eSign Restaurant Application Made Easy

Esign restaurant application

Hello everybody! This is Parveen and welcome to the AppDNA channel where we talk about all things apps till now we have talked about a lot of apps right from nonprofit apps to productivity apps but today I am really hungry so let's have an app for all the foodies out there the restaurant management app today I'll be talking about how we can simplify the entire process right from ordering to invoicing with a simple restaurant app that we can build with our low-code platform Zoho creator. A low-code platform is nothing but a platform where you can drag elements drop them build your own workflows and quickly build and deploy apps so let's see what are the essential steps that our restaurant management have should have today the entire workflow of a restaurant app can be broken down to five essential features that any restaurant management app should have the first feature is that the admin or the restaurateur should be able to capture all the food items that are on the menu so whatever he wants that customers to have there should be a form to capture these items the second feature is that once we know the items the waiter should be able to take the order from the customers the third feature is that we should have a workflow that will calculate the total price of all the items ordered the fourth feature is that we should create a quick invoice and print it for our customers and the fifth feature is that we should be able to send a feedback form to our customers so no you know the feedback about our entire food experience now that you know these five features let's build it one by one with creator the first feature is that we have to have a forum where we can capture the items that the restaurant has on the menu so let's see how to build it with creator welcome to creator dot Zoho dot com where we will be building our new app today on the right hand side we have the options for a new application or if you have been using a spreadsheet to manage your restaurant then you can simply input those files and create an app for yourself we will hit our new application and here we'll be creating one from scratch now this is the app gallery where we have pre-made applications that you can simply install and start right away we have restaurants up here which I'll be showing you later on but for now we'll be creating one from scratch and let me name it as AppDNA restaurants hit create and this takes us to our workspace where they asked me to create a new form so I'll be creating a new form to capture my menu items and I'll start one with blank I'm gonna need my phone as add item and this takes me to the drag-and-drop interface that I was talking to you about we have our data files here that we are going to drag and drop them here to build our form today so the first thing that I want to know in my menu items is the item name so I'm gonna use the single line filter drag it and rename it as item name next I want to know a little bit of the description so I'm going to use a multi-line and name it as description I want to know the type of the food so I'm going to use the radio button here drag it name it as type and the options have to be vegetarian or non-vegetarian now you may want to upload an image of the food so I'm gonna use an image and then next comes to price so for the price I'm gonna use currency here and rename it as price I'll change the currency type to Indian rupee and our first item form is done we have learned how to build form hit creator now that we have our menu ready the waiter needs to get the order from the customers for this we'll be building an order form with creator now I'll go to access this application where we can access the live mode of the app the difference between the edit mode and the live mode is that the edit mode we build the app first in the live would we see our app up and running so let's go to access this application where our item form is waiting for us so let's quickly add an item let's say I have pasta the type is vegetarian I can upload an image and then let's say the prices hundred and I hit submit every time you submit a form in creator it automatically creates a report for you where you can see your data so I'll go to add item report where my pasta will be waiting for me so here is our pasta and we have the image as well so our first feature is done and let's go to the second feature to take order we create a new form again just the way we made the item form we add new and this time we are going to create a new order form so I will name it as new order and this will take me to our drag-and-drop interface again so this time I want to know the order type so I'm gonna use a radio button and this will be to know whether the other type is dinning or takeaway so I'm going to quickly rename it as all the time and the choices should be dine in or take away now next I want to know the table number so I'm going to use a number field and name it as table number next up is the all the time so I'm gonna use a date and time field for this and we are gonna let the order populate it so let's name it as all the time next we are gonna use a very special field called the subform which we can call as a form within a form so using a subform will also populate the items so that the waiter can simply check the items and the price and quantity would appear right away in this very form so I'm gonna use subforms so here is the subform and it asks me what kind of form I want whether I want to add an existing form or a blank form I want a blank form and I hit done and now it asks me to add the fields so from here you can add the fields you want I want to use lookup which is another special field now lookup is used to relate to forms so that I can call the gate that it is residing in another form for this form so I'm gonna use lookup and now it asks me which form I want I want the item form and I want the item name to appear in the subform so I had done I'm gonna add the field name is item and then I'm gonna a new field for the currency so I'm gonna use currency right here and I'm gonna name it as unit price so this will tell me the price for the item here and then I'm gonna use a number field for the quantity of the item ordered and I'm gonna name it as quantity next up I want another number field sorry another currency field which will show me the total price of the items ordered so I'm going to use currency and we name it as total we're done with our subform now I want another currency field which should show me the net total price of this entire order so I'm gonna use the currency field drag it here and name it as net totals next I'm gonna use the name field for the attendant and name the field is attendant and the last I'm gonna use the customers email ID so I'm gonna use the email and name it as customer email so I'm done with our new order form you hit done and your form is ready the form is ready but to hide the table number type is take away we have to create a new workflow while using the form new order and I'm gonna name my workplace hide table add a new action I'm gonna run this action on the condition that the selected field or a type equals dine-in so in the order type equals dine in then in the field action I want to show the field table number and I hit save now conversely I also want that on the condition that the other type equals take away the field action should be hide the field table number now these two conditions of dining showing the table number and take away hiding the table number will do our table number thing next I want to set the current time so I'm gonna add a new workflow again so this one is also for the form new order and this time I'm going to name it as set current time so this is add a new action on custom action so when the farm loads I wonder all the time to be said to the current time so I'm gonna use this dragon drop deluge workflow builder so what I want is input dot are the time equals so without the current time so this is the current time is the default command that sets the time to the current time next I want the net total to be zero zero because when the form loads I don't want the price to be anything else other than zero so input dot net total it goes to zero so these two lines of code and we are done with the at a time so we are done with the form and now when we access this application it will take us straight to our order form here is the order form so when I put dining the table number is visible so let's say table number one but as soon as they make it takeover you see that the table number finishes so our workflow for table number is working so let's say I'm dining in now here is my sub form so when I add a new item let's say pasta you see the pasta is visible but the unit price is not visible so we are going to populate the price for each items over here and that would be taken care of in the third feature of our app today our menu is ready and our customers are hungry and they have ordered the food now we will build a quick workflow with which we will calculate the total price of the items ordered to populate the price in the subform we have to create a new workflow again when do you want to trigger your workflow while using the form new order when the record is created or edited and I will name my work flow as populate price add a new action and I want this on the custom action of user input every time I'm inputting the other items and so we are in our knowledge workspace once again so this time I'm gonna use the if loop if for every subform so to call a subform item we use row dot so I'm going to use that if row dot item not equals null then I'm gonna use the fetch record formula here so I will use our variable item details for miss add item fill this ID equals row dot item but this line does is this variable item details goes to my add item form and it fetches all those records which match the item that I am currently in putting in my room so ID is a unique identifier by creator so we use ID to look up all the records and identify that one that we are using in the subform right now so once I know that variable I can easily go and manipulate it so I'm gonna go to my rows unit price row dot unit price equals my variable now that my variable knows which record I'm talking about I can go and simply manipulate it by using a details dot price so it's sure to auto populate it now what happens if my item is null then I'm simply going to use else blue dot unit price will be zero now so there's no item I just want the price to be zero hit save and let's see if this time the price is populating I hope you got the flow of the toad if not you can anytime comment on my video and I will get back to you so I go to my new order let's say it's just a take away I'm gonna add a new item that said this time it's pasta and my unit price is populating so when I put a quantity let's say - my total is not populating so I want my next workflow to calculate the total price by using this unit price into the quantity it's simple maths right 100 into 2 equal to 200 I want that to be visible here let's see how to do it by going back to our application and creating a new workflow again so I'll be creating a new workflow to calculate my total this one is also while using the from new order every time a record is created or edited and let's name it as calculate total price create a new workflow and this one also happens on a user input so I'm going to go to custom action on user input but this time every time I input in the quantity I want this workflow to run so that you know for two pieces every time I put the number quantity - the price should be calculated so let's see what code we are going to write for this workflow now I'm gonna use the if loop again here so if row dot unit price is not equal to null because our price should not be null and if our row dot quantity also not equal to null so everytime both the price and the quantity fields have something this loop will run now I'm going to use this for each record task here so for each my variable okay let's say my variable is rec so for each rec in other items I want my rcd dot total to change so record total equals record unit price into record quantity so you see it's that mathematics that I told that my price in the quantity will give me the total and now that that calculation has been done I'll go and change my net total so that would be done with input dot net total equals input dot net total total now this line is because if you remember I had initially coded that the net total would be zero point zero for starters so this is zero and then this is a rec total so I will get my net total updated net total every time this for loop runs so my price is also done I'll go to access my application and see all my total price is coming up so in my new order I am going to order some food right away straight away add New pasta dinner price is 100 I want 5 quantities and then let's say my attendant's name is PC and the customer email is This time when I hit submit you see that the total has been populated here as 500 I hit submit and in my report I will see that my first order is a takeaway of pasta and then a total is 500 so our third feature that was to calculate the total price and public price and everything related to price is done so we'll be moving next to our invoicing once our customers have been satisfied we need to print the invoice for them so we'll be creating an invoice in the fourth feature in order to print our invoice we will go to this other type we'll go to this detailed record that we can see here and here in our more we have this print option so just click on the print option and this will take you to this link over here so when you check out this link this says app dot Zoho creator dot com Parveen 33 this is my AppDNA restaurant my restaurant name and this thing over here this record print - new audio report is what I need yours am just gonna copy that part of the code itself I'm gonna copy it for my future use and this thing you'll see here is the ID when I said you that the ID is a unique record identifiers by creator so this is the ID which will change with each record so for now we save this we copy it and let's see what to do next with our editing now I want to custom button in my records itself which when I click will give me the invoice so I'm going to go to this new audio report here I'm going to go in the detailed view and the actions I'm gonna use this plus button over here and I'm gonna create a new custom action button this one I'm gonna name a sprint invoice run the section for all records name the worklist print invoice and then I'm gonna create a new workflow now this one I'm gonna add a new action custom action and I'm gonna create my own custom script now I want to tell you that there is a very special deluge task which is called open URL which create which you know opens and you are and remember the code that I had just copied from my report so I'm gonna use that here so in open URL I'm gonna use a default Zoho code called Zoho app you are right so a QR I recognizes the app that we are talking about and then it opens the window type I'm gonna use a new window type and in Zoho app you alright I'm gonna add the copy pasted part of my link and then plus input ID for that part of ID that we had in our print this part of it some just recreating this entire link over your through the so that app you all right then I'm pasting this and input that idea and I'm gonna do it on your window this you can find in our help documents how to open URL and you can just copy paste it and once you know it it's easier now my custom action button is done I'll create the menu by going to my layout and here I'm gonna add the fields and the last I have my print invoice so this button has been added now and when I access my application you see here my print invoice is visible the statement I access my application and I go to my order report so let's say I have my pasta here and my print invoice button is right here when I click the print invoice you see a new pop-up comes and I can directly print my item from the button so the fourth feature of printing the invoice quickly is done right now the entire restaurant experience will be futile if we don't ask for our feedback from our customers so in the last feature we will be sending a feedback mail to our customers through which they can give us feedback on our food before we can send the feedback mail we need to create a feedback form so I'll create the way we had created the items and order forms so let's name it as feedback form and now I want to know the name the email and a few questions about the quality of my food so I will just drag and drop the name feel to the email field and then I'm gonna use the checkbox fields over here so let's say the first checkbox is about the quality of the food and the choices would be outstanding good and average and the same way we are going to use some other checkboxes this one would be about service response time you you can add other parameters like cleanliness value for money overall experience but I'm gonna just use the multi-line field here for any comments from them now you can customize this feedback as much as you want but I'm just having the bare essential and then we are gonna use our audio field here to add that you know thank you for your feedback to visit us again so I'm just add that here and he'd done so our feedback form is ready so once our feedback form is ready we can go and access it and then I'm gonna embed this in a send mail task so that every time that an invoice is generated Email gets triggered automatically now our feedback form should be available to all our visitors irrespective of whether they have access to our app or not for that purpose we will be publishing our form so we go to our feedback form and then we go to the settings where here you see publish so here they say you haven't published anything yet and I want to publish my feedback form so I just hit publish publishing ensures that the form is publicly available so you exceed this permalink that I have got I'm just going to copy it to clipboard and then I can use it to access it from anywhere so if you open a new tab and it just click this link you see our feedback form is available here so you can just post it on Facebook or send it by mail so I'm gonna write my sendmail script now so I go to my workflow I go to my print invoice which I've already made and then I add a new action on this link custom action create your own script I'm gonna use my send mill tasks from Zoho admin user ID to input dot customer you mean the subject can be thank you thank you and feedback please then in the expression and the message I can have please spare a few minutes so that we can serve you better you and then I'm gonna just use just paste the link for my feedback form so now my I'm gonna hit say because my sent mail task is also done and I hit them so all the five features are done and now I'm gonna go to my public mode and see what happens the moment I trigger the print invoice this time so when I go to add item report I have my items when I go to order report I have my takeaway so this time I'm gonna have a new order so let's say I'm dining in table number two I'm gonna have pasta and then I'm also gonna have a roti so my total amount is 475 me and my customer email list and I hit submit so I've done my new order and when you go to the order report see my other and then print the invoice what happens is my invoice gets printed immediately so I can just save it print it and then I go to my mail feedback form should also have been triggered say thank you and feedback please so please spare a few minutes to fill this feedback form and when I click on the form it takes me to my feedback form here I can fill it easily and then hit submit now as soon as I hit submit in the feedback form when you go to our feedback form report you can see all the comments that our customers have given us so the fifth feature which was the feedback form is also done we have built our restaurant app now so let's have a quick demo of the entire app so we know how much we have created today to take you through a quick tour of the app that we have made today let's have a new item now everyone loves pizza so let's say we have Pizza description is smoked type is non vegetarian and then we upload an image so it's just it after a lot of time we are actually getting to see some food and this is vegetable pizza so let's make it vegetarian the price is 200 and then hit submit now you can see your mouth-watering pizza right here in the item we put so you can show your customers this pizza here and you can show them the menu you can see that vegetarian pizza for two hundred and smoked and then you have the new order you take the order from your customers they want to dine in you give them the table number five you add a new item for them they want pizza they want two numbers of it and then they also want some Indian food so they want to have roti in three numbers and then they also want to have pasta now you have all these items and let's say I'm the attendant and hit submit so the order has been taken I eat the food I eat all the pizza in the pasta in the world and then when you have to invoice it to me you go to me you see that this one is the latest order and then you print invoice as soon as you print invoice my invoice is generated here and I hit save. I save or print them and then as soon as you have to triggered the print invoice you see that a feedback mail has also reached me so I check on this feedback mail I give this form I fill it up and then if I go back to the report I can see my feedback over here so this was a quick demo of the app that we have built today so go eating already now this was an app that we created in 15 minutes let's have a look at the restaurant app that we have in our app gallery and see what all we can do with it now let's check the gallery app that we had here you hit new application you go to our restaurant a pure and quickly install it this is the shortcut if you don't want to build any ass and then as it gets installed we will see what all customized ability and extra features they have that I could not build today in this short tutorial so as you can see it has a lot of heads tml it looks a bit sophisticated it can click on the cheeseburger here and give the quantity and the cost will appear here and then the orders will be displayed here so you have also options for the chef and the cashier and staff details you have entire servants sections Records building disorders quantities so there is a whole lot of inventory even here you have tax you have tables you have job details so there's a whole world out here that I have not you know covered then there is customer representative servant descent what I want you to do today is go install this app right away and see for yourself what you can do with our restaurant app in the App Gallery I hope you enjoyed the process of building this app and I'm sure that you are hungry so I'll just let you go away but before that if you have any comments and questions about this app then just shoot them below and also subscribe to our channel for more such interesting apps and till then keep making apps and be happy