Order Management
Last updated 2026-09-06
Order Management
Orders are the center of Omnikyo. This is where an order is created, confirmed, packed, shipped, delivered — or returned — and where every taka of that order's profit and loss is tracked. Because most orders in Bangladesh are paid Cash on Delivery (COD), the Orders module is built around that reality: verifying a customer before you spend money packing their order, tracking the courier all the way to the doorstep, and reconciling the cash once it comes back.
Bangla: অর্ডার ম্যানেজমেন্ট হলো আপনার ব্যবসার মূল কেন্দ্র। এখানে অর্ডার তৈরি থেকে ডেলিভারি, রিটার্ন, এবং লাভ-ক্ষতির হিসাব — সবকিছু এক জায়গায় ম্যানেজ করা যায়।
The Order Lifecycle
Every order moves through a fixed set of nine statuses. You can't jump to just any status from any other — Omnikyo only allows the transitions that make sense for how a real order moves, which keeps your pipeline honest and prevents accidental status mistakes.
| Status | Bangla | What it means |
|---|---|---|
| New | নতুন | Just created. Nothing confirmed yet. |
| Confirmed | নিশ্চিতকৃত | You (or your team) verified the order details with the customer. |
| Hold | স্থগিত | Paused — address unclear, customer asked to wait, stock issue, etc. |
| Preparing | প্রস্তুতকরণ | Being packed for shipment. |
| Dispatched | প্রেরিত | Handed to the courier and in transit. |
| Delivered | ডেলিভারি সম্পন্ন | Courier confirmed delivery to the customer. |
| Return Pending | রিটার্ন প্রক্রিয়াধীন | A return is in motion — the courier is bringing the item back. |
| Returned | ফেরত | The item has physically come back to you. |
| Cancelled | বাতিল | The order was called off before shipping. |
Allowed Transitions
New ─────► Confirmed ─────► Preparing ─────► Dispatched ─────► Delivered ─────► Return Pending ─────► Returned
│ │ │
├──► Hold ◄────┤ └──► Return Pending
│ │
└──► Cancelled ┴──► Cancelled
Hold ─────► New / Confirmed / Cancelled
Cancelled ─────► New (the only way back into the active flow)
Returned is final — no order moves out of Returned.
In practice this means: a fresh order can become Confirmed, go on Hold, or be Cancelled. A Confirmed order can move on to Preparing, go on Hold, revert to New, or be Cancelled. Once Dispatched, an order can only become Delivered or go into Return Pending — you can no longer send it back to Hold or Cancelled, because it has already left your hands. Return Pending can only resolve to Returned. Returned is a dead end by design — if a customer wants the same item again, you create a fresh order (or an Exchange, covered below).
Bangla: প্রতিটি অর্ডার একটি নির্দিষ্ট নিয়ম মেনে এক স্ট্যাটাস থেকে আরেক স্ট্যাটাসে যায় — যেমন খুশিমতো নয়। এতে ভুল করে ভুল স্ট্যাটাসে চলে যাওয়ার সুযোগ থাকে না।
The Orders Page
Status Tabs
Across the top of the Orders page, a row of tabs lets you jump straight to any status, each showing a live count — All, New, Confirmed, Preparing, Dispatched, Delivered, Return Pending, Returned, Cancelled.
The Table
Orders are listed in a sortable, paginated table on desktop, and as a card list on mobile so the page stays usable on the phone your team is actually working from. Each row shows the customer, the products ordered, a delivery success-rate indicator, the current status, and the order total — with quick actions a tap or click away.
Filters
A Filters control lets you narrow the list by:
- Order type — Original orders, or Exchanges only
- Shipping schedule — orders that are Due to ship, or Scheduled for a future date (see Ship Later, below)
- Courier staleness — isolate parcels the courier has gone quiet on, shown as "No update 24h+", including parcels the courier never reported on at all
- Source — Messenger, Instagram, WhatsApp, Call, Offline, or Website
- Product — one or more specific products or variants
- Date range — any custom period, with quick presets
Bulk Actions
Select multiple orders with the checkboxes and a bulk-actions toolbar appears, letting you:
- Confirm a batch of New orders in one click
- Process a batch of Confirmed orders into Preparing
- Ship via Pathao or Steadfast — books the shipment for every selected order in one go
- Print invoices, packing lists, or receipts for the whole batch
- Change status in bulk, with the option list automatically limited to statuses valid for every order you've selected
- Select every order matching your current filters — even ones on other pages — not just what's visible on screen
Bangla: একাধিক অর্ডার একসাথে সিলেক্ট করে কনফার্ম, প্রসেস, শিপ, প্রিন্ট বা স্ট্যাটাস পরিবর্তন — সবকিছু একবারে করা যায়।
Duplicate Detection
Omnikyo flags likely duplicate orders — for example, the same customer placing what looks like the same order twice in a short window — so you can catch them before shipping two parcels for one sale.
Creating an Order
Click New Order from the header to open the order form. You'll add customer details, pick products from your catalogue, set shipping and any discount, choose a payment method, and submit.
AI Order Parser
Instead of typing everything by hand, you can paste a customer's raw message — from Facebook Messenger, WhatsApp, Instagram, or wherever the order came in, in Bangla, English, or mixed Bangla-English ("Banglish") — into the Auto Assist box and let AI read it for you. It extracts:
- Customer name, phone number, address, and city
- The products and quantities being ordered, fuzzy-matched against your own catalogue even when the customer misspells a name, abbreviates it, or writes it in Bangla
- Shipping fee and any discount mentioned
- A courier note (delivery instructions for the courier) separate from an internal note (like "gift wrap" or "urgent") — kept apart so the courier only sees what they need to
- Payment method and any advance payment already sent
The order form is then pre-filled for you to review and correct before submitting — the AI does the typing, you keep the final say. Full detail is in the AI Order Parser guide.
Bangla: কাস্টমারের মেসেজ পেস্ট করলেই AI নাম, ফোন, ঠিকানা এবং প্রোডাক্ট বের করে ফর্মে বসিয়ে দেয় — বাংলা, ইংরেজি বা মিশ্র ভাষাতেও।
POS / Quick Sale
For phone sales, walk-in customers, or anywhere you need to ring up an order fast without the usual shipping details, switch the order form into POS / quick sale mode. It skips address and courier fields (customer details become optional — leave them blank and the sale is recorded as Walk-in Customer), asks how much cash was received, and works alongside the regular channel-order form rather than replacing it.
Ship Later (Scheduled Shipment)
If a customer confirms an order but asks you to ship it a few days later, set a ship date on the order instead of trying to remember it yourself. You can also hold the order automatically until that date, so it can't be dispatched early by mistake. On the scheduled date, Omnikyo brings the order back to Confirmed on its own, and it shows up in your Due to ship filter and in the Needs Attention queue on the Dashboard. A badge on the order (like "Ship today" or "Was due 12 Jul") keeps it visible until it's handled.
Automatic Fulfillment Routing
If your business has more than one warehouse or fulfillment location, Omnikyo automatically routes each order to the right location based on the rules you set for each sales channel — no manual assignment needed. Configure these under Settings → Locations.
The Order Detail View
Opening any order shows its full picture: customer details, items, financials, courier status, notes, and activity history.
Delivery Success Rate
Before you ship to a customer, Omnikyo shows their delivery track record — a color-coded rating (Excellent, Good, Average, Bad, Risky) built from that phone number's real history with Pathao and Steadfast. This is not a proprietary fraud score or machine-learning prediction — it's a straightforward "this customer has received (or refused) deliveries before" signal, so you know when it's worth a confirmation call before you pack and ship. Omnikyo's sales material calls this the RTO shield, since its whole purpose is helping you avoid a Return-to-Origin.
Bangla: ডেলিভারি সাকসেস রেট কোনো জাদু বা অনুমান নয় — এটা গ্রাহকের প্রকৃত ডেলিভারি ইতিহাসের উপর ভিত্তি করে তৈরি, যাতে শিপ করার আগে একবার ফোন করে নিশ্চিত হওয়া যায়।
Live Courier Status
The order syncs directly with Pathao or Steadfast to show the current delivery status, so you're not left guessing where a parcel is. You can also generate and share a customer-facing tracking link from here.
Payments
For bKash payments, you can re-check the payment status directly from the order — useful when a customer says they've paid but the order hasn't updated yet. A bKash payment-link card lets you generate a payment link for any amount still due.
Meta Ad Attribution
If the order came in through a Facebook or Instagram ad, a popover on the order shows exactly which campaign and ad drove it — useful for tying real sales back to specific ad spend rather than guessing which campaigns are working.
Customer Info & Activity Log
A customer info panel shows their full order history and delivery record at a glance. An activity log records every meaningful action taken on the order — status changes, edits, notes, courier events — so you always have a full audit trail.
Courier Returns
When an order needs to go back, mark it Return Pending and Omnikyo pulls in the return details from Pathao or Steadfast directly, so you can process the return without leaving the order.
Partial Returns
Sometimes only some of the items in an order come back. Omnikyo tracks return status per item, so you can mark specific items as returned and restock just those, while the rest of the order stays as delivered.
Printing
From the order table or the bulk toolbar, you can print invoices, packing lists, or receipts. Receipts can also print directly to a connected thermal receipt printer — handy at a counter or for same-day dispatch, without exporting to a PDF first.
Exchanges
If a customer wants to swap a delivered item for something else, create an Exchange order directly from the original order. The new order carries over the customer's details and links back to the original, while you adjust which products are going out this time. Exchange orders are clearly badged everywhere they appear so they're never confused with a fresh sale.
Bangla: ডেলিভারি হওয়া প্রোডাক্ট পরিবর্তন করতে চাইলে সেই অর্ডার থেকেই একটি এক্সচেঞ্জ অর্ডার তৈরি করা যায় — গ্রাহকের তথ্য স্বয়ংক্রিয়ভাবে চলে আসে।
Couriers
Omnikyo supports Pathao, Steadfast, RedX, and Paperfly for shipping, tracking, and returns. You can ship a single order or a whole batch to any of them without leaving Omnikyo, and delivery status flows back into the order automatically.
COD & Cash Reconciliation
The reality of e-commerce in Bangladesh is that 80–90% of orders are Cash on Delivery: the courier collects payment from the customer at the doorstep, then remits that cash to you on its own schedule — which varies from courier to courier and is rarely instant. That gap between "delivered" and "money actually in your account" is exactly what the Cash in Flight card on your Dashboard is built to make visible, rather than something you have to track in your head or a spreadsheet. See the Dashboard Overview for details, and the COD Lifecycle guide for the full walkthrough of how a COD order settles from delivery to remittance.
Bangla: বাংলাদেশে বেশিরভাগ অর্ডারই ক্যাশ অন ডেলিভারি — কুরিয়ার ডেলিভারির সময় টাকা তোলে এবং নিজস্ব সময়সূচী অনুযায়ী আপনাকে পরিশোধ করে। "ক্যাশ ইন ফ্লাইট" কার্ড এই পুরো প্রক্রিয়াটি স্বচ্ছভাবে দেখায়।
Pricing
Omnikyo is free to start — Tk 0 per month, no credit card required, no setup cost or per-seat fees. Omnikyo charges 0.9% to 2% of delivered orders only — nothing is charged on cancelled, returned, or undelivered orders. Cancel anytime.
Related Documentation
- Dashboard Overview — where order data rolls up into your daily numbers
- COD Lifecycle — how Cash on Delivery settlement actually works
- AI Order Parser — full detail on pasting a message to build an order
- OmniShip / Courier Integration — courier setup and tracking in depth
- Customers — customer records and delivery history
