Order Management

Overview

EZCart provides a complete Order Management System (OMS) designed for social commerce. Orders can be created directly from chat conversations, through your AI agent, or manually from the dashboard.

Order Lifecycle

Every order follows a configurable pipeline:

1. Pending — Order created, awaiting confirmation
2. Confirmed — Order confirmed by the customer or team
3. Processing — Items being prepared for shipment
4. Shipped — Handed off to courier, tracking number assigned
5. Delivered — Successfully delivered to customer
6. Completed — Order finalized, payment reconciled

Creating Orders

From Chat

1. Open a customer conversation
2. Click Create Order
3. Search and add products from your catalog
4. Set delivery address and payment method
5. Send the order summary to the customer for confirmation

From Dashboard

1. Go to Orders > Create Order
2. Select or create a customer
3. Add products and set quantities
4. Configure shipping and payment
5. Save the order

Payment Methods

EZCart supports multiple payment workflows:

• Payment Links — Generate bKash, SSL Commerce, or custom payment links and send directly in chat
• Cash on Delivery (COD) — Full COD workflow with confirmation calls, tracking, and reconciliation
• Manual Payment — Record payments made outside the platform

COD Workflow

For Cash on Delivery orders:

1. Order is created with COD payment method
2. Optionally run a confirmation call to verify the order
3. Ship the order via integrated courier
4. Courier collects payment on delivery
5. Reconcile COD payments in the Payments dashboard

Order Amendments

Need to modify an order after creation?

• Add or remove products
• Update quantities
• Change delivery address
• Apply discounts
• Split into multiple shipments