Description: Review how to process PreOrders in Suites to access in Activate below.
A PreOrder must be processed before the event to convert it to a tab/check to access in Activate.
Note:
- A Suite Attendant must be assigned before processing.
- If the order was opened with a Credit Card attached, it must also be preauthorized before following the steps below.
Process a single PreOrder
- In Connect, select Suites.
- Select PreOrders from the collapsed menu
- Select the order that needs to be processed.
- Verify it has a Suite Attendant assigned and is Pre-authorized if there is a credit card attached.
- Select the Process button.
- A confirmation modal will display, select Process to proceed.
- When complete, the status of the order status will update to IN_PROCESS.
- When the employee logs into Activate the PreOrder will sync and be available in the Check menu.
Process multiple PreOrders
- In Connect, select Suites.
- Select PreOrders from the collapsed menu.
- Verify all PreOrders have a Suite Attendant assigned and are PreAuthorized if needed.
- Select a single order or multiple orders, or use the select all box to choose the current page of orders.
- Once the PreOrders are selected, select the Bulk Actions dropdown menu and then Process.
- A confirmation modal will display, select OK to proceed.
- When complete, the status of the orders will update to IN_PROCESS.
- When the employee logs into Activate the PreOrder will sync and be available in the Check menu.
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