Managing orders from the mobile app

You can run your orders from your phone. Accept new orders, change items or quantities, and move each order along to delivery or pickup, wherever you are. Your Ordrio admin panel on the web and the app stay in sync, so every change shows up everywhere.

Before you start

• You need your Ordrio admin login: your registered email and password, or your registered mobile number.
• The screenshots below show the Ordrio admin panel on a phone. They show example orders and an example customer. Your own screen shows your orders and your customers.

Open your orders

1. On your phone, open nadi.ordrio.com (your Ordrio admin panel) and log in with your own registered email or mobile number.
2. Tap the menu icon at the top left. Tap Orders, then tap Orders again in the list that opens.

3. Tap the To do tab to see the new orders waiting for you.

The Orders screen has:

• All, To do, In progress and Done: tabs that sort your orders by stage. The number on each tab is how many orders are in it.
• Search orders, customers or phone: find an order by its number, the customer's name or their phone number.
• Any date: show only the orders from a date you pick.
• Newest first: change the order of the list.
• Filters: narrow the list further.
• List and Grid: show orders as rows, or as cards that also show the payment and the items.
• Export: download your orders.

4. Tap an order to open it.

Accept a new order

1. Check the items, then tap Accept. Until you accept, the order says Waiting for you to accept, and the customer sees "Store is confirming your order".

2. A box asks "Would you like to accept this order?". Tap Accept. The order moves to Accepted and says Start processing when you are ready.

If you cannot take the order, tap Decline instead. Choose why you are cancelling: Product unavailable, Unable to deliver, Payment verification failed, Duplicate order or Customer unreachable. Then tap Cancel order. Tap Keep order if you change your mind.

Edit an order

Edit an order when a customer asks for a change or an item runs out.

1. On an accepted order, tap the ... (More actions) button next to Start processing, then tap Edit order. The same menu has Cancel order.

2. The Edit order screen opens. It says "Change items, quantities or discounts. You see every refund or extra payment before saving."

On this screen:

• Add products: search for a product and add it to the order.
• The items list shows Product, Selling Price, Quantity, Discount (in %) and Item Total. On a phone, swipe the list sideways to see every column.
• Delivery Details: the customer's name and phone number, and the shipping and billing address.
• Order Summary: Item Total, Discount on Item Total, Subtotal, Delivery Charges and Total Amount.
• Additional Discount > +Add: give an extra discount. Choose Flat (an amount) or Percentage, type the value and tap Add Additional Discount.
• Additional Charges > +Add: add an extra charge. Choose Flat or Percentage, type the value and tap Add Additional Charge.
• Reset: undo your changes and start again.

3. Swipe the items list to Quantity and tap - or + to change how many the customer gets.

4. Tap Update order at the bottom of the screen.
5. The Updated Order box opens. Check it before you save:

• Original, Updated and Net Difference for each changed item.
• Reason: pick why the item changed: Out of Stock, Poor Quality, Request from Customer or Other Reason.
• Original Order and Updated Order: the totals before and after, and the Payment Mode.
• Refund Amount: how much goes back to the customer, if anything.
• A note can appear at the bottom. For example, on a cash order whose total went up, it said "Payment will be marked as partially paid."

6. Tap Confirm. Tap Cancel if you want to go back. After you confirm, the order shows the new items and total, and Order history records that the order was updated by the store.

Update a delivery order

Move the order along as you work on it. The progress bar shows each stage: New, Accepted, Processing, Packed, Rider assigned, Out for delivery and Delivered.

1. Tap Start processing when you start packing. The order moves to Processing and shows who is packing it.

2. Tap Mark packed when the order is ready. It now says Packed, waiting for a rider. You can also tap Reschedule delivery here.

3. Tap Assign rider.
4. In Choose Delivery Option, pick Self Delivery if you deliver it yourself, or Delivery with Delivery Partner. Then tap Confirm.

5. Tap Mark out for delivery when the order leaves your store. Tap Reassign rider if someone else takes it.

6. Tap Mark delivered when the customer has it.

7. For cash on delivery, a box asks "Have you collected the remaining cash from the user?". Tap Mark as Collected.

The order now shows Delivered and Paid, and it moves to the Done tab. From here you can tap Generate invoice, See history or Return Item.

Update a pickup order

Pickup orders have fewer stages: New, Accepted, Processing, Ready for pickup and Picked up.

1. Tap Start processing when you start packing.
2. Tap Mark ready for pickup when the order is ready for the customer to collect.
3. Tap Mark picked up when the customer has collected it.
4. If the customer pays at pickup, a box asks "Have you collected the payment from the customer?". Tap Mark as Collected.

The order now shows Picked up and Paid.

Good to know

• Taking a new order needs a bigger screen. If you tap New order on a phone, Ordrio shows "Open this on a bigger screen". Use a laptop, or a tablet turned sideways, to take an order for a customer.
• Accepting orders switch. The Accepting orders switch is at the bottom of the menu. Check that it is on when you want new orders.
• Every step is saved. Each change, from accepting to delivered, is listed in Order history on the order, with the date and time.
• Your web admin and phone stay in sync. An order you accept on your phone shows as accepted on your computer too.
• Wide lists scroll sideways. On a phone, swipe a list left to see more columns.
• Use your own details. The screenshots show an example customer and example values. Log in with your own registered email or mobile number.

Related

• Accessing Ordrio for the first time
• Recommended setup order for new stores
• Viewing and managing orders