Order Management & Payments

Orders and Payments can be managed on the Orders tab

Fulfillment Status

Orders can have the following fulfillment status

Placed
In Process
Packed
Dispatched
Cancelled
Delivered
Picked Up

Customer gets a notification whenever the order status is updated. At the same it helps you keep track of the status of different orders. You can choose to use all or some of the statuses. Cancelled, Delivered and Picked Up are final states and no changes are possible once to mark an order as

Offline or Manual Orders

Offline or Manual Order option is available right above the Settings option. Manual order allows you to place an order on behalf of a customer. Manual order flow is same as online order flow with the difference that you will be asked to input billing name and billing phone number as additional information. One more difference is that manual order allows you to choose between delivery & pickup regardless of these settings for online order.

Online Orders

When customers themselves place an order with the business (using business link or pi-square app) it is termed as an online order.

Payments

Payments can be managed in two ways 1) Manual Tracking or 2) Automatic Tracking

Manual Tracking

Manual Tracking means you ask customers to pay to you using UPI or cash or other means and you manually keep track of payment for each order and accordingly mark the payment status of each order in the system.

This is free of cost and works well when you receive small number of online orders.

Automatic Tracking

Automatic Tracking of payments requires payment gateway integration and also costs payment gateway fees (which is typically 2% of the order value). Benefit outweighs the cost if you receive large number of online orders. Payment gateway also helps customer to pay using a method of their choice, like upi, credit card, net banking etc.

We are integrated with Razorpay, you will need payment gateway account with Razorpay to automate payments on pi-square. For details on how to integrate your Razorpay account with pi-square please contact us.

Payment Before Delivery

Payment before delivery is not directly supported in the order flow. Customers can place order without making any payment even when you have payment gateway integrated. If you need payment before delivery you can mention so in the business description. When an order is placed remind the customer for payment and cancel the order if payment is not made within acceptable time frame of placing the order.

Customers generally prefer payment after delivery. Not enforcing payment before delivery in order flow gives you an opportunity to assess how many orders you will loose if you insist on payment before delivery.

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