Close
Case study · 04

Order
Builder

A back-office tool for orders that arrive by phone, WhatsApp, Instagram or any other channel — entered on one screen and connected to the customer, their address book and the courier route.

Platform
WordPress · WooCommerce
Lives in
Store tools widget
Channels
WhatsApp · Phone · Instagram…
Setup
Standalone · Tailored to your store
The problem
Most orders never touched the website.

Customers ordered on WhatsApp, by phone and on Instagram. Getting those into WooCommerce meant hunting for the customer, re-typing addresses from chats and losing track of where each order came from.

The solution
One screen, from chat to confirmed order.

Find or create the customer, paste their address, add products at any price and send the contract on WhatsApp — the order lands in reports and the courier route on its own.

Order Builder
1
Customer
2
Address
3
Products
4
Details
5
Create
Customer
Search name, phone or company
FA
Furkan Akman
0532 ••• •• 14 · Sizin Ajans Ltd. Şti.
Last 5 orders
#4821
#4710
#4655
#4602
#4519
📌 Prefers delivery after 18:00
Address
Home · Caferağa Mah., Moda Cad. No:X Kat:X D:X, Kadıköy / İstanbul
Work · Esentepe Mah., Büyükdere Cad. No:X, Şişli / İstanbul
✓
Send invoice to the same address
✦ Paste an address from WhatsApp
Products
Search name or SKU
Product A — 1 kg
SKU-1042 · In stock: 38
2
₺420,00
Product B — Box of 12
SKU-2210 · In stock: 9
5
₺180,00
Custom price applied₺1.740,00
Order details
Channel
WhatsApp ▾
Payment
Manual / Cash ▾
Delivery date
Fri, 18:00 ▾
Delivery note
Ring twice
Send with contract
Create order
Where orders come from

Orders arrive from everywhere — now every one is counted.

Each order entered with the builder is tagged with its channel, so the store manager dashboard shows exactly how the website, chat, social and marketplace sales add up.

61,560
orders tagged
across 9 channels
WhatsApp
18,420
Web
15,860
Instagram
9,740
Phone
6,310
Trendyol
5,280
Marketing
2,150
Pre-order form
1,870
Wholesale
1,240
Field sales
690
Step by step

From a chat message to a confirmed order.

01
Customer
Find or create the customer

Search by name, phone or company. Selecting a customer shows their last 5 orders for quick repeats, and notes that stay on their record for every future order. Name and email can be corrected right here. Not registered yet? “Create member” opens an account with just the phone number — a placeholder email is used if none is given, and the customer can later sign in on the site with a WhatsApp code.

02
Address
Pick from the address book

The customer’s shipping and billing addresses appear as cards; add, edit or delete without leaving the screen. Untick “same address” to pick a separate billing address with company and tax details.

03
Products
Add products at the right price

Search by name or SKU with live stock. Change quantity and unit price — a custom price is used on the order, perfect for wholesale or negotiated deals.

04
Details
Channel, payment, delivery

Choose the channel the order came from, the payment method, an optional delivery date and an internal delivery note the customer never sees.

05
Create
One click, fully connected

The order is created with the chosen customer and addresses, linked to the address book so it can drop straight into the courier route, and logged with a note: “Created with Order Builder. Channel: … | Payment: … | Contract: …”.

Order status on creation

The right status, picked automatically.

Order
Status
When
01
Awaiting production
The order contains a made-to-order or pre-order item. This check always comes first.
02
Awaiting approval
“Send with contract” is on — the customer confirms on WhatsApp.
03
Processing
No contract, paid on delivery — or marked as cash, advertising, sample, gift or compensation.
04
Awaiting payment
No contract and a prepaid method such as bank transfer or card.

Checks run top to bottom — the first rule that matches sets the status.

AI address parsing

Paste the message. Check the form. Save.

Copied from WhatsApp
kadıköy caferağa moda cad no X kat X daire X eczanenin yanı yeşil kapı 🙏
✦
AI
Province
İstanbul
District
Kadıköy
Neighbourhood
Caferağa
Street
Moda Cad.
Building no
X
Floor
X
Flat
X
Directions
Next to the pharmacy, green door

The AI only fills the form — nothing is written to the database until you’ve checked it and pressed save.

Payment methods that match real life

Alongside the site’s active methods, orders can be marked for cases a checkout never sees — so samples and gifts don’t distort revenue.

Site payment methods
Manual / Cash
Advertising
Sample
Gift
Compensation
Send with contract

Legal paperwork, handled in the chat.

With “Send with contract” on, the order opens as Awaiting approval. The preliminary information form and the distance sales contract are generated as PDFs with the customer’s details and sent on WhatsApp, asking them to reply “I confirm the order”.

Resend the contract on WhatsApp from the order screen.

Bulk action in the order list: set selected orders to “Awaiting approval”.

Hello Furkan, the contracts for your order have been sent to you. To start preparing your order, please reply to this message with “I confirm the order”.
14:02
PDF
Preliminary information form
PDF
Distance sales contract
I confirm the order ✅
14:05 ✓✓
Next case study · 05
Unified Contact Pool
WooCommerce module