Order detail and statuses

Open a single order, change its status, and understand what Pending, Processing, Completed and Cancelled each mean.

An order's detail view is where you confirm a sale, move it along, or cancel it.

An order's detail view.

Change the status

The status sits at the top of the order. Click it to change it.

StatusWhat it means
PendingThe order is created but waiting for confirmation. This is where you find the customers to call back.
ProcessingConfirmed, being prepared or shipped.
CompletedDelivered and closed.
CancelledAbandoned by the customer or by you.

Work the pending queue

Pending is the status that costs you money if you ignore it. Each one is a customer who started an order and has not confirmed.

  1. Filter the orders list on Pending.
  2. Open an order and check what the customer asked for.
  3. Go back to the conversation from the inbox to follow up.
  4. Move the order to Processing once it is confirmed.

FAQ and troubleshooting

Changing the status did not update my store

The status change is recorded in Unifunl first, then copied to your store. If the SYNCED column shows a Sync to store button, click it to retry the copy.

Can the agent create an order on its own?

Yes. The agent takes orders directly in conversation, which is where most of this list comes from. You can see it happen in the contact record beside the chat.

Where do I see what the customer actually ordered?

The order detail lists the products, quantities and total. If a product looks wrong, check the product catalogue — a stale catalogue is the usual cause.

What's next?

Orders are only as accurate as the catalogue behind them.

Product catalogue

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