Through the admin panel, besides managing the orders submitted by your customers through your website you can also create manual orders for them. This is mostly useful for businesses who like to accept telephone orders with the use of call center agents.
Learn how admin roles work here.
For adding a new order go into the admin panel and click on Online/Phone orders from the Orders menu.
The first step is the Customer Information step. Through this step, you can either search for an existing customer or add a new one. You can search for an existing customer by typing their email or telephone number in the search area.
The search is real-time and it requires that you type at least 3 characters. The system will search for registered users or previously added addresses (if you are searching with phone number).
Once you find a customer you can click on the add button and it will be automatically assigned to the order. If the user has more than one address you can select which address to use from the list of available addresses. To add a new address click on the add new address button.
Alternatively, if you are receiving telephone orders from a new customer click on the "Add New Address" button in order to submit your customer's information.
Once you are done with the customer information you can click next and go to the next step and save your changes.
Through this step, you can select the delivery method for the selected order. You have to previously define your delivery methods from your settings page (/admin/settings/zones).
You can define pickup or delivery as the delivery method. If you choose the pickup method and you have more than one store location available you are also able to choose from which store the pickup will take place.
Feel free to add any order notes for this order. Those will also be shown and sent to your customer in the order confirmation email.
Once you are done, proceed to the next step by clicking the next button.
If you can't see any available delivery methods that means that none of your stores are open at the moment.
In the same way, start by typing the product name in order to find a product. The search is real-time and it requires that you type at least 3 characters. You can search for both products or meals.
Once you find a product, you can click on the add button and it will be automatically assigned to the order.
If you wish to adjust the ingredients of each product added in the order simply click the edit button on each line item of your order and add or remove ingredients. What you see is exactly what your customers see on your website.
You can remove a product at any time by clicking the trash icon.
Through this step, you can select the payment method for the order.
Currently Reactive Ordering does not allow the selection of Card Payment methods from the admin. You will only be able to process the payment using payment upon delivery method.
There you have the option to add notes and if it is a delivery to activate the contactless delivery option.
Every order can be marked as delivered at any time. This status is only for internal use and for your statistics being up to date. Make sure you mark your orders as delivered. Your customers will not receive any updates if you perform this action.
That's it! You have just created your first manual order.