Every action and note logged in one permanent thread.

Full audit trail of status changes, agent notes, and customer interactions — attached to every order record.

Orders Today
38
+12%
Revenue
NPR 89k
+8%
Avg. Time
5.4h
↓18%
MonToday
Order Reports

Connect payment, stock, fulfillment, and delivery in one flow.

Daily orders, revenue, fulfillment speed, and return rates — broken down by product, channel, or agent.

Analytics

See what is happening across every order.

One view of order volume, payment status, delivery progress, top products, and channel performance — updated in real time.

Live · Updates every 5 minutes
Today · 2:30 PMOrders Module
Total Orders
38
↑ +12%vs yesterday
MonToday
Pending
12
awaiting action
Confirmed8
Unconfirmed4
Completed
24
↑ +9%vs last week
63% of today's orders
Delayed
4
⚠ needs review
Courier delay2
Rescheduled1
COD pending1
Avg. Fulfillment
5.4h
↓ −18%faster this week
Target< 6h
Last week6.6h
Best day3.8h
Payment Status
NPR 89,200
Paid
28 orders74%
Pending
7 orders18%
Refunded
3 orders8%
Delivery Status
Delivered
24
In transit
8
Pickup pending
4
Delayed
2
Top Products
by order count · today
01Red Jacket (M)
14
02Blue Sneakers (L)
9
03White T-Shirt (XL)
7
04Navy Pants (32)
5
05Green Cap
3
Order Sources
by channel
WhatsApp
44%
Facebook
24%
Instagram
16%
Web Store
11%
POS
5%
Total today38 orders

Who uses Orders

Social Commerce Sellers

Take orders via DMs and create structured order records with products, sizes, addresses, and payment status.

Retail Stores

Manage both walk-in and online orders in one system — linked to POS and inventory for accurate stock control.

Ecommerce Businesses

Process high volumes of website and social orders with automated status updates and delivery assignment.

Food & Hospitality

Manage takeaway and delivery orders with real-time status tracking and customer notification workflows.

Frequently Asked Questions

Can I create orders directly from a WhatsApp or Facebook message?
Yes. While viewing a customer conversation in the Unified Inbox, you can open the product catalog, select items, set quantities, and create an order — without leaving the chat. The order is automatically linked to the customer's profile.
How are customers notified about their order status?
You can configure automatic SMS notifications (via Sociair SMS) or WhatsApp messages at each order stage — confirmation, packing, dispatch, and delivery. Notification templates are fully customizable.
Does the system update inventory automatically when an order is placed?
Yes. When an order is confirmed, product stock levels are reduced in the Inventory module automatically. If stock falls below your set threshold, a low-stock alert is triggered.
Can I manage returns and exchanges?
Yes. You can create return requests linked to original orders, track return shipment status, and process refunds or exchanges — all within the same order management workflow.
Can I see all orders from one customer?
Yes. The CRM customer profile shows all orders placed by that customer — from any channel, with status, amount, and product details — in chronological order.
Sociair Order Management Platform

Ready to bring every order into one clean workflow?

Capture orders, confirm payments, manage fulfillment, coordinate delivery, update inventory, and track order performance from one powerful order management system.

Order Capture Payment Fulfillment Delivery Inventory Order Analytics