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How to manage orders made in the app

How to make an order in the app

Select the products you want from the Checkout menu and make the necessary changes to the cart. You can link the transaction to a specific customer so that person receives updates on the progress of their purchase, offer the option to pay later and add a note that may or may not appear on the customer's receipt.

Click Save to have the transaction recorded in the Orders menu with a pending status. If you want to confirm the order, you can make do it on the confirmation screen itself or click View Order to access the order details, make the change at the top right of the screen or slide the button at the bottom of the screen.

In the order details you will have access to each transaction's history and some of the customer's information. You can use the shortcuts to contact the person using WhatsApp and access Google Maps or Waze to find the best route for your delivery. If you want to manage debt payments or access other customer data, click Go to Customer.

How to edit orders in the app

All open orders are listed in the Orders menu and can be edited by clicking on the ... at the bottom of the screen. If the order has not yet been confirmed, new items can be added, removed or edited and click Save to update the transaction but keep it in the Orders menu.

How to complete an order as a sale in the app

If the order has already been confirmed, customized orde statuses will become available. Choose the peferred status from the list or create a new one and the update will appear in the order history so your team will have access to every step of the process from the creation of the order until the sale is completed.

How to cancel an order in the app

As the system uses the transaction data to assemble the statistics of its results, it is not possible to delete the orders, but if you want to cancel the transaction, access the Orders menu. Select the order you want, tap on the Cancel Order button and confirm the cancellation. You can leave canceled transactions listed and crossed out or remove them from the listing.


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