Process a new order, contact the customer and update its status while keeping the full history.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Open Orders. Find new orders at the top of the list or use the status filter.
- Check the customer details. Review the name, phone number, delivery or collection method, address and comment.
- Confirm the order items. If an item is unavailable, agree on a replacement with the customer before changing the order.
- Update statuses in sequence. Preparation, handover and completion statuses must reflect the actual progress.
Check the result
The customer and staff see a consistent status, the amount changes only through an explicit action, and the history is preserved.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.