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📦 Managing Order Bookings

Update order status, edit details, navigate to delivery locations, and convert fulfilled orders into invoices.

Updating Order Status​

Change the status of an order booking directly from the list or within the edit form:

  1. Open Order Bookings
  2. Click the Edit icon on the order
  3. Change the Status field to the appropriate stage
  4. Click Save
Status FlowDescription
Pending → ConfirmedOrder acknowledged
Confirmed → In ProgressWork or preparation has started
In Progress → Out for DeliveryDispatched to customer
Out for Delivery → DeliveredCustomer received the order

Editing a Booking​

  1. Click the Pencil (Edit) icon on the order row
  2. Modify any fields — customer, items, delivery location, dates, notes
  3. Click Save
note

Orders with status Converted to Invoice cannot be edited. The edit icon is hidden for these orders.

Delivery Navigation​

When a booking has GPS coordinates set:

  1. Click the Location Pin icon on the order row
  2. Google Maps opens in a new tab with directions to the delivery address

Converting to Invoice​

Once an order is fulfilled and ready to bill:

  1. Open the order booking (View or Edit)
  2. Click Convert to Invoice
  3. An invoice is created with all the order's line items, customer, and pricing pre-filled
  4. The order status changes to Converted to Invoice and becomes read-only

Deleting a Booking​

Click the Trash icon on the order row to delete it.

warning

Deletion is permanent. Only delete orders that were created in error. Use Cancelled status for orders that were legitimately cancelled by the customer.