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Accepting An Order In The Dashboard

How to accept an order from the dashboard.

Updated over a year ago

When you receive an order notification email, you can click the "View Order" button in the email, or you can go directly to app.boatyard.com/login and log in to view the order.

Once you have logged in, the first thing you will see is the Dashboard home page. Click on the 'ORDER' button in the left side menu to view your order screen. The order screen will show you all the orders your store has received. Click the line of new order to view more details.

You'll see the ORDER STATUS is AWAITING ACCEPTANCE, and there is no one listed under ASSIGNEE. To accept the order and assign it to yourself, click on 'ACCEPT ORDER'.

The order is now assigned to you.

NOTE: If you decline the order it will decline it for your entire location. If this is not an order that you can work on, check that someone else has received it and let them accept the order.

Next step?

Once you've accepted an order you need to contact the customer.

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