Purpose #
The purpose of learning some tasks related to the website is to verify all the info placed by the IT Team, as well as for the perfect progress of our menu and what customers want. In addition, through the website, we download a lot of files to work with the numbers of weekly meals and their respective modifications.
Target #
In this subject, we will focus on just and only on the website.
Overview timeline by day #
We will initially analyze the step-by-step according to the day of the week.
First of all: Every day, we have to check all orders on the website and make sure that all are synced with the clients wanted and organized: Order Tracking and update the Detailed Modification & New Clients List. Also, answer all jivo chat, texts & emails 🙂
Saturday:
- Check the front end of the website if the entrees are correct, include the modifications.
- Double-check the timeframes & pick up times if they are correct
Monday:
- Place Recurring orders
Tuesday:
- Set Up Modifications dishes in the back end of the website
- Verify if we have any “pending payment” and contact the client to process it
Wednesday:
- Calculate the estimative for Sergio
Thursday:
- Prepare the Follow Up List
- Place all special clients
This is a busy day, so a lot of Order Tracking, changing items, adding items, charging credit cards, many texts, etc.
Friday:
- Shut down the website
- Get all total numbers for each one of the items
- Prepare the Detailed Modification for each entree and modifications
- Organize the page, the timeframe & pick-up times, and a pop-up builder is deactivated.
- Prepare the Order Report
- Put all orders as completed
- In this meantime, when a client would like to order, send a menu, place an order, print the packing slip to give to Sergio and process the payment. If the routes are ready, add this client in the route and the order report.
