YouTube Video

Stop Recording Sales in Spreadsheets 🚫 Learn How to Create Orders on Uzanga

Running a business involves much more than simply receiving money from customers. Every sale triggers a chain reaction ⚙️ Stock needs to reduce Orders need to be recorded Staff may need instructions Delivery information needs to be communicated Customers may need payment confirmation Pickup or shipping processes need to start For many businesses, especially those selling through WhatsApp, Instagram, TikTok, or physical stores, all of this is usually handled manually using spreadsheets, notebooks, or memory gymnastics 😵 But with Uzanga, you can now create orders directly from your admin dashboard and let the system handle most of the heavy lifting for you. Based on the tutorial transcript uploaded here

Why Manual Sales Tracking Becomes a Problem

When orders are handled manually:

  • Stock updates are forgotten
  • Orders get lost
  • Staff communication becomes messy
  • Customers experience delays
  • Businesses struggle to scale

Imagine making 10, 50, or even 100 sales every day and trying to track all of them manually. Eventually, details start slipping through the cracks.

Uzanga helps solve this by centralizing your order process in one place.

What Happens When You Create Orders on Uzanga

Creating orders inside your Uzanga admin helps automate important tasks like:

  • Automatic stock reduction
  • Order tracking
  • Staff notifications
  • Delivery coordination
  • Payment recording
  • Customer communication

Instead of managing sales across notebooks, spreadsheets, WhatsApp chats, and sticky notes orbiting your desk like confused satellites 🛰️, everything stays organized inside your system.

Step 1: Open the Orders Section

Inside your Uzanga admin, go to orders, click create order

This allows you to manually create orders for customers regardless of where the sale happened.

For example:

  • Website orders
  • WhatsApp orders
  • Instagram DMs
  • TikTok DMs
  • Walk-in customers

Step 2: Add Products to the Order

Search for the products the customer wants and add them to the cart.

You can:

  • Add multiple products
  • Adjust quantities
  • Build the order exactly like a customer would during website checkout

Example from the tutorial:

  • Green dress ×2
  • Dunks ×4

Step 3: Enter Customer Details

Next, fill in the customer’s information.

You can include:

  • Customer name
  • Phone number
  • Email address

If the customer doesn’t want to provide an email address, a simple workaround is using: [email protected]

Since customers almost always provide a phone number anyway.

Step 4: Configure Shipping or Pickup

Choose how the customer will receive the order.

For example:

  • Shop pickup
  • Delivery
  • Pickup station
  • Shelf dispatch

You can also include additional notes such as: Customer will pick up on Tuesday noon.

This information becomes visible to your team automatically.

Step 5: Notify Your Team Automatically

Uzanga allows you to alert your business users immediately after creating or confirming an order.

This includes:

  • Staff members
  • Shelf attendants
  • Team members

Once payment is recorded, everyone involved can be notified automatically.

No more forwarding screenshots and typing “uyo nipelekie hii leo” fifteen times a day 📦

Step 6: Send a Payment Link

One of the most powerful features is payment link generation.

Instead of telling customers:

“Nitumie screenshot after kulipa”

You can generate a proper payment link directly from the order.

To do this:

  • Generate payment link
  • Copy the link
  • Send it to the customer

The customer opens a secure payment page where they can:

  • View order summary
  • Confirm products
  • Complete payment

This is especially useful for customers who don’t want to shop directly from your website but still want a professional checkout experience.

Step 7: Record External Payments

If the customer already paid outside the system through:

  • Paybill
  • Till Number
  • Cash
  • Direct transfer

You can manually record the payment details.

Simply add:

  • Payment method
  • M-Pesa reference code
  • Payment date
  • Payment notes

Customer paid in full. Order can be dispatched.

Step 8: Create the Order

Once everything is complete, click create order

Uzanga will then: 

  • Save the order
  • Reduce stock automatically
  • Notify team members
  • Store all order records centrally

Why This Workflow Matters

  Using manual orders inside Uzanga

  • Reduce mistakes
  • Save time
  • Stay organized
  • Improve customer experience
  • Scale operations faster

Instead of spending all your energy updating spreadsheets and chasing order details, you can focus on what actually grows the business:

  • Marketing
  • Customer service
  • More sales
  • Better operations

Final Thoughts

If you’re still recording orders in spreadsheets or notebooks, it may be time to upgrade your workflow.

Creating orders directly from your Uzanga admin gives you a cleaner, faster, and more scalable way to manage sales whether they come from your website, WhatsApp, Instagram, TikTok, or physical store.

One dashboard. One order system. Less chaos. More growth 🚀