Order management
Order types
Depending on what order types have been enabled there are three main types of orders
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The different order types can be enabled/disabled from the Store settings
Quick order
Device specific order that will not be synchronised across devices until payment is complete. This order type is ideal for short running orders.
Chose Quick order to create a new Quick order. You will immediately be presented with the menu and you can add items to the order. Finish the order by going to Payment and completed the payment. The order will now appear in the Orders section and in reporting with the type Quick.
Order section order
A Order section order belongs to a order section and will be synchronised between all connected devices. This is ideal for orders that are not immediately completed
Tab order
A stand-alone order that is not associated with a specific location or device.
External order
Orders received from external platforms like Uber Eats or Foodpanda. The content of these orders cannot be changed and all necessary actions performed a synchronised with the platform from which the order originated.
Create new order
Quick order
A new Quick order is automatically created when selecting Quick order either from tablet or mobile interface.
Order Section
When pressing on an empty order section a new order is automatically created. If you want to create additional orders press the + NEW ORDER button.
External order
External orders are created automatically when you receive new orders from an external platform. It is not possible to modify the content of an order that has been received by an external platform.
Add items to order
Select an item you want to add to the order. The item will be added to the order and appear on the right item list, but not yet executed. Press the Execute button to execute the order or press Payment button to execute and go straight to payment.
You can freely modify and delete an item before it has been executed. To change to order of the items in your order, press and hold the item and drag it to the desired position.
When an item has been executed the item color changes to green and depending on settings you might not be able to modify the content without manager permissions.
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To disallow regular users to modify or delete executed items, enable the advanced permissions and set up staff limitation
Edit order items
Press the edit icon to modify the order item. You will be presented with different options based on your menu configuration and permissions.
When the item has been configured press Save to complete the item setting
Edit order
To make changes on a order level press the gear next to the order name (upper right corner) and select Edit
You can make the following modifications to an order
- Add/modify a custom order name. This name will be stored on the order and available when an order is printed or completed
- Associate an order with a customer. If the Customer module is enabled, you can select a customer from your customer database and connect the order to that customer.
- Allow open during closing reporting. Enable this option if you want to allow this order to remain open when performing a full closing.
- Service charge. Toggle service charge for the selected order
- Discount or Discount %. Specify either a discount amount or a percentage. The discount will be applied at checkout
Execute order
Payment
Select payment type
Select a payment type, either the build in payment types Cash and Credit Card or a custom payment type created from Settings => Payment types.
Payment options
| Option | Description |
|---|---|
| Discount | Apply a discount amount |
| Discount % | Apply a discount percentage |
| Coupon payment | Enter coupon payment amount |
| Tips | Enter amount of tips |
| Electronic receipt | Enable or disable eInvoices |
| Service charge | Enable or disable service charge |
| Keep open | Keep order visible in order section after payment |
Payment actions
| Action | Description |
|---|---|
| Print order preview | Print a preview of the order before completion |
| Partial payment | Perform a partial payment of the order |
| Number of customers | Specify the number of customers associated with this order |
| Associate customer | Connect a new or existing customer to this order |
| Save order | Save the order details as is, but complete the order at a later point |
| Complete payment | The order will be completed |
Order actions
| Action | Description |
|---|---|
| Move order | Move an order section order or tab order to a new order section |
| Merge orders | Merge the items of one order into an existing order. The source order will be deleted from the system after the merge |
| Split order | Split an order into two orders separating by line items| | Multi split orders | Split an order into multiple orders by dragging and dropping the line items | | Delete order | Delete an order from the system |