Step 1: Locate the Customer Details


The only way to start an order is for the Agent to first locate the details of the customer who they would like to create the order for.


To do this, the steps outlined in the articles on how to Search for an existing customer record, or how to create a new customer record should be performed.


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.


Step 3: Select the Appropriate Outlet


Once the appropriate province and area has been selected, a list of all outlets located within the selected area will be made available in the outlet drop-down. This list is ordered with the closest outlet to the selected area at the top, and the furthest outlet at the bottom (See Figure 2).


If the outlet has been linked to a specific telephone number, the outlet drop-down will automatically be populated with the correct outlet name.


If the outlet has not been linked, the Agent will need to manually select the outlet from the drop-down.


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 1: Collection Radio Button Selection


Figure 2: Restaurant Drop-down Selection



Figure 3: New Order Button Location