Order Fulfillment Process (General)
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'.
Access & Notifications:
- Log in to the Buddi 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.
- Remember, changing an order to 'Ready' will automatically notify the customer via email or SMS.
- Payment status does not automatically update in the Order Queue.
- Changes to order status Buddi do not communicate to your POS system.
Processing Orders:
- When an order arrives, its status will be 'INCOMPLETE'.
- Gather the products, set them aside, and differentiate between unpaid and paid orders.
- Update the order to 'READY FOR PICKUP' once set aside, which notifies the customer.
- 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'.
Recommendations:
- Use a dedicated computer or device for the 'Order Queue' to efficiently manage orders.
- Manage incoming orders in the Buddi system, even though they'll also appear in your POS. It's a great way to access and verify order details.
- Paid orders appearing in Buddi but not in your POS:
- Admin: Verify the payment by checking the transaction history in your payment processor account.
- Once you've confirmed the funds have been received, manually enter and finalize the sale at your POS terminal. Select 'Online Payment' as the payment method.