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Receiving Orders - Workstations

Logging into your station

Receiving customer orders, and managing them is the responsibility of the staff, who use the stations to do their tasks daily. Follow the steps to log in to your stations.
 1. In the Admin side menu, Team > Stations. Click on an existing station on the content side.
 Note that the term 'station' and 'workstation' are used interchangeably in the app and the documentation. Read this section to know more about Workstations or simply, Stations.
Select:

  • Edit: If you want to edit the station
  • How to login: To log in to the station
  • Change the password: To change the password of the station
 
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2. Log in.

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3. Login details are displayed with a link to log in.

  • Use, 'Sign in to browser' options to use an internet browser to sign in to your stations
  • Use, 'Sign in with your app' option to use your mobile device with the app as a station
  • The option, 'Log in as admin' allows you to use a station to log into your Admin module
 
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4. Login displays with name and password. Click on the 'Sign in' to log in to the station.

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 Once logged in, a station looks like below:

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Receiving an order - workstation 

1. There are five parts to a station's dashboard:

  • Incoming
  • Completed
  • Deleted
  • Online Bookings
  • Events
  • Closing
 
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2. Incoming: Whenever a workstation receives an order, booking, request, or an event, you see them under this option with the 'type' field differentiating what is received.

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3. When you click on the button 'Complete,' the below options appear.

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  • Complete: Complete the order and notify the user who placed the order. The order disappears from the 'Incoming' order list
  • Cancel: The user can cancel the order
  • Pending: Put an order on hold. The order will continue to remain in the 'Incoming' orders list with a greyed out status, 'Pending'
  • Change: Cancel the order and refund the payment. Or restore a canceled order
  • Print: Print an order invoice
  • Chat: Initiate a conversation with the user who made the order
E-Commerce / Shop