Orders: Legacy version

Order tracking is the process of closely following an order received by the business, up to its stage of fulfillment.

Order tracking provides you with a clear picture of stock movement, which in turn provides up-to-date visibility of incoming and outgoing stock: quantity ordered, quantity shipped, quantity in transit, and so on. You also get to know when and how much to reorder, which ultimately helps you minimize back-orders.

Here's an example to help you understand how order tracking can be done in Chargebee:

In this case, you can create three orders (one for each of the three months) every quarter and link them to their corresponding quarterly invoice. Here's how you go about it:

Enable the feature by checking the option Enable Order Management under Settings > Configure Chargebee > Billing LogIQ.

The option to create orders will now be available in the Invoices page. Click the Actions icon of the required invoice and then click Create a New Order.

Fill in the details in the New Order page that appears:

Once created, the orders linked and their statuses will be displayed for the invoice:

Order Statuses

You can assign a status to each order that you create:

• New: The order you are creating has just been received.
• Processing: The order has progressed to the next stage, say, if the goods are on the way to your customer.
• Complete: The ordered items have been successfully delivered.
• Cancelled: The customer has for some reason withdrawn the order post its acceptance or fulfillment by your business.
• Void: Any undertaking to fulfill the order has been withdrawn by the business, or has been asked to be withdrawn by the customer, before fulfillment.

API and Bulk Operations

• You can create, update, and retrieve orders using the Orders API.

• If you wish to create/update multiple orders at once, you can use bulk operations by navigating to Settings > Import & Export Data > Choose a bulk operation > Select Orders under Choose an operation.