Getting Started 19 steps

How to Prepare an Order

Learn how to manage orders in your Reservety dashboard. This guide covers preparing orders for fulfillment, processing payments, adding fees, editing existing orders, handling returns, and capturing security deposits.

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Step-by-step guide

1

Log in to your Reservety dashboard and click on Bookings in the left sidebar.

Step 1

2

Click on Orders to view your order list.

Step 2

3

Click on the order you want to process.

Step 3

4

Click the Order Actions button and select Prepare Order from the dropdown menu.

Step 4

5

Use the barcode scanner to scan items for the order if applicable.

Step 5

6

Click the Pay Due Amount button to process the remaining balance.

Step 6

7

Select a payment method and click Pay for Order.

Step 7

8

To add additional charges, click Add Fee.

Step 8

9

The updated due amount will be reflected in the order summary.

Step 9

10

To modify an existing order, click Edit Order.

Step 10

11

Search for and add any additional products the customer wants to their order.

Step 11

12

Click the product icon to adjust the item quantity.

Step 12

13

Set the desired quantity and click Save.

Step 13

14

To update an existing item, click on the product image and adjust the quantity.

Step 14

15

To process a return, click the Partially fulfill the returned button.

Step 15

16

Click View Transaction to review the payment details.

Step 16

17

Click Mark as Sent to update the delivery status of the order.

Step 17

18

To capture a security deposit, open the order and enter the amount in the Security Deposit section.

Step 18

19

Click the Capture button to process the security deposit.

Step 19

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