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Order Fulfilment Status

This guide explains how merchants can update the fulfilment status of customer orders in the N-Genius Portal. This helps track whether an order has been collected, delivered, or returned.

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Merchants can use the Order Fulfillment Status feature to update customer order collection statuses after successful payment. This helps streamline fulfillment tracking and ensures accurate reporting of order handovers. Consequently, improved transparency fosters trust and stronger customer relationships, ultimately boosting sales and operational efficiency.

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Important: Your Relationship Manager must enable this feature. If you don't see the Collection Status dropdown in your portal, please contact them to activate it.

Step-by-Step Instructions

  1. Log into the N-Genius Portal

  2. Click on “Orders”

  3. (Optional) Use the filters to change the Order Status to Successful.

    The screenshot shows the steps a merchant could follow to filter on successful order only, to remove clutter, and quickly find what they are looking for.

    Filter Successful Orders

  4. A list of orders with a status of either Accepted or Successful will be displayed.

  5. Click on the order you want to update the Collection Status for.

  6. Next to the Refund button, locate the Collection Status dropdown.
    Available options:

    • Collected

    • Delivered

    • Returned

      From the drop down menu, select the matching order colleciton status for the order.

      Choose Order Collection Status

  7. A confirmation prompt will appear:
    “Are you sure you want to change the order collection status to (Selected Status)?”
    Example: “Collected”

    A prompt warns the merchant that they are about to change the order collection status. Click Ok.

    Order Collection Status Change Prompt

  8. Click OK.
    The order’s collection status will update to the selected value, under the Order Information details.

The order colleciton status updates to the selected value under the Order Informaion section.

Updated Order Collection Status

Viewing Order Fulfilment Summary on N-Genius

Once logged into the N-Genius platform, Merchants can click on the Summary tab at the top of the dashboard. Upon scrolling down, they will see a pie chart that visually breaks down Orders by Collection Status. Clicking on any segment of the chart reveals detailed summary information for that status.

Click on Summary to view the details of the orders by collection statuses.

Order by Collection Status

Notes

  • This feature is only available for orders with completed payments.
  • If you manage high volumes of orders, reach out to your Relationship Manager or Product team to explore bulk update options via API.

Updated about 1 month ago