Add Order Information

Introduction

Adding notes about customer order information next to the conversation window allows customer service to quickly obtain customer order information, which helps reduce the error rate during the service process.

This section will introduce in detail how to create and set order information notes. For a more in-depth understanding of order information management, please refer to the relevant documents on form management.

Description

1. Order management panel

Click Order Management on the right side of the conversation to view detailed order information of the customers in that conversation.

You can note the order number, name, status, platform, remarks, and amount.

Chinese Version：

Number: used to distinguish and track each order, usually composed of letters and numbers, to facilitate merchants and customers to query order status records.

Name: Indicating the customer's name facilitates order management and communication, reducing errors and confusion.

Status: The status of the order; you can choose from four statuses: payment on behalf of others, in progress, paid, and canceled.

Platform: The platform where the order is placed; you can choose Amazon, TikTok Shop, Shopify, SHOPYY, Shopline, Shoplazza, WordPress, UEESHOP and others.

Remarks: You can add information according to your needs, such as order item type, item quantity, customer region, etc.

Amount: The transaction amount of the order

Creation time and creator: The system automatically generates the new order information according to the time and operator, and editing will not be affected.

2. Set order information

2.1 New order information

Click New Order in Order Management > Fill in the number, name, status, platform, remarks, and amount > click Submit to successfully create the new order.

2.2 Edit order information

Click on the order information in the order management > directly edit the information that needs to be modified > click Submit to successfully edit.

2.3 Deleting order information

To delete order information, you need to go to [Client] - [Form Management].