> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/customers/managing-customers.md).
# Managing Customers
Supply’d includes powerful Customer Relationship Management (CRM) tools that make it easy to handle all your customer information in one central place. You can assign key contacts, set up multiple locations, and customise pricing or pantry lists for each customer. The CRM also lets you track order history, monitor sales call activity, and manage credits or account balances - all within the same system. This helps you build stronger relationships, streamline communication, and get a complete overview of each customer’s activity and performance with your business.
This document will guide you through how to manage:
* [#the-customers-page](#the-customers-page "mention")
* [#managing-customers](#managing-customers "mention")
* [#about](#about "mention")
* [#contacts](#contacts "mention")
* [#locations](#locations "mention")
* [#call-log](#call-log "mention")
* [#pantry](#pantry "mention")
* [#orders](#orders "mention")
* [#quotes](#quotes "mention")
* [#standing](#standing "mention")
* [#credits](#credits "mention")
* [#pricing](#pricing "mention")
* [#editing-a-customer](#editing-a-customer "mention")
* [#filtering-and-searching-the-customer-list](#filtering-and-searching-the-customer-list "mention")
***
## The Customers Page
Selecting **Customers** from the main menu will show you a list of all your customers, who their sales rep is, when their next sales rep visit or call is scheduled, when they placed their last order with you in Supply'd, and their current status.
You will see 4 tabs on the page.
{% hint style="success" %}
👉 You can add customers by following the steps in the [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md) document.
{% endhint %}
{% hint style="success" %}
**Customer Statuses**
Customer statuses help you quickly see where a customer stands in terms of setup, activity, and connection with your business. These statuses are shown as colour-coded tags beside customer names.
* – Indicates the customer is already using Supply’d.
* – Means the customer was manually added to your Supply’d account and is not on Supply’d.
If a customer’s credit terms have been paused or blocked, their status will show as .
{% endhint %}
**Customers**
The **Customers** tab lists all your customers. You can manage all your active customers for sales, marketing, and order tracking, and view contact details, call history, and account activity in one central place.
👉 You can add customers by following the steps in the [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md) document.
**Leads**
The **Leads** tab show any leads that have been added. A Lead represents a potential customer who has expressed interest but hasn’t yet placed an order or been fully onboarded.
👉 For details on adding leads, see [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md#leads) in the [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md) document.
**Requests**
See all customer connection requests that are awaiting your approval, allowing you to quickly manage new customer relationships and grant access as needed.
**Groups**
**Customer Groups** allows you to group your customers for easy filtering, group pricing and more.
👉 For details about adding groups, see [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md#customer-groups) in the [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md) document.
{% hint style="success" %}
You can view all the information about a particular customer by selecting them from the list.
{% endhint %}
***
### Customers List Options
Clicking on the 3 dots in the top right will open a menu.
***
#### **Get Invite Link**
Opens the **Customer Invite Link** form, showing various invite links for Supply'd that can be shared with potential customers.
***
#### **Import >**
This is used when using the [Bulk Importing of Customers](/supplyd-erp/customers/bulk-importing-of-customers.md) option.
***
#### **Export >**
Allows you to export various customer information to your computer in a spreadsheet.
**Customer Data**
Opens the **Export Customers** form you to export customer information to your computer in a spreadsheet. This information can be also be used in the [Bulk Importing of Customers](/supplyd-erp/customers/bulk-importing-of-customers.md).
* **Data Source:**
* **Sample Data:** Download a spreadsheet with sample data to use as an example when completing the spreadsheet for the [Bulk Importing of Customers](/supplyd-erp/customers/bulk-importing-of-customers.md).
* **Supply'd:** Download a spreadsheet with the data from your Supply'd account.\
\
You can also choose whether to include data from **Locations** and **Customer Contacts**.
Click to download the data to your computer.
***
**Locations**
Opens the **Export Customer Locations** form, allowing you to export customer location information, such as addresses, to your computer in a spreadsheet.
Select the **Data Source** (as above) and click .
***
**Contacts**
Opens the **Export Customer Contacts** form, allowing you to export customer contact information to your computer in a spreadsheet.
Select the **Data Source** (as above) and click .
***
**Customer Price List**
* **Customer:** Select the customer you would like to generate the price list for.
* **Template\* \[required field]:** Select the template to use to generate the document.
* **Products\* \[required field]:** Select the products to include in the price list.
* **Split By Categories\* \[required field]:** Choose whether items on the price list should be grouped into categories.
* **Fields:** Select the fields you would like to include in the price list.
{% hint style="success" %}
Fields can be excluded by clicking the “**X**” next to the field name.
{% endhint %}
Click to create a price list based on your selected options.
***
### Actions Button
Selecting one or more customers from the list and then clicking the button will open a menu with the options for those customers.
{% hint style="success" %}
Ticking the check box to the left of the actions button will select all customers in the list.
{% endhint %}
These **Export** options are the same as those described above in the [#export-greater-than-1](#export-greater-than-1 "mention") section; however, only the data for the selected customers will be exported.
***
## Managing Customers
Selecting a customer will open their details.
The various tabs on the page display different information and options, as follows:
***
## About
The **About** tab displays information about this customer - Account number, ABN, payment terms, website, number of orders placed, etc. These fields are not able to be edited here (see further on in this document on how to edit these details).
**Company Details**
Account Number, ABN, Website, Groups (if in any).
**Custom Fields**
Any custom field information you may have set up.
**Next Call Dates**
The next day for a call or visit to the customer.
**Store Status**
This shows the [Supply'd Stores](/supplyd-erp/settings/supplyd-stores.md) that the customer is currently connected to.
{% hint style="success" %} **Purchase Order Inbox:** This inbox is automatically created for each customer, allowing them to send their purchase orders directly to it. You can share this inbox with the customer to streamline order processing.
There are multiple inbox options depending on which store the order belongs to. This allows the system to automatically identify the correct store for smarter matching. Note that customers must send purchase orders in **PDF** format for the system to read them.
{% endhint %}
The connection status is shown beside the store for easy identification - either or .
From this page, you can also manage these connections. You can connect the customer to additional stores or disconnect them from stores they no longer need access to. This allows you to control which of your stores the customer can order from, ensuring they only see the locations that are relevant to them.
To connect or disconnect a store, click the three dots to the right of the store. The menu will show **Disconnect** if the customer is currently connected, or **Connect** if the customer is not connected.
A connected store also has the **Make Default** option, allowing you to set it as the customer’s default store. When a store is set as the default, its status will show both and .
**Stats**
The number of orders the customer has placed with you, amount spent, date of their last order.
***
### Additional Options
Clicking on the 3 dots in the top right corner will bring up a menu.
{% hint style="info" %}
This menu is the same across all tabs.
{% endhint %}
These options are explained in detail in the [#additional-options-1](#additional-options-1 "mention") section below.
***
## Contacts
The **Contacts** tab lists any contacts for this customer.
Clicking on a contact will open the details for that contact.
**Contact Details**
Details relating to this **Contact** - Email, Mobile & Phone Numbers.
**Settings**
Additional settings for the **Contact**, such as, any notifications that should be sent to this contact.
***
### Adding a Contact
Initial contact details are added when first creating the customer (see [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md)). Additional contacts can be added from this page.
{% stepper %}
{% step %}
Click on Add+ in the top right.
The **Add Contact** form will open.
{% endstep %}
{% step %}
Complete the form as detailed in step 6 of [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md#adding-a-customer) in the [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md) document.
{% endstep %}
{% step %}
Click to save all the contact's details.
The new contact will show in the **Contacts** list.
{% endstep %}
{% endstepper %}
***
### Editing & Removing a Contact
With a contact selected, clicking the three dots in the top-right of the page will open a menu.
**Edit Contact**
Opens the **Edit Contact** form allowing you to change contact's details.
👉 You can edit the contact following the guidelines for adding a contact in the [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md) document.
**Remove Contact**
Will remove the contact. You will be asked to confirm.
***
## Locations
The **Locations** tab lists locations for billing and shipping for this customer.
Clicking on a location will open a page showing all the details for that location.
**Location Details**
Details relating to this location.
**Opening Hours**
The operating hours for this location when a delivery can be made.
**Advanced**
Advanced settings for this location, such as latitude, longitude and a map.
***
### Adding a Location
Some initial location details are added when first creating the customer (see [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md)). Additional information and locations can be added from this page.
{% stepper %}
{% step %}
#### Click Add+
With the **Locations** tab open, click on Add+ in the top right.
The **Add Location** form will open.
Complete the sections as follows:
***
{% endstep %}
{% step %}
#### Location Details
Complete the **Locations Details** section.
**Location Name\* \[required field]**
A name for the location for internal use. Usually, this is the suburb or area where the store is located.
**Location Type**
Whether or not this address is used for billing and/or shipping. You can only have 1 billing address.
**Address\* \[required field]**
The street address of the location.
**Suburb\* \[required field]**
The suburb of the location.
**State/Province\* \[required field]**
The state or province where the location is situated.
**Postcode\* \[required field]**
The postcode for the location.
**Country\* \[required field]**
The country in which the location is.
***
{% endstep %}
{% step %}
#### Operating Hours
Select the operating hours for this location when a delivery can be made.
***
{% endstep %}
{% step %}
#### Advanced
Advanced settings for this location. This shows the exact location for this site, including its latitude and longitude coordinates, along with a map for visual reference.
***
{% endstep %}
{% step %}
#### Save
Click to save all the contact's details.
The new location will show in the **Locations** list.
{% endstep %}
{% endstepper %}
***
### Editing & Removing a Location
Clicking on the 3 dots on the top right corner will bring up a menu.
{% hint style="warning" %}
This option is only available for those customers marked as .
{% endhint %}
#### Edit Location
Opens the **Edit Location** form where you can change any required details for the location, following the guidelines for [#adding-a-location](#adding-a-location "mention") above.
#### Remove Location
Allows you to remove the **Location**. You will be asked to confirm.
***
## Call Log
The **Call Log** tab lists any phone calls, visits or emails to this customer, including dates, locations, and any notes from those calls.
{% hint style="success" %}
Call logs are colour-coded by status to make it easy to quickly identify the type of each call. Each colour represents a different call status, allowing users to visually distinguish between call types - , or .
{% endhint %}
Clicking on a call will open the details for that call.
***
### Adding a Call Log
{% stepper %}
{% step %}
#### Click Add+
Click the button (first call only) or **Add+** in the top right.
{% hint style="success" %}
The button will only show when no calls have been logged. For all additional entries, use **Add+**.
{% endhint %}
The **Add Call Log** form will open, allowing you to record details about a sales call or customer visit.
***
{% endstep %}
{% step %}
#### Complete the Form
Complete the fields as follows:
**Customer**
Automatically entered.
**Location**
Select the location of the call from the list of locations associated with this customer.
**Call Date\* \[required field]**
Select the call date and time. Clicking this field will open a calendar and time selector for you to choose from.
Click to set the chosen date and time.
**Call Type\* \[required field]**
Select the **Call Type** to record how the interaction took place: **Visit** for an in-person meeting, **Call** for a phone conversation, or **Email** for correspondence via email.
**User**
Select the name of the sales representative or person who made the call.
{% hint style="info" %}
The name will be automatically pre-filled based on the logged-in sales representative, but different name can be selected from the list if needed.
{% endhint %}
**Next Call Date**
Clicking this field will open a calendar for you to select the next call date.
**Notes**
Add any notes taken from this call.
**Images**
Upload any photos applicable to this call.
***
{% endstep %}
{% step %}
#### Click Save
Click to add the call.
{% endstep %}
{% endstepper %}
***
### Editing & Removing a Call
Clicking on the 3 dots on the top right corner will bring up a menu.
**Edit Call Log**
Opens the **Edit Call Log** form, allowing you to update any details about the call, following the guidelines above in [#adding-a-call-log](#adding-a-call-log "mention").
**Remove Call Log**
Will remove the call log. You will be asked to confirm.
***
## Pantry
A **Pantry List** is a list of items this customer usually orders. Under the **Pantry** tab you can create and manage a pantry list for this customer, show products by category, or create a sales order visually. You also have the option to display the customer's last ordered items.
Select **Pantry List**, **Recently Ordered**, or a specific category.
***
### Adding a Pantry Item
{% stepper %}
{% step %}
#### Click Add+
To add an item to the list, click **Add +** in the top right.
The **Add Products To Pantry List** form will open.
***
{% endstep %}
{% step %}
#### Select the Products
**Products\* \[required field]**
Click on, or type in, the **Products** field and select the products.
Click to add them to the **Pantry List**.
The products will show on the list with images for easy ordering.
{% hint style="success" %}
The Pantry List is also an excellent tool for sales reps to introduce new products to customers. By adding items that may be relevant or of interest, reps can highlight potential additions to the customer’s regular orders. These suggested products appear when the rep is creating an order, making it easy to recommend new offerings, encourage upselling, and tailor the ordering experience to the customer's preferences and needs.
{% endhint %}
{% endstep %}
{% endstepper %}
***
### Actions Button - Removing a Pantry Item
To remove a product, or products, from the list, tick the box to the left of the product(s).
Click on . A menu will open.
Click **Remove Item from Pantry**. You will be asked to confirm.
{% hint style="success" %}
If you select **Recently Ordered** or one of the categories from the drop-down menu (instead of **Pantry List**), the menu will have the option to add the selected products to the pantry list.
{% endhint %}
***
### Ordering from the Pantry List
{% stepper %}
{% step %}
#### View Items in Categories
Click the Pantry List drop-down to view all products organised by category.
***
{% endstep %}
{% step %}
#### Select Items
Add **Pantry** items to an order by clicking the beside the items.
{% hint style="success" %}
You can also choose **Recently Ordered** or a specific **category** to quickly find items, then add additional products to the order. This makes it easy to include frequently purchased items or browse by product type without searching the entire catalogue.
{% endhint %}
***
{% endstep %}
{% step %}
#### Click Create Order
Click to generate the order, making it ready for review and sending.
{% endstep %}
{% endstepper %}
***
## Orders
The **Orders** tab lists all the orders this customer has placed with you.
You will see the **Order Number**, **Date** the order is due for delivery, the **Customer**, the total **Amount** for the order, and the **Location** the order is for.
{% hint style="success" %}
The colour-coded Supply’d icon displayed to the left of each order indicates which of your stores the order originated from.
Colours can be set in the **Supply'd Stores** settings.
👉 Refer to the [Supply'd Stores](/supplyd-erp/settings/supplyd-stores.md#settings) section of [Supply'd Stores](/supplyd-erp/settings/supplyd-stores.md) document.
{% endhint %}
{% hint style="success" %}
**Order Statuses**
Order statuses help you quickly see at what stage the order is at. These statuses are shown as colour-coded tags beside the orders.
* - The order has been placed.
* - Products have been picked and the order is ready for packaging.
* - The order has been packed and is ready for shipping.
* - The order has been shipped to the customer.
* - The order has been completed.
* - The order is currently being prepared and has not yet been placed.
* - The order has been cancelled.
* - The customer's payment failed to go through.
* - The order is pending payment.
{% endhint %}
Clicking on an order on the list will open the order and show all the order details for that order.
***
### Creating & Managing Orders
Orders can be placed for this customer directly from here:
Click **Add+** in the top right.
The **Add Order** form will open.
Complete the form as outlined in the [Creating a Sales Order](/supplyd-erp/sales-orders/creating-a-sales-order.md) document.
👉 See the [Managing Sales Orders](/supplyd-erp/sales-orders/managing-sales-orders.md) document for information on managing customer orders.
***
## Quotes
The **Quotes** tabs all the quotes created for the customer.
Clicking on a quote will open its details.
***
### Adding & Managing Quotes
To add a **Quote** click **Add+**.
The **Add Quote** form will open.
👉 See the [Quotes](/supplyd-erp/sales-orders/quotes.md) document for instructions on completing the form and managing your quotes.
***
## Standing
The **Standing** tab lists any standing orders for the customer.
To add a **Standing Order** click **Add+**.
The **Add Standing Sales Order** form will open.
👉 See the [Standing Sales Orders](/supplyd-erp/sales-orders/standing-sales-orders/standing-sales-orders.md) document for details on completing the form and for managing standing customer orders.
***
## Credits
The **Credits** tab lists any credits this customer has had applied to them.
Clicking on a credit will open its details.
***
### Adding a Credit
{% stepper %}
{% step %}
#### Click Add+
Click the button (for the first credit only), or **Add +** in the top right.
{% hint style="success" %}
The button will only show when there has been no credits added. For any further entries use Add+.
{% endhint %}
The **Add Customer Credit** form will open.
Complete the sections as follows:
***
{% endstep %}
{% step %}
#### Credit Details
**Credit Amount\* \[required field]**
The amount you wish to allocate as credit to the customer.
**Location**
Select the location this credit is applicable for, if any.
Credits can be allocated to a specific location. When an order is placed for that location, the credit will be automatically applied. If no location is selected, the credit will be used as a general credit for the customer’s next order.
{% hint style="info" %}
This field will only show if the customer has more than one location.
{% endhint %}
**Notes\* \[required field]**
Add any details about what this credit is for. This will be used for you to reference the credit and will also be visible to the customer.
**Notify Customer**
Choose whether or not to notify the customer via email of the credit being applied.
***
{% endstep %}
{% step %}
#### Credit Expiry
**Set Expiry**
Choose whether or not this credit should have a set expiry.
When **Yes** is selected an additional field - **Expiry Date** - will appear.
**Expiry Date**
Select the date you wish for this credit to expire.
{% hint style="success" %}
Credits will be automatically applied to the customer’s next order, based on the expiry settings.
{% endhint %}
***
{% endstep %}
{% step %}
#### Click Save
Click to apply this credit. The credit will then show on the **Credits** list for this customer.
{% endstep %}
{% endstepper %}
***
## Pricing
The **Pricing** tab lists any specific discounts or price overrides for this customer.
***
### Adding & Managing Pricing
To add a customer pricing click the button (first pricing entry only) or **Add +** in the top right.
The **Add Customer Pricing** form will open.
👉 See the [Customer Specific Pricing](/supplyd-erp/customers/customer-specific-pricing.md) document for instructions on completing the form and managing your customer pricing.
***
## Editing a Customer
Editing a customer allows you to update their details, preferences, and settings to ensure their information stays accurate and up to date.
{% stepper %}
{% step %}
#### Select the Customer
1. Select **Customers** from the main menu. The **Customers** page will open, showing a list of all your customers.
2. Select the customer from the **Customers** list. The customer's **Details** page will open.
***
{% endstep %}
{% step %}
#### Select Edit Customer
Click on the 3 dots in the top right and select **Edit Customer**.
The **Edit Customer** form will open.
{% hint style="success" %}
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
{% endhint %}
***
{% endstep %}
{% step %}
#### Update Details
Update any details required following the guidelines in the [Adding Customers, Leads & Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md) document.
***
{% endstep %}
{% step %}
#### Click Save
Click to apply the updated details.
{% endstep %}
{% endstepper %}
***
## Additional Options
When a customer is selected, clicking on the three dots in the top right corner will open a menu.
***
### Edit Customer
Opens the **Edit Customer** form as explained above in [#editing-a-customer](#editing-a-customer "mention").
***
### Actions
The options under **Actions** will vary depending on the customer type.
For Supply'd type customers:
For Custom type customers:
***
### Actions > Next Call Date
Opens the **Set Next Call Date** to set a date and location for a sales rep call.
**Customer**
Automatically entered.
**Location**
Select the location of the call from any locations set for this customer.
**Next Call Date\* \[required field]**
Clicking this field will open a calendar for you to select the next call date.
***
### Actions > Apply Credit Hold
To place a hold on any credit arrangements you may have with this customer. This will automatically set future orders from this customer to be on hold. You will be asked to confirm.
***
### Actions > Merge Customer (Custom Customers only)
Two types of customers can exist in Supply'd: customers who have their own Supply'd account, and customers you have created and manage yourself. If a customer registers on Supply'd and creates a duplicate in your list, you can use the merge feature to combine your offline version with their Supply'd account.
This will merge an offline or invited customer with a Supply'd customer. All settings, orders, pricing & credits will be transferred to the Supply'd customer as a results of performing this action. The merge is irreversible.
***
### Actions > Convert to Lead (Custom Customers only)
You will be asked to confirm.
***
### Actions > Get Invite Link (Custom Customers only)
The URL you can share with your customers so they can register and purchase from your Supply'd store. The link will automatically sign them up for a free **Lite** account, and they will require approval before they can purchase from you.
***
### Export
### Export > Customer Price List
Selecting this will open the **Generate Price List** form.
**Customer**
This field is automatically populated when a customer is selected. However, you can change it by clicking the "**X**" next to the name. Clicking on the field will display a list of your customers to choose from.
**Template\* \[required field]**
Select the template to use to generate the document.
👉 See the [Templates](/supplyd-erp/settings/templates.md) document for more information.
**Products\* \[required field]**
Select the products to include in the price list.
* **Pantry Items:** Products that are in the customer's Pantry List.
**Split By Categories\* \[required field]**
Choose whether items on the price list should be grouped into categories.
**Fields**
Select the fields you would like to include in the price list.
{% hint style="success" %}
Fields can be excluded by clicking the “**X**” next to the field name.
{% endhint %}
Click to create a price list based on your selected options.
***
### Export > Call Logs
Allows you to export details of all calls from this customer into a spreadsheet, including customer, date, location and any relevant notes.
***
### Export > Product Sales Report
Allows you to export details of all sales from this customer, within a selected date range, into a spreadsheet, including products, pricing, dates, etc.
***
### Export > Credit Summary
Downloads a summary of all credits that have been applied to this customer's account.
***
### Remove Customer
Will remover the customer. You will be asked to confirm.
***
## Filtering & Searching the Customer List
The 3 lines beside the 3 dots in the top right corner on the **Customers** page allows you to filter the **Customers** list, while the magnifying glass lets you search for specific customers.
Clicking the three lines opens the **Filter Customers** form, where you can access all available filtering options.
**Company Name**
A company name to search for in your customer list.
**Group**
Select the **Customer Groups** you would like to filter the list by.
**Status**
Select the **Status(es)** you would like to filter the list by.
**Sales Rep**
Select the **Sales Rep(s)** you would like to filter the list by.
**Next Call Date Range**
Select a date range. Clicking on this field will open a calendar for you to choose the range you would like to filter by.
**State**
Select a state that you wish to filter your **Customer List** by.
**Suburb**
Enter a suburb that you wish to filter your **Customer List** by.
**Postcode**
Enter a postcode that you wish to filter your **Customer List** by.
**Customer Status**
Filter by **Customer Status**, either **Active** or **Removed**. Selecting **Removed** allows you to view and re-activate removed customers.
Click to apply your selections and filter the **Customers** list.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://help.supplyd.co/supplyd-erp/customers/managing-customers.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
- The order has been placed.
* 
- Products have been picked and the order is ready for packaging.
* 
- The order has been packed and is ready for shipping.
* 
- The order has been shipped to the customer.
* 
- The order has been completed.
* 
- The order has been cancelled.
* 
- The customer's payment failed to go through.
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