Order Functions

This section describes the functions a site manager may perform on orders processed with the Xenial Ordering application.

Order History

The Order History feature provides the ability to view details about previous orders and perform actions on those orders.

To open the Order History list:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Order History.

By default, the Order History list is sorted by Order # in ascending order. Select a column heading to sort the list by the column values.

For example, select the Order State column heading to sort the list by the values in the Order State column in ascending order.

The available order actions include:

Huomaa

The system administrator defines the employee access permissions for the Order History functions.

Search the Order History List

System Navigation Order History

From the Order History list, search for orders by order number or by the last 4 digits of the card number used to pay for the order.

Search by Order Number

  1. From the Order History dropdown menu, select Order #.

  2. Select the Search by Order # field.

  3. Use the numeric keypad to type the order number.

Search by Card Number

  1. (Optional) Filter the order list by payment type:

    • From the Filters menu, select Payment Method.

    • Select the Credit/Debit Card filter.

    • Expand the Credit/Debit Card filter.

    • Select the credit card types to search.

    • Select Apply.

  2. From the Order History dropdown menu, select Card #.

  3. Select the Search by Card (last 4) field.

  4. Use the numeric keypad to type the last 4 digits of the card number used to pay for the order.

Filter the Order History List

Filter the Order History list to quickly locate specific orders.

To filter the list:

System Navigation Order History

  1. From the upper-right of the screen, select Filters.

  2. From the Filters panel, select a filter.

    The available filters include:

    • Business Date

    • Time

    • Order State

    • Order Type

    • Order Destination

    • Payment Method

    • Drawer Session

  3. Select the criteria for the filter. For example, select For Here from the Destination filter to only view orders with the For Here order destination.

  4. Select Apply.

View Order Details

To open the Order History list:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Order History.

  3. From the Order History list, select an order to view its details. The order details window includes the following sections:

    Section

    Order Details

    Header

    • Order Destination

    • Order Number

    • Cashier Name/ID

    • Time of Order

    Body

    • Order Item Details

    • Order Item Prices

    Footer

    • Order Total Details

    • Order Payment Details

    • Order Actions

Reprint Order Receipt

To reprint the receipt of an order:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Order History.

  3. From the order list, select the order to reprint.

  4. From the lower-right of the screen, select Options.

  5. From the Options menu, select Re-Print Receipt.

Refund a Partial Order

To refund selected items from an order:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Order History.

  3. Select the order to refund.

  4. From the upper-left of the screen, select the Selected Item(s) tab.

  5. From the order item list, select the items to refund.

  6. From the lower-right of the screen, select Refund.

  7. From the Reason for Refund list, select the applicable reason for refunding the order items.

  8. Select Next.

  9. From the Refund Tender list, select applicable pay type.

  10. Use the numeric keypad to enter the currency amount to refund.

  11. Select Apply Refund.

Refund an Entire Order

Perform a Refund transaction in the event a customer is dissatisfied with their order and requests their money back.

To refund an order:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Order History.

  3. Select the order to refund.

  4. From the upper-left of the screen, select the Entire Order tab (if necessary).

  5. From the lower-right of the screen, select Refund.

  6. From the Reason for Refund list, select the applicable reason for refunding the order.

  7. Select Next.

  8. From the Refund Tender list, select applicable pay type.

  9. Use the numeric keypad to enter the currency amount to refund.

  10. Select Apply Refund.

Resend an Order to the Kitchen

In the event the printed kitchen ticket for an order is lost, resend the order to the kitchen to reprint the ticket.

To resend an order to the kitchen:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Order History.

  3. From the Order History screen, select the order to resend.

  4. From the lower-right of the screen, select Options.

  5. From the Options menu, select Re-Send to Kitchen.

Retender an Order

To redo the tender process for an order:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Order History.

  3. From the order list, select the order to retender.

  4. From the lower-right of the screen, select Options.

  5. From the Options menu, select Re-Tender.

Void an Order

To void an order:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Order History.

  3. From the order list, select the order.

  4. From the lower-right of the screen, select Options.

  5. From the Options menu, select Void Order.

  6. From the Select Reason popup, select the applicable Reason Code.

  7. When prompted to confirm the operation, select OK to void the order -OR- select Cancel to cancel the operation.

Void a Waste Order

A waste order transaction allows the input of selected menu items as waste. This action removes the ingredients from inventory.

Void a Waste order to add the associated items back into inventory.

To void a Waste order:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Order History.

  3. (Optional) From the Filters menu, select Order Type>Waste to filter the order list by Waste orders.

  4. From the order list, select the Waste order to void.

  5. From the Options menu, select Void Order.

  6. When prompted to confirm the transaction, select OK.

Flag Menu Item Availability

If a menu item is no longer available for sale, the site manager may flag the item as unavailable. When an item is flagged as unavailable the item button is grayed out and the button label is crossed out, prohibiting the ability to add the item to an order.

Flag menu item availability from the following screens:

  • Functions

  • Order Entry

  • Product Details

Flag Item Availability from the Order Entry Screen

To flag a menu item as unavailable:

  1. From the menu list on the Order Entry screen, open the menu containing the item.

  2. Long press the menu item to open the menu item dropdown.

  3. From the dropdown, select Make Item Unavailable.

  4. When prompted to confirm the operation, select Yes.

To flag a menu item as available:

  1. From the menu list on the Order Entry screen, open the menu containing the item.

  2. Long press the menu item to open the menu item dropdown.

  3. From the dropdown, select Make Item Available.

  4. When prompted to confirm the operation, select Yes.

Flag Item Availability from the Functions Screen

To flag a menu item as unavailable:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Functions.

  3. From the Functions menu, select Item Availability.

  4. From the dropdown on the Item Availability screen, select Available Items (if necessary).

  5. From the item list, select the item(s) to flag.

  6. From the lower-right of the screen, select Make Item(s) Unavailable.

  7. When prompted to confirm the operation, select Yes.

To flag a menu item as available:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Functions.

  3. From the Functions menu, select Item Availability.

  4. From the dropdown on the Item Availability screen, select Unavailable Items (if necessary).

  5. From the item list, select the item(s) to flag.

  6. From the lower-right of the screen, select Make Item Available.

  7. When prompted to confirm the operation, select Yes.

Flag Item Availability from the Product Details Screen

To flag a menu item as unavailable:

  1. From the menu list on the Order Entry screen, open the menu containing the item.

  2. Long press the menu item to open the menu item dropdown.

  3. From the dropdown menu, select Product Details.

  4. Disable the Available toggle.

  5. When prompted to confirm the operation, select Yes.

To flag a menu item as available:

  1. From the menu list on the Order Entry screen, open the menu containing the item.

  2. Long press the menu item to open the menu item dropdown.

  3. From the dropdown menu, select Product Details.

  4. Enable the Available toggle.

  5. When prompted to confirm the operation, select Yes.