Adding Order Information

The Orders feature lets agents record and track orders directly within a conversation, without switching to another system. Ideal for businesses selling through social channels and e-commerce platforms.

Viewing the Orders Panel

In the chat window, look at the right panel → click the "Orders" tab. The panel lists all orders linked to this customer.

Creating a New Order

1. Click "Add Order" in the Orders panel.
2. Fill in the order details:

• Order number
• Product / service name
• Sales platform (Shopee, TikTok Shop, Lazada, Website…)
• Internal notes
• Order value and payment amount
• Creation time

3. Click Save.

Editing and Deleting Orders

Click any order in the list to open its details → click Edit to update, or click the Trash icon to delete.

💡 To create custom order fields (delivery address, size, color…), go to Settings → Customers → Manage Forms.

Marketplace Integration

If your store is connected to Shopee, Lazada, TikTok Shop, or your own website, orders from those platforms can sync automatically. Contact the SaleSmartly support team for details on available integrations.