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Switchboard: Creating a new Order


Introduction

This series will teach you how to create a new order within Olo's Switchboard application. The instructions provided will take you through the end-to-end experience of creating and submitting an order.

 

Series Outline

Log in to Dashboard and Switchboard

1. Find or Create a customer record

2. Select Handoff Mode, Time, and Location

3. Build the basket

4. Review the Order

5. Select a Payment Method and Submit the Order

 

1. Log in to Dashboard and Switchboard

 

1. Log in to Dashboard

swb_0_login.png

 

2. On the navigation bar, select Switchboard to open the Switchboard application

swb_1_dashboard.png

 

3. Once you're on the Switchboard Home Screen confirm that you have the correct Channel selected

NOTE: You only need to confirm the correct channel is selected if you have access to multiple channels. 

swb_2_home.png

 

Next: 1. Find or Create a Customer Record >>

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