Order Management Workflow

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Follow these four steps to move orders from Active to Shipped without unnecessary back-and-forth.

Step 1: Send payment links using Mass FB Send

Send payment links to all orders with the status Active in one action.

Caution

Boxify has updated the FB button and Mass FB Send to follow Facebook’s changes. Read that article before using Mass FB Send. If it does not work for a customer, you can send the payment link manually.

Step 2: Reconcile payments

Match each payment you received against the orders in Boxify.

Customers will see the update in their shopping cart once you complete payment reconciliation. Learn more about the shopping cart update.

Step 3: Set order status to Ready to Ship

Customers receive a notification when you change their order to Ready to Ship.

1. Go to All Orders.
2. Filter by Shipping option to identify orders that are ready to be arranged for delivery. Customers who chose Ship Later are not ready yet — they plan to keep adding items.
3. Tick the selection boxes and bulk-change the status to Ready to Ship.

Caution

Confirm that the customer’s outstanding balance is 0 before marking an order as Ready to Ship.

Step 4: Bulk upload tracking numbers

Customers receive a notification with their tracking number when you upload it and the system sets the order to Shipped.

Upload tracking numbers in bulk to complete this step quickly.

Boxify uses an order stack system. Learn more about order stack.

See also:

• Send Payment Link
• Customer checkout process
• One button sends payment link
• Start Boxify FB Live System & learn how to manage your orders!