New Orders board
Paid course orders waiting on eLearning, and paid gear waiting to be handed over or shipped.
4 min read · in your admin: /admin/new-orders
New Orders is a to-do list, not a history. A card stays until you tick it off, and the tick is what stamps the record and clears it. Admin, manager and sales can open it.
Course orders: New → eLearning → In Training
- A paid course order appears with the student’s name, date of birth and email — what you need to register them with the agency.
- Send the eLearning invite from the agency site.
- Tick "eLearning sent". The record moves from "Paid — needs eLearning" to "eLearning sent" and the card drops off. It moves to "In training" once the student is added to a class roster.
- One purchase with several courses shows as one card with a tick per course, because each course is its own training record.
- "Ordered by" appears when the buyer is not the student — a parent paying for a child.
TipThe same tick is on the order page and on the training record, so you can clear it from wherever you are.
Gear to Hand Out
- Each card carries a PICKUP or SHIP chip from what the customer chose at checkout.
- Tick "Given to customer" when they collect it, or "Shipped" once it is in the mail. Either clears the card.
- "Print slip" gives you a packing slip with the items and address.
What "needs a label" means
A SHIP card that reads "In Shippo — no label bought yet" has been pushed to Shippo but nobody has bought postage. Buying the label is the shipping event: the tracking sync stamps the order shipped and clears the card within about half an hour, so you rarely tick "Shipped" by hand on a Shippo order.
CarefulA SHIP card with "No address on file" cannot be shipped. Reach out to the customer and add the address to their profile first.
Something here is wrong or missing? Email hello@divedesk.io.