Here is a step-by-step guide on processing your orders with Upmesh including our recommendations for a smooth workflow.
You can refer to our tutorial videos instead of the text guide below if you prefer! The first video relates to pending orders, including how to verify manual / offline payments. The second video will teach you how to process orders that have completed the payment and checkout.
Step 1. Viewing your captured orders
Your captured orders will appear in "Pending Orders" under the "Order Management" tab
Step 2. Viewing Order Status
There are two order status most important for you - "Pending" and "Pending for verification"
Pending order status means that customer has not completed their checkout
Pending looks like this :
- Pending for Verification
Pending for Verification means that customer has completed their checkout.
They are waiting for you to approve and ship the order
Pending for verification looks like this :
Step 3. Approving Your Orders
Once your orders are "Pending for verification", you can check their details before approving orders by clicking "Approve/Reject"
It will show order details for this customer and payment proof that they have uploaded
If you click "Approve", the customer's order will move to the next section as paid
If you click "Reject", the customer's order will move back to "Pending" and they will have to check out again
Step 4. Processing Approved Orders
You can find all your approved orders under "Paid Orders"
Here is how your orders appear in "Paid Orders"
Step 5. Recommended Process for "Paid Orders"
1. Download an invoice to use for your logistics partner by clicking the button shown below
2. After packing your customer's order, you can mark it as shipped by clicking here
3. Your orders will show under the "Shipped" status like below
4. Once you have delivered the item and completed the order, you can mark the order as "Archived" to keep as records
That's it. You're done!
步骤 1. 查看您捕捉的订单
步骤 2. 查看订单状态
步骤 3. 批准您的订单
步骤 4. 处理批准的订单