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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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| Info |
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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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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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Here is an example of how an order email will look like:
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Exporting Orders
To access order history for an order form, click the ‘Manage Orders’ hyperlink shown under the name of your form.
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You will then be able to apply filters as desired, and export the orders from the ‘Options’ drop-down as shown:
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