Call Centre User Guide
Before you start
- Make sure you have setup the Call Centre
Login
- Open your online ordering site with the suffix added /callcentre > www.mysite.com/callcentre
- Login popup will open
- Login with the credentials of the Call Centre Agent > A new
Customer
icon will appear in bottom right hand corner that allows you to search the customer database. - When a customer calls now > Proceed as follows:
- Place
- Delivery > Enter a valid full postcode >
- Collection order > Select the store >
- Add items to cart > Checkout > Customer search screen will open.
Existing Customer
- Ask the customer either, in order of priority, their:
- Phone number | Enter phone number without spaces
- Full Postcode | Enter full postcode with a space
- First or Last Name | Enter either of these not both
- Search for an existing customer >
- If no results are found > For a New Customer scroll below.
- Confirm the details shown with the customer to ensure the correct customer is chosen
- Click on
- Name or Phone number in the Customer column > To select the customer >
- The Number in the Last Ordered Column > To view previous orders >
- Checkout
New Customer
If the customer has not ordered before > at Customer Search Screen > select New
customer > Register new customer details
- Ask the customer their Name and Phone number >
First Name
is a required filed here, but entering the address and phone number is recommended to avoid entering the details later- Address Lookup > | Ensure a valid postcode is entered with a space
- Select the address from the dropdown to populate the address fields
- Remember to confirm the House number and enter it into the Street Address field.
- Select the address from the dropdown to populate the address fields
- Address Lookup > | Ensure a valid postcode is entered with a space
- Register > To add this customer to the order and the database
- Checkout
Checkout
The details of the Customer, e.g. address will be pre-populated in the Checkout page, as well as the header in the Menu page.
- Confirm all details again and update any incorrect details like Mobile no. if required > Select Update Customer
- Optional
- Should the customer not want to receive SMS / Email offers > Uncheck Send me SMS offers / Send me Email offers
- Time > Amend the Collection / Delivery Time
- Delivery > Confirm address > If any details are changed check Update my address to store this address.
- Coupons > Enter a coupon code > Apply
- Discount / Charges > Enter the value > Apply
- Notes > Enter any note (will be sent to the Kitchen)
- Order Source > If placing an order for any particular order source select it here | Ignore, if not, and Phone will be applied automatically
- Select payment method Card or Cash
- Place Order > Order will now be placed
Updated on: 04/08/2023
Thank you!