Inventory Restaurants Mobile: Ordering app: Placing Orders – Fourth & HotSchedules Customer Success Portal

Overview

This article provides the workflow for placing an order using the Ordering application. This includes finding the products, adding them to the basket and checking out.

Screenshots in this article have been taken from the Ordering app in a web browser and also on a mobile device, using 'US English' as the language setting in the Fourth app ('Vendor' instead of 'Supplier', 'Cart' instead of 'Basket', etc).

Please note: This article is relevant only for Inventory and Purchase to Pay solutions.

Also see - Ordering app Video

Placing an Order

There are three ways to find products to be ordered:

Searching for products by name
Searching for products by category
Searching for products by vendor/supplier

Searching for Products by Name

To quickly find a product by its name, use the search tool. It is displayed on top of every page in the application -see Fig.1

Fig.1 - The Search tool

Type the name of the product in the search bar and select the magnifying glass (or Enter key on the keyboard) to get the results

The page will refresh, and a list of the products with matching name(s) will appear.

Fig.2 - Results after searching by name

Searching for Products by Category or Vendor/Supplier

Using the left side menu, select Categories or Vendors

The side menu will then list all product categories or vendors/suppliers to which the user has access.

Select a Category or Vendor/Supplier to see all relevant available products
- Categories may contain sub-categories for more refined results

Fig.3 - Categories option on left side menu

Fig.4 - Selected Supplier

Adding Products to the Basket

Products can be displayed on the page in two different ways: The Gallery view or the List view.

These views can be selected by using the buttons shown in Fig.5
Scroll down to see more products

Products are added to the basket in slightly different ways depending on the view used.

Gallery View

The default option is the Gallery view. The products will be displayed with pictures and need to be added one by one.

Specify a quantity, either by typing a number into the field or using the + and - buttons
Select Add To Cart

Always add items to the cart/basket after selecting a quantity. When using the 'Gallery' view, scrolling down and losing sight of the product will revert quantities to '0', as will switching to 'List' view.

Fig.5 - 'Gallery' view, adding a product

List View

The second option is the List view. The product list is much more compact, allowing the user to set quantities for all products and then add them to the basket in one go.

Specify quantities for each product, either by typing a number into the field or using the + and - buttons
Select Add All To Cart

Fig.6 - Adding products to the basket using the List view

Once the product(s) are added to the basket, a green message will appear in the bottom right corner of the page - see Fig.7.

Fig.7 - Confirmation of products added to basket

Completing an Order

Select the basket icon from the top-right corner

Fig.8 - The basket icon

This will open the 'Shopping cart' screen in a side drawer (see Fig.9) where products are grouped by supplier.

Final modifications can be made before checking out:

Remove all/individual products for a supplier
Edit the quantity of products
Select Delivery Dates
When all product details are correct, use the Checkout Vendor button for each vendor

Fig.9 - Cart contents

After checking out a vendor, a confirmation message will display, showing details about the order (see Fig.10).

Continue using the Checkout Vendor button(s) until all orders are processed.

Fig.10 - Order confirmation message