Order-Level Procedures
This section describes actions you can perform on orders:
Cancel an order before it is tendered or saved. This option is helpful in the event of an order entry mistake, customer walkout, or any other situation that requires the dismissal of an order.
Once the order is canceled, a new order is opened with a new order number.
To cancel an order:
From the lower-left, select Options.
From the Options menu, select Cancel Order.
When prompted to confirm the operation, select OK.
Note
Manager approval may be required.
Capture customer information such as name, address, or vehicle description to ensure accurate order delivery.
To capture customer information:
From the lower-left, select Options.
From the Options menu, select Order Information.
From the Order Information form, locate the information to capture.
If necessary, tap and drag the form up and down to access additional sections.
Type the information in the provided fields.
The following describes the sections on the Order Information form:
Note
Some sections may not be available.
Section
Description
Vehicle
Select the color and type of the customer's vehicle and add any optional comments.
Vehicle information helps the drive thru team to quickly recall/locate drive thru orders and deliver the correct order.
General Information
Type the table tent ID for the order in the provided field.
Customer Information
Type the customer's name, email address and phone number in the provided fields.
Address
Type the customer's home address in the provided field.
Pickup/Delivery Information
Type the pickup/delivery date and time requested.
Select Save Order Information.
Note
If the POS is setup to automatically capture customer information, the Order Information form opens when you select Total or Save.
To change the order destination for an order:
From the upper-left, select the down arrow next to the order destination list.
From the dropdown, select the order destination. A green circle appears in the upper-left of the selected order destination.
To add a comment or special instruction to an order for the kitchen staff:
From the lower-left of the screen, select Options.
From the Options menu, select Add Comment.
In the Comment field, type the comment.
Select Done. The comment appears below the order item listbox.
Edit Order-Level Comment
To edit an order-level comment:
From the lower-left of the screen, select Options.
From the Options menu, select Edit Comment.
In the Comment field, type the comment.
Select Done. The comment appears below the order item listbox.
Delete Order-Level Comment
To delete an order-level comment:
From the lower-left of the screen, select Options.
From the Options menu, select Delete Comment.
Identify a Drive Thru order as "Parked" when the guest is asked to park and wait for their order.
Access Parked orders from Order History or the Open Orders screen.
A Parked order is identified as follows:
Parked Order label with a "P" indicator.
Elapsed time since the order was parked.
To park an order:
From the lower-left, select Options.
From the Options menu, select Park Order.
When prompted to confirm the operation, select Yes.
From the Parked Order Information screen, type the vehicle information, and then select Park Order.
To unpark an order:
From the lower-left, select Options.
From the Options menu, select Unpark Order.
When prompted to confirm the operation, select Yes.
To refund selected order items:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Orders column of the Functions screen, select Create Refund Order.
From the Select Items to Refund screen, select the items to refund.
From the lower-left, select Refund.
From the Refund Order screen, select the applicable pay type.
Refund Specific Amount
To perform a Refund Specified Amount transaction:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Orders column of the Functions screen, select Refund Specified Amount.
From the Start Refund Order popup, type the refund amount.
Select Apply.
From the Refund Order screen, select the applicable pay type.
To reprint a receipt for the last order entered on a terminal:
From the lower-left, select Options.
From the Options menu, select Re-Print Last Order.
When prompted to confirm the operation, select OK.
To resend an order to the kitchen and reprint the ticket:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Order History.
From the Order History screen, select the order to resend.
From the lower-right, select Options.
From the Options menu, select Re-Send to Kitchen.
To resume a Saved or Suspended order:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Open Orders.
Orders are sorted by order destination.
Locate the order, and then select Resume.
The order opens and is ready for additional actions.
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Select New Order in an order destination header to start a new order.
Save an order to access at a later time. Edit and tender the saved order from any terminal.
Depending on configuration, you can save an order before adding an item (i.e. an "empty order"). This feature allows a guest to retain their place in line if they are not ready to place their order initially.
Access saved orders from the Open and Suspended Orders screen.
To save an order:
From the lower-left, select Options.
From the Options menu, select Save Order.
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Select Save & Print to save the order and print a receipt.
Note
The Split Order action may require manager approval.
Split an order and move items and order segments to new orders, or share items with new orders, and split costs among multiple individuals.
Move Items to New Orders
To move items from the current order to new orders:
From the lower-left, select Options.
From the Options menu, select Split Order.
The current order is displayed in the left panel of the Split Order screen.
Orders assigned to the same table number are displayed in the right panel.
From the footer of the Split Order screen, select Move Items.
From the left panel, select the items to move.
To deselect an item, tap it again.
To move an entire order segment, select the segment header.
From the right panel, locate the new order, and then select Move Here.
A new order is added to the right panel with the Move Here icon. This enables you to move items to another new order (if necessary).
After you move the applicable items/order segments to new orders, perform one of the following steps:
To save all orders, select Save in the screen footer.
To save all orders and print a receipt, select Save & Print in the screen footer.
To tender an order, select PAY in the order footer.
Select Print Receipt on the tendered order to print a receipt.
Once all orders are tendered, the initial Split Order screen appears.
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To move an item/order segment to the original order, select the item/segment header, and then select Move Here on the original order.
Split Order: Move Quantity of Items
To move a quantity of order items to new orders:
From the lower-left, select Options.
From the Options menu, select Split Order.
The current order is displayed in the left panel of the Split Order screen.
Orders assigned to the same table number are displayed in the right panel.
From the footer of the Split Order screen, select Move Items.
From the left panel, locate the order item(s) to move.
To the left of the items, select the quantity area.
Use plus + and minus - to specify the quantity to move, and then select Done.
From the right panel, locate the new order, and then select Move Here.
A new order is added to the right panel with the Move Here icon. This enables you to move items to another new order (if necessary).
Once the items are moved to new orders, perform one of the following steps:
To save all orders, select Save in the screen footer.
To save all orders and print a receipt, select Save & Print in the screen footer.
To tender an order, select PAY in the order footer.
Select Print Receipt on the tendered order to print a receipt.
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To move an item/order segment to the original order, select the item/segment header, and then select Move Here on the original order.
Share Items
To share order items with other orders:
From the lower-left, select Options.
From the Options menu, select Split Order.
The current order is displayed in the left panel of the Split Order screen.
Orders assigned to the same table number are displayed in the right panel.
From the footer of the Split Order screen, select Share Items.
From the left panel, select the items to share.
To deselect an item, tap it again.
To move a quantity of an item:
To the left of the item, select the quantity area.
Use plus + and minus - to specify the quantity to move, and then select Done.
From the right panel, select Share Here on each order that will share the items.
A check icon is displayed on each selected order.
When Share Here is selected for a new order:
A check icon is displayed on the order.
A new order is added to the right panel with the Share Here icon allowing you to share items with another order (if necessary).
From the screen footer, select Done.
From the Split Order screen, perform one of the following steps:
To save all orders, select Save in the screen footer.
To save all orders and print a receipt, select Save & Print in the screen footer.
To tender an order, select PAY in the order footer.
Select Print Receipt on the tendered order to print a receipt.
Important
Applied item-level discounts are removed from shared items.
Split Order Segments in Share Items Mode
To split all order segments from an order, select Split All Seats from the message panel in Share Items mode.
The first order segment remains on the original order in the left panel of the Split Orders screen.
New orders are created for all other segments. New orders appear in the right panel of the Split Orders screen.
Suspend an order to access, edit, and/or tender an order at a later time.
Access suspended orders from the Open & Suspended Orders screen.
To suspend an order:
From the lower-left, select Options.
From the Options menu, select Suspend Order.
To void a Saved or Suspended order:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Open Orders.
Orders are sorted by order destination.
Select the order to void.
From the lower-right, select Options.
From the Options menu, select Void Order.
When prompted, select the reason for voiding the order (if applicable).
When prompted, type a comment about the voided order (if applicable).
When prompted to confirm the operation, select OK.
Note
Manager approval may be required.
A Waste Order transaction enables you to identify selected order items as "waste". The ingredients are removed from inventory.
To create a waste order:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Orders column of the Functions screen, select Create Waste Order.
From the Waste screen, select the items to waste.
From the lower-left, select Waste.
When prompted, select the reason code for the transaction (if applicable).
When prompted to confirm the operation, select OK.
From the Waste Order Finalized popup window, select OK.