The Preparation & Dispatch Workflow
Once an order is confirmed, physical fulfillment begins. Depending on payment terms, StoreYug guides you through recording payment, packaging merchandise, and handing parcels to your courier.
Step 1: Marking as Paid (Required for Prepaid Orders)
For prepaid orders, StoreYug protects store revenue by requiring payment confirmation before packaging begins:
- Open the Confirmed prepaid order.
- Click Update Status → Mark Paid (or click the Paid step on the timeline).
- Select Payment Method: Choose UPI, Bank Transfer, Credit/Debit Card, or Cash.
- Upload Payment Screenshot (Optional): Attach a screenshot or photo of the payment confirmation. StoreYug automatically compresses the image before uploading to optimize storage.
- Customer WhatsApp Notification: Keep the toggle enabled to automatically open a pre-filled WhatsApp message acknowledging receipt of payment to the customer.
- Click Save / Mark Paid. The order status updates to Paid.
*Note for COD Orders: COD orders skip this step; StoreYug enables "Mark Packed" directly from Confirmed.
Step 2: Marking as Packed (Boxed & Ready)
- Once an order is Paid (for Prepaid) or Confirmed (for COD), click Update Status → Mark Packed.
- Pick the ordered items from your shelves and verify product variant and quantity.
- Package the items securely in a courier box or tamper-proof bag.
- Add Packed Notes (Optional): Enter internal notes such as warehouse box ID or packer initials.
- Click Mark Packed. The status badge turns to Packed, indicating the shipment is ready for courier pickup.
Step 3: Marking as Shipped & Adding Tracking
- When the courier pickup executive collects the package, open the order.
- Click Update Status → Mark Shipped.
- Enter Tracking URL / AWB: Paste the courier consignment tracking link (e.g.
https://bluedart.com/track?awb=12345678) or AWB number so the customer can track delivery. - Upload Shipping Photo (Optional): Take a quick photo of the sealed package with the courier barcode label clearly visible. This serves as proof of dispatch in case of courier disputes.
- Click Confirm Shipment. The status updates to Shipped.
💡 Automated Tracking WhatsApp: When you mark an order as shipped, StoreYug generates a pre-formatted WhatsApp dispatch notification with the live tracking URL for one-click sharing with the customer.