Viewing and Managing Orders

To view and manage existing orders, tap the Orders Button in the top right of the New Orders screen.

The Orders Screen

In the Orders Screen you can:

• View and manage orders via different views
• Add or change tips
• Issue refunds
• Reprint guest receipts
• Check on the status of to-go orders
• Assign delivery drivers on a map
• Change temporary pacing for online ordering

Order views

You can choose the view that is used to manage orders

Tiles View:

List View:

Tables View:

To-Go Orders View:

Managing Open Orders

To manage a held order (Open Orders) tap the order in either Tile View, List View or Table View. This will take you back to into the order to pick up where you left off. You can add additional products, discounts, comps etc. and check out, just like any open order.

Managing To Go Orders

On the To Go Orders tab you will see All, Delivery, Pickup and Pre-Orders. These tabs will show orders of the respective type.

Tap an open To-Go Order to view additional options including:

• Print Now -- Prints the ticket to the kitchen now instead of automatically at the right time. (Non-ASAP orders)
• View the order -- Tap to reopen the order to modify or check out
• Assign a driver -- If the order has printed to the kitchen, tap to choose a driver from the popup
• Cancel the order -- Tap here to cancel the to-go order

Entering Tips

Orders with the status Awaiting Patron Signature need a tip entered to settle the order. Even if the tip is "zero". Credit card transactions that do not have a tip entered are not sent to the credit card processor for the restaurant to be paid.

When tips are enabled for the restaurant, tender types that have tips include Credit cards -- and can be enabled for external payments, gift cards, CRM orders and house accounts.

To enter tips:

• Tap the order Awaiting Patron Signature in the orders list
• On the transactions screen, tap Enter Tip
• Enter the tip amount in the popup

To change a tip on a settled order:

• Tap the settled order in the orders list
• Tap Transactions
• Tap Change Tip
• Enter the new tip amount

Managing Settled Orders

With settled orders you can change the tip, reprint the receipt or the signature-slip, perform a refund or re-open an order.

In the Orders Screen, tap the settled order.

• To Reprint -- Tap the Print button and select either itemized receipt or credit card authorization, from the popup.
• To change the tip or issue a refund, tap Transactions.
• To reopen an order tap Re-Open.

Issuing a Refund:

• Tap a settled order
• Tap Transactions
• Tap Refund
• Select the type of refund
  • Full -- Issue a full refund
  • Custom -- Issue a partial refund for the amount entered
  • By Item -- Select the items in the order to issue a refund for
• Enter the reason for the refund. This is used for reporting purposes.

Tap to issue a refund:

Select the refund type, enter the amount and the reason:

itemized refund example:

Re-Opening an Order

NOTE: We advise care when using this function. If you void a credit card payment and the guest's card is unavailable to run again, the THE MONEY IS UNRECOVERABLE.

To reopen an order:

• Tap the settled order
• Tap Re-Open
• Confirm you want to reopen the order

When an order is reopened, you can modify the products, add and remove products and void payments. Tap the checkout button when you have completed the changes to the order. Any unpaid balance must be paid.

To void a payment on a reopened order:

NOTE: A refund is probably what you want to do instead of reopening the order. Only do this if you have mixed up the cards, for example, when serving multiple guests. The cards must still be available to you to re-run payment.

NOTE: You can not re-open an order that already has any refunds. You may want to Clone the Order.

• From the Order, tap Checkout
• Tap the payment marked Paid
• Tap Void above the keypad

The payment has been voided and is unrecoverable. Payment must be performed again to settle the order.

Tap Save to settle a reopened order with payments. Or you can void the payment and check out again.