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 🚀