Order Management

How do I start an order for collection?
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 c...
Tue, 18 Feb, 2020 at 8:36 AM
How do I start an order for delivery?
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 c...
Tue, 18 Feb, 2020 at 8:38 AM
How do I add items to an order?
Below is a step by step overview on how to add items to an order.  Outlet Menu Overview  The outlet menu is made up of the following elements (See Figure...
Wed, 4 Nov, 2020 at 3:49 PM
How do you review and update an order?
Reviewing an Order:   An Agent can review an order through two channels: Selecting the "Review or Update Items" link on the outlet menu (See F...
Tue, 18 Feb, 2020 at 8:39 AM
How do I submit an order to an outlet?
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 th...
Tue, 18 Feb, 2020 at 8:39 AM
How do I view a customer's order history?
Switchboard, the YUMBI Call Centre platform, retains each customers' order history to easily create repeat orders. To view a customers' previ...
Fri, 11 Jun, 2021 at 3:26 PM
How do I place a repeat order?
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 art...
Tue, 18 Feb, 2020 at 8:39 AM
What do I do if a customer order fails?
If a customer order is not successfully received by the outlet and the order was placed through either StoreFront or a Call Centre Agent, an SMS notificati...
Fri, 11 Jun, 2021 at 3:32 PM
How do I cancel or update an order after it is placed?
Cancelled Orders:   Switchboard is currently not able to communicate with the outlet directly to void an order that has already been placed.   As a resu...
Wed, 4 Nov, 2020 at 3:59 PM
How do I set up Agent Manager for YUMBI integration?
YUMBI supports multiple integrations with VoIP companies. One instance is when a call comes through on the softphone for a Call Centre order, as the call is...
Mon, 26 Oct, 2020 at 4:45 PM