Here's a quick video that shows you how to submit an order to an outlet using the Switchboard platform.
Once an order has been captured and items have been added to the basket, the Agent needs to Click on the "Checkout" button, which will redirect them to the Checkout Page.
Once on the Checkout Page, the Agent can review all of the order details for a final time, confirm the order with the customer and then submit the order to the outlet for processing by clicking on the "Place Order" button.
Checkout Page Layout:
The Checkout page consists of the following elements (See Figure 1):
- Order Summary (A)
- Remove or Update items button (B)
- Product Price Total (C)
- Order Type Selector (D)
- Order Requested Time (E)
- Total Due Indicator (F)
- Optional Instructions (G)
Figure 1: Checkout Page Overview
This provides the Agent with an overview of all products, as well as the selected optional extras requested by the customer. It also provides an indication of the individual products cost.
Remove or Update items button:
Selecting this button will redirect the Agent to the Update Your Order Page as described in the article Reviewing and updating an order.
Product Price Total:
This is the total cost of all products included in the customer order. It does not include delivery fees.
Order Type Selector:
This is the type of order the customer is wanting to place (i.e. Collection of Delivery). When an outlet supports both Collection and Delivery order types, the Agent can choose to change the order type on the Checkout Page. If this is performed, the Agent changes an order from Collection to Delivery, they will need to select the applicable delivery address or choose to add a new address following the steps outlined in the article Adding a new delivery address.
If the address has an associated delivery fee or is not supported for delivery from the outlet, this will be reflected in the area immediately below the Order Type Selector. If there is an associated fee, it will automatically be added to the Total Due Indicator. If the address is not supported, the "Place Order" button will automatically be disabled until such time as a valid delivery address is selected, or the order type is changed to Collection.
Order Requested Time:
Where supported by the outlet, the customer can request for their order to be made at a time in the future instead of upon immediate reception. By default, the order will be requested to be made as soon as possible.
Total Due Indicator:
This is the total amount due by the customer for the order. This includes the Product Price Total, as well as any associated delivery fees and is the figure that should be provided to customers when they request how much their order is going to cost.
Optional Instructions Panel:
This is an area where the Agent can input specific instructions that the outlet should be aware of for the order. Some examples include:
Delivery instructions (Please use entrance 1 or hoot at gate)
Payment instructions (Please bring change for R200)