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How do I start an order for collection?

Here's a quick video that shows you how to place an order for collection, or you can read the instructions below.

Step 1: Locate the Customer Details

Initiating an order requires the Agent to first identify the customer's details. This can be achieved by either searching for an existing customer record or creating a new oneFollow the procedures detailed in the relevant articles to efficiently locate or set up customer records before starting an order. 

Step 2: Select the Appropriate Province and Area

Once the customer record has been selected, and the agent has been presented with the Customer Details Page, they will need to select the "Collection" radio button (See Figure 1).

If the outlet has been linked to a specific telephone number, the province and area drop-downs will automatically be populated with the relevant information.

If the outlet has not been linked, the Agent will need to manually select the province and area from the drop-downs.


Figure 1: Collection Radio Button Selection

Step 3: Select the Appropriate Restaurant

After selecting the desired province and area, a restaurant drop-down menu will appear, listing all the restaurants in that area. This list prioritizes proximity, with the nearest restaurant to the selected area at the top. If a restaurant is associated with a specific phone number, its name will automatically fill in the drop-down menu. Otherwise, the Agent must manually choose the restaurant from the menu. 

Figure 2: Restaurant Drop-down Selection

Step 4: Select the "New Order" Button

The final step is to click on the New Order button (See Figure 3). 

Note that this can only be selected once Steps 1 to 3 has been completed without error.

New Order Button Location.png 

Figure 3: New Order Button Location

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