Order

An order represents a request by a customer to purchase certain goods or services (a.k.a Product) . The system is able to create order based on instructions given by customer within a conversation. Users may also create orders via Admin Portal.

Access

Orders > Order

Requirements

Access to Order Resource

Properties

Basic Information
- Customer* - The customer who place this order
- Project* - The project this order belongs to
- Order Type* - Booking or Normal
- Status* - Please refer to Order Status section
Order Summary
- Currency* - Order’s currency
- Adjustment Amount - System calculated adjustment amount to keep order’s amount non-negative
- Order Amount - System calculated total order amount
- Shipping Method - Shipping method for this order (optional)
- Shipping Amount - Shipping price calculated for the selected Shipping Method, or manually override by user
Access Control
- Mode* - Allow All or Restricted
- Assign To - The user or user group to be able to access to this order (Applicable when mode = Restricted)
Shipping Address - Shipping address (Applicable when Shipping Method or Shipping Amount is set)
Product Items
- Description - User entered description
- Product Name - Normal Product correspond to this line item
- Qty* - Quantity of the line item
- Unit Price - Unit price of the line item in order’s currency. When a product is selected, it’s price will apply automatically, user may manually override
Booking Items (Applicable for Type = Booking)
- Booking Date - Date and time of the schedule
- Description - User entered description
- Duration - Booking duration in minutes or hours
- Product Name - Booking Product correspond to this line item
- Qty* - Quantity of the line item
- Unit Price - Unit price of the line item in order’s currency. When a product is selected, it’s price will apply automatically, user may manually override
Discounts (Automatically calculated)
- Description - Discount description
- Qty* - Quantity of the line item
- Unit Price - Unit price of the discount in order’s currency
Invoice - Invoices generated for this order

Actions

View Conversation - If an order is created from a conversation, user may view the conversation by clicking Action > View Conversation
Create Invoice - User can download the invoice (pdf) and generate a payment link once an invoice has been finalized

Order Status

CREATED - order in draft state and not yet submitted
SUBMITTED - order submitted by customer to the user
ACCEPTED - order accepted by user
PAID - order has been paid by customer
PROCESSING - user preparing the order for fulfillment
SHIPPED - user has shipped the order
COMPLETED - order successfully fulfilled
CANCELLED - order no longer needed and has been cancelled by user or customer

Status Transition for Administrator

Status transitions allowed for administrator via Admin Portal. Statuses in light grey color indicates Order has been finalized

Status Transition for Customer

Status transitions allowed for Customer to perform via conversation

Discount Calculation

Discounts will automatically be calculated and assigned to the order when an order is updated in the Admin Portal. This allows users to visualize what discount items are applicable for the current order items.
Discount items appear in an Order may change before an Order has been finalized

Remarks

Negative order amount will automatically adjust to 0 to prevent order being negative, indicate in the Adjustment Amount field
Customers may cancel their order before entering PROCESSING state
A lock icon is displayed next to the page title when the Order has been finalized and can no longer alter it’s amount