How do I place a repeat order through Switchboard?
Here's a short video that shows you how to place a repeat order using the Switchboard platform.
To proceed with placing a repeat order the Agent will need to perform the following steps:
- Locate the customer record using the steps outlined in the article Searching for an existing customer record.
- Confirm with the customer whether the order should be placed for Collection or Delivery.
- Select the appropriate previous order record by following the steps outlined in the article Viewing a customer's order history.
- Once presented with the Previous Order Breakdown Modal, the Agent will need to confirm the order details with the customer.
- If confirmed, the Agent should select the "Order Now" button (See Figure 1).
- The Agent will be redirected to the restaurant menu page, however, the relevant products will automatically be added to the basket (See Figure 2).
- To complete the order, the steps outlined in the article Submitting an order to a restaurant should be performed.
Note that if the price of a product has changed since the order selected from the Past Order grid has changed, these changes will automatically be applied when the repeat order is added to the basket. If a product is no longer available on the restaurants menu, the entire order will not be added to the basket, and as a result, the Agent will need to recapture the order using the steps outlined in the article Adding items to an order.
Figure 1: Previous Order Breakdown Modal
Figure 2: Repeat Order Prepopulated
Related Articles
How do I view a customer's order history on Switchboard?
Switchboard, the YUMBI Call Centre platform, retains each customers' order history to easily create repeat orders. To view a customer's previous orders, please follow these steps: Step 1: Locate the customer record using the steps outlined in the ...Why do some repeat orders not add items to the order basket?
Switchboard enables users, including Call Centre agents and consumers, to easily replicate an order by selecting "repeat order," which exactly duplicates the customer's previous purchase. Reasons: However, an order might not be repeatable if there ...How do I submit an order to a restaurant through Switchboard?
Watch this quick video that shows you how to submit an order to a restaurant using the Switchboard platform. After placing the order: Once an order has been captured and items have been added to the basket, the Agent needs to Click on the "Checkout" ...How do I place multiple orders to different restaurants without several delivery charges?
Through Switchboard you can now place multiple orders to different restaurants of a combo store without the customer incurring several delivery charges. Watch a short video on placing multiple orders to different stores Or you can read through the ...How do I start an order for delivery?
Watch this short video on how to place an order for delivery on Switchboard Or read the instructions below. Steps to place an order for delivery on Switchboard Step 1: Locate the Customer Details To initiate an order, an Agent must first access the ...