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Order Insight

Watch Order Insight to help you get started with shipzy and learn how to use various features.

Track Every Export Order with a Customisable, Real-Time Order Timeline


Export orders involve multiple departments, including Sales, Purchase, Production, Logistics, Documentation and Finance. Without a centralised workflow, teams rely on emails, spreadsheets and phone calls to understand an order's progress, resulting in delays, duplicate follow-ups and limited visibility.


With Order Insight, Shipzy provides a single, real-time timeline that tracks every stage of an export order from Sales Contract creation to eBRC closure. The workflow can be customised to match your business process, while stage updates happen automatically as users complete their day-to-day activities in Shipzy.



What's New?


  • Track every export order from start to completion.

  • View the current status of an order on a single timeline.

  • Customise workflow stages to match your business process.

  • Rename workflow stages.

  • Reorder stages based on operational requirements.

  • Automatically update stage status when related activities are completed.

  • Eliminate manual status updates.

  • Provide complete visibility across Sales, Production, Logistics, Documentation and Finance.

  • Quickly identify pending activities and process bottlenecks.

  • Standardise order execution across teams.


Example Workflow


Sales Contract Created

Proforma Invoice Generated

Buyer PO Received

Production / Purchase Order

Container Booking

Goods Loading

Documentation

E-Way Bill

Shipment

Payment Received

eBRC Closed


Every stage is automatically marked as completed when the corresponding activity is performed in Shipzy, giving management an accurate view of the order's progress.



Flexible Workflow


Every exporter follows a different operational process. Order Insight allows businesses to tailor the workflow to match their internal operations.


For example:


  • Exporter A : Sales Contract → PI → Advance Payment → Production → Shipment → Payment

  • Exporter B : Sales Contract → Artwork Approval → Label Approval → Quality Inspection → Production → Container Stuffing → Shipment → eBRC

Existing stages can be renamed, reordered and configured to align with your export workflow.



How It Works


  • Step 1 : Configure your preferred order workflow.
    Step 2 : Rename or reorder stages where required.
    Step 3 : Users perform their regular activities in Shipzy.
    Step 4 : Related workflow stages are updated automatically.
    Step 5 : Management can view the real-time status of every export order from a single screen.


Benefits


  • Improve visibility across departments.

  • Eliminate manual status reporting.

  • Reduce internal follow-ups.

  • Identify delays quickly.

  • Standardise export operations.

  • Improve collaboration between teams.

  • Increase management visibility.

  • Ensure workflow status reflects actual business activity.


Ideal For


  • Exporters

  • Manufacturers

  • Sales Teams

  • Production Teams

  • Logistics Teams

  • Documentation Teams

  • Finance Teams

  • Management


Frequently Asked Questions


  • What is Order Insight?
    Order Insight is a real-time workflow tracker that displays every stage of an export order, from Sales Contract creation to order completion and eBRC closure.

  • Can I customise the workflow?
    Yes. You can configure workflow stages to match your business process by renaming and reordering the available stages.

  • Can I add my own workflow stages?
    Yes. Additional stages can be added for supported business activities, allowing the workflow to reflect your operational process.

  • Are workflow updates manual?
    No. Workflow stages are updated automatically when the corresponding activity is completed in Shipzy. Users do not manually mark stages as complete.

  • Can different companies have different workflows?
    Yes. Every company can configure its own workflow based on its export operations and internal processes.

  • Which departments benefit from Order Insight?
    Sales, Purchase, Production, Logistics, Documentation, Finance and Management all benefit from a shared, real-time view of order progress.