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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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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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