Orders Management on the Dashboard

Your Orders Dashboard: Manage, Track, and Update Orders Easily #

• After logging in, you will land on the dashboard, where you can see multiple sections in the sidebar such as “Projects,” “Shop,” “Subscriptions,” etc.
• User-purchased orders from the  “Shop”  or “Store” pages are shown on the “Orders” page on the right.

• Each order is listed by:
  • ID: A unique order number (e.g., ORDIID0220).
  • Service: The type of service ordered (e.g., website content writing, web design, SEO services).
  • Payment Status: Indicates if payment is completed or pending.
  • Order Process: Shows the percentage of order completion.
  • Order Date: The date the order was placed.
  • Status: Current status (e.g., Pending, Completed, Started, Canceled ).
  • Action:
    • Submit Order Information: Allows users to submit specific order details.
    • View Information: If users submitted order details, then  it provides the view information button to view order-specific information and details.
    • View citation audit report: This icon button appears when order information is submitted.
    • View Invoice: It shows the invoice.
    • View order: It shows the order details (e.g., chat, reports, order data, invoice, etc.)

Submit Order Information #

• Click on the “Submit Order Information” button in the “Action” column, which navigates to the “Submit Form” page.

• In the “Submit Form” page, select a project from the dropdown, or the user can add a new project by clicking on the “Add New Project” button.(optional)
• Add basic order information and click on the “Next” button.

• After clicking on the “Next” button, add information  and click on the “Submit” button.

• After clicking on the “Submit” button, a success message is displayed. Click on the ‘Ok’ button.

• It navigates to the “Orders” page.
• After submitting information, the ‘View information” button appears, and a citation audit report is generated.
• To view order information, click on the “View information” button.

• A form detail page is displayed. It shows the submitted order information.

• After generating a citation audit report, an email is received at the mail account. Click on the “here” link in the email to open the citation audit report.

View Citation Audit report #

• To view the citation audit report, click on the “View citation audit report” file icon button in the action column of the orders page.
• A citation audit report is displayed.
• This report helps businesses identify and correct inaccuracies across online directories to ensure consistent information, improving local SEO and online visibility.
• It allows for targeted actions to rectify incorrect or missing information, maintaining brand credibility and accessibility for customers.

View Order Sheet report #

• Also, user can receive a possible citation sites mail.
• To view possible citation sites, click on the “Sheet URL” link.
• If the user wants more information about this file & its uses, click on the video link in the email.

• The “Order sheet report” appears when the user clicks on the “Sheet URL” link in the email.

View Order Details #

• To view order details, click on the eye icon button in the Action’s column of the Orders page.

• It navigates to the “Order Detail” page.

• The order details will be displayed in the “Manage orders” section on the right side of the page.
  Key information includes:
  • Order ID: Unique identifier for the order.
  • Date: Date when the order was placed.
  • Service: Description of the service ordered.
  • Price: Total cost of the service.
  • Payment Method: Method used for payment.
  • Transaction ID: Unique identifier for the payment transaction.
  • Invoice: Option to view the invoice related to the order.
  • Assigned: Status of assignment for the order (e.g., Not Assigned).
  • Status: Current status of the order (e.g., Pending).
  • Project: Associated project for the order. The user can change a project from the drop-down list before the order is started.

• Using the Chat Feature.
• Utilize the chat feature located at the top of the order details section for communication regarding the order.
• Service SOP: Standard Operating Procedures related to the service.
• Reports: Access reports related to the order.
• Order Data: View detailed data about the order.

• Chat Section
  • This tab is found in the upper portion of the main content area, next to other tabs like “Service SOP,” “Reports,” and “Order Data.”
  •  Once the “Chat” section is open, you will see a text input box at the bottom where you can type your message.
  • Type your message in the input field provided.
  • If you need to attach a file with your message, click on the attachment icon (paperclip icon) located beside the input box.
  • After entering your message (and attaching any files if necessary), click on the Send icon (paper airplane icon) to send your message.
  • Your conversation history with the support or project team will be displayed in the “Chat” section, allowing you to reference previous messages.

• Service SOP
  • The “Service SOP” tab is located at the top of the main content area alongside other tabs like “Chat,” “Reports,” and “Order Data.”.
  • Click on the “Service SOP” tab.
  • Once the **Service SOP** section is open, you’ll see a list of tasks or steps related to the service.
  • Each task has a title and a status indicator, showing whether the task is pending or completed.
  • Check the status of each task to track the progress of your order.

• Reports
  • In the Order Details interface, click on the “Reports” tab.
  • This tab is located at the top of the main content area, next to the “Chat,” “Service SOP,” and “Order Data” tabs.
  • In the “Reports” section, you will see a list of available reports related to your order (e.g., Citation Audit Report, Order Sheet Report). Each report is listed by Sr. No., Report Name, and Action.
  • To view a specific report, locate the “Action” column on the right side.
  • Click the eye icon to open the report link.
  • This action will redirect you to the report URL, allowing you to view the report details.