1. WHAT IS ORDER JOURNEY
2. BENEFITS AND REQUIREMENTS OF ORDER JOURNEY
3. CONFIGURATION IN REVO XEF
3.1 GUIDES
3.2 ACTIONS
4. OPERATION ON POS/TABLET
5. PRACTICAL CASES BY BUSINESS TYPE
6. TROUBLESHOOTING COMMON ISSUES

1. WHAT IS ORDER JOURNEY

Order Journey is a powerful, agile, and customizable tool designed to enhance operational efficiency. It transforms disorganized processes into a smart system that guides your team step by step. Order Journey not only tracks orders but also standardizes and optimizes every stage of service, adapting to each business context.

Integrated with Revo XEF POS, it allows managers to monitor all orders quickly, and staff can execute and complete actions with minimal clicks, reducing confusion during peak hours. Full traceability is included, showing who did what and when, which is essential for audits, quality control, and continuous improvement.

2. BENEFITS AND REQUIREMENTS

Benefits:

  • Standardized operations – minimizes errors and extra costs.
  • Synchronized team – smooth communication across areas.
  • Operational clarity – everyone knows exactly what step to execute.
  • Full traceability – detailed record of actions.
  • Adaptability – customized flows for hours, days, roles, and special events.
  • Efficient order management – real-time status visibility.
  • Error reduction – visual guides prevent mistakes.
  • Optimization – faster service and improved customer experience.

Requirements:

  • Revo XEF installed.
  • Active Order Journey license.

IMPORTANT: Configuration is done entirely from Revo XEF Back Office. Once configured, guides and actions appear automatically in the app based on context (time, day, role).

3. CONFIGURATION IN REVO XEF

  1. Activate the Order Journey license.
  2. Access the Revo XEF back-office and open ORDER JOURNEY.

3.1 GUIDES

A Guide is a set of steps your team must follow to process an order. You can have different guides depending on context: time, day, type of service, or special events.

Examples: Lunch on weekdays vs. dinner on weekends. Lunch is quick (4–5 steps). Dinner is elaborate (10–11 steps).

To create a guide:

  1. Click + New

  2. Fill in:

    • Name – descriptive guide name
    • Active – toggle on/off
    • Role Restrictions (optional) – select which roles can use the guide
    • Time Restrictions (optional) – set date range, hours, and days

  3. Click Save

  4. Add Actions to the guide.

3.2 ACTIONS

An Action is an individual step (e.g., "Take Order", "Confirm with Customer", "Send to Kitchen", "Charge"). Each guide must have its own actions. Actions can be customized per service type and displayed in the app.

To create an action:

  1. Open guide → click number of actions

  2. Click + New

  3. Fill in:

    • Active – toggle on/off
    • Name – descriptive action name
    • Action Type
    • Display Modes – sidebar, table accessory, etc.
    • Role Restrictions (optional)
    • Validation Rules (optional)

  4. Click Save

4. OPERATION ON POS/TABLET

  • Guides and actions appear automatically in the app according to context (time, day, role).
  • Staff can see each order’s current step.
  • Managers can monitor all ongoing orders.
  • Actions can be executed directly from the POS or tablet interface.
  • Notifications can alert staff about pending or delayed steps.

5. PRACTICAL CASES BY BUSINESS TYPE

  • Restaurant: Separate guides for lunch and dinner with different steps.
  • Delivery: Guides include order confirmation, packaging, dispatch, and delivery tracking.
  • Bars & Cafés: Simplified guides for quick service.
  • Special Events: Guides can include extra steps for promotions, tasting sessions, or VIP guests.

6. TROUBLESHOOTING COMMON ISSUES

  • Guide not appearing: Check license and back-office activation.
  • Actions missing: Ensure actions are created and assigned to the guide.
  • Wrong steps for role/time: Verify role restrictions and time constraints.
  • Traceability logs missing: Ensure staff are logged into the app and using the correct guide.