Order Management
Efficiently manage customer orders from inquiry to delivery
How Orders Work in ShopKatalog
ShopKatalog uses a social commerce model where customers place orders directly through their preferred social platform. This means you receive orders via WhatsApp, Instagram DM, Facebook Messenger, or TikTok.
💡 Key Advantage
Unlike traditional e-commerce platforms, you communicate directly with your customers on platforms they already use daily. This builds trust and allows for personalized service.
The Order Flow
Customer Browses Your Shop
Customers visit your shop at yourshop.shopkatalog.com and browse your products.
Add to Cart
They add items they like to their shopping cart.
Choose Checkout Platform
At checkout, they select their preferred platform (WhatsApp, Instagram, Facebook, or TikTok).
You Receive the Order
The order details are sent to you via the chosen platform with product names, quantities, and total price.
Confirm & Process
You confirm the order, discuss payment and delivery details with the customer.
Fulfill the Order
Receive payment, package the items, and arrange delivery or pickup.
Managing WhatsApp Orders
WhatsApp is the most popular checkout method. Here's how to handle WhatsApp orders effectively:
Setting Up WhatsApp Business
- Download WhatsApp Business (separate from personal WhatsApp)
- Set up your business profile with:
- Business name
- Business category
- Business description
- Business hours
- Location (if you have a physical store)
- Create quick replies for common questions
- Set up automated greeting messages
- Enable labels to organize conversations
Quick Replies You Should Set Up
Greeting Message:
"Hi! Thank you for your order from [Your Shop Name]. I've received your request and will confirm availability shortly. 😊"
Payment Details:
"Payment Options:
• Bank Transfer: [Account Details]
• Mobile Money: [Number]
• Cash on Delivery: Available
Please send payment confirmation after transfer."
Delivery Information:
"Delivery Options:
• Same-day delivery: [Area] - [Price]
• Next-day delivery: [Price]
• Pickup: Free at [Address]
Which would you prefer?"
Using Labels to Organize Orders
WhatsApp Business allows you to label conversations. Recommended labels:
- New Order: Just received, pending confirmation
- Confirmed: Order confirmed, awaiting payment
- Payment Received: Paid, ready to package
- Out for Delivery: Package sent
- Completed: Order delivered successfully
- Cancelled: Order cancelled
Managing Instagram Orders
Instagram DM orders are also common, especially if you promote products on Instagram.
Best Practices for Instagram Orders
- Respond quickly - Instagram users expect fast replies
- Use Instagram's Quick Replies feature for common questions
- Send product photos or videos if customers have questions
- Use voice messages to add a personal touch
- Save important messages (delivery address, payment confirmation)
- Star conversations with active orders for easy access
Order Tracking Tips
Keep track of all orders using a simple system:
Method 1: Spreadsheet
Create a Google Sheet or Excel file with these columns:
- Order Date
- Customer Name
- Contact (Phone/Instagram handle)
- Products Ordered
- Total Amount
- Payment Status (Pending/Paid)
- Delivery Status (Processing/Shipped/Delivered)
- Notes
Method 2: Notebook
For smaller operations, a dedicated notebook works well:
- Dedicate one page per order
- Write order details clearly
- Check off items as you process them
- Keep a running total of daily sales
Method 3: Order Management Apps
Consider using apps designed for small businesses:
- Notion (free, highly customizable)
- Trello (visual board system)
- Google Keep (simple and quick)
- Airtable (powerful database features)
Payment Processing
You have full flexibility in how you accept payments:
💵 Bank Transfer
Most common for larger orders. Provide account details and request payment screenshot.
📱 Mobile Money
Popular in many regions. Fast and convenient for both parties.
💳 Card Payment
Use payment links from Stripe, Paystack, Flutterwave, or similar services.
🚚 Cash on Delivery
Collect payment when delivering the order. Build trust with new customers.
⚠️ Important: Always confirm payment before shipping orders (except for COD). Save payment confirmations for your records.
Handling Difficult Situations
Customer Doesn't Respond After Ordering
- Wait 2-4 hours before following up
- Send a polite reminder about the order
- If no response after 24 hours, send final reminder
- After 48 hours with no response, mark as cancelled
Product Out of Stock After Order
- Immediately inform the customer
- Apologize for the inconvenience
- Offer alternatives:
- Similar product in stock
- Wait for restock (provide timeline)
- Full refund
- Consider offering a small discount for the inconvenience
Customer Wants to Cancel Order
- Before payment: Simply confirm cancellation
- After payment, before shipping: Process refund promptly
- After shipping: Explain return/exchange policy
- Always be understanding and professional
Delivery Issues
- Keep customers updated on delivery status
- Provide tracking numbers when available
- If delayed, inform customer immediately
- Work with your delivery service to resolve issues quickly
- Consider compensation for significant delays
Building Customer Loyalty
🎁 Thank You Messages
Send a personalized thank you message after delivery. Small gesture, big impact.
🔄 Follow Up
Check in after a few days to ensure they're happy with their purchase.
⭐ Request Reviews
Ask satisfied customers to leave reviews or testimonials for your shop.
💝 Loyalty Rewards
Offer discounts or freebies to repeat customers to encourage more orders.
Next Steps
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