--- title: "Place and manage your first order" description: "Follow the customer, business, and driver steps that move an order from checkout to completion." canonical: https://docs.ordering.co/docs/products/dashboard/orders/place-manage-first-order/ --- # Place and manage your first order [Back to Home overview](https://docs.ordering.co/docs/products/dashboard/home-overview/) This guide follows one delivery order from the customer checkout through business and driver work to completion. The controls shown can vary with the project, order type, permissions, delivery configuration, payment methods, and enabled communication features. ## What this workflow covers 1. **Placing an order:** A customer selects an address, business, products, and checkout details on a website or app. 2. **Managing the order:** A business reviews an incoming order, assigns a driver when applicable, and updates operational status. 3. **Communication and reviews:** Customers, businesses, and drivers use the communication and review controls that the project makes available. 4. **Order summary and completion:** The customer receives an order summary after delivery, and the business can review the completed order. ## Customer: place an order ### 1. Open the website or app The customer starts from the business website or app. [![Customer website and app order entry](https://docs.ordering.co/assets/images/eb8f72dcf5cf7beed63bfc51-bc92daaa237ac93392f9aa79c4784ff1.png)](https://docs.ordering.co/assets/files/eb8f72dcf5cf7beed63bfc51-bc92daaa237ac93392f9aa79c4784ff1.png) ### 2. Enter the delivery address Select **Enter address**, then add the delivery address. When address search is enabled, Google Maps can help select the location. Add an apartment, suite, floor, postal code, and delivery instructions when they are needed for an accurate delivery. [![Address entry screen](https://docs.ordering.co/assets/images/598c3b5224b9da2056f1f128-a1b1de0ea29f526d78ba8c1189d6cdfa.png)](https://docs.ordering.co/assets/files/598c3b5224b9da2056f1f128-a1b1de0ea29f526d78ba8c1189d6cdfa.png) [![Additional delivery-address fields](https://docs.ordering.co/assets/images/fc24faf876da480df96fc3fe-redacted-8ec944fd5fdd9e512c7b08fa2f1d8893.png)](https://docs.ordering.co/assets/files/fc24faf876da480df96fc3fe-redacted-8ec944fd5fdd9e512c7b08fa2f1d8893.png) ### 3. Select the business The app or website lists businesses that deliver to the entered address. The customer chooses the preferred business from the available results. [![Available businesses for the delivery address](https://docs.ordering.co/assets/images/008ef459cce81f83e1b4935d-redacted-f7ac2bf3b902b0f1b0d890547c3bf0b0.png)](https://docs.ordering.co/assets/files/008ef459cce81f83e1b4935d-redacted-f7ac2bf3b902b0f1b0d890547c3bf0b0.png) ### 4. Select products Browse the selected business menu, select products, and add special instructions for each product when required. [![Business menu product selection](https://docs.ordering.co/assets/images/3b4cba31d94db797da9f2fa7-3ae08ee9bb0edbd69dfb2f9d8378fa5b.png)](https://docs.ordering.co/assets/files/3b4cba31d94db797da9f2fa7-3ae08ee9bb0edbd69dfb2f9d8378fa5b.png) [![Product options and special instructions](https://docs.ordering.co/assets/images/95565a609dfa6de409f8fccb-4116772ec6490e6230344c1f6652b70f.png)](https://docs.ordering.co/assets/files/95565a609dfa6de409f8fccb-4116772ec6490e6230344c1f6652b70f.png) ### 5. Review and confirm the cart Review the selected products in the cart. On a website, select **Checkout**; in the app, open the cart from the bottom navigation. [![Cart review and checkout](https://docs.ordering.co/assets/images/d8f87ff9cc70838c048ee8e0-80ca34315c6f8a608996571006c30bc4.png)](https://docs.ordering.co/assets/files/d8f87ff9cc70838c048ee8e0-80ca34315c6f8a608996571006c30bc4.png) ### 6. Complete checkout At checkout, review personal information, business details, delivery location, payment method, and a driver tip when applicable. Payment methods can include cash, card on delivery, Stripe, Stripe Connect, PayPal, and other options configured for the project. [![Checkout details](https://docs.ordering.co/assets/images/330d65880d889af8f3db5920-redacted-99affad0512743ca94c83bec14bbb6ce.png)](https://docs.ordering.co/assets/files/330d65880d889af8f3db5920-redacted-99affad0512743ca94c83bec14bbb6ce.png) [![Checkout payment-method selection](https://docs.ordering.co/assets/images/2e59f0f0d4327397f5c7364c-b1d224023dacebcb9ff88841730ad87b.png)](https://docs.ordering.co/assets/files/2e59f0f0d4327397f5c7364c-b1d224023dacebcb9ff88841730ad87b.png) ### 7. Place the order After verifying the order, select **Place Order**. The order summary can show the order number, status updates, business details, and a delivery-location map. [![Placed-order summary](https://docs.ordering.co/assets/images/bb0bfd783b29a96d3f79d6d6-bef9af43c45433bfe6668f18800c7c41.png)](https://docs.ordering.co/assets/files/bb0bfd783b29a96d3f79d6d6-bef9af43c45433bfe6668f18800c7c41.png) [![Order status and delivery details](https://docs.ordering.co/assets/images/e87b70f2bdd066120e3bf1b5-redacted-e9e6d6e1fe36d1c8128512b953fbb891.png)](https://docs.ordering.co/assets/files/e87b70f2bdd066120e3bf1b5-redacted-e9e6d6e1fe36d1c8128512b953fbb891.png) Status notifications and messages depend on the enabled channels, recipients, and device state. Confirm the project’s notification behavior before relying on a status change to reach every participant. ## Business: manage the order ### 1. Receive the order When the business Dashboard is configured to notify the business of a new order, a popup can announce it. Review the notification, then accept or close it as appropriate. [![New order notification in the business Dashboard](https://docs.ordering.co/img/docs/parallel-a/S01/redactions-home-orders/9d7b784e153cd9888d21be22-redacted.png)](https://docs.ordering.co/img/docs/parallel-a/S01/redactions-home-orders/bd94b4d07b05f39f2f72dcdf-redacted.png) ### 2. Review and accept the order The new order appears at the top of the Dashboard. Open it to review the order details and, when that status is available, set it to **Accepted by business**. [![New order at the top of the business Dashboard](https://docs.ordering.co/img/docs/parallel-a/S01/redactions-home-orders/d4a3df783cf51f356b7b549a-redacted.png)](https://docs.ordering.co/img/docs/parallel-a/S01/redactions-home-orders/5e849ae8bcc11151b0697b09-redacted.png) [![Order details with an Accepted by business status option](https://docs.ordering.co/img/help-center-import/ccf86e2dbb2862124d059fb3.png)](https://docs.ordering.co/img/help-center-import/f52ecb64735fd993187ff155.png) ### 3. Assign a driver When the order requires manual assignment, select **Manually assign a driver** and choose an available driver. [![Manual driver assignment in the business Dashboard](https://docs.ordering.co/img/help-center-import/26c9869ab9176b7bbdb8da32.png)](https://docs.ordering.co/img/help-center-import/8e2a900d3f8d79a3a4864926.png) ### 4. Update the order status Update the status as the order progresses so the business and driver work from the same operational state. The documented workflow includes **Driver on his way** and **Delivery complete** when those states are available. ## Driver: receive, pick up, and deliver ### 1. Log in and receive the order Drivers sign in with their credentials and receive a notification after an order is assigned to them. [![Driver App login](https://docs.ordering.co/assets/images/8faf55012ce6e46e8ce7a9c7-0ca815f22d1e7a9cd53a1481cfc01ccb.png)](https://docs.ordering.co/assets/files/8faf55012ce6e46e8ce7a9c7-0ca815f22d1e7a9cd53a1481cfc01ccb.png) [![Driver App order notification](https://docs.ordering.co/assets/images/0d03f3912d115d9c08cff850-5aebb0607fea053889aef1a73a72b1d3.png)](https://docs.ordering.co/assets/files/0d03f3912d115d9c08cff850-5aebb0607fea053889aef1a73a72b1d3.png) ### 2. Review and accept the order Pending orders appear on the Driver App main screen. Selecting an order opens its details. Where map directions are configured, the driver can use the map icon for directions to the business. [![Pending orders in the Driver App](https://docs.ordering.co/assets/images/f6cee25e2bcec3aae67c89a1-db526ea85d46025a81ce414da37a4435.png)](https://docs.ordering.co/assets/files/f6cee25e2bcec3aae67c89a1-db526ea85d46025a81ce414da37a4435.png) [![Driver App order details](https://docs.ordering.co/assets/images/e8a99d97a2a8c550e0720503-redacted-46f07ab94fd510bea5651680f9af9399.png)](https://docs.ordering.co/assets/files/e8a99d97a2a8c550e0720503-redacted-46f07ab94fd510bea5651680f9af9399.png) [![Driver App map directions](https://docs.ordering.co/assets/images/bfc46f9abb2aa5376dc8151f-dbe5d00d63e23483bef72fab3de45bb6.png)](https://docs.ordering.co/assets/files/bfc46f9abb2aa5376dc8151f-dbe5d00d63e23483bef72fab3de45bb6.png) [![Driver App navigation view](https://docs.ordering.co/assets/images/585f40d449a4117214c8ca95-ee0aa58cc4f66d6451b108a26ed14c86.png)](https://docs.ordering.co/assets/files/585f40d449a4117214c8ca95-ee0aa58cc4f66d6451b108a26ed14c86.png) ### 3. Pick up the order After collecting the order, select **Pickup complete**. If the order is not ready, select **Order not ready** and provide the available details. [![Pickup complete status](https://docs.ordering.co/assets/images/097317e6aba6a2fbdb6e07d1-redacted-52ede406725a874b6727332bfc95828d.png)](https://docs.ordering.co/assets/files/097317e6aba6a2fbdb6e07d1-redacted-52ede406725a874b6727332bfc95828d.png) [![Order not ready details](https://docs.ordering.co/assets/images/f6b4cd0ebe22e9a4d0efdb0a-redacted-997773101765d918d7ce25973cec45eb.png)](https://docs.ordering.co/assets/files/f6b4cd0ebe22e9a4d0efdb0a-redacted-997773101765d918d7ce25973cec45eb.png) ### 4. Deliver the order As the driver travels to the customer, the app can show **Driver on his way**. At the delivery location, the driver selects **Delivery complete** to finalize the delivery. [![Delivery completion in the Driver App](https://docs.ordering.co/assets/images/4784434bcf8991ae3a104bc1-redacted-6a312bc2990c32015e8152f22ac87378.png)](https://docs.ordering.co/assets/files/4784434bcf8991ae3a104bc1-redacted-6a312bc2990c32015e8152f22ac87378.png) ## Communication and reviews ### Messaging between the driver, customer, and business When messaging is enabled, the driver, customer, and business can use it to share updates and resolve delivery questions. [![Messaging view in the Driver App](https://docs.ordering.co/assets/images/185d580cfc1f6e5ef8ccdb5f-e3a98c76358e464e58fcd22411a7543f.png)](https://docs.ordering.co/assets/files/185d580cfc1f6e5ef8ccdb5f-e3a98c76358e464e58fcd22411a7543f.png) ### Driver messaging Drivers can send messages to the customer and business for status updates, delays, or delivery instructions. [![Driver messaging controls](https://docs.ordering.co/assets/images/6c349a64dd2b0916cd1294bb-redacted-a2cc58d8e871865c23e64ea9d2883cd8.png)](https://docs.ordering.co/assets/files/6c349a64dd2b0916cd1294bb-redacted-a2cc58d8e871865c23e64ea9d2883cd8.png) ### Driver reviews After delivery, drivers can rate the customer and add comments about the delivery process when that review workflow is enabled. [![Driver review form](https://docs.ordering.co/assets/images/116f4822304924dbff11b983-redacted-6279cb5b38a8a477cd7ac66d8e29f709.png)](https://docs.ordering.co/assets/files/116f4822304924dbff11b983-redacted-6279cb5b38a8a477cd7ac66d8e29f709.png) [![Driver review completion](https://docs.ordering.co/assets/images/ed588753fecd667dc11dde7f-redacted-f9d3d7aa330bd693322d392411f75a0d.png)](https://docs.ordering.co/assets/files/ed588753fecd667dc11dde7f-redacted-f9d3d7aa330bd693322d392411f75a0d.png) ## Customer tracking and reviews ### 1. Track the order Customers can track the order status in the app or website. When the tracking feature is configured, the view can include the driver’s current map location. [![Customer order-tracking view](https://docs.ordering.co/img/docs/parallel-a/S01/redactions-home-orders/8d4b4a7cd2f0939fd8687b15-redacted.png)](https://docs.ordering.co/img/docs/parallel-a/S01/redactions-home-orders/77f32b30a008d8634cb67cba-redacted.png) ### 2. View the driver map While the driver is en route, the customer can view the route map when tracking is available. [![Customer driver-map view](https://docs.ordering.co/assets/images/30dbe335d465c2019fd97d8e-redacted-87b1f5e30647c5e8eb6cd825ca2414f6.png)](https://docs.ordering.co/assets/files/30dbe335d465c2019fd97d8e-redacted-87b1f5e30647c5e8eb6cd825ca2414f6.png) ### 3. Leave ratings and reviews After receiving the order, customers can review the order, products, and driver when the project enables reviews. [![Customer order-review prompt](https://docs.ordering.co/img/docs/parallel-a/S01/redactions-home-orders/708913f7804c1eeb0d2dbb91-redacted.png)](https://docs.ordering.co/img/docs/parallel-a/S01/redactions-home-orders/d34083247454ba16bfdfeac0-redacted.png) [![Customer review form](https://docs.ordering.co/assets/images/045aa4b96bed7c952fa50068-redacted-bb19f47bb0f8a138c88b63eddd2230f1.png)](https://docs.ordering.co/assets/files/045aa4b96bed7c952fa50068-redacted-bb19f47bb0f8a138c88b63eddd2230f1.png) [![Customer product review controls](https://docs.ordering.co/assets/images/dbf6cb39468701885672b21a-redacted-1f6d953e99051d5fae7a7ce3a2bc73f7.png)](https://docs.ordering.co/assets/files/dbf6cb39468701885672b21a-redacted-1f6d953e99051d5fae7a7ce3a2bc73f7.png) [![Customer driver review controls](https://docs.ordering.co/assets/images/d8c5b6aa88e3952ef0280820-redacted-e403401d847fd8f45ec8cba9183e3474.png)](https://docs.ordering.co/assets/files/d8c5b6aa88e3952ef0280820-redacted-e403401d847fd8f45ec8cba9183e3474.png) ## Order summary and completion After delivery is complete, the customer sees the final order summary. The completed order also appears in the **Completed** section of the business Dashboard. ## Related guides - [Orders overview](https://docs.ordering.co/docs/products/dashboard/orders-overview/) - [Open carts overview](https://docs.ordering.co/docs/products/dashboard/orders/open-carts-overview/) - [Set up the Driver App](https://docs.ordering.co/docs/products/dashboard/delivery/set-up-driver-app/)