Skip to main content
Your pipeline is not fixed. At any time, you can adjust your stages to match the evolution of your business.

​
What you can modify on a stage

​
Add a stage

1

Go to Pipeline

From the navigation, open Pipeline.
2

Click 'Add a stage'

A form opens with the fields to fill.
3

Fill in the information

  • Name: short and clear (e.g. “Waiting supplier”)
  • Color: choose a color distinct from neighboring stages
  • Position: where in the flow to insert it
  • Standard state: choose the system state it represents, or leave empty for a purely logistical stage
4

Save

The stage appears immediately in the Kanban and in all lists.
If you don’t know which standard state to choose, look at the complete list. In doubt, leave empty: you can associate it later.

​
Rename a stage

You can change the name of a stage at any time, without impact on orders or indicators.
1

Open the stage

In Pipeline, click the stage to modify.
2

Modify the name

Change the label. All views (Kanban, table, badges) update instantly.
3

Save

No order is moved — only the label changes.
Renaming never breaks indicators or automations: it’s the standard state that counts, not the name.

​
Reorder the stages

1

Reorganization mode

In Pipeline, activate the overview (all stages displayed in a list).
2

Drag and drop

Grab a stage and move it to the desired position. The others reorganize automatically.
3

Save

The new order is applied everywhere: Kanban, tables, lists.
Reordering stages changes the display order but does not move orders. An order that was at “Confirmed” stays there, even if “Confirmed” moves from position 4 to position 3.

​
Deactivate a stage

If you want to stop using a stage without losing history, deactivate it rather than delete it.
  • The stage disappears from the Kanban and from move menus.
  • Orders that were in it remain visible in the table and reports.
  • You can reactivate it at any time.
It’s the recommended solution if you change flow but want to keep your historical statistics clean.

​
Delete a stage

Deletion is definitive. If the stage contains orders, they are automatically moved to the closest stage.
1

Open the stage

In Pipeline, click the stage to delete.
2

Check the history

Sendocki tells you how many orders have already transited through this stage. If history is important, prefer to deactivate rather than delete.
3

Click 'Delete'

Confirm the deletion. Orders currently present on this stage are moved to the adjacent stage.

​
Some rules to know

Beyond that, your Kanban becomes unreadable and processing slows down. If you feel the need to add a 9th stage, ask yourself if an existing stage couldn’t cover it.
New, Confirmed, Delivered and Cancelled must always have at least one associated stage. Otherwise some dashboard indicators cannot be displayed.
Avoid “catch-all” stages like “Various”. Better two clear stages than one ambiguous one.
Prefer labels everyone understands (“Confirmed”, “Shipped”) rather than internal jargon (“Phase 4”, “Stage B”).

​
Frequently asked questions

The pipeline applies to all your connected stores. If you have radically different flows, contact support to discuss your case.
They are automatically moved to the closest stage (generally the previous one). No order is lost.
Yes, by creating a new stage and giving it the same standard state (and same reason if applicable). Useful to manage several queues of the same nature.

​
What’s next?

Adjust a stage

Change a stage’s standard state without breaking your indicators

Kanban view

See your pipeline in action