StorefrontDaily Ops

Storefront Operations

Managing your live storefront — from incoming orders to settlement. Everything a dispatcher or admin needs to handle day-to-day storefront operations.

Order Lifecycle

Every storefront order follows a predictable lifecycle. Understanding these statuses helps you know exactly where each order stands and what happens next.

1

SUBMITTEDCustomer has placed the order. Awaiting confirmation.

2

CONFIRMEDOrder accepted. Payment cleared (if Stripe is connected). Ready for scheduling.

3

SCHEDULEDDelivery job created and linked. Waiting for dispatch assignment.

4

ACTIVEDumpster is on-site at the customer location. Rental period is running.

5

PICKUP_REQUESTEDCustomer has requested dumpster pickup. Pickup job created automatically.

6

COMPLETEDPickup finished. Order is closed and ready for settlement.

×

CANCELLEDOrder cancelled before delivery. Available from SUBMITTED, CONFIRMED, or SCHEDULED states.

Auto-Confirm: Orders are automatically confirmed when submitted (or when payment clears if Stripe is connected).

Auto-Dispatch: Confirmed orders automatically create delivery jobs on your dispatch board.

Customer Controls: Customers can request pickup through their tracking page or via SMS when they are done with the dumpster.

Auto-Settle: When a dump ticket is captured, Klau automatically calculates the final invoice amount.

Orders

Managing Orders

The Orders page in your admin dashboard is your central hub for all storefront orders. It shows every order from the moment a customer submits it through completion and settlement.

Finding Orders

  • Filter by status to focus on orders that need attention — for example, all SUBMITTED orders awaiting confirmation, or all ACTIVE orders with dumpsters on-site.
  • Filter by date range to narrow down to a specific delivery window or reporting period.
  • Search by order number, phone, or address to quickly locate a specific order when a customer calls in.

Order Detail View

Each order card shows a summary at a glance. Click into any order to see the full detail view, which includes:

Customer Info

Contact name, phone, email, delivery address, and any special instructions from the order.

Pricing Snapshot

Offering, container size, base price, fees, included weight, overage rates, and material details — all captured at order time.

Activity Timeline

Full history of the order: submission, confirmation, job creation, delivery, pickup request, completion, dump ticket, and settlement.

Cancellation Policy

Orders can be cancelled before they reach ACTIVE status. Once the dumpster has been delivered and the order is ACTIVE, cancellation is not available. Instead, follow the normal pickup flow to complete the order.

Dispatch

Order-to-Dispatch Flow

Klau uses an anti-corruption layer (ACL) between the storefront and dispatch systems. This means storefront orders and dispatch jobs are separate entities that stay in sync automatically. You never need to manually translate an order into a job.

How Orders Become Jobs

1

Customer Submits Order

Order enters the system with status SUBMITTED. Auto-confirm fires immediately.

2

Order Confirmed

A DELIVERY job is created automatically and linked to the order. Order moves to SCHEDULED.

3

Driver Completes Delivery

When the delivery job is marked COMPLETED on the dispatch board, the order transitions to ACTIVE. Dumpster is on-site.

4

Customer Requests Pickup

Customer clicks "Request Pickup" on their tracking page or texts PICKUP. A PICKUP job is created automatically.

5

Driver Completes Pickup

When the pickup job is marked COMPLETED, the order transitions to COMPLETED. The full lifecycle is done.

Fully Automatic

You never need to manually create jobs for storefront orders. The system handles the entire order-to-dispatch lifecycle automatically. Just manage your dispatch board as usual — storefront orders appear as regular jobs alongside any manually created ones.

Self-Service

Customer Self-Service

Customers can track and manage their orders without calling you. This reduces inbound calls and gives your customers a modern experience that keeps them informed at every step.

Order Tracking

Customers receive a tracking link via SMS and email. It shows real-time order status, delivery date, and driver information. No login required for basic tracking.

Pickup Requests

When done with the dumpster, customers click "Request Pickup" on their tracking page or text PICKUP to your number. A pickup job is created automatically.

Magic Link Auth

No passwords needed. Customers verify via email magic link or phone OTP to access their full order history and manage active rentals.

AI Chat

Your storefront includes an AI chat assistant that answers questions about pricing, availability, and order status. It can even help customers place new orders.

Settlement

Dump Tickets & Settlement

When a driver takes a load to the dump site, capture a dump ticket to record the actual weight. This is the trigger that kicks off the auto-settlement process.

Three Capture Methods

Manual Entry

Operator types in gross weight, tare weight, and net weight from the paper ticket. Quick and reliable for operations that process tickets at the end of the day.

Photo OCR

Driver takes a photo of the dump ticket. Klau extracts weight data automatically using AI. Review and confirm the extracted values before submitting.

Scale API

Real-time integration with dump site scale systems. Weight data flows directly into Klau without manual entry. Coming soon.

Auto-Settlement Flow

Once a dump ticket is captured, Klau handles the rest automatically:

1

Dump ticket captured

Linked to the order automatically based on the associated job.

2

Settlement calculated

Base price + fees + weight overage + rental overage - redemption credits = final total.

3

Order marked settled

Timestamp recorded. Order is now settled and no further charges apply.

4

Customer notified

Settlement recorded. Invoice notification coming soon.

Understanding Overages

Weight Overage

If the actual weight (from the dump ticket) exceeds the included weight in the offering, overage is charged at the per-ton or per-pound rate defined on the service offering.

Rental Overage

If the rental extends beyond the included rental period, a daily overage fee is charged for each additional day the dumpster remained on-site.

Double-Settlement Protection

Settlement is atomic — even if the event fires twice, Klau guarantees the order is only settled once. The system uses a database guard (updateMany WHERE settledAt IS NULL) to prevent double-charging. This is a hard guarantee, not a best-effort check.

Manual

Manual Settlement

Sometimes auto-settlement needs human oversight. Klau provides a manual settlement interface for cases that require review or adjustment before finalizing the invoice.

When to Manually Settle

  • Weight dispute from customer — the customer questions the dump ticket weight and you need to adjust before billing.
  • Low OCR confidence — photo extraction returned values that look suspect and need manual verification.
  • Special pricing agreement — the customer has a negotiated rate that differs from the standard offering price.
  • Weight anomaly detected — actual weight is significantly higher than expected, suggesting a possible data entry error or mismatched container.

How to Settle Manually

  1. Navigate to Storefront > Settlements in the sidebar to see all orders pending settlement.
  2. Find the order you need to review. The list shows the customer name, order date, offering, and current weight data.
  3. Click into the order to open the settlement detail view. Here you can see the full pricing breakdown and dump ticket data.
  4. Optionally override the weight if the dump ticket values need correction. Enter the corrected net weight.
  5. Review the recalculated total and click Settle Order to finalize. The settlement timestamp is recorded and the customer is notified.
Communications

Customer Communications

Klau sends lifecycle messages automatically at every key moment in the order journey. All messages use your company name branding — customers see your business name, not Klau.

Lifecycle Messages

Order Confirmed

Confirmation SMS + email with tracking link. Customer knows the order is accepted.

Delivery Complete

SMS + email confirming dumpster is on-site. Includes rental period info and how to request pickup.

Rental Warning

SMS near the end of the rental period warning about upcoming overage fees. Gives the customer time to schedule pickup before extra charges begin.

Pickup Complete

SMS + email confirming the dumpster has been picked up and the order is complete.

Inbound SMS Handling

Customers can text keywords to your number to trigger actions. These are processed automatically before any AI handles the message.

PICKUP

Triggers a pickup request for the customer's active order. A PICKUP job is created on your dispatch board automatically.

EXTEND

Extends the rental period and resets the warning notification cycle. The customer gets a fresh set of rental days before overage warnings restart.

Your Brand, Not Ours

All outbound messages use your company name — never "Klau". This is your storefront, and the communication reflects that.

Pricing

Demand Shaping

Klau's chain-aware pricing helps fill optimal dispatch days by steering customer orders toward dates where their delivery creates better chains. This reduces your costs and improves route efficiency — and the customer gets a discount.

How It Works

When customers check available delivery dates on your storefront, Klau shows a color-coded calendar based on route efficiency:

Green Dates

High route efficiency. These dates offer the best discounts because adding this delivery fits well into existing route plans.

Yellow Dates

Moderate efficiency. Standard pricing applies. The delivery fits reasonably well into existing route plans.

Red Dates

Low efficiency. Standard or premium pricing. Adding this delivery would not improve route efficiency for the day.

Transparent to Customers

Customers see the discount as dynamic pricing — "book on Tuesday and save $25." They make a rational choice that saves them money, and your dispatch day gets more efficient. Everyone wins.

What's Next?

You now understand the full lifecycle of a storefront order — from submission through settlement. Here are related guides to help you get the most out of your storefront.

Storefront Support

Questions About Your Storefront?

Our team monitors storefront health across all tenants. If you are seeing order issues, settlement questions, or need help with configuration, reach out. We are here to make sure your storefront runs smoothly.