Fulfillment workflows

A fulfillment workflow sends a WhatsApp message when an order's fulfillment status changes. You can build your own, and two useful ones are already built in.

How to create a fulfillment workflow

Step 1: Navigate to the Workflow section and select Create.

Step 2: Locate the Trigger section. Here, find and select the fulfillment status. For this demonstration, select Ready for Fulfillment.

Step 3: Decide on the action to be taken. Options include sending a WhatsApp message to staff or customers. In this case, select Send WhatsApp to Staff.

Step 4: Choose the appropriate template, enter your phone number, and click Save.

Step 5: In the Order section, select the order for which you want to change the fulfillment status.

Step 6: Change the status to Ready.

Upon completion, you'll receive a WhatsApp notification confirming the change.

Ready → notify your in-house driver

When you change the order fulfillment status to "Ready", Take App automatically sends a workflow message to your in-house driver.

Pre-requisites

• Has "Delivery" added & accept the customer's location from "Delivery" -> learn how to add delivery method
• Any order that is not "type: delivery" will not be able to use this function (e.g. pick-up order type will not be able to trigger the message)
• Make sure the Fullfilment ready workflow is active (Settings > Workflow > Built-in workflow > Fulfillment ready > Active)

What the driver sees

1. After the merchant updates the fulfillment data, our system will send delivery fulfillment message to driver's WhatsApp
2. Then the drivers can see the order and go to the store to pick-up the order that need to be delivered
3. Additionally, the driver could
   • Change fulfillment status
   • Open the order
   • Upload delivery proof (image)
   • Update the delivery note

Out for Delivery → notify the customer

When you change the order fulfillment status to "Out for Delivery", Take App automatically sends a WhatsApp message to the customer, under these conditions:

• Order marked as "Out for Delivery"
• Has Order Tracking courier and Tracking number added
• Has "Delivery" added & accept customer's location from "Delivery"

If the tracking info is "In house Delivery", clicking Track order sends a message to the driver's WhatsApp asking them to share their live location. For any other courier, it opens that courier's tracking page.