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Order Lifecycle & Fulfillment

Manage the complete lifecycle of customer orders from checkout through fulfillment and completion.

What this is

The Orders view is where merchants manage and track customer purchases inside Trapyfy. Orders can come from multiple sales channels including the online storefront, POS, kiosk, and internal or manual ordering workflows.

Order creation
Payment confirmation
Fulfillment workflows
Customer notifications
Operational visibility
Completion tracking

Reliable order workflows help merchants reduce operational friction and improve customer experience.

Watch this walkthrough for a quick overview of the workflow.

Managing customer orders

The Orders list gives merchants a full view of all customer orders across sales channels. From this view merchants can:

  • Search by order ID or customer email
  • Filter by status and date range
  • Review order totals, shipping company, and tracking number
  • Open order actions and update order status
Orders list showing Order #, User, Status badges (Completed, Paid, Pending payment, Cancelled), Date, Total, Shipping Company, Tracking #, and Actions columns with search, status filter, and time range filter controls

Use the Orders list to search, filter, review, and update customer orders across sales channels.

About orders modal explaining that client orders represent purchases made through online, in-store, or internal sales channels, and that the Orders view tracks payment status, fulfillment progress, shipping, customer information, and order history

Orders represent purchases made through online, in-store, or internal sales channels.

Order statuses

Order statuses help merchants understand the current operational state of each order. Common statuses include:

StatusDescription
Pending paymentOrder created, awaiting payment confirmation
PaidPayment confirmed successfully
CompletedOrder delivered and closed
CancelledOrder cancelled by merchant or customer

Merchants should review status transitions regularly to identify delays or operational issues.

Reviewing an order

Clicking an order opens the order detail page. The order detail includes client information, order ID and order number, cart ID, dropshipper where applicable, current status, and customer communication history. For POS-originated orders, POS checkout details such as cashier ID, store ID, and timestamp may also appear.

Order detail page showing Order Information card with Client, Dropshipper, Order ID, Order number POS-4221, Cart ID, Completed status badge, Customer Communication panel, and POS Checkout section with Cashier ID, Store ID, timestamp, and payment details

Open an order to review customer details, order identifiers, status, POS checkout information, and communication history.

The order detail also shows purchased products, quantities, unit prices, totals, and a fees breakdown where applicable. Staff and customer-visible notes can be added from within the order detail page.

Order detail showing Products table with image, product name, SKU, description, quantity, unit price and total columns, followed by Subtotal and Shipping lines, Fees breakdown with provider fee, service fees, retention hold, customer paid PSP amounts, Vendor section with Merchant base and Payable now, Total, and Order Notes panel with Staff and Customer view tabs

Order detail shows purchased products, totals, payment fee breakdown, and staff or customer-visible order notes.

Fee and payable amounts may vary by payment method, merchant agreement, and configuration. The fee examples shown are illustrative.

Shipping and payment information

Order detail may include shipping address, shipping method, shipping company, and payment method. Payment detail blocks depend on the payment method used for the order — not every order will show all payment sections.

Where Niftipay was used, crypto payment details may be visible including the asset, amount, and a QR code. Card payment details may include a payment link, PSP order ID, and a QR code where applicable. Staff can copy the payment link directly from the order detail page.

Shipping and Payment Information card showing Shipping Address, Shipping Method, Shipping Company, and Payment Method fields with niftipay shown as the payment method, followed by a Crypto Payment block with QR code, Asset and Amount fields

Shipping and payment information helps merchants confirm fulfillment details and review the payment method used for the order.

Card Payment block showing PSP Order ID, Niftipay payment link with Copy button, QR code, and fees section with Provider fee total, Service fees 4%, Retention hold 180 days, and Customer paid amounts

Where card payment is enabled, the order detail may show a payment link, QR code, PSP order ID, and fee breakdown. This section only appears when the order was processed through a card payment method.

Payment confirmation

Payment confirmation is the critical transition point between checkout and fulfillment. Before fulfillment begins, verify:

  • Payment status shows confirmed
  • Transaction ID is visible
  • Order amount matches payment amount
  • Order status transitioned correctly

Do not begin fulfillment without payment confirmation. This reduces disputes and chargebacks.

Payment processing is handled by Niftipay. For detailed transaction and settlement visibility, refer to Niftipay documentation.

Order settings

Order settings control organization-wide behavior related to orders and carts. Cart expiration duration determines how long a customer cart remains valid before it should be recreated or refreshed. Most stores keep carts for 3–14 days. Shorter durations may suit fast-moving promotions; longer durations may suit longer sales cycles. Settings should be adjusted carefully because they affect customer checkout behavior.

Orders settings panel showing Cart expiration duration configuration with Unit dropdown set to Days and Value field set to 7, Current shown as 7 days, with a Recommended values tooltip explaining most stores keep carts for 3 to 14 days

Use Order Settings to configure cart expiration duration and organization-wide order behavior.

Supplier orders

When resellers sell shared products, Trapyfy automatically creates supplier orders in the supplier's account. Supplier orders are separate from customer orders and use the "S-" prefix.

Supplier order basics

  • Order ID: Prefixed with "S-" (e.g., S-12345)
  • Pricing: Calculated using transfer cost, not retail price
  • Quantity: Same as reseller's customer order
  • Shipping: Supplier ships directly to customer address provided by reseller
  • Stock: Reserved from supplier's warehouse when order becomes active

For detailed information about shared products and dropshipping workflows, see the Dropshipping & Shared Products page.

Fulfillment workflow

Fulfillment workflows help merchants process orders consistently and efficiently.

1

Order review

Verify order details and payment status

2

Inventory verification

Confirm stock availability for all items

3

Fulfillment preparation

Pack and prepare order for shipping

4

Shipment coordination

Arrange delivery or pickup. Shipping company and tracking number can be recorded on the order for fulfillment tracking and customer support reference.

5

Delivery confirmation

Mark order as fulfilled and complete

Automation and clear workflows help reduce manual operational overhead.

Customer notifications

Customer communication improves trust and reduces support requests. Customers should receive visibility into:

  • Order confirmation
  • Payment confirmation
  • Fulfillment progress
  • Delivery updates
  • Order completion

Clear communication improves operational transparency.

Common mistakes

Fulfilling unpaid orders

Always confirm payment visibility before fulfillment begins.

Delayed order updates

Keeping order statuses current improves operational visibility.

No customer communication

Lack of customer communication may increase support requests.

Inventory mismatches

Inventory inaccuracies may disrupt fulfillment operations.

Manual workflows without visibility

Unstructured fulfillment processes may create operational bottlenecks.

Best practices

Review orders frequently

Frequent operational reviews help identify issues earlier.

Standardize fulfillment workflows

Consistent processes improve fulfillment reliability.

Monitor failed payments

Failed payments should be reviewed quickly to reduce revenue loss.

Keep customers informed

Operational transparency improves customer trust.

Related videos

Watch the onboarding and order workflow videos for a visual explanation of order management and fulfillment operations.

View Video Library

Related pages

Need help?

Email [email protected] with your merchant name, order reference, screenshots or error messages, and a short description of the issue.