Managing online orders

Process Orders from the Online Ordering Page

I. Purpose

This feature helps restaurants receive and process online orders quickly and efficiently, saving time and streamlining operations.

II. Video Tutorial

Watch the instructional video here.

III. Steps

The online order workflow consists of two main stages:

1. The customer places an order on the online ordering website

2. The cashier confirms the order and hands it to the customer

1. Customer Places an Order Online

Set pickup time

• By default, the system selects Pick up as soon as possible.

• Customers may change this to:

  • Today or Tomorrow

  • A specific pickup time slot

Select items

• On the online ordering website, customers tap items to add them to the cart.

• In the cart, customers can:

  • Edit quantities

  • Remove items

Tap Go to Checkout to proceed.

Checkout and payment

• Enter pickup information and select a payment method.

• If applicable, enter a promo code and tap Done.

• Add a tip by selecting a suggested amount or tapping Custom to enter a custom tip.

• Tap Done, then Continue to Payment.

After payment, the system displays an Order Successful message.

Track order status

• On the success screen, tap Here to view the order progress and timeline.

• Customers may cancel the order if it has not yet been confirmed by the restaurant.

2. Cashier Confirms and Delivers the Order

After an online order is placed, the cashier receives a notification on the POS.

• Tap the Online Ordering icon,
  or

• Open the Orders Hub tab to manage orders.

Order Processing Tabs

1. Need Approval

• Displays all orders awaiting confirmation.

• Tap Approve to confirm the order.

Notes:

• Only staff with the appropriate permission can update orders.

• All staff with sales roles can cancel orders at the customer’s request.

2. Scheduled

• Displays orders that have been confirmed.

• Tap Fire Now to send items to the Kitchen/Bar.

Notes:

• Only authorized staff can update orders.

• All sales-role staff can cancel orders if requested by the customer.

3. Active

• Displays orders that have been sent to the kitchen.

• Tap Order Ready when the order is prepared.

Notes:

• Updating or canceling orders requires proper permissions.

4. Order Ready

• Displays orders that are ready for pickup.

• When the customer arrives, tap Complete to proceed to checkout.

Optional:

• If the customer wants to add a tip:

  • Tap Add Tip

  • Enter the tip amount

  • Tap Pay

5. Completed

• Displays orders that are successfully completed or canceled.

• Allows the cashier to apply taxes and fees during payment if required.

✔ This workflow ensures online orders are handled smoothly from placement to pickup, improving speed, accuracy, and customer satisfaction.