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Documentation Index

Fetch the complete documentation index at: https://help.sendocki.io/llms.txt

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The Kanban view is the visual view of your activity. Each order is a card, each column is a stage of your pipeline. At a glance, you know where your activity stands — how many orders to confirm, how many to ship, how many in delivery.
The fastest way to move an order forward: simply drag it from one column to the next. No menu, no extra click — one gesture is enough.
Kanban view of the Orders page

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Why use the Kanban view?

Detect bottlenecks

A column filling up abnormally = an operational blockage to address in priority (overloaded call queue, late shipments, etc.)

Move forward in one gesture

Drag and drop to change an order’s stage. Ideal for quickly processing the preparation queue or marking several orders as shipped.

Visualize your real workload

The number of cards per column immediately shows where the work is concentrated. No more need to open reports to steer your team.

Work as a team without collision

When a teammate moves an order, everyone sees it in real time. No risk that the same order is processed twice.

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Drag and drop an order

The heart of the Kanban view: change an order’s stage by moving it.
1

Locate the order to move forward

In the column where it currently sits (e.g. “Confirmed”)
2

Click and hold the card

The card becomes floating and follows your cursor
3

Drop in the new column

Release over the target column (e.g. “In preparation”)
Drag and drop an order between 2 columns
4

Confirm the transition

Depending on your pipeline, a confirmation window may appear to validate the change (e.g. assign a driver, choose a carrier)
You can only drag an order to a stage authorized by your pipeline. Forbidden transitions (e.g. “Delivered” → “To confirm”) are automatically blocked.

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Select multiple orders in bulk

To process several orders at once (change their stage, assign them, ship them in a batch):
1

Check the cards to select

A checkbox appears on each card. Check those that interest you.
2

The bulk-actions menu appears

At the top of the page, you see the selection counter and an available actions menu
3

Choose the action to apply

Change stage, assign to a driver, launch shipping, etc.
Bulk actions in the Kanban view
Massive time savings: assign 50 orders to a driver in 3 clicks instead of 50 times 3 clicks. This is the view to use when you process a wave of orders (flash sales, weekly delivery, etc.).

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Quickly edit an order

To modify an order’s details without leaving the Kanban view:
1

Click the card

A window opens with all the details (customer, items, amount, address, etc.)
2

Modify what's needed

Customer address, quantities, carrier, internal notes — everything is editable
3

Save

Changes are saved immediately, the card updates in the column

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Customize displayed columns

You can hide stages that don’t interest you to lighten the screen. For example, a Delivery agent can hide the “To confirm” stages that don’t concern them.
1

Click the stages customization icon

At the top of the Orders page
2

Uncheck stages to hide

They disappear from your view but remain active for other team members
3

Save

Your preferences are remembered (per user)

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When to use Kanban view rather than another?

  • Have a visual and instant view of your activity
  • Quickly move orders forward (one gesture = one stage further)
  • Detect operational blockages (overloaded column)
  • Process multiple orders at once in bulk
  • Work as a team with a shared and synchronized view
  • See the full details of each order in a list: use the Table view
  • Process confirmation calls in series: use the Call Center view
  • Filter by customer / city / product / amount: use the Table view (advanced filters)

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Performance — many orders?

The Kanban view displays orders in batches: the first ones appear immediately, then loading happens progressively as you scroll. You can have thousands of orders without slowing down the interface.

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What’s next?

Table view

For the detailed list view with filters and sorting

Call Center view

To process your confirmation call queue