Manage an Order for You as an Administrator

When someone places an order on the marketplace, an email is sent to the seller notifying them of the order, and the buyer receives an order confirmation. If the buyer has booked transport, an email is also sent to the email address you provided when setting up your marketplace.

Depending on how your organization works, customers may have different options at checkout:

Delivery: The buyer can choose a preferred delivery date at checkout. Delivery and the order are then handled by an administrator.
Pickup on site: The buyer is responsible for collecting their order at a specified location where someone is available to hand out and manage the order.

You can manage an order either in the web app or in the mobile app.

Manage an order in the web

1. Click the link in the email to go directly to the order, or log in at palats.io and go to Orders under Marketplace in the left-hand menu.
2. New orders are marked with a red dot. Orders with delivery requests display a truck icon 🚚.
3. Click on an order to see seller and buyer information.
   
   

Schedule pickup/delivery

This step is performed by the person responsible for booking transport.

1. Here you can see the seller (from) and the buyer (to).
2. To print a picking list, click the three dots in the top right corner and select Print.
3. Click Schedule.
4. Under Delivery method, you can change the option if you offer both pickup and delivery.
5. Confirm or adjust the date requested by the customer and add a delivery message if needed.
6. Click Confirm booking when finished.

You will now see that the status has changed to Scheduled.

Start picking

This step is performed by the person responsible for preparing the items.

1. To print a delivery/picking list, click the three dots in the top right corner and select Print.
2. Click Start picking.
3. You can remove items from the order by hovering over the item and clicking the minus icon.
4. Once all items are checked, a message will appear: “Picked and ready”. Click Continue to confirm.
5. You can always edit the order via the three dots menu.

Complete the order

Once all items are picked and the customer has received or collected them click Complete order to finalize it. 

Share order

If you want to share the order via a URL:

1. Click the icon in the top right corner next to the three dots.
2. Choose how long the link should be valid.

Manage an order in the mobile app

1. Log in to the Palats mobile app.
2. Make sure you are on Overview in the bottom menu, then select Orders in the top right corner.
3. Open the order you want to manage.

Schedule pickup/delivery

This step is performed by the person responsible for booking transport.

1. You will see the seller (from) and the buyer (to).
2. Tap Schedule.
3. Under Delivery method, you can change the option if you offer both pickup and delivery.
4. Confirm or adjust the customer’s requested date and add a delivery message if needed.
5. Tap Confirm booking when finished.

The status will now be updated to Scheduled.

Start picking

This step is performed by the person responsible for preparing the items.

1. Tap Start picking.
2. You can remove items from the order by tapping the three dots.
3. Once all items are checked, a message will appear: “Picked and ready”. Tap Continue to confirm.
4. You can always edit the order via the three dots menu.

Complete the order

Once all items are picked and delivered or collected tap Complete order to finalize it.

Create an order for in-store purchases

If you have a physical store and a customer wants to make a purchase without placing an order beforehand, you need to create the order manually. You can do this either in the web app or directly in the mobile app.

To create an order in the mobile app

Log in to the Palats mobile app and complete the following steps:

If the item has a QR code:

1. Tap Scan in the bottom menu and scan the QR code.
2. Tap Scan more if you want to add additional items to the order.
3. Select Add to new order.
4. Save and complete. Done!

If the item does not have a QR code:

1. Find the item either in its inventory location or via the marketplace listing.
2. Place the order on behalf of the customer and complete the purchase as usual by starting the handover.

You’re now finished with this step!