03-29-2023 09:22 PM - edited 03-29-2023 09:24 PM
Please correct me if I'm wrong, but if an e-Gift needs to be resent same-day, there is no way to resend it via the Quick Order screen; you instead have to fully go into the Advanced Lookup options and take all 8 steps I've laid out below in order to order to resend an e-Gift. It's way too many steps for my staff to remember, and there should be a way to make this update directly within the ticket itself.
EX: This just came up tonight where my employee had sent a customer a comp'd e-Gift card (i.e. there is no true payment method, we just applied a discount in order to 'pay for it'), and my employee had entered a typo in the customer's email address. Toast promptly sent us an email letting us know the e-Gift card was not sent due to incorrect email address. The problem is, there is no intuitive way for the employee to resend the e-Gift to a corrected email address from the Ticket screen. Instead, these are the steps they would need to take in order to accomplish the simple task of resending an e-Gift to a different email address:
As you can see, this is a LOT of steps, and after over 7 years with Toast, none of my staff ever remembers all of these steps. So that tells us these steps are not intuitive enough, and the workflow has a lot of room for improvement.
Here is what I'd like to see:
1) Get ahead of the problem - If an e-Gift is sent to an invalid email address from the POS, there should be a pop-up letting the staff know of the problem in real time so they can address it right away. (Our staff does not check our business email account, and currently that is the only way we are made aware when this happens).
2) Make it easier and more intuitive - For same-day e-Gift fixes, there needs to be a way to resend an e-Gift directly from the Quick-order screen (with the Ticket # pulled up). It would be a great addition to add to the 3 dots in the upper right menu, or even maybe by tapping the e-Gift line item on the ticket itself---Just some way to easily resend the e-Gift from that ticket screen would be amazing.
Would anyone else find this helpful?
03-29-2023 10:31 PM
Wow, I would not have guessed that, I rescind my comment.