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Managing Orders

Learn how to process and manage orders as a supplier in the Cicero Marketplace.

Overview​

The Orders section allows you to view, process, and fulfill customer orders. Efficient order management ensures customer satisfaction and repeat business.

Accessing Orders​

From Dashboard​

  1. Navigate to Orders in the supplier sidebar
  2. View all incoming and historical orders
  3. Filter by status, date, or client

Order List​

List View​

The order list displays:

  • Order Number: Unique identifier
  • Date: When order was placed
  • Client: Clinic name and details
  • Status: Current order status
  • Total: Order amount
  • Items: Number of items
  • Actions: Process, view details

Search and Filter​

Find orders using:

  • Search: By order number or client
  • Status Filter: Filter by order status
  • Date Range: Filter by order date
  • Sorting: Sort by date, status, amount

Order Statuses​

Orders progress through these statuses:

StatusDescriptionActions
PendingNew order receivedReview, confirm
ConfirmedOrder acceptedPrepare for shipment
ProcessingBeing preparedPack and ship
ShippedDispatchedTrack delivery
DeliveredArrived at clientComplete
CompletedOrder fulfilled-
CancelledOrder cancelled-

Processing Orders​

Viewing Order Details​

Click an order to see:

  • Order Information: Number, date, status
  • Client Details: Clinic name, contact
  • Delivery Address: Shipping destination
  • Items Ordered: Products, quantities, prices
  • Order Total: Amount with breakdown

Confirming Orders​

When a new order arrives:

  1. Review order details
  2. Check stock availability
  3. Click Confirm Order
  4. Status changes to Confirmed

Preparing Shipments​

After confirmation:

  1. Gather ordered items
  2. Package products appropriately
  3. Generate shipping label
  4. Update order to Processing

Shipping Orders​

When ready to ship:

  1. Click Mark as Shipped
  2. Enter tracking number
  3. Select shipping carrier
  4. Status updates to Shipped

Order Details​

Order Information​

Detailed view includes:

  • Order Number: Reference ID
  • Order Date: Date and time placed
  • Client: Clinic information
  • Delivery Address: Full shipping address
  • Delivery Instructions: Special notes

Items List​

For each item:

  • Product image and title
  • Quantity ordered
  • Unit price
  • Line total
  • Any special remarks

Financial Summary​

  • Subtotal (items)
  • Shipping charges
  • VAT/Tax amounts
  • Grand total

Tracking and Delivery​

Adding Tracking​

When shipping:

  1. Enter tracking number
  2. Select shipping carrier
  3. Save tracking information
  4. Client receives tracking update

Delivery Confirmation​

When delivered:

  • Status automatically updates (if integrated)
  • Or manually mark as Delivered
  • Order moves to Completed

Order Actions​

Available Actions​

Depending on status:

Pending Orders

  • Confirm order
  • Cancel order
  • Contact client

Confirmed Orders

  • Mark as processing
  • Update estimated delivery
  • Cancel order

Processing Orders

  • Mark as shipped
  • Add tracking
  • Print packing slip

Shipped Orders

  • Update tracking
  • Mark as delivered
  • Handle issues

Cancelling Orders​

If cancellation is needed:

  1. Click Cancel Order
  2. Provide cancellation reason
  3. Confirm cancellation
  4. Client is notified

Export and Reports​

Exporting Orders​

Export order data:

  1. Select orders or date range
  2. Click Export
  3. Choose format (CSV, Excel)
  4. Download file

Export Contents​

Includes:

  • Order details
  • Client information
  • Item lists
  • Financial totals

Reports​

Available reports:

  • Order summary by period
  • Revenue reports
  • Client order history
  • Popular products

Notifications​

Order Notifications​

You receive notifications for:

  • New orders received
  • Order status changes
  • Client messages
  • Cancellation requests

Managing Notifications​

Configure notification preferences in your profile settings.

Permissions​

Order management requires:

PermissionCapability
View OrdersSee order list and details
Edit OrdersProcess and update orders

Best Practices​

Timely Processing​

  • Check for new orders regularly
  • Confirm orders promptly
  • Ship within promised timeframes
  • Update tracking immediately

Communication​

  • Notify clients of delays
  • Respond to inquiries quickly
  • Provide clear tracking information
  • Handle issues professionally

Accuracy​

  • Verify items before shipping
  • Double-check quantities
  • Ensure correct delivery address
  • Document any issues

Troubleshooting​

Orders Not Appearing​

  • Check filter settings
  • Verify date range
  • Refresh the page
  • Contact support if persists

Status Update Issues​

  • Ensure all required fields are filled
  • Check for validation errors
  • Retry the action
  • Contact support if needed

Tracking Problems​

  • Verify tracking number format
  • Confirm carrier selection
  • Test tracking link
  • Update if incorrect

Next Steps​