Once your account is connected to WhatsApp Business or Instagram, Orders App can automatically turn the messages your customers send into real orders. This guide walks you through it with a real example, from the moment a customer sends their details to seeing the finished order in your app.
Ask your customer for the order details
You can collect the order details in two ways:
Share an order template. Send your customer a short message that lists the details you need. They fill it in and send it back.
Chat normally. Ask for the details over a few messages, the way you usually do. Orders App reads the whole conversation, including the replies, and picks out the order details.
A template is the quickest way to make sure nothing important gets missed. For example, a home bakery might send:
To place an order, please share these details:
Customer Details:
Name:
Phone:
Product Details:
Item Name:
Size:
Quantity:
Other Details:
Address:
Customer sends their order
Your customer fills in the template and sends it back to you in the chat. For example:
Customer Details:
Name: Jenny Fox
Phone: +971 50 123 4567
Product Details:
Item Name: Saffron Milk Cake
Size: 1 kg
Quantity: 1
Other Details:
Address: Apt 404, Building 7, Al Furjan, Dubai
If you're chatting normally, the same details can come in over a few messages. That works too.
Orders App creates the order
As soon as the details arrive, Orders App reads the chat and creates the order for you. You'll get a notification that a new order has come in, with its order number.
Open your new order
Tap the notification, or open your Orders screen and tap the new order. Everything the customer sent is now organized into a clean order: the customer's name, the total, the shipping address, the items and the payment.
That's it. Your first order is in, and every order after this follows the same simple flow. 🎉