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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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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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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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Below is a guide for creating an email with order details, and sending it with fulfillment actions to customers.
Setting up an Email
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with Order Details
For this to work, make Make sure to have an email field in the order form for this feature to work.
Setting up the email with order details is the first step in the process. To set up the email, follow the steps below:
Navigate to Content > Email.
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Click on ‘New'.
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Enter the email’s name and subject, and click ‘Continue’.
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Select the email layout. For simplicity, we are selecting a 1 column Column layout.
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Click on the email’s body to change the content.
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Click on ‘Fields' to add the order details merge fieldsfield.
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From ‘Category’, select ‘Form Orders' and click ‘Insert’.
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The order email is now ready for sending! You can go ahead Save and exit itfrom your email. |
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Setting up Fulfillment Actions to Send Emails
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with Order Details
To set up an email fulfillment action for orders, follow the steps below:
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In our example, we are using a custom sender and reply-to emails.
Make sure that the email domain you are using to send sending from is authenticated.
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Click ‘Save’.
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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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