04 New Orders


In this section, we’re going to learn about placing an order as an attendant. There are several different ways to do that. One way to do this is to click the menu and then click “New Order”. Or you can come down to the bottom footer and “Click New” from here. Another way to do it is to click a specific button or specific set that you would like to place an order from.

Let’s say [South] G5, for example. The reason you might use this button is if you have a customer that is already sitting in a chair but has not yet purchased. This is an easy way for you to come in and select that specific set and then create an order. I can click “New Order” and then I’m taken to this page.

On this page, the app is asking you to either find or create a customer. It’s always best to search to see if the customer exists first. So I will search for my user and see if they exist. Pressing Enter allows me to do a deep search. I did not find the user, so I can come down to the bottom and click “Add New Customer”.

I will paste the information in and I will select how they would like to be contacted. In this case, I’m going to use email because again, I’m using a fake phone number. After I’ve set the user information I now create the order. By default, it’ll set the location to the location that you are logged into. You do have the option to set an order for a different location should they request. You then select the dates for their stay.

Select their payment method, and then set the amount of products that they would like. Next, we click Review Order, on the Review Order page. It gives you a synopsis of the entire order. It shows you location, their start and date, the rental length, how many sets, chairs and umbrellas they have as well as their order total, their method of payment, and how they’re receiving their receipt.

In this step, you’ll ask them for their credit card number. We’re using a fake credit card number here to process the order and then we click complete order. After the order is completed, it’ll automatically select the first location that I have selected. Remember, I selected South G5 so that one is automatically started and selected. I now have one more seat to select.

As you can see, up here on the top is a select two sets. Naturally, they’re going to want to sit next to each other so I can either select B5 or Y5. Next, I’ll hit Continue and the user has been seated. Let’s do that again, but this time with cash and we won’t pre-select our location this time I’m going to find the user that actually exists.

I’m going to use one of our fake accounts that we have set up, all of those using the email account @vusra.com. So I can search and find one of these. You can do the same thing when you’re using our testing model. We do have several different accounts set up for you to test with. This time I’m going to pick Bob Burza out here and I’m going to set his order, and this time we’re actually going to do a cash order and see how that differs. When it comes down to the cash order

I have to, as the attendant say that I have collected the cash payment of $30. I select that button and then I’m able to complete the order and seed them. Bob is going to want to sit on the South Side and we’ll put him at B2. Now, Bob is seated on the south side at B2. The next module we’re going to take a look at managing orders.

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JBS handbook illustrates our standard operating procedures, as well as other necessary information that will be beneficial to you. We encourage you to become familiar with the information in the handbook. This information will be covered again throughout your initial rookie training program.

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App Training

Please start this after you have read through the handbook. We have a custom application that we use to manage our rentals. To help you learn the application, we have created a series of training videos. Close captioning and transcripts provided.

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