Mixed dry cleaning and alterations order

Watch this video to learn how to insert a new mixed dry cleaning and alterations order.

Dry cleaning and wash & fold order

Watch this video to learn how to insert a new dry cleaning and wash & fold order.

Clothing alterations order

Watch this video to learn how to insert a new clothing alterations order.

There are 3 steps for inserting a new order:

Step 1- Searching for or entering the client information (can be done before or after step 2)
Step 2- Entering the order details
Step 3- Submitting the order

Step 1- Searching for or inserting the client information (can be done at any time before submitting the order – new method)

  • Open the new order window by clicking “Add New Order” button located on the top right side of the home page.New Order Button
  • Customer information fields are located at the top of the “New Order” window and you can use these fields to enter the customer information any time before submitting the order.NewOrderCustomer

Step 1- Searching for or inserting the client information (must be done before step 2 – old method – for quick data entry)

  • Start by typing the client phone number in the search by section on the right side

Search and Display Clients

  • While typing, if client phone starts with the numbers you type, their name and details will appear in the left section. If you see the client at the top of the list, hit “Enter” key and go to step 2. If you see the client not in the top, you can go to step 2 by clicking on the “+” icon that says: “Insert New Order”
  • If you do not have the client in the list, keep typing the phone number completely and then hit “Enter”

Search and Insert a new client

  • Now you are prompted for other client details like name, surname, email …
  • Enter each field and then hit “Tab” key to go to the next column (you don’t have to enter all the fields. just name is enough)
  • Click on the “+” icon

Step 2- Entering the order details

  • Select clothing type from the list by clicking on the item (Notice that some items have a light green background meaning it is a group of items – Pants in the picture)

Select Clothing Type

  • Select service type

ServiceType

  • Based on the service type you selected, next screen allows you to select the tasks

Tasks - Alterations Service Tasks - Dry Cleaning Service

  • Based on the selected task, related task details will appear on screen to choose. (If there is no task details, goes to the last screen – pricing)

Task Details

  • Select the task detail and pricing page appears. (following image – click for the interactive hotspot version)
    New Order Window with hotspots
  • You can “Add more items”, “Add more tasks to the current item”, “Set the quantity”, “Price”, “Offer” and “Affiliate” on this page.
  • If you want to enter weight and multiply the price, click on the “*” button labelled: “Price Multiplier”.
  • After you have entered above details, click on the “Submit” button.

Step 3- Submitting the order

SubmitWindow

  • Select the pick up date and time, payment details, and email or SMS notification and click on the “Submit” button.

Pin

  • Enter you “Pin” number and click “OK” to finalize the process.