Yumbi Help Centre

How do you review and update an order?

Have a look at this quick video to see how to review and update an order or read the instructions below.

 

Reviewing an Order:

 

An Agent can review an order through two channels:

  1. Selecting the "Review or Update Items" link on the outlet menu (See Figure 1).
  2. 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.

 

Updating an Order:


An Agent can update an order through two channels:

  1. Selecting the "Review or Update Items" link on the outlet menu (See Figure 1
  2. 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)


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 outlet menu (See Figure 1).

 Figure 1 review.png 

Figure 1: Review or update link on outlet menu page


Figure 2 Checkout.png 

 

Figure 2: Your Order Panel on Checkout Page


updte order.png 

Figure 3: Update Order Page


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