RateUp Documentation
Commerce

Orders

Track every order through its stages, from pending payment to delivered.

Orders lists every order placed through WhatsApp, with the stage each one has reached.

The Orders list

Order Stages

An order moves through these stages:

StageShown asMeaning
Pending paymentPendingThe order exists but has not been paid
Checkout sentConfirmedA checkout link has gone to the customer
Pending deliveryPackedPaid and being prepared
Pending addressShippedOn its way, awaiting or using the delivery address
CompletedDeliveredFulfilled
CancelledCancelledCalled off

Stages are the operational truth of the order. The customer's conversation about it stays in the Inbox, so support and fulfilment never drift apart.


Filtering

Tabs across the top narrow the list:

  • All orders
  • Pending — not yet paid
  • To ship — paid, needs packing
  • Shipped — on the way
  • Delivered — done

Work from Pending and To ship day to day; the rest are for reference.


Payment Methods

Each order shows how it was paid:

MethodNotes
UPIPaid by UPI
CardPaid by card
WhatsApp PayPaid inside WhatsApp
CODCash on delivery — collect on handover
PendingNo payment recorded yet

Working an Order

  1. Open the order to see its items, amount and customer
  2. Move it to the next stage as fulfilment progresses
  3. If the customer asks about it, their conversation is in the Inbox under their ticket
  4. Mark it Completed on delivery, or Cancelled if it falls through

Cancelling does not automatically refund the customer. Handle the refund in your payment provider, then record the cancellation here.


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