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How to Add Preferences & Special Instructions to an Active Order
How to Add Preferences & Special Instructions to an Active Order
Euri Romanov avatar
Written by Euri Romanov
Updated over 5 months ago

Adding preferences and special instructions to an active order ensures that customer requests are followed accurately. Follow these steps to update an active order with specific preferences and instructions:

  1. Access the Application Home Screen

    1. Begin by navigating to the home screen of the application.

  2. Select “New Service Order”

    1. Click on the “New Service Order” option to start a new service order.

  3. Choose an Existing Customer or Create a New Customer

    1. Select an existing customer from your list.

    2. Alternatively, create a new customer by entering their details.

  4. Add Service Items to the Cart

    1. Pressing on a service item will automatically add it to your cart.

    2. Use the plus (+) or minus (-) sign to edit the quantity of the service.

    3. To delete a service, press the trash bin icon under the service item.

  5. Add Dry Cleaning Services or Products

    1. Select the “Dry Cleaning” or “Products” category to open up a selection of your services.

    2. Click on each service or product to add it to your cart.

  6. Press “Preferences & Special Instructions”

    1. Press the “Preferences & Special Instructions” button to open additional options.

  7. Add Special Instructions or Set Preferences

    1. Here you can add any special instructions for this particular order.

    2. 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 all customer needs are met accurately. If you encounter any issues, reach out to our support team for assistance.

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