Manage Orders, Payments, and Fulfillment
All in One PlaceWork direct and ezCater orders from the same queue. Edit the order, assign fulfillment, collect payment, and track status without rebuilding the record in another system.
Payment collection
Choose when and how each order gets paid
Charge now, charge on delivery, assign net terms, or send a payment link from the order.
Reconciliation
Every payment matched to its order, automatically
Okra ties each payment to its order and the payout it arrived in.
Quote builder
Turn a phone call into a priced quote in minutes
Change servings, add trays, switch between pickup and delivery, or enter a discount and tip. The quote total updates with each change.
Unified Dashboard
One queue for direct and ezCater orders
Okra puts storefront and approved ezCater orders in one list. Filter by date, status, store, or source to build the day's production and fulfillment plan.
- Single view for Okra and ezCater orders.
- Powerful filtering and search capabilities.
- Clear status indicators for each order.
- Simplifies daily kitchen planning and preparation.
Operational Clarity
Plan production from orders that are always up to date
Order source, fulfillment location, service time, and payment status stay visible in the same dashboard. Your team plans from what's actually current instead of piecing together separate lists.
- No more bouncing between tabs and systems.
- Real-time order status tracking from pending to paid.
- Accurate kitchen prep planning from day one.
- Never miss an order from any channel.
Order Editing
Change the order without rebuilding it
Update items, quantities, options, service time, and delivery details on the existing order. Add a priced Open Food line when the request is not represented on the menu.
- Modify quantities, items, and customizations easily.
- Update delivery addresses or pickup times.
- Add custom "Open Food" items with unique pricing.
- Flexibility accommodates last-minute customer requests.
Customer Directory
Keep account terms and order history together
Okra builds customer records from order activity, including contacts and order history. Net 30 approval and tax-exempt status stay on the account that uses them.
- Auto-built customer profiles from order activity.
- Full order history per customer with totals and frequency.
- Search and filter to find specific customers fast.
- Net 30 approval and tax-exempt status managed at the customer level.
Fulfillment
Assign the location that will fulfill the order
Set the fulfilling store and pickup or delivery mode on the order. Your team sees which kitchen fills the order; the customer just sees your brand.
- Assign the fulfilling store on any order.
- Switch between pickup and delivery in one tap.
- Direct orders to the location best set up to fulfill them.
Payments
Collect and adjust payment from the order record
Charge a saved card on your schedule or send a secure payment link. Voids, full or partial refunds, and payment status remain attached to the order.
- Automated payment capture based on your schedule.
- Charge a saved card or send a payment link directly from the order screen.
- Void or refund payments - full or partial - directly from the order screen.
- Send a secure payment link to corporate clients for invoiced events or Net 30 follow-ups.
- Clear payment status through every state (Pending, Paid, Voided, Refunded, Partial Refund, Overpaid).
Your Operational Questions Answered
Run a real order through the workflow
Test an edit, fulfillment assignment, saved-card charge, or payment link in the same order record.