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Switchboard: Create Order from Quote


Introduction

This article details how brands using Switchboard can easily create an order from an open quote.

 

1. Find the Quote

2. Review the Order

3. Select the Payment Method and Submit the Order

 

 

1. Find the Quote Go back to Top

Search by Quote Number

If the customer has their order number handy, you can jump directly to their order by searching by order number. To search by order number, click on Order Search.

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Next, enter the Quote ID into the Quote ID field and click Search.

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If the quote is found, the you will be redirected to the Order Summary page where you can review the order before submitting it.

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Search by Customer

To find the quote through the customer, enter their email address or phone number into the "Start New Call" field and click Look Up to initiate a search for a customer.

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Next, in the Open Baskets section, look for the basket that has a basket with a Quote ID value and click Resume.
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You will be redirected to the Order Summary page where you can review the order before submitting it.

 

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2. Review the Order (Order Summary Page) Go back to Top

Now that you've selected the quote to order it's time to validate everything. This allows you to review all critical order information with the caller before adding payment information and submitting the order. 

 

Review Customer Information

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. 

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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
Example: callcenter+buffys_45785@olo.com



If edits need to be made to the customer's information, click the edit_icon.png (edit) icon next to the customer to return to the Customer Information Page to make the edits. 

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Review Store Selection

Next, confirm the location you selected is correct.

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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.

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If the location needs to be changed, please click the flow_icon.png icon above Order to return the Order page to search for another location.

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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.



Review Basket Contents

Confirm that the product selection and subsequent option selection for each product is correct as well as the quantity.

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If edits need to be made to the customer's basket, click the edit_icon.png (edit) icon next to Menu to return to the Menu Page to make edits. 

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Review Handoff Mode and Time Selections

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.

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If edits need to be made to the customer's handoff and time selections, click the edit_icon.png (edit) icon next to Time to open the Edit Order modal. 

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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.

 

 

Add Coupon Code (If applicable)

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.

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NOTE: If the caller had a coupon code applied to their order before edits were made, you'll need to re-enter the coupon information. 

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. 



3. Select the Payment Method and Re-Submit the Order Go back to Top

After you've confirmed the order for the caller, click Next: Payment to add a payment method to the caller's order. 

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Select one of the available payment methods and fill out the necessary fields (i.e. card information, tip amount, etc.).

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NOTE: For more detailed instructions on submitting payment information, click here to open the Payments Page instructions.



Confirm that all payment information on the page is correct and matches the caller's expectations. After you've reviewed and verified the payment information, click Submit Order to submit the order.

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If the order was successfully submitted you'll be shown the Order Confirmation page where all relevant order details will be shown.

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NOTE: Once and order has been created from a quote, the quote will no longer be searchable. Additionally, the quote (or open basket) will no longer be available as the quote has been converted to an order. 

 

NOTE: If the caller didn't provide their email address then they won't be sent an order confirmation from Switchboard. If the caller needs a receipt they'll need to request one from the store fulfilling the order. 

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