Features › Customer & Order Lifecycle › Sales Order Management
FEATURE · CUSTOMER & ORDER LIFECYCLE

Create, confirm, and convert sales orders without re-entering a thing.

Nexlymate's sales order management tracks every order from creation through confirmation, fulfilment, and invoicing. Your team works in the same record throughout the lifecycle — no re-entering customer details, no copying data between systems.

Nexlymate sales orders list showing order status and customer details

The full sales order lifecycle in one place

A sales order in Nexlymate is more than just a record of what was bought. It is the central document for an entire customer transaction — from the initial order placement through payment confirmation, packing, dispatch, delivery, and invoicing. Every step updates the same record rather than creating new documents in separate systems.

Creating and confirming orders

Orders created through your Nexlymate storefront arrive automatically. For orders placed via phone, WhatsApp, or in person, you can create a manual order from the dashboard — select the customer (or create a new one), add items, set the delivery address, and choose a payment method. The order enters the same pipeline as storefront orders.

  • Create manual orders directly in the dashboard for phone, WhatsApp, or in-person sales
  • Add any product from your catalog to a manual order — variants, bundles, and grouped items included
  • Apply discounts, additional charges, or notes to any order before confirming
  • Confirm orders with a single action that triggers customer notification automatically
  • Use OTP verification before confirming COD orders to reduce fraudulent or accidental orders

Order customisation and amendments

Before an order is dispatched, you can amend item quantities, swap products, update delivery addresses, or change the payment method if the customer changes their mind. All changes are logged against the order so you have a clear history of every modification.

Converting to invoices

Once an order is fulfilled, you can convert it to a formal invoice with one click. Customer details, line items, pricing, taxes, and payment information are all carried over from the order without re-entry. The invoice can be sent by email directly from Nexlymate or downloaded as a PDF.

Order history per customer

Every customer in Nexlymate has a profile that shows their complete order history. When a returning customer contacts you, you can see all their previous orders, total spend, most recent delivery address, and preferred payment method instantly — without asking them to repeat information you should already have.

Ready to manage every order from one place?

Start your free trial and see your first order move through the pipeline.

Branded storefront · Live order pipeline · Cancel anytime