The pipeline is the list of stages your orders go through — from receipt to delivery (or return). It’s the tool that answers the question: “where is this order, and what to do next?”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.
What it’s for, concretely
With a well-configured pipeline, you can:Track your orders
See at a glance what’s to handle, to confirm, to ship, to deliver
Organize your team
Each person knows which orders to take care of and in what order
Automate actions
Trigger WhatsApp send, deduct stock, create a parcel automatically at a specific stage
Measure your performance
Calculate your confirmation rates, delivery rates, average delays, revenue
How it works
When an order arrives in Sendocki, it enters the first stage of your pipeline (often “New”). As processing goes, you (or your team) move it forward from one stage to the next.An order arrives
From Shopify, YouCan, manually, or via another source — it automatically places itself in the first stage.
You handle it
Customer call, confirmation, parcel preparation, shipping… At each action, you move the order to the next stage.
Sendocki tracks in the background
Each move triggers linked actions: WhatsApp message, stock update, carrier slip creation, indicator update.
The 3 pipeline views
The same pipeline displays in three ways depending on your need:- Kanban view
- Table view
- Call Center view
One column per stage. Ideal to drag and drop an order from one stage to another and visualize the “stock” at each stage.See the Kanban view →
What a pipeline stage can do
Each stage of your pipeline can be configured to:- Display the order in a Kanban column with a dedicated color
- Trigger an automatic WhatsApp message to the customer (e.g. confirmation, follow-up, delivery)
- Deduct or restore stock on a warehouse
- Create a parcel at your carrier
- Calculate a commission for a confirmer or driver
- Feed your indicators (confirmation rate, revenue, average delay, etc.)
Recommended stages by business type
Sendocki provides three ready-to-use templates depending on your business:| Template | For whom? | Number of stages |
|---|---|---|
| COD Business | Cash on delivery sales (most common in Morocco) | 10 |
| Digital Business | Digital products/services, online payment | 6 |
| Service Providers | Service providers (planning → execution → closure) | 5 |
What’s next?
Recommended stages
The 3 ready-to-use templates detailed
Order states
Understand standard states and why they matter
Manage your stages
Add, rename, reorder, delete stages
Adjust a stage
Change a stage’s state safely