Buddi Order Fulfillment

Overview

Seamless POS Order Communication with Buddi

This guide will help you efficiently manage online orders.

Receiving the Order:

1.  An incoming order will be marked as 'INCOMPLETE'.

2. Review the order by clicking on it to display all relevant details.

Preparing the Order:

3.  Assemble the ordered items and place them in a specific area within the fulfillment room, separated by payment status.

UNPAID orders: Attach a note with the customer’s name to the order.

PAID orders: Retrieve the order via the POS, print the receipt from the sales/order history, annotate the customer's name, and place it with the order.

Notification for Pickup:

4.  Update the order status to 'READY FOR PICKUP' in the queue. This action triggers a notification to the customer, indicating that their order is ready for collection, regardless of the prearranged pickup time.

Customer Pickup:

5.  When the customer arrives, verify their identity and process any outstanding payments.

6.  Hand over the receipt along with the purchased items.

Completing the Transaction:

7.  Conclude the process by marking the order as 'COMPLETED' in the 'Order Queue'.

Article: Quick Guide to Manage Incoming Buddi Orders
Article: Navigating the Order Queue

Access & Notifications:

• Log in to Admin Portal using your General Staff credentials provided during onboarding.
• Navigate to the 'Order Queue' on the left sidebar upon signing in.
• Ensure this screen is always open and the volume is on to receive audible alerts for incoming orders.
  

Order Details:

• Click on an order to view its details including the order time, scheduled pickup, customer contact information, item summary, and total cost breakdown.
• For paid orders, additional information like payment status, card details, and processor ID will be shown, as well as customer notes for delivery orders.
  

Updating Order Status:

• Use the dropdown menu in the top-right of an order to update its status as it progresses through stages: Incomplete, Ready for Pickup, and Completed.
  
  

NOTE: Notifications are sent to customers when you update their order status; they will get an email or text message.

Processing Orders:

1. When an order arrives, its status will be 'INCOMPLETE'.
   
   
2. Gather the products, set them aside, and differentiate between unpaid and paid orders.
   
   
3. Update the order to 'READY FOR PICKUP' once set aside, which notifies the customer.
   
   
4. Upon customer arrival, verify their ID if needed, take payment for unpaid orders, and hand over the receipt and products.Finally, update the order status to 'COMPLETED'.