Orders for delivery or takeout will also land in the Active orders screen. They require a slightly different process to standard orders.
For processing delivery and takeout orders, first we have to turn the appropriate settings on.
In the Back Office portal we go to Settings, store details, then turn delivery on. This activates the delivery option when customers order via their mobile app. If this setting is off, customers can only choose ‘takeout’ in their order options, with no delivery available.
Once activated in the Back Office, switch back to the POS Terminal application. Go to settings, and check ‘Allow Delivery’. This enables this specific terminal to handle delivery orders.
Delivery orders can be created in-store at the terminal or by the customer on their mobile application.
It’s extremely simple for customers to order for takeout or delivery via the mobile app. After choosing from the menu, they can add extra items and item options before confirming the order.
Enter the type of order, address, and time for delivery.
The customer can then pay immediately through the app for deliveries and takeouts, or just in the case of takeouts they can pay in the store when picking it up.
New orders will immediately appear in the terminal active orders list. Employees just will need to check the order details, and if everything’s ok they can begin processing.
By default, unpaid orders will require confirmation. When customers place the order via the mobile app, their phone number will be stored in ‘customer information’. Once your staff are happy, tap ‘confirm’ to begin processing the order.
If for some reason your store can’t fulfil a new order that’s already been paid for, an immediate refund can be issued.
Delivery or Takeout orders can also be created within the POS Terminal application, handy for when the customer calls up the store instead of using the mobile app.
To create a delivery or takeout order within the terminal, just tap on the yellow ‘delivery’ button.
Within the first screen, create or find a customer using their phone number. When creating a new customer, only the name and phone number fields are mandatory. Feel free to add more details later.
To add items to the order, proceed as usual by selecting stock from the menu.
Once done, click Next to proceed. If your customer is in the system, choose their existing address or add new a new one. For takeout orders, just select the takeout tab and tap on the address of your store.
Then add the date and time for order delivery.
If necessary, apply a discount or enter additional comments from the customer.
Once done, confirm the order by clicking on the yellow ‘confirm’ button.
If this order is for a customer using the mobile app, the order will immediately appear in their ‘order history’.
The customer can then pay for the order via the mobile app, or by coming into the store and paying by card or cash as usual.