40.1 Orders Workspace Overview

The Orders workspace lets you review and manage orders produced through supported AIUNIFY Funnels Landing Page checkout activity.

The interface describes Orders as the area used to display and assign status to orders processed through the payment platform workflow.

40.2 Opening Orders

Select Orders from the Ecommerce section of the authenticated navigation.

The standard Orders listing requires an authenticated user session.

40.3 Your Orders Listing

The confirmed Orders controller begins its listing from Orders whose user_id matches the authenticated user.

Orders are sorted by creation date in descending order and paginated in groups of 10.

40.4 Main Orders Table

The confirmed Orders table contains these headings:

Customer Info Displays the customer field/value information captured during checkout.
Product Displays information for the Product associated with the Order snapshot.
Status Displays and allows management of the operational Order status.
GateWay Displays the checkout gateway and payment state.
Date Info Displays Created and Modified dates.
Action Provides the available destructive Order action.

40.5 Customer Info

The Customer Info column iterates through the Order's stored field_values.

Each saved key and value is displayed for review.

The exact customer fields can vary according to the checkout form used on the Landing Page.

40.6 Product Information

When checkout creates an Order, the Product Name is copied into that Order.

Use the Order's Product information when reviewing the specific historical transaction instead of relying only on the Product's current configuration.

40.7 Order Status

AIUNIFY Funnels supports exactly these operational Order status values through the confirmed update workflow:

OPEN The Order remains open for operational handling.
COMPLETED The Order has been marked completed.
CANCELED The Order has been marked canceled.

40.8 New Orders Default to OPEN

The Order database structure defines:

status = OPEN

as the default for a newly created Order.

40.9 Changing Order Status

The Orders interface provides status-selection actions for:

  1. OPEN
  2. COMPLETED
  3. CANCELED

After a valid Order-status update, the application returns:

Updated successfully

40.10 Invalid Order Status

The server accepts only OPEN, COMPLETED, and CANCELED through this status-update operation.

Other values are not accepted by the confirmed controller.

40.11 Payment Status

The GateWay area also displays the Order's payment state.

The confirmed labels are:

Paid The Order's is_paid value is true.
Not paid The Order's is_paid value is false.

40.12 Changing Payment Status

The Orders interface provides payment-state controls that submit either:

  1. Paid → server value yes.
  2. Not paid → server value no.

The controller maps those values to the Order's boolean is_paid field.

40.13 Successful Payment-Status Update

After changing the payment state successfully, AIUNIFY Funnels returns:

Updated successfully

40.14 PayPal and Stripe Can Mark Orders Paid Automatically

For supported PayPal and Stripe transactions, successful gateway completion updates the Order's payment state to Paid automatically.

Before manually changing a gateway Order's payment state, verify the transaction with the relevant merchant account when necessary.

40.15 COD and Bank Transfer Begin Not Paid

The checkout workflow creates every new Order with Paid initially false.

COD and Bank Transfer do not contain an external gateway confirmation step in the confirmed Order-submission branch, so those Orders can remain Not paid until the business verifies payment and updates the Order appropriately.

40.16 Operational Status Does Not Equal Payment Status

Do not treat COMPLETED as automatically meaning Paid.

Likewise, do not treat Paid as automatically meaning the business has completed delivery or fulfillment.

These are deliberately separate fields.

40.17 Gateway Display

The Orders interface displays the stored gateway value in uppercase.

Depending on the supported checkout method used, the stored gateway can represent values such as:

  1. PayPal.
  2. Stripe.
  3. Bank Transfer.
  4. COD.

40.18 Created and Modified Dates

The Date Info column displays:

Created The date the Order record was created.
Modified The date the Order record was last changed.

Changing an Order's operational status or payment status can therefore cause its Modified date to differ from its Created date.

40.19 No Orders State

If the Orders workspace has no records to display, the interface shows:

No Orders found

40.20 Deleting an Order

The Action area contains the Order deletion control.

Before deletion, the interface asks:

Confirm delete?

40.21 Successful Order Deletion

The confirmed Order deletion workflow removes the selected Order record and returns:

Deleted successfully

40.22 Treat Order Deletion as Destructive

The standard Order delete method does not contain a separate user-facing restoration operation.

An Order can contain important customer and payment information, so review your business record-retention requirements before deleting it.

40.23 Verify Payment Before Manual Paid Changes

When manually marking an Order Paid, use an independent payment source appropriate to the transaction.

For example, verify the corresponding payment in the merchant account, bank records, or COD collection process before changing the AIUNIFY Funnels payment state.

40.24 Do Not Use Status to Correct a Failed Gateway

Changing an Order from Not paid to Paid updates the stored AIUNIFY Funnels payment flag. It does not itself cause Stripe, PayPal, a bank, or a customer to transfer money.

Likewise, changing an Order to COMPLETED does not submit a new gateway payment request.

40.25 Recommended PayPal or Stripe Order Review

  1. Open Orders.
  2. Locate the Order.
  3. Review Customer Info.
  4. Confirm the Product.
  5. Confirm the displayed Gateway.
  6. Review Paid or Not paid status.
  7. Verify the payment externally when additional confirmation is needed.
  8. Set the operational status according to fulfillment progress.

40.26 Recommended COD or Bank Transfer Order Review

  1. Open the new OPEN Order.
  2. Review Customer Info.
  3. Review Product and Gateway.
  4. Leave the Order Not paid until payment has actually been verified.
  5. After verification, change payment status to Paid.
  6. Use OPEN, COMPLETED, or CANCELED to reflect the operational state separately.

40.27 Recommended Order Deletion Workflow

  1. Locate the intended Order.
  2. Review Customer Info, Product, Gateway, payment state, and dates.
  3. Determine whether the record must be retained for financial or business purposes.
  4. Preserve the required information before deletion.
  5. Select the Delete action.
  6. Review Confirm delete?.
  7. Confirm only when the correct Order has been selected.

Operating principle: Manage fulfillment status and payment status independently. Verify money movement before manually marking an Order Paid, and preserve required transaction records before deleting Orders.

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