Sendocki provides three pre-built pipeline templates. Each is designed for a type of business, with stages already linked to the right standard states so your indicators work from day one.Documentation Index
Fetch the complete documentation index at: https://help.sendocki.io/llms.txt
Use this file to discover all available pages before exploring further.
Template 1 — COD Business (recommended)
For cash on delivery sales, the most common case in Morocco. Covers the confirmation call, preparation, shipping and after-sales.| # | Stage | Color | Standard state | What it’s for |
|---|---|---|---|---|
| 1 | New | 🟢 Green | New | The order has just arrived, nobody has handled it yet |
| 2 | Unreachable | 🟠 Orange | Unreachable | Several calls without answer — to retry later |
| 3 | To confirm by call | 🟡 Yellow | To confirm by call | Call queue for the call center team |
| 4 | Confirmed | 🔵 Blue | Confirmed | The customer validated the purchase |
| 5 | Preparation | 🟠 Orange | (none) | The parcel is being packed |
| 6 | Shipped | 🟣 Purple | Shipped | The parcel is at the carrier |
| 7 | Delivered | 🟢 Green | Delivered | The customer received and paid |
| 8 | Delivery failure | 🔴 Red | Delivery failure | The driver couldn’t hand over the parcel |
| 9 | Returned | 🔴 Red | Returned | The parcel came back to stock |
| 10 | Cancelled | ⚫ Gray | Cancelled | Abandoned order |
The “Preparation” stage intentionally has no standard state: it’s a purely logistical stage that changes nothing for indicator calculations or automations.
Why this template works well
- Separates call and confirmation: your call center has a clear work queue, distinct from already-confirmed orders.
- Distinguishes failure and return: delivery failure stays “recoverable” (rebooking), return is definitive and restores stock.
- All critical indicators are covered: confirmation rate, delivery rate, cancellation rate, revenue.
Template 2 — Digital Business
For selling digital products or services with online payment. No carrier, no call — ultra short flow.| # | Stage | Color | Standard state | What it’s for |
|---|---|---|---|---|
| 1 | New | 🟢 Green | New | Order created, awaiting payment |
| 2 | Payment received | 🔵 Blue | Confirmed | The online payment is validated |
| 3 | In progress | 🟠 Orange | (none) | Digital delivery in progress (access, generation, sending) |
| 4 | Completed | 🟢 Green | Delivered | The customer received their product/access |
| 5 | Refunded | 🔴 Red | Returned | The payment was refunded |
| 6 | Cancelled | ⚫ Gray | Cancelled | Order abandoned before payment |
Key takeaways
- “Payment received” plays the role of “Confirmed”: for digital, confirmation happens via payment, not call.
- “Refunded” plays the role of “Returned”: it’s the functional equivalent for indicators (the order is out of revenue).
Template 3 — Service Providers
For service providers (craftsmen, professionals on intervention, home services). Flow oriented planning → execution → closure.| # | Stage | Color | Standard state | What it’s for |
|---|---|---|---|---|
| 1 | New | 🟢 Green | New | Request received, to study |
| 2 | Scheduled | 🔵 Blue | Confirmed | Date and place of intervention set with the customer |
| 3 | In progress | 🟠 Orange | (none) | Intervention in progress |
| 4 | Completed | 🟢 Green | Delivered | Service rendered and invoiced |
| 5 | Cancelled | ⚫ Gray | Cancelled | Cancellation before or during intervention |
Key takeaways
- “Scheduled” plays the role of “Confirmed”: it’s the customer commitment.
- “Completed” plays the role of “Delivered”: it’s what feeds the revenue.
How to apply a template
Select the appropriate template
Click the template that matches your business. You see the complete list of stages and their standard state before validation.
Validate
The stages are created and already associated with the right state. You can start receiving orders immediately.
Adjust if needed
Rename a stage, change a color, add one. See Manage your stages.
Adapt a template to your case
Some frequent adaptations:You have several confirmation teams
You have several confirmation teams
Duplicate the “To confirm by call” stage into two: “To confirm — team A” and “To confirm — team B”. Both remain associated with the “To confirm by call” state. Your indicators keep working and each team has its own queue.
You work with an internal delivery fleet
You work with an internal delivery fleet
Add a “Assigned to driver” stage between “Shipped” and “Delivered”. Leave its standard state empty (purely logistical stage) or attach it to “Shipped” if you want shipping to count at that moment.
You manage drop-shipping
You manage drop-shipping
Add a “Waiting supplier” stage between “Confirmed” and “Shipped”. Standard state: none (logistical stage). Rename “Shipped” to “Shipped by supplier” if needed.
You want to distinguish several types of cancellation
You want to distinguish several types of cancellation
Create several stages associated with the “Cancelled” state with different reasons (customer refusal, duplicate, etc.). Your reports will have the detail by reason. See Order states.
What’s next?
Manage your stages
Add, rename, reorder, delete
Order states
The detail of states and reasons