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Advanced Order Management

A CRM-style order page with 12 fixed sub-statuses, call attempt tracking, and a full status timeline. Eight sub-statuses write through to the core order status.

Written by Support

Category: Orders · Min plan: Unlimited plan only · Slug: advanced-orders

Adds a dedicated CRM-style page with 12 fixed sub-statuses (confirmed, no answer, postponed, cancelled, fake, duplicate, customer cancelled, waiting customer call, busy line, at courier, returned, completed), call attempt tracking, and a full status timeline. The standard orders page itself is unchanged, but eight of the sub-statuses write through to the core order status — see Sub-statuses that change the core order status.

Video tutorial

Features

  • Dedicated CRM-style orders page

  • 12 fixed sub-statuses (no answer, busy line, postponed, fake, duplicate, etc.)

  • Call attempt tracking with notes

  • Full status change timeline per order

  • Filter & search by sub-status

  • Owner-only settings and per-agent team stats

What it does

DZBuild's standard orders page at /dashboard/orders is intentionally simple — it's about shipping the order. The Algerian COD reality is messier: orders need to be call-confirmed, customers don't always pick up, the line is busy, the order is fake, the customer asks to postpone, etc.

This add-on activates a second, separate orders surface at /dashboard/orders/advanced that operators use to work the call queue. It tracks the 12 sub-statuses below, every call attempt with notes, and the full status-change timeline per order.

The standard orders page itself is untouched — but setting certain sub-statuses does update the core order status behind it, as described below.

The 12 sub-statuses

The list is fixed in the add-on and cannot be extended — there is no way to create your own sub-status.

Sub-status

Used when

Confirmed

Order confirmed with the customer by phone

No answer

Customer didn't pick up the call

Busy line

Line was busy (try again later)

Postponed

Customer asked to be called back at a specific time

Cancelled

Cancelled by the store

Fake

Obvious fake — random name/number, prank

Duplicate

Same customer ordered twice; merge or cancel one

Customer cancelled

Customer confirmed but later cancelled

Waiting customer call

Customer asked to call you back

At courier

Order handed off to the courier

Returned

Courier returned the package

Completed

Order delivered and paid

Sub-statuses that change the core order status {#core-status-mirror}

Eight of the twelve sub-statuses are mirrored onto the order's core status:

Sub-status

Core status it sets

Confirmed

confirmed

Cancelled / Fake / Duplicate / Customer cancelled

cancelled

At courier

shipped

Returned

returned

Completed

delivered

That mirror is not cosmetic. It commits or releases stock, stamps the delivery date when the order becomes delivered, updates the customer's order history, and triggers the same notifications and integration syncs a manual status change does — customer email, Telegram, Google Sheets and EcoManager.

The remaining four — No answer, Postponed, Busy line and Waiting customer call — leave the core status alone (typically pending), so you can work the call queue without touching fulfillment.

How to activate

  1. Open Dashboard → Add-ons at /dashboard/addons.

  2. Find Advanced Order Management under Orders.

  3. Click Activate (Unlimited plan required).

  4. A new Advanced orders entry appears in the dashboard sidebar pointing to /dashboard/orders/advanced.

The add-on cannot be activated on the Digital theme. If your store switches to Digital, the card is shown as paused — the add-on stops running, but nothing is uninstalled and your sub-status data is preserved.

How operators use it

Each row on /dashboard/orders/advanced shows the order, customer, current sub-status, last call attempt time, and a quick-action menu. The typical flow is:

  1. Operator opens the queue. It is always sorted newest order first — there is no sort control.

  2. Picks the next order, calls the customer.

  3. Logs the call result. There are exactly five: No answer, Busy, Answered, Wrong number, Callback requested. (Postponed / Confirmed / Cancelled are sub-statuses you set separately — they are not call results.)

  4. Adds free-form notes (e.g. "wants 2 pieces instead of 1").

  5. The order moves through the funnel until it's At courier or Cancelled.

Every call attempt is timestamped and visible in the order's timeline alongside status changes — useful for performance reviews and dispute resolution.

Narrowing the queue

There is no sorting, only filters:

  • Sub-status chips, including a none chip that shows untreated orders.

  • Core status filter.

  • Date period — today, yesterday, 3 days, week, month, or a custom range.

  • Search — matches customer phone, customer name, order id or store sequence number.

  • Per page — 5 to 100 rows, 20 by default.

  • Store filter — team members with access to more than one store get a store selector in the toolbar, including an all stores combined view where each row shows which store it belongs to.

📝 Note — The timeline only records dashboard changes

Status changes made from the dashboard are recorded in the timeline. Automatic status updates pulled from the courier by the delivery-tracking sync are not.

Owner-only settings

The store owner can open Settings on the advanced orders page and require a written note before an agent may set specific sub-statuses — useful for Fake, Cancelled or Customer cancelled, where you want a reason on record. Staff members cannot open or change these settings.

Team stats

Also owner-only: a Team stats panel showing, for today and per agent, the number of confirmations, the number of call attempts, and the time of that agent's last activity.

Tips

  • Use the Notes field for actionable info only — long stories belong in CRM tools.

  • There is no callback scheduling: to work postponed orders, click the Postponed sub-status chip.

  • The Fake sub-status pairs well with Limit Orders Per IP and Captcha Protection — together they reduce the call-confirm workload dramatically.

  • Keep fulfillment on the standard orders page. The advanced page is for the call workflow upstream of it — but remember that the eight mirrored sub-statuses do move the order along in both places at once.

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