Greenline POS: Managing Incoming Orders

Order Fulfillment Guide for Greenline POS Users

Accessing the Buddi Order Queue

• Log into the Admin Portal as General Staff:
  1. Go to app.buddi.io.
  2. Log in with the General Staff login credentials.
     
  3. Navigate to 'Order Queue'. Keep this page open during store hours to receive real-time notifications of new orders.
     

Handling UNPAID (Pay In-Store) Orders in Buddi + Greenline

• Verify the Order in Buddi:
  • When an order arrives, a sound notification will play.
  • Click on the order view its details.
    • NOTE: With unpaid orders, the 'Payment' column will always indicate UNPAID, even after it has been paid later on.
      
      
• Verify Order in Greenline POS + Prepare Products:
  
  1. Navigate to 'Parked Orders' in the POS.
  2. Locate the order based on time placed or search by customer name.
  3. Verify that the order details match Buddi.
  4. Pick the products. Place a small note with the customer’s name on top of the products (or print an unofficial receipt in the POS and use that).
      
• Mark as Ready for Pickup in Buddi:
  1. Change the order status to 'READY FOR PICKUP' using the dropdown menu. This triggers a notification to the customer via text or email. Greenline POS will update to reflect the order status.
      
• Tender the Order in Greenline POS + Print Final Receipts:
  
  1. On the order details screen, tender the order to the chosen payment method (e.g. cash, debit, credit, etc.).
  2. Print two copies of the receipt: one for the customer, and one for store records.
     
     
     

Handling PAID Orders in Buddi + Greenline

• Verify the Order in Buddi:
  1. When an order arrives, a sound notification will play.
  2. Click on the order view its details.
     • NOTE: With paid orders, the 'Payment' column will always indicate PAID, even after any refunds/cancellations in Buddi.
       
       
• Verify Order in Greenline POS + Prepare Products:
  1. Navigate to the 'Sales / Order History' screen in the POS.
  2. Click on the paid order.
  3. Verify that the order details match Buddi.
  4. Print two copies of the receipt: one for the customer, and one for store records.
  5. Pick the products. Place a small note with the customer’s name on top of the products (or print an unofficial receipt in the POS and use that with name on it).
     
     
• Mark as Ready for Pickup in Buddi:
  1. Change the order status to 'READY FOR PICKUP' using the dropdown menu. This triggers a notification to the customer via text or email.
     
     
• Complete the Order in Greenline:
  
  1. Once the order is fulfilled, complete the order in Greenline.
  2. Print two copies of the receipt: one for the customer, and one for store records.
     
     
• Complete the Order in Buddi:
  • Change the order status to 'COMPLETED' in the Order Queue to finish the transaction in Buddi.
    
    

Order Cancellations and Refunds

1. Cancelling UNPAID Orders:
   1. Select 'CANCELLED' from the dropdown menu in the Order Queue.
   2. Remove the parked order in the POS.
       
2. Cancelling PAID Orders:
   
   1. Select 'CANCELLED' from the dropdown menu in the Order Queue. This triggers a notification to the customer via text or email.
      
      
   2. Issue a refund via the 'Refund Payment' option (only available to admin users).
      • This action in Buddi returns the funds back to the customer's payment card.
        
        
      • If the 'Send refund messages' feature is enabled in Buddi (found in Store Settings > Online Menu: Messages), a refund notification will be sent to the customer via text or email.
        
        

   3.  Issue a refund in the POS to restock inventory.

Notes:

• You have the option of setting up internal email notifications for order alerts (click on the mail icon in the Order Queue).