Practical Order Management
Daily habits to prioritise orders, avoid mistakes, and keep customers updated.
In a nutshell
Build a daily order habit
Open Catalogue, then Orders, at set times each day. Separate failed or unpaid attempts, paid orders awaiting fulfilment, and completed work.
Tip 1: Give every order an owner
Decide which Member or Admin is responsible for each shift. Make handovers clear when work remains open.
Tip 2: Read the full order
Check variants, quantities, customer answers, discounts, and delivery or collection notes before preparing anything.
Tip 3: Use customer history wisely
Open People, then Customers, when you need context about earlier orders or bookings. Treat personal information respectfully.
Tip 4: Recognise every channel
Shop, Tools → POS, and Tools → Payment Links can all create paid activity. Confirm the channel and fulfilment need so your team does not duplicate work.
Tip 5: Communicate early
If stock, delivery, or timing changes, contact the customer before the promised deadline. Offer a realistic next step rather than leaving them to chase you.
Frequently asked questions
How should I handle a split delivery?
Record what has left, what remains, and when the customer should expect the rest.
What if I see two similar orders?
Check both payment records before preparing or refunding either one. Customers sometimes retry after an uncertain checkout.
What to do next
For the full workflow, read Managing orders from sale to fulfilment.
Related guides
Add Your First Product
List a product, set prices and stock, set up payouts, and publish it so customers can buy on Ordafy Shop.
Collect Extra Product Details at Checkout
Ask for sizes, personalisation, delivery notes, and other details you need before you fulfil an order.
Manage Orders from Sale to Fulfilment
Review new orders, fulfil them accurately, handle refunds, and keep customers updated.