Take a phone order for tomorrow

Create an order with scheduled delivery in under a minute, without losing any details.

The phone rings: someone wants a bouquet delivered tomorrow. Let’s take it down in under a minute, without missing a single detail.

Getting started

1. Open Orders and tap New sale (on a phone, the New button in the bottom bar).
2. Choose Scheduled order mode (future delivery or collection, with all the details).
3. In the How did this order come in? window, choose Phone call.

Step 1 · Customer

Type the name or phone number into the search box:

• If the customer already exists, they appear in the list: tap them and everything fills itself in (linked to their record).
• If they’re new, enter their name (required) and, if you like, phone and email.

If you know the reason, choose the Occasion (birthday, anniversary…). It stays on their record to remind you about the repeat purchase next year. Tap Next: Products.

Step 2 · Products

Add what goes into the order:

• Search the Catalogue and tap a product to add it (it comes in with its price).
• Or type a free line: a description and its amount (for example, “Seasonal bouquet — 35”).

Inspiration photos

If the customer has sent you a photo of a bouquet (“I want something like this”), attach it right here, under Inspiration photos. There are three ways, whichever suits you:

• Add photo: on a computer it opens your files; on a phone, the camera or gallery.
• Drag it from your desktop onto the box.
• Paste it with Ctrl+V: copy the image in WhatsApp Web and paste it directly, without downloading it first.

You can add up to 6 photos per order, and add or remove more later from the order record. There they save themselves as soon as you drop them: no need to tap “Edit” or “Save”.

Whoever makes the bouquet will see them in Today, with a thumbnail on the order row: tapping it opens the photo full screen without leaving the day’s list (if there are several, use the arrows to move between them).

Once the cart is ready, tap Next: Delivery.

Step 3 · Delivery

1. Date: tap Tomorrow (or choose the date on the calendar).
2. Type: Home delivery or Collect in store.
3. Time slot: choose the slot, or enter an exact time if you know it.
4. If it’s a delivery, enter the address (it autocompletes with Google), the floor/flat, and who’s receiving the bouquet.
5. Write down the Card message (the text for the card) and, if needed, an internal Special note for the team.

Step 4 · Payment

1. Choose the payment method.
2. Mark it Paid or Pending (many pay on collection; leave it as Pending if they haven’t paid yet).
3. If you charge delivery, tick “Add delivery” (Evoflor suggests the fee for the postcode’s zone).
4. Review the summary and tap Create order.

Done! The order enters Received status and appears in Today on the delivery day. Follow its journey in The day in “Today”.