Overview
This article walks through how to place orders for registered customers using Command Center in the Admin dashboard. It also covers how to send order quotes and access a customer's order history to support follow-ups, edits, or reorders. Use these tools to assist customers who need help completing or managing their orders.
Prerequisites and Dependencies
To place an order via Command Center,
Customers must be registered before we can place an order or send a quote on their behalf. Here's a quick link to Register Customer
If placing a delivery order, we must save the delivery address first. We can add it right at the beginning of the ordering flow. To learn how to save an address, visit Save Customer's Address.
Place a Delivery Order via Command Center
For learning purposes, we'll showcase the delivery order flow, as it's more complex. To proceed with the order and use the saved address. To learn how to save an address, visit
Select the address from the Customer's Address section. The selected address will be highlighted.
Next, select Delivery from the Service Type drop-down.
This action will reveal additional input fields. Select the time and the date for the order.
Optionally, we can enter the Guest count, the PO Number, and change the tax-exempt application (status and ID)
Select Get Locations to Proceed
The list of available locations will appear. Select the location of the customer's preference.
Select the Start Order button
We'll be directed to the menu page, to choose items and add them to the cart.
Select Checkout to proceed to the Payment.
On the Payment step, we need to add a payment method (for new customers) or use a saved one (for returning customers with a saved payment method)
Optionally, we can apply a promo code, add a tip, leave an order note, or add an internal-facing order note.
Review Order Details and optionally update time and date for the order, delivery address, or items in the cart.
Select the Place Order button to place an order for the customer.
We will be navigated to the Order's page, where we can see details of the orders. Now, the order we just placed will be visible on the Orders list for the selected location. From here, we can also edit or cancel the order. This order will also be visible in the History section, which we'll explain in the section below.
Place a Pickup Order via Command Center
Delivery and pickup flows follow the same general process. This section focuses only on the differences between them.
After selecting the customer and selecting to start the order, we need to choose a service type. For pickup, we have two options:
We can enter the customer's address, which will be used for locating the closest restaurant
We can select the Start Here button to proceed to Order Details.
After selecting the Start Order button, we'll be navigated to the Menu page, to choose an item, place the order, or send it as a quote.
Send an Order Quote / Save a Quote
In this section, we are going to show only the difference between placing an order and sending a quote. The ordering flow is the same, whichever service type, until we get to the Checkout page.
If a customer, for any reason, wants to receive the order via email, before placing the order, we can send them their order quote. This enables customers to review their order, make updates, and make a payment.
Here's how to send a quote to the customer:
At the checkout, select Save a Quote
The pop-up window with options will appear: to add the Order Quote name and send it to the customer. Optionally, the order quote to additional email addresses
Select the Save button to send the Order Quotes.
From here, the customer takes over ordering. Customer receives a Quote email, and they can continue with the Checkout by selecting the link in the email.(temporary visual)
The customer will be navigated to the checkout page to finalize their payment (visual coming soon).
If a customer has already paid for a quoted order and the order is later edited, the initial payment remains valid. Any additional charges from the updated quote will be added for the customer to pay.
Order History
To find a Placed and Quoted order, in the Customer Lookup list, find the customer, and:
Select the History button
In the Order History, we can see all past Placed and Quoted orders for the customer.
From here, we can view quoted orders, edit orders, view order details, or reorder:
If we select the Reorder button, we'll be navigated directly to the checkout, to the Payments page.
If we select the View Quote button, the order quote pop-up window will appear with options to download the quoted order summary (as PDF) and to send the order quote via email to the customer.
If we select the Details button, we'll be taken to the Order Details page.
If we select the Edit button, we'll be navigated to the beginning of the ordering flow to make updates to the order.
Editing Order
As mentioned in the section above, if we select to edit an order in the Order history section, we'll be navigated to the beginning of the ordering journey.
On the Edit Order page, we can
Change service type
Update customer address
Add a new address
Update service type
Update the date & time of the order
Update guest count and PO number
Add/ remove tax-exempt ID number
Once we make changes on the Edit Order page, we can select the Change Order button, and the changes will be accepted. However, if additional changes need to be made, select the Confirm and Edit Items button.
After selecting Confirm and Edit Items, we are navigated to the Create/ Edit order page, where we can update the cart, choose new menu items, update selected menu items, price to checkout, or save order as a quote (if not previously paid).
If we select the Checkout button, we'll get to the Checkout (Payment) page. To accept the changes, we need to:
Confirm the payment type: add a new one or select a saved one
Select the Edit Order button to save changes
Afterwards, we will be redirected to the Order's page, and a pop-up message "Order saved successfully" will appear in the top right corner
IMPORTANT NOTE: After editing an order, make sure the order updates are visible in the Admin dashboard. For delivery orders, check the delivery partner provider dashboard to make sure changes to the order are visible and accepted.
Reorder
If we need to place the same order again, we should
Find a customer on the Customer Look Up page
Go to Order History
Find the past order by using Order ID, date of the order, order status, or service type
Statuses: Quoted, Open order, Completed, Admin Hold, with the right actions per status:
Quoted: View Quote
Open order: Edit
Completed: Reorder
Filters (soon to be introduced):
Order Status,
Purchase Order,
Date picker,
Restaurant name
Select the Reorder button
We will be navigated to the Payment page. Confirm the order details with the customer (ordering items, service type, date and time for the order, etc)
Select the Place Order button
The order will be sent, and we'll be navigated to the Order details page.
Cancel Order
In case we have to cancel the order,
Find a customer on the Customer Look Up page
Go to Order History
Select Details
Select Cancel order in the top right corner