Handle your Orders Like a Pro: Tips for Faster & Smoother Sales

Efficient order management is essential for providing a great customer experience and keeping your business running smoothly. Whether you're selling food, retail products, or services, a streamlined process helps you save time, reduce mistakes, and increase customer satisfaction. Here’s how to better handle customer orders: 

1 - Optimize Your Order Workflow with Automation

Workflows are automated WhatsApp messages or emails that notify both your staff and customers about order updates. Instead of manually sending messages for every order, you can set up automated notifications for key stages like New Order, Order Confirmed, Order Ready, and Out for Delivery.

Why Workflows Save You Time & Improve Efficiency

• Keeps everyone informed: Staff and customers get instant order updates, reducing miscommunication.

• Eliminates manual messaging: No need to send the same messages repeatedly—automation takes care of it.

• Speeds up order processing: Faster notifications mean quicker fulfillment and deliveries.

• Reduces errors: Minimizes missed orders or forgotten updates by ensuring every step is communicated.

Examples of Workflows You Can Set Up

• Payment Recovery Workflow: Automatically remind customers to complete their payment if the order remains unpaid. Learn more

• Review Request Workflow: Send a follow-up message asking satisfied customers to leave a review. Learn more

• Delivery Driver Notification: Notify drivers automatically when an order is ready for pickup, streamlining delivery logistics. Learn more

By automating key parts of your order process, workflows ensure smoother operations, helping you manage and grow your business effortlessly.

2 - Optimize Your Delivery Workflow

A well-structured delivery workflow ensures faster, more reliable deliveries. Take App automates communication between your team, drivers, and customers, reducing manual work and avoiding delays.

Automated Notifications for Drivers

When an order is marked as Ready, the assigned driver automatically receives a WhatsApp message with the customer's delivery address, a quick button to message the customer, and an option to update the order status with notes or proof of delivery. This improves coordination and ensures deliveries stay on track. Learn more

Automated Notifications for Customers

Customers are instantly notified when their order is marked as Out for Delivery. If using an in-house driver, they can request the driver’s live location. If using an external courier, the tracking link directs them to the courier’s site. This reduces customer inquiries and improves their overall experience. Learn more

Delivery Reminders to Reduce Missed Deliveries

Set automated reminders before scheduled deliveries or pickups. For example, if a delivery is scheduled for 6 PM, a reminder at 4 PM ensures the customer is prepared. This reduces missed deliveries, minimizes manual follow-ups, and improves customer satisfaction. 

By automating notifications for drivers and customers, Take App helps you reduce delays, improve communication, and avoid missed deliveries. These features ensure that orders are processed smoothly from preparation to final delivery, making order management more efficient and hassle-free.

3 - Assign Staff, Add Notes, & Manage Orders Efficiently

Good internal communication and organization help teams work more effectively. Take App makes it easy to assign staff to orders, add private notes, and update multiple orders at once, ensuring a smoother workflow.

Assign Staff to Orders

Assigning orders to specific team members makes it clear who is responsible and allows you to filter orders by staff, improving accountability. Learn more

QR Code for Confirmed Orders

Take App allows you to generate a QR code on invoice printouts. Your staff can scan and verify the QR code from a client’s phone upon pickup or delivery, ensuring a smooth and accurate handover. Learn more

Add Internal Notes for Orders

Internal notes (invisible to customers) help teams communicate special instructions, such as handling requests, customer preferences, or additional delivery details. This ensures everyone is aligned and reduces errors. Learn more

Bulk Edit Orders

Save time by updating multiple orders simultaneously. You can change order statuses, update addresses, and make quick adjustments without manually opening each order. Learn more

Export Orders in CSV Format

Export orders in CSV format for data analysis, financial tracking, or integration with other tools. Learn more

Track Outstanding Invoices

Managing unpaid invoices can be time-consuming. Take App’s Accounts Receivable feature allows you to track and print outstanding invoices, making it easier to follow up on due payments. This feature shows only confirmed or fulfilled orders that are not fully paid, helping you keep better financial records. Learn more

4 - Invoice & Printing Options

Printing Orders

You can print invoices, packing slips, and shipping labels by going to Orders > All and selecting the desired order. This ensures clear documentation for fulfillment and delivery. Learn more

Bulk Printing Orders

If handling multiple orders, you can print them in bulk using either the simple or standard template, saving time and ensuring consistency in order management. Learn more

Sharing Invoice Links

After an order is created, you can share the invoice link with your customer or staff to notify them, ensuring they don’t miss it. This improves transparency and speeds up the payment process. Learn more

Boost Your Efficiency with Smart Order Management

By automating order updates, streamlining deliveries, and improving internal coordination, Take App helps businesses save time and reduce errors. With features designed to enhance communication and simplify operations, you can focus on what matters most—growing your business.