Overview:

If a customer wants to repeat a previous order on a different day—whether it’s their regular weekly lunch delivery or a favorite catering package—CaterZen makes it simple to duplicate an order without starting from scratch. This guide will walk you through the process of placing a duplicate order with updated details.

**Explore our Interactive Click-through Guide here or follow the steps below**

Step-by-Step Instructions:

  • Find the order you wish to duplicate: Click on the CRM tab
    From the main navigation menu, select the CRM tab to access your client list.

   

  • Search for the client
    Use the search bar to find the client. Then, click on the client’s name to open their profile.


  • Open the Orders list
    Click on the Orders icon to view all past orders associated with the client.


  • Locate the order to duplicate
    Find the order the client wants to repeat. Under the Action column, click the View/Edit Order icon.


  • Select "Place This Order Again"
    In the order details screen, open the Ticket Function dropdown box and choose Place This Order Again.


  • Edit the New Order
    You’ll be taken to the Order Entry screen.
    IMPORTANT: All details will be copied exactly from the original order, so be sure to review and update the following as needed:

    • Date and time

    • Tip amount

    • Delivery fee

    • Menu items and quantities

    • Special instructions or notes

  • Make any necessary adjustments before proceeding to finalize the order.

  • Place the duplicate order
    Once you’ve made your changes, scroll to the bottom of the page and click the Place Your Order button.


  • Confirmation
    The order has now been duplicated with your new details and added to your system.

Conclusion:

Duplicating orders is a quick and efficient way to serve repeat customers without manually rebuilding orders from scratch. Whether your customer orders frequently or simply loved a past meal, this feature ensures consistency and saves valuable time.


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For additional help, refer to the CaterZen Support Center or contact our CaterZen Support Team.

Not a CaterZen customer yet? Discover how our catering software can streamline your business—click here to learn more!