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Switchboard: Creating a new Order


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



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



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. 



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

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