Orders Feature Overview

Introduction

Orders is a core module in the system, allowing businesses to:

• Manage all orders generated from customers
• Track processing and payment status
• Receive and handle consultation requests before or after sales
• Support operations, sales, and customer care teams to work efficiently

The Orders module ensures the sales process is transparent - accurate - seamless.

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Feature Scope

The Orders feature includes 2 main subsystems:

Subsystem	Description
Order List	Manage, track, and process generated orders
Consultation Requests	Receive and manage customer consultation needs

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Objectives of the Orders Feature

Objectives

• Centralized management of all orders
• Track order lifecycle from creation → completion → cancellation
• Control payment status
• Improve customer care quality
• Support reporting and data reconciliation

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Overall Operational Flow

Common operational flow of the Orders module:

1. Customer generates a need

   • Purchases products/services
   • Submits a consultation request

2. System records

   • Creates an order
   • Records the consultation request

3. Staff processes

   • Confirms the order
   • Updates processing status
   • Tracks payment

4. Completion

   • Order is delivered / completed
   • Consultation request is processed

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Order List

Role

The Order List subsystem allows:

• View all orders by status
• Search and filter orders quickly
• View details and edit orders
• Bulk process orders
• Export data for reporting

Order Statuses

Status	Meaning
Pending Confirmation	Newly created order
Confirmed	Order has been accepted
Ready to Ship	Prepared for delivery
Shipping	Order is in transit
Delivered	Delivery completed
Cancelled	Order has been cancelled

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Consultation Requests

Role

The Consultation Requests subsystem helps businesses:

• Receive consultation needs from customers
• Manage contact information and request content
• Track and update processing status
• Support the sales team in consulting at the right time

Consultation Request Statuses

Status	Meaning
Pending Confirmation	New request
Confirmed	Request has been processed
Processing	Request is being consulted

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Benefits of Using the Orders Module

Benefits

• Centralized sales data management
• Reduced errors in order processing
• Faster customer response time
• Supports business scaling
• Improved customer experience

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Operational Notes

Notes

• Update order status according to the correct process
• Do not edit completed orders unless necessary
• Prioritize processing consultation requests early
• Export data periodically for reconciliation and reporting

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Conclusion

Summary

Orders is a central module in business operations, serving as the connection between:

• Sales
• Payment
• Consultation
• Customer Care

Efficient operation of the Orders module helps businesses control the sales process well and improve overall operational performance