Create and Process Delivery Orders

I. Purpose

Help staff create and process delivery orders so items can be prepared, packed, and handed over for delivery.

II. Instruction Steps

Follow the steps below to create and process a delivery order.

Step 1: Create an Order

1. On the main screen, under New Order, select Delivery.
2. The system defaults to the current date. Adjust the delivery date and time as needed.
3. Select Customer to search for an existing customer, or tap the add customer icon to quickly add customer information. Then tap Done.

Notes:

• If the delivery information is valid, the system saves it and opens the order screen.
• If the delivery information is invalid, the system displays:

  “Invalid delivery information. Please try again.”

• If Pickup time, Customer, or both fields are left blank, the system displays:

  “Delivery information is required. Please check and try again.”

4. Select the requested items from the menu, as you would for a dine-in order.

Step 2: Send Items to the Kitchen/Bar

After entering the delivery information and selecting items, follow the appropriate workflow:

• Immediate delivery: Select Fire to send the order to the Kitchen/Bar for preparation.
• Scheduled delivery: Select Fire later to save the order. The system automatically sends it to the Kitchen/Bar for preparation 30 minutes before the scheduled delivery time.

Step 3: Print a Guest Check

Tap Print guest check to print the bill for the customer to review before payment.

Step 4: Process Payment

Select Payment to process payment for the order.

For detailed instructions, see Process Payments on the POS.

Step 5: Complete the Order

1. Open the order screen and select the delivery order.
2. Tap Payment on the left side of the screen.
3. Complete the payment.
4. Tap Done. The order status changes to Completed.

III. Frequently Asked Questions

1. How can cashiers update customer and delivery information?

On the order details screen, cashiers can edit the customer name and delivery time in the delivery information section.

2. How can cashiers update items before or after sending them to the Kitchen/Bar?

For items that have not been sent to the Kitchen/Bar, cashiers can:

• Tap the delete icon to remove an item.
• Change the item quantity.
• Add Modifiers.
• Add item notes.

For items that have already been sent to the Kitchen/Bar, cashiers can:

• Move items to another order.
• Void items.

Have a nice day!