Navigating the Order Queue

Order Queue Features

1. Filter by Order Type: Select from: Pick-up, Delivery, In-Store, Direct Mail, or Curbside.
2. Filter by Order Status: Select from: Incomplete, Completed, Ready for Pick-up, Out for Delivery, Cancelled, or Ready for Delivery.
3. Filter by Payment Status: Select from: Paid, Unpaid, Full Refund, or Partial Refund.
4. Filter by Date Range: Click on the calendar icon to select a specific date range, or select Today.
   
5. Export an Orders List (CSV file)
6. Adjust Notification Settings
7. Subscribe to Order Notifications via Email (internal)

Navigating the Order Queue

1. Sign into the Admin Portal
   • Refer to the login credentials provided to you in the welcome email of your Buddi Onboarding ticket to sign into app.buddi.io. Use the General Staff Account to manage Buddi orders.
     
     
2. Stay in the Order Queue
   • Keep this screen open at all times to be alerted of incoming Buddi orders.
     
     
3. View the Order Details
   • Click on an order to bring up additional details:
     • When the order was PLACED
     • When the customer is SCHEDULED to pick up his/her order
     • CUSTOMER INFO such as email/phone number (where he/she will receive order notifications)
     • ORDER SUMMARY of items that were purchased (including Product Name, LP/Brand, Variant, Qty, and Price)
     • Breakdown of cost TOTALS (subtotal and all applicable taxes)
       
       
   • PAID orders contain additional details:
     • Green PAID status
     • Last 4 digits of PAYMENT card
     • PROCESSOR ID of the transaction
     • Billing Postal Code
     • REFUND PAYMENT option (admins only)
        
   • Delivery orders contain the customer's address and an area for notes (entered upon checkout).
     
     

     NOTE: Depending on which POS provider you are using, an INTEGRATION DETAILS section may be available within your order listings. It has details on whether a transaction was sent to your POS successfully or not. Error messages appear here to help troubleshoot.

      
4. Update the Order Status
   • Use the top-right dropdown to select a new STATUS as the order progresses. This action triggers Customer Notifications.
     • For example: Selecting the 'Ready' status sends an email/SMS notification to the customer, indicating that the order is ready for pickup.
       
       
   • Brief Description of each Order Status:

     • Incomplete:

       • The order has been placed but not yet finalized. It may be awaiting payment or further action.

     • Completed:

       • The order has been fully processed, payment has been received, and the order is closed.

     • Ready for Pick-up:

       • The order has been prepared and is ready for the customer to collect from the store.

     • Out for Delivery:

       • The order has been dispatched and is currently en route to the customer's delivery address.

     • Cancelled:

       • The order has been terminated and will not be processed further. No delivery or pick-up will occur.

     • Ready for Delivery:

       • The order has been prepared and is awaiting dispatch for delivery to the customer's address.
         
         
   • To complete the Buddi order, you must use the Order Status dropdown.
     • The Payment Status never changes. Unpaid stays unpaid, and Paid stays paid.
     • For instance, even after a customer pays for an order at the POS, the status will not change to Paid in the Buddi Order Queue. This means that when the order first came in, it was unpaid to begin with.
       
       

How Orders Appear in the Queue

Article: Order Queue Overview

Article: How to Manage Incoming Orders