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Manually Create an Order

Taking orders on behalf of customers allows for personal interaction, which can lead to repeat business. By using the City Hive dashboard, you can securely store order history, addresses, credit cards and more to easily use for future orders.

  1. Begin on the orders page of your dashboard

     

  2. Click on (+)  at the top right . Three icons will appear - click on the cart icon to create a new order

    Screenshot 2024-07-30 at 11.53.45 AM

     

  3. Find the customer's information on the right side of the screen or click "Create New Customer"

     

  4. Click Screenshot 2024-07-30 at 11.58.30 AM to search for the desired products

     

  5. Select each product to add them to the order

  6. Add or select a payment method for the order, and include a phone number for the customer to receive automated order updates 

     

  7. Choose a fulfillment method (pickup, delivery, shipping)

    Screenshot 2024-07-30 at 12.02.56 PM

     

  8. Apply any desired coupons or store credit, and delivery tip to the orderScreenshot 2024-07-30 at 12.03.44 PM

     

  9. Click on "Update Order" to save the order and move to the approval screenScreenshot 2024-07-30 at 12.04.42 PM

     

  10. Review the order details, subtotal amount, tips, taxes and fees, and click "Approve" to submit the order 

    Screenshot 2024-07-30 at 12.05.23 PM

     

  11. Approve the order to finalize payment and notify the customer that the order is ready for pickup or out for delivery/shipping