You can also add offline orders through the iPad Register.
In this article:
1. Selecting a menu
To begin adding orders, you must first select the menu to order from (If you only have one menu, you do not need to select a menu).
On the Add Order page in the Orders section, you will be prompted to select a menu from a drop-down.
You can also switch between menus by clicking on the Switch Menu drop-down on the top.
📌 Items from in your cart will be removed when you switch menus.
2. Adding order details
Every order created requires order details such as customer, delivery & billing information, order type, pickup/delivery store, and pickup/delivery date time.
1. Click on the Add Order Details button on the top right of the screen.
(A) Adding a customer
Add a customer by either searching for an existing customer or adding new customers.
To search for an existing customer, use the search bar on the top.
💡 You can search by First Name, Last Name, Phone Number and Email.
To add a new customer, fill in the applicable fields in the Add New Customer section. You can also edit an existing customer's details by clicking on the edit button.
(B) Adding delivery & billing information
📌 Delivery information is required only for delivery type orders.
Once a customer has been added, you will be able to select a delivery address from the drop-down if the customer has previously saved any addresses.
You can also add a new address for the customer by clicking on the Add icon.
By default, the Delivery Address will be set as the Billing Address. To change this, uncheck the Billing address is the same as delivery address checkbox and select or add an address.
(C) Selecting the order type and the pickup / delivery store
Select the relevant order type by toggling between the Pickup and Delivery tabs.
To select pickup/delivery store, click on the Change Store button. In the Select Store popup, choose the desired store.
💡 Use the "Recommended?" column in the "Select Store" popup to help you
identify which store to route the order to.
For delivery orders, a store is recommended if the customer's address is within the store's delivery zone and based on the following priority: Earliest time slot availability, Shortest distance between store & customer's address and Lowest delivery cost.
For pickup orders, a recommended store is one that has the earliest available time slot.
(D) Selecting a pickup/delivery time slot
To add a date & time for the order, use the calendar to select the date and the drop-down to select a time slot.
(E) Confirming and editing order details
After adding the above order details, click on the Confirm button save and the Add Order Details popup.
You can edit your order details at any point before checkout by clicking on the "Pen" icon next to the order details.
3. Adding Items to Cart
To add items to cart, click on the item from the menu you wish to add. You can also search for items by name or category using the search bar on the top.
Adding a simple item
Simple items are items with no variants or options. You can easily identify simple items by the "+" icon on mouseover. Simply click on the item you wish to add it to the cart on the right.
Adding a complex item
Complex items are items with variants or options. You can easily identify simple items by the "Pen" icon on mouseover.
For complex items, you will be prompted to choose the various variants or options when you click on them.
You can also change the quantity of the through the "+" and "-" buttons or by typing a number in the quantity input box at the bottom of the popup. Click on Add to cart when you have confirmed the item selection.
Managing items added to cart
Added items will appear in the cart to the right. You can modify the item quantity by using the "+" and "-" buttons. You can also remove items from the cart by clicking on the trash can icon.
4. Other Actions
Before checking out, you can also perform other actions (optional) including Adding customer & kitchen remarks, Editing the minimum order amount, Editing the delivery fee, Applying a discount, and Applying promotions.
(A) Adding customer & kitchen remarks
To add customer or kitchen remarks, type them in the kitchen and customer text boxes accordingly.
(B) Editing the minimum order amount
By default, the minimum order amount displayed is as per the settings you have in your store.
To override this value, click on Min Order button to change the value. You can also use the waive option to waive the minimum order amount to 0 or use the reset button to reset the value back to the default.
(C) Editing the delivery fee
📌 Editing of the delivery fee is only possible for delivery orders.
By default, the delivery fee displayed is as per the settings you have in your store. To override this value, click on Delivery Fee button to change the value.
You can also use the waive option to waive the minimum order amount to 0 or use the reset button to reset the value back to the default.
(D) Applying a discount
You can also apply a discount to the order by clicking on the Discount button. Toggle between the "%" and "$" tabs to switch between a percentage-based discount or a dollar-based discount. Percentage-based discounts are calculated based on the subtotal.
(E) Applying promotions
Do you need to apply a promotion? click on the Promotions button.
To apply a promotion, you can either enter a promo code or select a promotion from the list.
🚨 Some promotions may be automatically removed if a connected item was
removed.
For example, removing a free item from the cart which was added from a "free
item" promotion would cause the promotion to be removed as well.
5. Checking out
🚨 You can only checkout when you have added the order details and have at
least one item in the cart. The checkout button will only be enabled when
those two conditions are met.
When you are ready to complete your order, click on the checkout button. In the Checkout popup, you can review the order summary and order details.
By default, the order status will be set as Confirmed and a confirmation email will be sent to the customer.
After you have determined that all is in order, click on the Confirm Checkout button and voila, you have added an order!
Have more questions? Contact our Support Team at [email protected] or chat with us by clicking on the Speech Bubble at the bottom-right corner of the page.