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How to Intake a New Service Order in the Employee App

Take in a new service order from customer selection through intake in the Employee App.

Written by Euri

Intake is where you create a customer's order at the counter: pick the customer, add their services and products, set the details, and collect payment now or later.

Use this if you want to take in a walk-in order and price it right away. To create the order now and price it later, see How to Intake an Order Quickly in the Employee App.


Before you start

  • You've started a session in the Cents Employee App.

  • Your services and products are set up for this location in Cents Business Manager.

  • Your printer is connected if you want to print a receipt or bag tags.


Steps

  • From the Home screen, tap New Service Order.

  • Search for the customer by name, phone number, or email, or tap + Add new customer. Then tap Continue to intake.

  • Add services from the Laundry, Dry Cleaning, and Products tabs by tapping +. Per-pound services ask for the weight.

  • Review the Order Summary on the right. Tap Edit on a line to change its quantity or weight, or to remove it.

  • Tap Preferences & Order Notes at the top to set bags and hanger bundles, notes, and the storage location. Tap the Due Date to change it if needed.

  • Tap Charge now to collect payment, or Charge later to collect it at pickup.

  • Choose whether to print the receipt, bag tags, or both. The order now shows in Active Orders, ready for processing.


Troubleshooting

  • A per-pound service won't add to the order?
    Enter a weight. Per-pound services can't be added without one.
    ​

  • Can't find the customer?
    Search by phone number, which is the most reliable match. If they're new, tap + Add new customer.
    ​

  • A service or product is missing from the tabs?
    It may not be assigned to this location. Check the location's services and products in Cents Business Manager.
    ​

  • Chose Charge later by mistake?
    No problem. You can collect payment any time from the order's 3-dot menu > Charge Now, or at pickup.
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  • Receipt or bag tags didn't print?
    Check that your printer is on and connected, then reprint from the order's 3-dot menu > Printing Options.


Need assistance?

Feel free to text our Cents Support team at 888-302-8809.

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