Order Management
Complete guide to managing orders in the CPS system
Learn how to create, track, and manage orders through the CPS Order Management API.
Order Lifecycle
1. Order Creation
Orders are created through the ordering platform with customer details and selected photos.
2. Status Tracking
Orders progress through statuses: pending → paid → shipped
3. Shipping Updates
Mark orders as shipped and generate shipping labels.
4. Feedback Collection
Collect customer satisfaction feedback after fulfillment.
Admin Dashboard
Order Monitoring
Track all orders by status:
- Pending: Awaiting payment
- Paid: Payment received, ready for fulfillment
- Shipped: Order shipped to customer
- Cancelled: Order cancelled
Sales Reporting
Access comprehensive sales analytics:
Envelope Generation
Generate shipping labels for fulfilled orders:
Google Sheets Integration
All order data is stored in Google Sheets with real-time synchronization:
- Real-time updates: Changes reflect immediately
- 30-second cache: Performance optimized with caching
- Automatic backups: Data safety ensured
- Column-based status: Easy status management
Sheet Structure
- Column A: Order ID
- Column B: Order Number
- Column C: Customer Name
- Column D: Email
- Column E: Phone
- Column F: Fulfillment Type
- Column G: Shipping Address
- Column H: Items
- Column I: Subtotal
- Column J: Shipping Fee
- Column K: Total
- Column L: Status
- Column M: Created At
- Column N: City
- Column O: State
- Column P: ZIP Code
- Column Q: Shipping Status
- Column R: Feedback
Email Automation
Orders trigger automated email workflows:
- Receipt emails: Sent upon order creation
- Status updates: Notifications for status changes
- Shipping confirmations: When orders ship
- Feedback requests: Post-fulfillment surveys
Best Practices
- Validate addresses before order creation
- Monitor order status regularly
- Generate labels immediately after payment
- Collect feedback within 7 days of shipping
- Backup data regularly from Google Sheets
Quick example
Here’s a minimal example showing common customization options in docs.yml:
docs.yml
For complete configuration options, see the site-level settings documentation.