🛒 Product Orders

When your AI assistant helps a customer purchase a product, the order appears here as "Pending." You review it, confirm payment, and update the status as you fulfill the order. Customers receive automatic notifications at each stage.

Navigate to Bookings & Activity > Orders to access product order management.

---

🔄 Workflow Overview

Step	Actor	Action
1️⃣	👤 Customer	Orders via AI Assistant
2️⃣	📥 System	Order appears as Pending
3️⃣	🏢 Business	Confirms and processes order
4️⃣	📧 System	Customer notified
5️⃣	🏢 Business	Fulfills and ships order
6️⃣	✅ Complete	Order marked complete

---

📊 Status Overview

#	Status	Color	Description
1	⏳ Pending	Amber	Awaiting confirmation
2	🔄 In Progress	Blue	Order being processed
3	📦 Shipped	Violet	Order shipped to customer
4	✅ Completed	Green	Order delivered and complete
5	❌ Cancelled	Red	Order cancelled

---

🗂️ Order Tabs

#	Tab	Description
1	⏳ Pending Orders	Orders awaiting confirmation
2	🔄 Current Orders	Orders in progress or shipped
3	📋 All Orders	Complete order history

---

📋 Orders Table

#	Column	Description
1	🔢 Order #	Unique order identifier
2	👤 Customer	Customer name and email
3	📦 Items	Number of items and product names
4	💰 Total	Order total with tax
5	🔵 Status	Current order status
6	💳 Payment	Payment status (Pending/Paid)
7	📅 Date	Order date
8	⚙️ Actions	View, edit, or update options

---

➕ Add New Order

Click + Add Order to create an order manually. The modal has 3 tabs.

1️⃣ Customer Tab

#	Field	Required	Description
1	Select Contact	❌ No	Choose from existing contacts
2	First Name	✅ Yes	Customer's first name
3	Last Name	✅ Yes	Customer's last name
4	Email	✅ Yes	Customer's email address
5	Phone	❌ No	Customer's phone number

2️⃣ Products Tab

#	Feature	Description
1	🏷️ Category Filter	Filter products by category
2	📋 Product List	Browse available products
3	➕ Add Button	Add products to the order
4	🔢 Quantity	Adjust item quantities

3️⃣ Shipping Tab

#	Field	Required	Description
1	Street Address	✅ Yes	Primary street address
2	Apartment/Suite	❌ No	Additional address info
3	City	✅ Yes	City name
4	State	✅ Yes	State or province
5	ZIP Code	✅ Yes	Postal code

---

📄 Order Details View

Click any order row to view full details:

#	Section	Description
1	📋 Order Header	Order number, status, and date
2	👤 Customer Info	Name, email, phone, customer ID
3	📍 Shipping Address	Delivery address details
4	📦 Order Items	Products, quantities, and prices
5	💰 Order Summary	Subtotal, tax, shipping, and total

---

⚡ Order Actions

Update order status as you process and fulfill orders:

#	Action	Effect
1	✅ Confirm Order	Move from Pending to In Progress
2	🔄 Mark In Progress	Indicate order is being processed
3	📦 Mark Shipped	Record shipping with tracking info
4	✅ Complete Order	Mark order as delivered
5	❌ Cancel Order	Cancel with customer notification

---

💳 Payment Status

#	Status	Description
1	🟡 Pending	Payment not yet received
2	🟢 Paid	Payment confirmed
3	🔴 Failed	Payment failed or declined
4	🔵 Refunded	Payment refunded to customer

info

When you update an order status, the system automatically sends a notification to the customer via their preferred communication channel (email or SMS).

tip

Orders placed by the AI Assistant start as Pending. Review the order details and click Confirm Order to begin processing.