Tracking Office Orders

Tracking Office Orders

Managing office lunch orders with Tacoter is straightforward and helps you keep everyone fed and happy. This guide will walk you through monitoring your group orders, ensuring no one misses out, and finalizing payments.

Accessing Your Office Orders

All your office group orders live in one central place.

  1. Go to the Office Orders page: Navigate to tacoter.com/office/orders. [[screenshot: Office Orders page showing a list of current and past group orders]] You can also find a link to Office Orders on your main [tacoter.com/dashboard](https://tacoter.com/dashboard).
  2. Select an Order: Click on any specific order from the list to view its details. This will open the order's dedicated tracking page.

Monitoring Order Status and Participants

Once you've selected an order, you'll see a detailed overview.

  1. Review Order Details: On this page, you'll see key information about your group order, such as the restaurant, the delivery time, and the current deadline for individual orders.
  2. See Who Has Ordered: The page clearly displays a list of individuals invited to the group order. You'll be able to see at a glance who has already placed their order and who hasn't.
  3. Search and Sort: If you have a large team, use the Search bar or sorting options to quickly find specific individuals or filter the list.

Nudging Participants and Adjusting Budgets

Sometimes a gentle reminder is all it takes to get everyone's order in on time.

  1. Send Reminder Nudges: For those who haven't yet ordered, you'll see an option to send a Reminder Nudge. Click this to send an automated notification to prompt them to place their order before the deadline. [[screenshot: Button to 'Send Reminder Nudge' next to a participant who hasn't ordered]]
  2. Raise Per-Person Budget: If someone needs a bit more budget to get their perfect meal, you can adjust the individual budget for the group order directly from this page. Look for the option to Raise Budget next to the relevant participant or the overall order settings. Any changes made here will be instantly reflected for participants.

Finalizing and Paying for Your Order

Once all individual orders are in, or the deadline has passed, it's time to finalize the group order.

  1. Review Final Order: Before payment, take a moment to review all individual orders and ensure everything looks correct.
  2. Pay for the Group Order: When you're ready, click the Pay button to complete the transaction. This action will send the compiled order to the restaurant for preparation.

Accessing Your Receipt

After payment, you'll need your receipt for expense reports.

  1. Navigate to the Receipt Page: Your receipt is automatically generated and available on its own page. You can access it directly at tacoter.com/office/orders/<order>/receipt, replacing <order> with the specific order ID, or by clicking the View Receipt button on the order's tracking page after payment.

Need help? Email ir@tacoter.com or call (800) 503-2670.

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