SARAH
DocumentationAPI Reference

Online Order Management

Learn how to manage orders from your online store in Sarah.

Last updated: 2025-01-26

All orders from your online store appear in your management system as normal sales. This guide explains how to manage them.

Where to View Orders

Sales Module

Online orders appear in the Sales module:

  1. Go to Sales in the main menu
  2. Online orders have origin "sarah" or "web"
  3. You can filter by origin to see only online orders

Identifying Online Orders

Online orders are identified by:

  • Origin: origin: "sarah" or origin: "web"
  • Alias: Usually includes "Web Sale:" followed by customer name
  • Initial state: Generally "pending" until payment is confirmed

Order States

Pending

Order was created but payment hasn't been confirmed yet.

Actions:

  • Wait for payment confirmation
  • Contact customer if necessary
  • Prepare order if you trust the payment

Payment was confirmed by MercadoPago.

Actions:

  • Process the order
  • Prepare products
  • Coordinate shipping or pickup

Processing

Order is being prepared.

Actions:

  • Continue preparation
  • Update status when ready

Completed

Order was delivered or picked up.

Actions:

  • Archive the order
  • Post-sale follow-up if necessary

Canceled

Order was canceled.

Actions:

  • Review cancellation reason
  • Process refund if applicable
  • Contact customer if necessary

Order Information

Customer Data

Each order includes:

  • Name: Customer name
  • Email: Contact email
  • Phone: Phone number
  • Address: If home delivery

Products

  • Product list: All ordered products
  • Quantities: Quantity of each product
  • Prices: Applied prices (according to price list if applicable)

Shipping

If order includes shipping:

  • Complete address: Delivery address
  • Shipping cost: If calculated
  • Shipping integration: If imported to Correo Argentino, includes tracking

Payment

  • Method: MercadoPago QR, Link, or Cash
  • Payment status: Confirmed, pending, etc.
  • MercadoPago information: Payment ID, etc.

Process an Order

1. Verify Order

  1. Go to Sales
  2. Search for online order
  3. Review products, quantities, and totals
  4. Verify customer information

2. Confirm Payment

If payment isn't confirmed yet:

  • Wait for automatic MercadoPago confirmation
  • Or verify manually in MercadoPago
  • Once confirmed, status changes to "Paid"

3. Prepare Order

  1. Review available stock
  2. Prepare products
  3. Package if necessary
  4. Update status to "Processing"

4. Coordinate Delivery

Store Pickup

  1. Contact customer to coordinate pickup
  2. Confirm order is ready
  3. When picked up, update status to "Completed"

Home Delivery

  1. If configured, import shipment to Correo Argentino
  2. Or coordinate shipping with your carrier
  3. Provide tracking to customer
  4. When delivered, update status to "Completed"

Shipping Integration

Import to Correo Argentino

If you have Correo Argentino integration configured:

  1. System can automatically import shipment
  2. A tracking code is generated
  3. Customer can track their order

See more: Shipping and Logistics

Notifications

New Order Notifications

When a new order is created:

  • You can receive notifications (if configured)
  • Order appears in your sales list
  • You can filter to see only new orders

Customer Communication

You can contact customer:

  • Email: Use order email
  • Phone: Use order phone
  • WhatsApp: If integrated, you can use WhatsApp

Order Invoicing

Invoice an Order

Online orders can be invoiced just like normal sales:

  1. Go to order in Sales
  2. Click "Invoice" or "Issue Receipt"
  3. Select receipt type (A, B, C, X)
  4. Complete necessary information
  5. Issue receipt

Note: Receipt type depends on customer and your fiscal configuration.

Reports and Analysis

Online Sales

You can analyze your online sales:

  • Sales reports: Filter by origin "web" or "sarah"
  • Product analysis: Which products sell more online
  • Customer analysis: Who buys online

Useful Metrics

  • Total online orders: Number of orders
  • Total value: Total amount of online sales
  • Average ticket: Average value per order
  • Best-selling products: Top products online

Best Practices

Fast Processing

  • Review orders regularly: Don't leave orders unprocessed
  • Confirm payments: Verify payments are confirmed
  • Communicate with customers: Keep customers informed

Organization

  • Use states: Keep states updated
  • Filter by origin: Use filters to see only online orders
  • Document problems: If there are problems, document to improve

Customer Experience

  • Process quickly: Customers expect quick responses
  • Communicate clearly: Inform about order status
  • Meet deadlines: Respect promised delivery times

Troubleshooting

Order Doesn't Appear

Possible causes:

  • Error creating order
  • Applied filter hides it
  • Order in another company (if managing multiple)

Solution:

  1. Review applied filters
  2. Search by customer name
  3. Verify you're in the correct company

Payment Not Confirmed

Possible causes:

  • MercadoPago webhook didn't work
  • Communication error
  • Pending payment in MercadoPago

Solution:

  1. Verify manually in MercadoPago
  2. Review webhook configuration
  3. Contact support if it persists

Next Steps