{"id":1040,"date":"2025-11-27T13:36:51","date_gmt":"2025-11-27T13:36:51","guid":{"rendered":"https:\/\/getbooked.software\/app\/?p=1040"},"modified":"2025-11-27T13:46:37","modified_gmt":"2025-11-27T13:46:37","slug":"how-to-manage-orders","status":"publish","type":"post","link":"https:\/\/getbooked.software\/app\/how-to-manage-orders\/","title":{"rendered":"How to manage orders"},"content":{"rendered":"\t\t
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The Manage Orders<\/strong> page is where you can view, filter, search, organise and update all customer orders. This page gives you full control over the booking workflow, allowing you to move orders between stages, merge orders, and monitor payment statuses.<\/p>

Below is a detailed explanation of every part of the interface.<\/p>

  1. Order Status Tabs<\/strong><\/li><\/ol>

    At the top of the page, you will see several tabs. These represent the different stages of an order\u2019s lifecycle.<\/p>

    New Orders<\/strong><\/p>

    Orders that have just been placed and have not yet been processed.<\/p>

    Invoiced<\/strong><\/p>

    Orders where an invoice has been generated and is awaiting payment or approval.<\/p>

    Quoted<\/strong><\/p>

    Orders where the customer has requested a quote or where you have sent a quote but the order is not confirmed yet.<\/p>

    Sent to Warehouse<\/strong><\/p>

    Orders that have been passed to the warehouse\/preparation stage (e.g., being readied, cleaned, prepared for dispatch).<\/p>

    Completed<\/strong><\/p>

    Orders that have been fully completed, delivered, returned, or finished.<\/p>

    Bin<\/strong><\/p>

    Orders that have been cancelled, archived, or removed from active workflow.<\/p>

    1. Order Sorting<\/strong><\/li><\/ol>

      You can sort orders to display them in a preferred order:<\/p>

      Newer to Older<\/strong><\/p>

      Shows the most recent orders at the top.<\/p>

      Older to Newer<\/strong><\/p>

      Shows the oldest orders first.<\/p>

      This helps you quickly find recent activity or work through orders chronologically.<\/p>

      1. Date Filters (Start & End Date)<\/strong><\/li><\/ol>

        You can filter orders by a specific date range.<\/p>

        Start Date<\/strong><\/p>

        Choose the earliest booking\/order date you want to view.<\/p>

        End Date<\/strong><\/p>

        Choose the latest booking\/order date you want to view.<\/p>

        After selecting dates, click:<\/p>

        Go<\/strong><\/p>

        Applies the date filter and updates the order list.<\/p>

        Clear<\/strong><\/p>

        Removes filters and shows all orders again.<\/p>

        1. Payment Filters<\/strong><\/li><\/ol>

          You can filter orders based on their payment status:<\/p>

          Show Paid<\/strong><\/p>

          Displays only orders that have been fully paid.<\/p>

          Show Unpaid<\/strong><\/p>

          Displays orders with no payment received.<\/p>

          Show Partial Paid<\/strong><\/p>

          Shows orders where only part of the invoice has been paid.<\/p>

          This is helpful for:<\/p>

          • tracking overdue payments<\/li>
          • managing deposits<\/li>
          • reviewing outstanding balances<\/li><\/ul>
            1. Search Orders<\/strong><\/li><\/ol>

              Use the search bar to find specific orders instantly.<\/p>

              You can search by:<\/p>

              • Customer name<\/li>
              • Order number<\/li>
              • Email<\/li>
              • Phone number<\/li>
              • Reference<\/li>
              • Product name<\/li><\/ul>

                Click the \ud83d\udd0d<\/strong> search icon<\/strong> to apply the search.<\/p>

                1. Merge Orders<\/strong><\/li><\/ol>

                  This feature allows you to combine multiple orders from the same customer into a single order.<\/p>

                  Useful when:<\/p>

                  • A customer places separate bookings for multiple items<\/li>
                  • You want to generate one invoice instead of several<\/li>
                  • You wish to manage everything under one booking reference<\/li><\/ul>

                    Click Merge Orders<\/strong> to begin combining orders (only works when orders exist).<\/p>

                    1. Collapse<\/strong><\/li><\/ol>

                      This button hides or collapses certain sections of the interface to give you more space.<\/p>

                      Helpful when managing large order lists.<\/p>

                      1. Order List<\/strong><\/li><\/ol>

                        The main body of the page displays all orders based on the filters and tabs you\u2019ve selected.<\/p>

                        If no orders match your filters or no orders exist, you will see:<\/p>

                        \u201cNo orders found\u2026\u201d<\/strong><\/p>

                        Once orders appear, the list will show:<\/p>

                        • Order ID<\/li>
                        • Customer name<\/li>
                        • Booking date<\/li>
                        • Payment status<\/li>
                        • Order value<\/li>
                        • Action buttons (view, edit, move to next stage, etc.)<\/li><\/ul>
                          1. Processing Workflow Example<\/strong><\/li><\/ol>

                            To understand how the Manage Orders page fits into your workflow:<\/p>

                            A typical order progress might look like:<\/strong><\/p>

                            1. New Orders<\/strong> \u2192 customer places an order<\/li>
                            2. Invoiced<\/strong> \u2192 invoice generated<\/li>
                            3. Quoted<\/strong> \u2192 awaiting acceptance (optional)<\/li>
                            4. Sent to Warehouse<\/strong> \u2192 preparing for delivery or pick-up<\/li>
                            5. Completed<\/strong> \u2192 fully delivered or returned<\/li><\/ol>

                              You can move orders manually by opening them and selecting the next stage.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

                              The Manage Orders page is where you can view, filter, search, organise and update all customer orders. This page gives you full control over the booking workflow, allowing you to move orders between stages, merge orders, and monitor payment statuses. Below is a detailed explanation of every part of the interface. Order Status Tabs At […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1040","post","type-post","status-publish","format-standard","hentry","category-getting-started"],"acf":[],"_links":{"self":[{"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/posts\/1040","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/comments?post=1040"}],"version-history":[{"count":7,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/posts\/1040\/revisions"}],"predecessor-version":[{"id":1048,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/posts\/1040\/revisions\/1048"}],"wp:attachment":[{"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/media?parent=1040"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/categories?post=1040"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/getbooked.software\/app\/wp-json\/wp\/v2\/tags?post=1040"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}