In this article, you will find the steps on how to place an order as a team.
With this feature, a team member can start an order and save it for review/editing by another team member, before placing the order.
This allows multiple team members to view and edit the same order.
⚠️ Admin Staff roles can edit and submit the team order, Contributors can edit but not submit it.
Place a team order via the app
Go to the chat with your distributor.
Click on Start Order if the order hasn’t been started yet.
Select the products.
Click on Your Cart to open the order summary.
Click on Team order at the top right of the order's recap.
If this is your first team order, you’ll see a reminder about the different roles.
If you don’t want to see it again, click on Don’t show this again.Then, click on Start Team Order, the blue button at the bottom.
Once you're on the order summary, you’ll see a pop-up message: ✅ Team order saved, and at the top right, the status will show In Progress.
If you want to go back and add more products, click on Go to orders in the chat with your distributor.
Follow the same steps as for a normal order to process it.
Place a team order via the web
Go to the chat with your distributor.
Click on Start Order if the order hasn’t been started yet.
Select the products.
Click on Save for the team at the top right corner, the team order is saved and In progress
Once you're on the order summary, you’ll see a pop-up message: ✅ Team order saved, and at the top right.
In order for other team members to access the order, they can go to the respective chat and select Go to order
Follow the same steps as for a normal order to process it.
