Order Management & Payments

Orders and Payments can be managed on the Orders tab

Fulfillment Status

Orders can have the following fulfillment status

Pending
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 further change of state is possible.

Pending state is used only when advance payment percentage is > 0 and the payment does not succeed for some reason while placing the order. Once the required advance payment is made, order status changes to placed.

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 (Use UPI ID)

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.

For this you just need to provided UPI ID in the business settings. Note that all phones may not support UPI links, especially iPhones, some customers may need to scan and pay using the QR code that is displayed on screen if they are unable to open their UPI app.

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

Automatic Tracking (Use Payment Gateway)

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. You will be able to integrate payment gateway by going to business settings. If you need any help please contact us.

Note: payment integration is allowed only after you create the business. Integrating payment gateway also overrides any UPI ID setting.

Advance Payment

You can specify advance payment percentage in business settings. If advance payment percentage is > 0, customer is directed to make the payment when the try to place the order. In case the payment fails for any reason, order is created in pending state.

Note: Customers generally prefer payment on pickup or delivery.

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