Order Settings

In Order Settings you set up the order types that are used on the POS and various options related to how orders are handled.

Set Order Types

To set up the available order types on the POS, click the View Order Types button.

In the Order Types list there are default order type presets already created. To edit or delete an order type, click the Edit Details button next to the order type name.

To add a new order type, click Add Order Type at the top of the screen.

• In Edit Order Type panel:
  • Name -- Enter the name of the order type as it will appear on the POS
  • Default -- When enabled, this will be the default order type for new orders on the POS. NOTE: There can only be one order type set to default.
  • Input Type-- The input type determines the kind of order type this will be. Depending on the selection, additional options may appear.
    • None -- No ticket label, no input type
    • Text -- Plain-text ticket label
    • Number -- Numerical ticket label TIP: Can also be used with auto-numbering on the POS
    • Customer -- CRM customer name labels the ticket. Additional customer information can be included.
    • Pickup -- Pickup order type uses CRM to attach a customer to the order and specify pickup time. Pickup orders appear on the Pickup tab in To-Go Orders on the POS.
    • Delivery -- Delivery order type uses CRM to attach a customer and their address to the order and specify delivery time. Delivery orders appear on the Delivery tab in To-Go Orders on the POS.
    • Table -- Table order type uses the floor plan to manage orders. You must have at least one floor plan created in Back Office > Floorplan Designer. TIP: Contact Rezku Support for assistance with building floorplans.
    • DoorDash -- DoorDash order type uses the DoorDash Drive service and assigns the order to a driver in the DoorDash network for delivery. NOTE: Contact Rezku for details on enabling DoorDash
  • Print Fields-- Select additional CRM fields to print on the order tickets for this order type. NOTE: This option is only available for order input types that use CRM.
    • Name -- Customer name from CRM
    • Phone -- Customer phone number from CRM
    • Address -- Customer address from CRM
    • Customer ID -- Customer ID from CRM (blank if unassigned)
    • Delivery Notes -- Order notes if provided by customer (e.g. gate codes, etc.
  • Input Subtype-- When the input type uses CRM, an input subtype can be specified. This is used to provide a secondary label for the order.
    • None -- Default; no secondary input
    • Text -- Add a text label to the order in addition to the customer name
    • Number -- Add a number label to the order in addition to the customer name
      
      
  • Requires Covers -- When enabled, party size must be entered on the POS for orders of this type.
    
    
  • Add Seats to Order -- Automatically add 2 seats to every order, even those without a table assigned. This saves the user from using Party Size or Seats manually. If you use the Floor Plan to set a table, the order will automatically have assigned amount of seats per that table.
    
    
  • Tip Entry Type -- Defines how tips are entered for orders of this type on the POS, with tip-enabled payment types. An example use case for this is when the same POS station is used with multiple order types. For example, phone orders (guest not present) and counter service orders.
    • Default-- Tip presentation for this order type is based on how the POS is set up:
      • If a CFD is in use, tip entry is routed to CFD.
      • If AMS1 card reader "Use for signature and tip" is enabled, tip entry is routed to the AMS1.
      • If "Sign on iPad" is turned on tip entry is displayed on POS screen.
    • Print and Sign -- Always print a credit authorization slip for the guest to write tip and sign
    • CFD -- Present tip option on a connected CFD
    • Sign on POS -- Present sign-on-screen prompts on POS. If AMS1 card reader "Use for signature and tip" is turned on, on-screen prompts will be presented on AMS1 card reader instead.
    • Customer Not Present -- When customer is not present and the tip is not entered on the POS.

Setting the Order Type Color

You can choose a color for order types that will appear on the POS. When in POS > Orders > Tile View, a small bar of the corresponding color appears under the order tile.

• Select one of the available preset colors from the pallet, or "no color".

Print to Kitchen On

This setting has two options that determines at which point of the checkout process orders from this order type are sent to the kitchen.

Checkout -- Food prints to the kitchen when the Checkout button is pressed on the POS (before payment is made).

Payment -- Food prints to the kitchen after payment is made and the order is settled.

Ordering Options

Additional options for how ordering is handled on the POS.

Lock Screen After Order (Enter PIN) -- Choose how the POS lock-screen behaves

• When Enabled (default) -- After checkout or holding an order, the POS returns to the lock screen requiring PIN entry to unlock.
• When Disabled -- Users must log out with the logout button at the top left of the screen to lock the POS and prevent other users from using their credentials.

Show Orders On Tables Until Settled -- When enabled (default), tables with settling orders (Awaiting Patron Signature) appear highlighted. When disabled, servers must go to the order screen to retrieve orders awaiting tip entry.

Print to Kitchen When Canceling Orders/Items -- When enabled (default), if items sent to the kitchen are canceled, an additional chit will print showing "CANCELED" to notify the kitchen.

Always Show Customer Bar on Order Screen -- When enabled, the +Customer button appears on the POS for new orders, at the top of the order builder, for every order.

Use Seat Numbers for Table Orders -- When enabled, table orders automatically have seats added. The number of seats is equal to the number of seats configured on the table or the party size entered by the server.

Prompt for Party Size on Table Orders -- When enabled, table orders prompt for party size entry by the server.

Print Which Printers a Product Was Sent To -- When enabled, a note on the chit indicates that items that are sent to multiple printing stations, and which ones.

Auto-Logout After (minutes) -- Enter a value to have the POS automatically return to the lock screen and require PIN number entry for access. -See Auto Logout Whitelist document for a list of screens that will block the Auto Logout feature.

Split Limits

You can limit the number of splits performed on orders. Managers can override split limits.

Easy Split Limit -- Enter the maximum number of easy splits allowed.

Itemized Split Limit -- Enter the maximum number of itemized splits allowed.