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Order Management

Category Updated Aug 4, 2025 Help Categories
Master Order Management

Order management is at the core of Sederly. These guides will help you efficiently handle all aspects of order processing, from creation to fulfillment.

Efficient order management drives business success. Learn everything from basic order creation to advanced order processing techniques and customer service excellence.

## Order Management Articles ### Core Order Processing
Creating and Editing Orders
12 min read

Comprehensive guide to creating orders, managing line items, and handling complex order scenarios.

  • Order creation methods
  • Product and service management
  • Pricing and discounts
  • Split payments
Read Article
Order Status and Tracking
8 min read

Learn to track orders through their lifecycle and manage order status updates effectively.

  • Order status workflow
  • Tracking and updates
  • Customer communication
  • Fulfillment management
Read Article
### Payment and Financial Management
Payment Processing
10 min read

Handle various payment methods, process transactions, and manage payment-related issues.

  • Payment methods setup
  • Transaction processing
  • Refunds and returns
  • Payment troubleshooting
Read Article
Advanced Order Features
Coming Soon

Advanced features like layaway, installments, bulk orders, and wholesale management.

  • Layaway orders
  • Installment payments
  • Bulk order processing
  • Wholesale pricing
## Order Workflow Overview ### Standard Order Process
Typical Order Lifecycle
Create
Order initiated
Configure
Add products & details
Payment
Process payment
Confirm
Order confirmed
Fulfill
Prepare & deliver
Complete
Order finished
## Order Types and Scenarios ### Different Order Types
Standard Sales

Regular customer purchases with immediate payment and fulfillment.

Quotes & Estimates

Price estimates for potential customers that can be converted to orders.

Returns & Exchanges

Handle customer returns and product exchanges efficiently.

Layaway Orders

Orders paid in installments with item hold until full payment.

## Best Practices ### Order Management Excellence
Efficiency Tips:
  • Use keyboard shortcuts for faster order entry
  • Prepare frequently sold items for quick access
  • Verify customer information before finalizing orders
  • Double-check quantities and pricing to avoid errors
  • Process payments promptly to maintain cash flow
### Customer Service Excellence
Service Standards:
  • Confirm order details with customers before processing
  • Explain the process to first-time customers
  • Provide clear receipts with all necessary information
  • Follow up on special orders and delivery commitments
  • Handle issues promptly and professionally
## Common Scenarios ### Frequently Asked Questions **Q: How do I handle partial payments?** A: Use the split payment feature to accept multiple payment methods for a single order. **Q: Can I edit an order after payment?** A: Limited edits are possible. For major changes, process a return/exchange or create a new order. **Q: How do I handle customer returns?** A: Create a return order, process the refund, and update inventory if applicable. **Q: What if a product is out of stock?** A: The system will alert you. You can backorder, substitute, or remove the item. **Q: How do I apply discounts?** A: Discounts can be applied at the line item level or to the entire order. ## Quick Reference ### Order Status Meanings - **Draft**: Order created but not finalized - **Pending**: Awaiting payment or approval - **Paid**: Payment received, ready for fulfillment - **Processing**: Being prepared or manufactured - **Shipped**: Sent to customer - **Delivered**: Received by customer - **Completed**: Order fully fulfilled - **Cancelled**: Order cancelled before completion - **Returned**: Customer returned the order ### Keyboard Shortcuts - **Ctrl + N**: Create new order - **F2**: Quick customer search - **F3**: Quick product search - **F4**: Apply discount - **F5**: Process payment - **Ctrl + P**: Print receipt - **Esc**: Cancel current action ## Next Steps ### Related Topics After mastering order management, explore: #### **Customer Management** - [Managing Customer Accounts](https://sederly.com/help/managing-users) - Customer history and preferences - Loyalty programs and rewards #### **Inventory Management** - Product catalog management - Stock level monitoring - Inventory forecasting #### **Reporting and Analytics** - [Reports and Analytics](https://sederly.com/help/reports-analytics) - Sales performance tracking - Customer behavior analysis ## Need Help? ### Support Resources - **Live Chat**: Get immediate assistance during business hours - **Email Support**: Detailed help with complex scenarios - **Phone Support**: Direct conversation with our team - **Community Forum**: Connect with other users
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