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Create and handle your first order

Your first order is the fastest signal that product, form, staff, and stock are all wired correctly.

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Option A: receive an order from your public form

  1. Share your live form URL.
  2. A customer submits name, phone, optional WhatsApp, state, address, and offer.
  3. The system:
    • Normalizes the phone number
    • Upserts a contact record
    • Creates the order with a sequential per-product number
    • Creates order items from the selected offer
    • Runs round-robin assignment to an eligible Sales rep (if one exists with product scope)
    • Writes an order.created event
    • Creates a notification and outbox record for the assigned rep
  4. The order appears in Orders with status New.

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Option B: create a manual order

Use manual creation when a customer calls in, messages you on WhatsApp, or places an order through any channel outside your form.
  1. Go to Orders.
  2. Click Create manual order.
  3. Select product and offer.
  4. Enter:
    • Customer name
    • Phone (and optional WhatsApp)
    • State
    • Address
  5. Save.
Manual orders enter the same downstream lifecycle as form orders. They get the same status model, same assignment rules, same dispatch and remittance gates.

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Work the order in the queue

  1. Open Orders.
  2. Find the order (search by name, phone, or order number).
  3. Open the order detail drawer (desktop) or bottom sheet (mobile).
  4. Confirm the customer is reachable:
    • Tap Call to dial the phone number
    • Tap WhatsApp to message the WhatsApp number
    • Tap Copy order text for a WhatsApp-friendly summary
  5. Move the order to the right status.

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Order statuses (queue states)

Once an order is Confirmed, it hands off into Deliveries for dispatch and delivery. See Hand off confirmed orders to deliveries.

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Custom statuses

You can add custom pre-confirmation queue statuses (for example “Awaiting callback”, “High value”) to organize your queue without changing the core lifecycle. Custom statuses are additive — they keep the order in the Orders queue. Any system transition (Confirmed, Cancelled) clears the custom status. See Set up custom order statuses.

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Verify on your first few orders

  • Order number is sequential per product
  • Assignment is visible in the queue and in the assigned rep’s notifications
  • Status changes appear immediately in the order header
  • Order event timeline records every transition
  • URL state is preserved when you filter the queue

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What’s next