Watch this short video on how to place an order for delivery on Switchboard or read the instructions below.
Step 1: Locate the Customer Details
To initiate an order, an Agent must first access the customer's details they intend to serve. This involves following the instructions provided in articles for either searching an existing customer record or creating a new one.
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 "Delivery" radio button (See Figure 1).
If the restaurant has been linked to a specific telephone number, the province and area drop-downs will automatically be populated with the relevant information.
If the restaurant has not been linked, the Agent will need to manually select the province and area from the drop-downs.
Figure 1: Delivery 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: Enter the delivery address
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.
Figure 3: New address for a new customer
Figure 4: Save address once confirmed new address
Figure 5: Select order date
Figure 6: Select order time
Figure 7: Select store near the customer
Figure 7: New Order Button Selection