---
page_title: Track and Manage Orders
product: HyperCredit
platform: Web
page_source: https://juspay.io/in/docs/hyper-credit/web/smartconvert/track-and-manage-orders
llms_txt: https://juspay.io/in/docs/llms.txt
product_llms_txt: https://juspay.io/in/docs/hyper-credit/llms.txt
---


# **Track and Manage Orders:** 




## **Overview Module:** 



This module gives a quick summary of your SmartConvert activity based on the selected date range. You can use the filters at the top to change the date or switch between Business Lines, and the data will update accordingly.

![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/hyper-credit/Screenshot%202026-09-01%20at%2012.50.08%E2%80%AFPM.png)
*overview Screen*



It shows the following key metrics:


| Metric | Description |
|---|---|
| Orders Created | Total number of orders created in the selected time period |
| Orders Pending | Orders that are still in progress and not yet completed |
| Orders Converted | Orders that have been successfully completed |
| Amount Collected | Total amount received from successful orders |


> **Note**
> Use this section to quickly track performance, check conversions, and understand how your orders are progressing.




## **Manage Orders Module:** 



The Manage Orders module helps you view and track payment orders for the selected date range, and business line. You can search for orders, check if an agent is assigned, review successful orders, and create or monitor refunds

* Assigned Orders – Orders assigned to a support agent
* Unassigned Orders – Orders not assigned to any support agent


### **1. All Orders** 



The All Orders tab displays every order created during the selected period. Use the filters mentioned below to find a specific order, narrow the results by order status, or check whether the order is assigned to a support agent.


| Filter | Description |
|---|---|
| Order ID | Unique ID generated for the order. |
| Customer ID | Unique ID used to identify the customer or borrower. |
| Customer Name | Name of the customer. |
| Phone Number | Customer mobile number. |
| Product Name | Product or offering selected by the customer. |
| Order Status | Current status of the Order such as New, In Progress, Completed, Expired, Partially Charged, or Merchant Declined. |
| Assignment Status | Assigned orders are linked to an agent; Unassigned orders are not yet linked to an agent. |


![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/hyper-credit/Screenshot%202026-09-01%20at%2012.54.50%E2%80%AFPM.png)
*All Orders*




### **2. Confirmed Orders** 



The Confirmed Orders tab shows successfully completed orders. The summary displays Successful Orders, UTR Pending, and UTR Received; use the Status filter to review records, download the CSV, or upload a UTR file when the option is enabled for your account.

![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/hyper-credit/Screenshot%202026-09-03%20at%204.34.21%E2%80%AFPM.png)
*Confirmed Orders*




### **3. Refunds** 



The **Refunds**  tab allows you to view and track refund records for the selected period. You can search using the **Refund ID**  or **Refund Status** , clear applied filters, and download the available refund details as a CSV file.

![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/hyper-credit/Screenshot%202026-09-03%20at%204.34.57%E2%80%AFPM.png)
*Refund*




## **Order Summary Page:** 



The **Order Details**  page provides complete information about a selected order, including the order status, order amount, customer details, collected amount, merchant name, creation date, and remarks.

The **All Transactions**  section shows the payment or loan transactions associated with the order. It includes the payment status, applicant details, customer activity timeline, selected lender and offer, transaction ID, UTR number, and settlement details. Use **Check Status**  to sync the latest transaction status and **See all remarks**  to view previous updates added to the order.


| Section | Description |
|---|---|
| Order Summary | Displays the order status, lead name, order ID, merchant name, order amount, collected amount, creation date, and latest remark. |
| Applicant Details | Shows the customer’s name, phone number, email address, gender, and date of birth. |
| User Activity | Displays the customer’s activity on the loan application, such as offer received, offer selected, and loan activation. |
| Payment Details | Shows the payment mode, transaction ID, selected lender, selected loan offer, UTR number, and settlement information. |


![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/hyper-credit/BankNBFC%201%20(1).png)
*Order Summary*



---

## See Also

- [Creating Leads and Orders](https://juspay.io/in/docs/hyper-credit/web/smartconvert/creating-leads-and-orders)
- [Analytics Module](https://juspay.io/in/docs/hyper-credit/web/smartconvert/analytics-module)