The Order Board (Kanban)
The Order Board is a Kanban-style board for managing order fulfillment. It gives you a visual overview of all orders and their status.
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Accessing the Order Board
Press F5 or click Order Board in the sidebar. The board displays orders in columns based on their fulfillment status.
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Board Columns
The Order Board has 5 columns representing the fulfillment lifecycle:
1. Queue — New orders waiting to be started. Online pickup orders, delivery orders, and in-store orders all start here.
2. Online Pickup/Delivery — Orders that need preparation. These are online orders being prepped for pickup or delivery dispatch.
3. In Progress — Orders actively being fulfilled by a staff member.
4. Ready for Pickup — Orders that are prepared and waiting for customer pickup.
5. Out for Delivery — Orders that have been dispatched with a driver.
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Moving Orders Between Columns
- Drag and Drop: Click an order card and drag it to the next column.
- Quick Actions: Click an order card to open the detail view with action buttons.
- Automatic: Some status changes happen automatically (e.g., delivery orders move to Out for Delivery when a driver starts the route).
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Order Card Information
Each order card shows:
- Order number and customer name.
- Order type (pickup, delivery, in-store).
- Items and quantities.
- Total value.
- Time placed (with color-coded urgency: green <15min, yellow 15-30min, red >30min).
- Payment status.
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Completing an Order
1. Click an order card to open the detail modal.
2. Review the items and verify everything is in stock.
3. For pickup orders, click Mark Ready when prepared.
4. When the customer arrives, click Complete Order.
5. For delivery orders, the completion includes proof of delivery capture.
6. The order moves out of the board and into transaction history.
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Handling Out-of-Stock Items
If an item is out of stock:
1. The order card shows a warning indicator.
2. Click the order to open the detail view.
3. Click Substitute on the out-of-stock item.
4. The Order Substitution Modal opens.
5. Select a replacement product.
6. The substitution is logged with who made the change and when.
7. Customer substitution preferences are respected (allow similar, contact me, no substitutions).
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Order Board Settings
Configure board behavior in Settings → Order Board:
- Default column sort order.
- Auto-advance rules (e.g., auto-move to Ready after X minutes).
- Sound notifications for new orders.
- Display preferences (card density, information shown).
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Tips for Efficient Fulfillment
- Check the Queue column frequently during busy periods.
- Assign orders to specific staff members by clicking the assign button.
- Use the filter to view only delivery or only pickup orders.
- Watch the time indicators to prioritize urgent orders.
- Prep pickup orders during slow periods to reduce wait times.