Adding preferences and special instructions to an active order ensures that customer requests are accurately followed. Follow these steps to update an active order with specific preferences and instructions:
Access the Application Home Screen
Begin by navigating to the home screen of the application.
Click on “Active Orders”
Locate and click on the “Active Orders” option to access the order management section.
Search for the Order
Click on the magnifying glass icon to initiate a search.
Enter the order number or customer name to find the specific active order you need to update.
Click on the Active Order
Once you have found the order, click on it to access more options.
Press the “Preferences & Notes” Button
Look for the “Preferences & Notes” button within the order details and press it.
Add Special Instructions or Set Preferences
Here you can add any special instructions for this particular order.
You can also set default customer preferences to ensure consistency for future orders.
By following these steps, you can easily add preferences and special instructions to an active order, ensuring that customer needs are met accurately. If you encounter any issues, reach out to our support team for assistance.