Review the Order (Order Summary Page)
Now that you've assembled the order it's time to validate everything you've entered. This allows you to review all critical order information with the caller before adding payment information and submitting the order.
1. Review Customer Information Go back to Top
First, review the caller's information to validate that their name and phone number match what you entered. If the customer provided an email address, please verify that information as well.
NOTE: If the customer didn't provide an email address when their record was created, then Olo will generate a placeholder email address with the following format: callcenter+<brand_name>_<string>@olo.com
If edits need to be made to the customer's information, click the (edit) icon next to the customer to return to the Customer Information page to make the edits.
2. Review Store Selection Go back to Top
Next, confirm the location you selected is correct.
If the caller needs to confirm the crossroads of the selected store or wants to use landmarks that are close by, you can click on the store's address to show a Google Maps modal to provide additional information.
If the location needs to be changed, please click the icon above Order to return the Order page to search for another location.
NOTE: Product availability is subject to the selected location and handoff mode. If the location is changed after the caller added products to their basket, then some products may not be available, and subsequently removed from the basket. You will be shown a notification if this happens.
3. Review Basket Contents Go back to Top
Confirm that the product selection and subsequent option selection for each product is correct as well as the quantity.
If edits need to be made to the customer's basket, click the (edit) icon next to Menu to return to the Menu Page to make edits.
4. Review Handoff Mode and Time Selections Go back to Top
Confirm that the handoff selection and the time of handoff match the caller's expectations. Please note that Olo will share the estimated ready time for an order is ASAP is selected as the time mode.
If edits need to be made to the customer's handoff and time selections, click the (edit) icon next to Time to open the Edit Order modal.
NOTE: Product availability is subject to the selected location and handoff mode. If the handoff mode is changed after the caller added products to their basket, then some products may not be available, and subsequently removed from the basket. You will be shown a notification if this happens.
5. Add Coupon Code (If applicable) Go back to Top
If the caller wishes to redeem a coupon code, you can enter their code in the Coupon Code field enter click Apply to attach the coupon to the Basket.
If the coupon code is valid, the code and subsequent discount will be reflected in the order total section. If the coupon code is not applied to the basket, the user will be shown an error message.
Other Functionality on this Page Go back to Top
If the caller wants to review their order and save their basket in progress, you can send them a quote via email.
1. Click Send Quote to open the Send Quote Modal
2. Select if the quote should be sent to the caller's listed email address and/or if it should be sent to additional email address(s).
3. If the caller wants, you can add a tip to the quote before you send it. You can either select a pre-defined %, or, enter a custom amount in the Tip field.
NOTE: Once a tip amount is entered, the tip will be saved to the caller's basket. If you wish to remove the tip, set "Include tip in quote" to 'No'. You will be given an opportunity to add/remove the tip on the Payments page as well.
4. Once the recipients and tip amount have been set, click Send to send the quote out.