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To place orders, launch the Captello app, tap on your capture form, and tap capture. Now you can start adding items to the order, along with quantities and notes (if enabled from field settings).
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When you submit the order it will show up in the form’s orders list. Below are more details about handling orders from the orders list.
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If the toggle ‘Require claim before marking as ready’ is turned on from the form properties, the option tomark the order as ready will also be available. Otherwise, it will only be available for claimed (pending) orders. |
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The 'In Progress' tab only shows when the option ‘Require claim before marking as ready’ is enabled from the form properties.
The 'In Progress' tab contains orders that have been claimed. Each order will have a profile picture of the user who claimed the order.
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Tapping the order: tap the order to bring up the order details, where you can reopen the order by clicking the reopen button.
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Sorting Orders
There are many sorting options, such as oldest first, newest first, and alphabetically.
Sorting can be applied to any of the tabs.
To sort orders, use the sorting icon on the top right as shown:
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Order Actions
Order actions are fulfillment actions, triggered when an order is created, updated, assigned, completed, canceled, released, or reopened.
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From ‘Select Email’, select the email that contains the order details merge field.
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From ‘Send from Prospect Owner’, select sender details.
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