¿How to manage orders with Current Accounts, Pensions, and Balances?

This section is correlated with the link .

In this guide, we will see how to place an order with a registered user in an Organization. Let's get started!

IMPORTANT: THIS TAB IS SOLELY INTENDED FOR 'PENSION' TYPE PURCHASES

Once we have created the organization and its members, we can start placing orders from this section.

To find where this option is located, we will go to the 'Orders' tab, and within it, we will find ORGANIZATION ORDER

There, the following window will appear where we can indicate the user's email or phone number and also the different products that will apply to this pension plan/account:

We will review the different colored rectangles in detail:

1. We will enter the client's email or contact number. We will press the magnifying glass.
2. Our previously loaded client will appear.
3. It will indicate the diner's balance. It shows how many products (and which ones) they have at the time of placing the order.
4. The products from the categories enabled for the pension plan/account will appear.
5. There, it will show the categories that are enabled for ordering.

Having understood the information this screen provides us, we continue:

Once we have our user on the screen, all that remains is to add the product.

We will select the enabled category/product and add it

Once the products are added, all that remains is to ACCEPT. The order will be commanded (sent to the kitchen/processed) and automatically closed.

The diner will be able to view their balance and consumption in 'MY CREDITS'. This option is located on the left side of the app, after having logged in previously.

e! You can now start using this tool if you wish to work with different organizations

Updated on: 17/11/2025