Order Management Overview
The Order Management system handles the complete customer order lifecycle, from initial order creation through final delivery and payment processing.
Order Status Dashboard
📊 Status Tracking Cards
Real-time overview of orders across all status categories:
⏳ PENDING
Orders waiting for processing
🌱 SOWED
Orders that have been sowed
✅ ONTIME
Orders dispatched on schedule
⚠️ DELAYED
Orders delayed for dispatch
📦 DISPATCHED
Fully dispatched orders
💰 PAID
Fully paid orders
🛒 DIRECT SALE
Direct sale orders
Order Information Display
📋 Comprehensive Order Table
The order table provides detailed information:
- Order ID & Type: Unique identifier with Regular/Direct Sale badges
- Customer Information: Name, phone, and address details
- Crops & Quantities: Visual crop badges with quantity information
- Status & Payment: Combined status and payment indicators
- Booking Date: Order creation and delivery dates
- Created By: User who created the order
Order Types
🏷️ Order Categories
- Regular Orders: Standard customer orders with full workflow
- Direct Sales: Immediate sales with simplified processing
- Quote Conversions: Orders created from accepted quotes
- Repeat Orders: Orders from returning customers
Advanced Crop Display
🌾 Crop Information System
- Crop Badges: Visual indicators for each crop type
- Quantity Display: Individual quantities for each crop
- Multiple Items: Expandable popover for orders with many crops
- Total Quantity: Aggregate quantity across all items
- Crop Icons: Wheat icons for easy visual identification
Order Status Management
🔄 Status Workflow
Orders progress through defined statuses:
- PENDING: Initial order state, awaiting processing
- SOWED: Seeds planted for order fulfillment
- ONTIME: Order progressing according to schedule
- DELAYED: Order experiencing delays
- PARTIALLY_DISPATCHED: Some items dispatched
- DISPATCHED: All items shipped to customer
- IN_TRANSIT: Order in delivery process
- PAID: Payment completed
- CANCELLED: Order cancelled
Payment Tracking
💳 Payment Management
- Payment Status: Visual indicators for paid/pending orders
- Pending Balance: Outstanding amount tracking
- Payment History: Complete payment timeline
- Advance Payments: Track customer advance payments
- Collection Rate: Monitor payment collection efficiency
Order Actions
⚙️ Available Actions
- 👁️ View Details: Navigate to complete order information
- ✏️ Edit Order: Modify order details (restrictions apply)
- 📄 Generate Invoice: Create invoices for paid orders
- ⏰ Update Status: Change order status through workflow
- 🔍 View Invoice: Access existing invoice documents
Search and Filtering
🔍 Advanced Search Features
- Multi-field Search: Search by customer name, order ID, or crops
- Status Filtering: Filter by specific order status
- Date Range: Search orders within date ranges
- Customer Filter: Find orders for specific customers
- Type Filter: Filter by regular orders vs. direct sales
- Payment Filter: Filter by payment status
Invoice Generation
📄 Invoice Management
- Payment Validation: Invoices only for fully paid orders
- PDF Generation: Professional invoice documents
- Automatic Opening: Generated invoices open in new tabs
- Invoice Storage: PDFs stored and accessible via URL
- View/Regenerate: Access existing or create new invoices
Order Creation Features
➕ Creating New Orders
- Regular Orders: Full workflow with customer selection
- Direct Sales: Simplified immediate sale process
- Customer Integration: Link to existing customer records
- Crop Selection: Add multiple crops and varieties
- Quantity Setting: Specify quantities for each item
- Delivery Scheduling: Set expected delivery dates
Order Statistics
📊 Analytics and Metrics
- Status Distribution: Count of orders in each status
- Payment Metrics: Paid vs. pending order counts
- Order Types: Regular orders vs. direct sales breakdown
- Time-based Analytics: Order trends over time
- Customer Analytics: Order patterns by customer
Data Export and Reporting
📈 Reporting Features
- Order Reports: Comprehensive order summaries
- Status Reports: Track order progress and bottlenecks
- Payment Reports: Monitor payment collection
- Customer Reports: Analyze customer order patterns
- Performance Metrics: Order fulfillment efficiency
Integration Features
🔗 System Integrations
- Customer Management: Seamless customer data integration
- Crop Database: Real-time crop and pricing information
- Dispatch System: Order fulfillment coordination
- Payment Processing: Financial transaction tracking
- Inventory Management: Stock allocation and tracking
Best Practices
💡 Order Management Tips
- Update order status promptly to maintain accurate tracking
- Generate invoices immediately after payment confirmation
- Monitor delayed orders for proactive customer communication
- Use status cards for quick overview of order pipeline
- Review pending orders regularly for processing priorities
- Maintain accurate delivery dates for customer expectations
- Use search filters to quickly locate specific orders