Orders & Checkout
Managing Orders in BusinessPlus
Master order management in BusinessPlus: search by customer or order number, filter by fulfillment status and site, inspect detailed order records, and review chronological history.
Overview of the Orders Dashboard
The Orders dashboard (Dashboard -> Orders or /dashboard/orders) provides a centralized control room for all customer transactions. Orders originating from public storefront checkouts, the AI chat assistant, or manual POS staff entries appear in real time.
Searching & Multi-Criteria Filtering
The orders list allows staff to quickly locate transactions using multiple filters:
- Global Search: Type into the search bar to search across order sequence numbers (e.g. #1042), customer full names, and phone numbers.
- Site Selector: Filter orders by a specific business location or view all sites simultaneously.
- Fulfillment Status Filter: Filter orders by status: "All Statuses", "Pending", "Confirmed", "Preparing", "Ready", "Delivered", "Picked Up", or "Cancelled".
- Sorting Options: Sort orders by "Newest first", "Oldest first", "Total (high to low)", "Total (low to high)", "Customer (A-Z)", or "Status (A-Z)".
Inspecting Order Details
Clicking any order row opens the comprehensive Order Detail page (`/dashboard/orders/:id`), providing access to:
- Itemized Line Items: Product names, quantities, unit prices, subtotal, and cost of goods margins.
- Customer Contact Card: Customer name, phone number, email address, physical delivery address, and direct WhatsApp / Email contact buttons.
- Payment Summary & Ledger: Payment status, total amount due, amount paid, remaining balance, payment method, and linked transaction reference codes.
- Status Transition Timeline: Chronological audit log showing every fulfillment status change, the timestamp, staff actor, and transition notes.
- Internal Notes: Priority-tagged staff notes (Urgent, High, Normal) saved exclusively for internal team communication.
Quick Actions from the Orders Table
From the main table view, staff can advance fulfillment status directly via the inline status dropdown, download PDF receipts, or delete cancelled orders.