3.2.7 Manage Client's Recent Order

Managing Clients' recent orders is essential for effective client relationship management and order fulfilment. By monitoring recent orders, users can ensure timely delivery, promptly address any issues or concerns, and maintain a high level of customer satisfaction. Additionally, tracking recent orders allows users to analyze client preferences and behaviours, enabling them to tailor their services accordingly and improve the overall client experience.

Pre-condition to Use the Feature:

  • Users must have an active account on AgencyHandy and be logged in.

  • Users should have permission to access client order information within their account settings.

To View a Client's Order

Steps to Use:

  • Access Order Management: Log in to your AgencyHandy account.

  • Navigate to Recent Orders: Click the Client button. Find and click on the "Recent Orders" section.

  • Review Orders: Browse through the list of recent orders to identify the client's order you wish to manage.

  • View Order Details: Here, you will see all the client's service-related Order IDs along with the service name and status.

  • Click on the specific order to view its details, including items purchased, order status, payment information, and any special instructions provided by the client.

  • Take Action: Based on the order status and client requirements, take necessary actions such as processing the order, updating the order status, communicating with the client regarding order updates or issues, and initiating any follow-up actions as needed.

  • Confirm Completion: Ensure that all recent client orders are effectively managed and addressed according to the client's needs and order specifications.

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