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This article walks through setting up and using order forms.
Enabling Hospitality on Your Account
The hospitality feature needs to be enabled by your Captello representative.
Creating the Form
To create a capture form, follow the steps below:
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Navigate to the form’s Properties tab and turn on the Order Management toggle below Hospitality.
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Once order management is turned on, two more options appear.
Consider cost: If you need to add the cost of served products, enable this toggle, then select the desired currency. This will be added to the orders reports.
This toggle does not work retroactively. If there are orders submitted before turning this on, they will show $0 (or other 0 of the selected currency) under the cost column.
Allow claiming option: Give an option to users to claim orders. When an order is claimed by a user, it goes to their claimed list.
Require claim before marking as ready: Require users to claim orders before being able to mark the order as ready (done).
Adding Items to the Form
To add items to the form, follow the steps below:
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Click on the added fields and add the desired choices.
Use the up arrow icon to the right of the field to upload a thumbnail image for your item.
If the ‘Consider cost’ toggle is turned on from the form’s properties, a cost field will be shown.
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Note that the order fields are currently not supported by web view, and can only be used with the Captello mobile app.
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To sort orders, use the sorting icon on the top right as shown:
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Security Permissions for Order Actions
To restrict certain actions for users, you can change their security profile permissions under the ‘Hospitality’ section. Here is a list of permissions that an admin has control over:
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Cancel new orders: allows the user to cancel new unassigned orders.
Cancel other’s orders: allows the user to cancel other users' orders.
Claim orders: allows the user to claim orders.
Complete new orders: allows the user to complete new unassigned orders.
Complete others orders: allows the user to complete other users' orders.
Releases others orders: allows the user to release other users' orders.
Reopen others canceled orders: allows the user to reopen other users' closed orders.
Reopen others ready orders: allows the user to repoen other users’ ready orders
View new orders: allows the user to view unclaimed new orders.
View others assigned orders: allows the user to view orders assigned to other users.
Order Actions
Order actions are fulfillment actions, triggered when an order is created, updated, assigned, completed, canceled, released, or reopened.
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