How do I review and update an order?

Watch this quick video to see how to review and update an order on the Switchboard platform:

Or read the instructions below.

Reviewing an Order:

An Agent can review an order through two channels:

Selecting the "Review or Update Items" link on the outlet menu (See Figure 1).
Proceeding to the Checkout page and reviewing the "Your Order" panel (See Figure 2).

If the Agent chooses to proceed with option 1, they will be presented with the "Update Your Order" page, and will still need to select the "Checkout" button to finalize the order details.

Figure 1: Review or update link on restaurant menu page

Figure 2: Your Order Panel on Checkout Page

Updating an Order:

An Agent can update an order through two channels:

Selecting the "Review or Update Items" link on the restaurant menu (See Figure 1)
Selecting the "Remove or update items" button in the "Your Order" panel displayed on the Checkout Page (See Figure 2)

Once selected, the Agent will be redirected to the Update Your Order page where they can choose to remove a product by selecting the 'X' button located on the right-hand side, or update the configured options for a product by clicking on the highlighted line. (See Figure 3)

Figure 3: Update Order Page

Adding an additional product to an Order:

To add any additional items to the order, the Agent will need to click on the "Menu" button presented at the top of the Update Your Order Page, or the "Back to menu" button on the Checkout Page. This will return the Agent to the restaurant menu (See Figure 1).