Order Management

Order Management in Picky Assist helps you easily track and manage every customer order from a single dashboard. Each order goes through multiple stages from Placed, Confirmed, Approved, Processed, Shipped, and Delivered, allowing you to monitor progress and maintain complete control throughout the entire order journey.

In this section, you’ll see both customer’s point of view (from mobile) and business’s point of view (from the Picky Assist dashboard). It’s important to understand how each action taken by the customer reflects instantly on the business side — including updates for address, payment, and order confirmation.

Step 1: Open the Picky Assist Dashboard

Go to the Picky Assist Dashboard.

Step 2: Customer View – Placing an Order

From the customer’s mobile view, the user browses the business catalog and places an order for the required products.

Step 3: Order Notification Received

Once a customer places an order, a real-time order notification appears on your Picky Assist dashboard.

Step 4: Navigate to Orders Section

Go to More Menus → Commerce → Orders. Here, you’ll find all the placed orders listed.

Step 5: View All Placed Orders

In this section, you can see all the active and newly placed orders displayed as separate

order cards.

Step 6: Customer View – Address Form

After placing an order, the customer is asked to fill out the address. A Google Form opens automatically for them to provide their delivery details.

Step 7: Address Updated in Dashboard

Once the customer submits their address, the address information instantly appears under the corresponding order in your dashboard.

Step 8: Customer View – Payment Process

After submitting the address, the customer receives a thank-you message, followed by a payment request from the bot. Once the payment is completed, a final confirmation message is sent to the customer.

Step 9: Payment Confirmation on Dashboard

On your side, the orange dotted payment indicator now changes to a green circle with a tick mark, confirming that the payment is successful.

Step 10: Order Confirmation Status

Next, the customer gets an option to add a note or skip. After this step, the order status automatically moves from “Placed” to “Confirmed”, and this change can be seen on your dashboard.

Step 11: View Detailed Order Information

Click on any order card to open a detailed view. Here, you can see the customer’s address, added notes, and full order details in a well-organized format.

You’ve now learned how to track and manage new orders, from placement to confirmation; with complete visibility into customer actions.

Next, let’s explore how to chat with customers directly from the Order Management window, making communication seamless and instant.