Zero to First Order in 10 Minutes

This guide takes you from a fresh OKeep account to receiving your first real order. No fluff, no detours -- just the minimum steps to get up and running.

Prerequisites

You need a computer with a web browser, a phone to test the QR code, and your menu (even just three items with prices is enough to start).

Step 1: Log In

1. Go to crm.okeep.io
2. Sign up or log in with your email or Google account
3. Click Create New Workspace
4. Enter your restaurant name, pick a workflow type (start with Kitchen + Pickup if unsure), and set your location
5. Click Create Merchant

You are now in the CRM.

Step 2: Add Three Menu Items

You can build out your full menu later. For now, add just enough to test the flow.

1. Click Menu in the sidebar
2. Click Create Menu Item
3. Skip the template -- click Create Custom Item
4. Enter a Name and Price. That is all you need. Skip description and image for now.
5. Click through to Review, then click Create Item
6. Repeat for two more items

You now have three items on your menu. Customers can see and order them.

tip

You can always go back and add descriptions, images, categories, and option groups later. Right now, the goal is to see your first order come through.

Step 3: Create One Service Point

A service point represents a physical location where customers order -- a table, a counter, a window.

1. Click Service Points in the sidebar
2. Click Create Service Point
3. Name it "Counter" (or "Table 1" -- whatever fits)
4. Make sure Available is toggled on
5. Click Create

Step 4: Get the QR Code

1. In the service points list, click the QR code icon next to your new service point
2. Click Download QR
3. The QR code saves as an image

For this test, you do not need to print it. Just keep the image on your screen or send it to your phone.

Step 5: Scan and Place an Order

1. Open the camera on your phone
2. Point it at the QR code (on your screen or printed)
3. Your menu opens in the phone's browser -- no app needed
4. Tap an item to view it, then tap Add to Cart
5. Open the cart, choose a delivery mode, and tap Place Order

The order is placed.

Step 6: See the Order in the CRM

Switch back to the CRM on your computer.

1. Click Dashboards in the sidebar
2. Select your kitchen dashboard
3. Your order is there -- card with the item name, service point, and a yellow "Preparing" status

If you do not have a dashboard set up yet, click Orders in the sidebar to see it in the orders list.

Step 7: Mark It Ready and Close

1. Click the Ready for Pickup button on the order card
2. The status changes to blue ("Ready for Pickup")
3. On your phone, you will see the status update (and a push notification if using the app)
4. Back in the CRM, click Deliver on the order card
5. The order moves to "Closed" -- done

The customer earns loyalty points. The order is in your history. Your kitchen flow is live.

What to Do Next

Task	Time	Link
Add the rest of your menu items	15--30 min	Menu Items
Organize items into categories	5 min	Categories
Add option groups (sizes, extras)	10--20 min	Options & Extras
Create all your service points	5--10 min	Service Point Setup
Print and place QR codes	10 min	QR Codes
Invite your staff	5 min	Adding Staff
Set up loyalty rewards	15 min	Points System

You are live. Everything else is refinement.