How to use our Order Management Dashboard

In this tutorial, we will cover various functionalities of the order management dashboard. Here you can review items and prices, track shipments, and view customer notifications. Accept, notify, or cancel orders as needed, with corresponding Shopify and customer updates. Check flagged orders, access tickets, and view tags and many more.

Access the Orders Page by navigating to the left panel

All filters are accessible at the top of the page

You can filter the orders list based on All orders, flagged by Pragma orders, COD or Prepaid orders.

Click here to apply filters and search for specific orders by their name, number, phone number, email, or AWB number.

Click here to use the date filter

You can filter orders based on the specific actions you've taken, such as marking them as accepted or fulfilled and Unfulfilled orders. You can also check RTO orders using this filter.

To download the report, simply click in the download button after applying the filters. Note: The report will be sent to your email. Please make sure you have added your email under "Settings > General > Manage Reporting > Daily Orders Reports"

To view details of individual orders, simply click on the order. Additionally, please note that orders flagged by Pragma will have a red flag icon attached to them, as you can see in the screen.

You can see the Order ID and the order type, whether it's a C O D order or a Prepaid Order displayed here. Also it includes the date & time when the Order was received.

In this section of the page, you'll find all the relevant information about the customer associated with the order, including their name, contact details, and shipping address.

This section displays the customer's history across other brands, providing insights into their past transactions. Total orders indicate the number of orders the customer has placed across all other brands. Orders without end states refer to orders that are in transit, while orders with end states include orders that have either been delivered to the customer or returned to origin or cancelled

The customer's location is also displayed for reference.

You can easily review the items the customer ordered right here, along with their prices

To access shipping details, simply navigate to this section. You'll find the tracking link from the shipping partner readily available

To review notifications sent to your customer regarding their order and its status, simply visit this section of the page.

These buttons serve distinct purposes, explained in following three steps. Clicking 'Accept' indicates internal acknowledgment among the brand and processing of the order without affecting Shopify.

'Accept & Send message' button signifies acceptance of the order along with triggering a notification to the customer informing them that the brand has accepted their order. This button will also not affect Shopify rather it is just for internal use.

Choosing 'Cancel' cancels the order not only within Pragma but also reflects on Shopify, ensuring that the customer is promptly notified of the cancellation.

To verify if the customer confirmed the order, simply refer to this section.

Refer to this section to understand why the order was flagged so that you can take appropriate action accordingly.

You can access any ticket related to this order by clicking on the ticket number displayed in the dashboard

This section displays all the tags added to the order. You can also add a tag here. It will also get updated on Shopify.

Clicking here will automatically redirect you to the order on your Shopify store

If you've made any changes to the order on your Shopify store, syncing the order here will update the information accordingly