Marketplace - Orders & Order Statuses

Table of contents

Introduction

The OfficeRnD F&B Ordering feature includes creating Orders of differents Goods available in the Stores. You can enable this feature when you go to Settings/Platform/Orders and click the checkbox to enable it. More about the Goods and Stores, you can learn here.

Note: F&B Ordering is a Premium feature that can be activated by the OfficeRnD Sales team. Please, reach out to sales@officernd.com.

You can enable this feature if your subscription includes that when you go to Settings/Platform/Orders /Enable F&B Ordering by clicking the checkbox:

F_and_B_ordering_enabled.png

In this article, you will learn about the Orders and Orders Statuses related to the Food & Beverages Ordering feature in OfficeRnD. 

Orders

Orders allow admins and members to make F&B purchases from a Store. To create an order as an Admin you can navigate to  Community/Order/Add Order

Orders Creation

The Order creation process has 3 steps: 

  1. Step 1 - Contact Details

In this step, you need to fill in the required fields (with an asterisk sign) and you can define the following:

Contact_Details_Create_Order_Step_1.png

  • Booking Reference Number - if the Order is linked to a meeting room booking

  • Contact* ( Select Company, Select Member, Add New member)

  • Location* (the Location you are in)

  • Store* from which the purchase will be made

  • Deliver To* - all resources for the selected Location

  • Delivery Time* (ASAP or you can add an Exact time)

Note: Please note that as an Admin if you link a Booking reference number to an Order, then the Contact, Location, and Deliver to fields will be automatically populated and disabled. The Time of delivery in such cases is between the booking start and end time.

    2. Step 2 - Select Products 

In the second step, you will see a list of Goods that are available in the selected Store. You as an Admin can search Goods by their name and filter them per Category. The prices are exclusive of local taxes and fees. You can find the total amount due in the member invoice once generated.

Step_2_Select_Products.png

 

  3. Step 3 -  Place an Order

On this third step the Order summary is displayed as well as a field where you can add an Order note:

Step_3_Place_order.png

Note: When the Order is placed the one-off fees will be created (visible under Community/Fees or in the link below the order's name - Fees) for all included Goods in the Order with an email notification sent to Members and Admins. 
fees.png
Note: If the Order is related to a booking, the Admins and Members will receive a "Booking update" email notification.

How to manage your Orders

Navigate to Community/Orders and you will be able to:

  • See all Orders sorted by Creation Date (newest to oldest)

  • Sort Orders by Creation Date and Time of Delivery

  • Filter Orders by Company, Creation Date, Time of Delivery, Deliver To, Store and Status

  •  Generate the order in PDF

  • Change the status of the order

  •  Select multiple Orders and execute bulk actions:

    • Order Status Change - available only for Orders which are in one and the same status

    • Download Orders in CSV

    • Download Orders in PDF (the PDF file can be customized from Settings > Templates > Orders)

      Note: Please note that the placed Orders are displayed on the Company and Member pages

Order Statuses 

You as an admin can view and customize Order Statuses from Settings/Platform/Orders. Admins will be able to:

  • Enable/Disable F&B Ordering feature if it is included in your subscription plan

  • See the default statuses in a grid: Received, Confirmed, In Progress, Completed, Declined

Order_statuses.png

The status of the Order can be seen also in Community/Orders/Status:

Status_received.png

The status and the summary of Orders is visible in the Member portal under Account/Orders:

Account_Orders.png

Note: Please note that Order Statuses can be changed only forward. If they have end statuses like Completed or Declined, the Order status can't be changedInvoiced Orders can’t be changed to status Declined.
Change_Order_Status.png

You as an Admin will be able to Edit Order Statuses fields:

    • Label

    • Description

    • Color

    • Notifications (the email templates can be updated from Setting/Templates)

Notifications_Orders.png

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