# 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.

{% hint style="success" %}
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.
{% endhint %}

{% embed url="<https://youtu.be/KteqwRkJEEY?si=nrz8gAuIADmUsG2T>" %}

### Step 1: Open the Picky Assist Dashboard

Go to the **Picky Assist Dashboard**.

<figure><img src="/files/YkbtHcNWKP3Lj6gvD7dj" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="/files/ZJfR9ojsAubBjzsGY05p" alt=""><figcaption></figcaption></figure>

### Step 3: Order Notification Received

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

<figure><img src="/files/8AbTEAYMXKP63Z604kGe" alt=""><figcaption></figcaption></figure>

### Step 4: Navigate to Orders Section

Go to **More Menus → Commerce →** [**Orders**](https://app.pickyassist.com/commerce/orders).\
Here, you’ll find all the **placed orders** listed.

<figure><img src="/files/4jGtmk3pkFFrSmlLU3ML" alt=""><figcaption></figcaption></figure>

### Step 5: View All Placed Orders

In this section, you can see **all the active and newly placed orders** displayed as separate&#x20;

order cards.

<figure><img src="/files/CXZp9HmXpoQiprUTkZPu" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="/files/Bugtq8lCTo1tVFLxvp3i" alt=""><figcaption></figcaption></figure>

### Step 7: Address Updated in Dashboard

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

<figure><img src="/files/WkSIWCby4t0hUo3YUiFd" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="/files/lVPdwiLAMdZKDZxEyYEo" alt=""><figcaption></figcaption></figure>

### 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**.

<figure><img src="/files/6DW335gjqA1AwMW1Ur2o" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="/files/mi8pzp9xrYqRwzZPC1kU" alt=""><figcaption></figcaption></figure>

### **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.

<figure><img src="/files/NVBjjlnztZ5SbNFV5Yib" alt=""><figcaption></figcaption></figure>

You’ve now learned how to track and manage new orders, from placement to confirmation; with complete visibility into customer actions.&#x20;

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


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