Opening the View Modal

To view complete order information:

1. 1. Navigate to the Orders page
2. 2. Find the order in the table
3. 3. Click the blue eye icon in the "Actions" column
4. 4. The View Order modal opens with all order details

Information Displayed

The View Order modal shows comprehensive order information organized into sections:

• • Order Header: Order ID, Title, Status badges, Creation date
• • Client Information: Name, Email, Phone, Full address, Messaging platform
• • Product Details: Product name, Quantity, Colors (with visual swatches), Material, Finish, Scale
• • Pricing Information: Total amount, Amount paid, Remaining balance, Payment method, Payment status
• • Additional Notes: Any extra notes or special instructions

Quick Edit from View Modal

At the bottom of the View Order modal, you'll find an "Edit Order" button that instantly opens the edit modal without closing the view modal first.

Opening the Edit Modal

To edit an order:

1. 1. Locate the order in the orders table
2. 2. Click the yellow pencil (edit) icon in the "Actions" column
3. 3. The Edit Order modal opens with all fields pre-filled
4. 4. Make your changes to any fields
5. 5. Click "Update Order" to save

Editable Fields

All order fields can be modified in the edit modal:

• • Order Information: Title, Status
• • Client Details: Name, Email, Phone, Address, Messaging app
• • Product Specifications: Product name, Quantity, Colors, Material, Finish, Scale
• • Pricing: Total amount, Amount paid, Payment method, Payment status
• • Notes: Extra notes and special instructions

What Happens When You Update

When you click "Update Order", the system performs several actions:

1. 1. Validates Changes: Checks which fields were modified
2. 2. Re-Links Client: If email changed, searches for matching client or creates new link
3. 3. Updates Timestamps: Records when the order was last modified
4. 4. Logs Changes: Creates an activity history entry listing all changes made
5. 5. Updates Client Stats: Recalculates statistics for old and new clients (if client changed)
6. 6. Auto-Syncs Payment: If amount paid changed, recalculates payment status
7. 7. Shows Confirmation: Displays success toast message

Changing Client Assignment

If you change the client email address when editing:

• • The system searches for a client with the new email
• • If found, the order is re-linked to that client
• • Both the old and new client's statistics are recalculated
• • The change is logged to activity history

When to Use Duplication

Order duplication is perfect for:

• • Repeat orders from the same client
• • Creating variations of an existing order (different color, quantity, etc.)
• • Batch orders with similar specifications
• • Testing pricing changes without affecting the original order

How to Duplicate

To duplicate an order:

1. 1. Find the order you want to duplicate in the orders table
2. 2. Click the green copy icon in the "Actions" column
3. 3. A new order is created instantly with all fields copied
4. 4. The duplicate appears at the top of the orders list

What Gets Duplicated

The duplicate order includes:

• • All Client Information: Name, email, phone, address, messaging app
• • All Product Details: Product name, quantity, colors, material, finish, scale
• • Pricing: Total amount and payment method
• • Notes: Any extra notes from the original order

What Gets Reset

The duplicate order automatically resets:

• • Order Title: Appended with " (Copy)" to distinguish from original
• • Order ID: New unique ID generated
• • Date: Set to current date/time
• • Order Status: Reset to "Pending"
• • Payment Status: Reset to "Unpaid"
• • Amount Paid: Reset to $0

After Duplication

After duplicating, you typically want to:

1. 1. Edit the Title: Remove " (Copy)" and update as needed
2. 2. Adjust Specifications: Change quantity, colors, or other variations
3. 3. Update Pricing: Modify total if specifications changed
4. 4. Verify Client Info: Ensure client details are still correct

Activity Logging

When you duplicate an order, the system logs:

• • Which order was duplicated (original order ID and title)
• • The new order ID and title
• • Client name
• • Total amount
• • Timestamp of duplication

How to Delete

To delete an order:

1. 1. Find the order in the orders table
2. 2. Click the red trash icon in the "Actions" column
3. 3. A confirmation modal appears showing the order title
4. 4. Click "Delete" to confirm, or "Cancel" to keep the order

What Happens on Delete

When you confirm deletion:

1. 1. Order Removed: Order is permanently deleted from database
2. 2. Activity Logged: Deletion is recorded in activity history (with order details)
3. 3. Client Stats Updated: Linked client's order count and revenue are recalculated
4. 4. Table Refreshes: Order disappears from the table immediately

Alternatives to Deletion

Instead of deleting, consider:

• • Mark as Cancelled: Change order status to "Cancelled" to preserve history
• • Filter View: Use status filters to hide completed/cancelled orders from view
• • Search Later: Keep orders for reference, client history, and analytics