About the Active Orders Screen
This screen displays Active orders – the orders that are not yet closed.
TIP Orders will be closed once fulfilled by both parties – that is, items received and payment complete. To view the Closed orders, navigate to the Closed Orders page.
If there are several POS terminals in a store, all the terminals share the same Active Orders screen. This feature helps you parallel process orders across different members of staff on different devices. All orders can be processed from any device (see Process Orders for details). This flexibility saves time and increases the efficiency of your order fulfillment.
All new orders are displayed immediately, whether ordered via the POS Terminal applications connected to this store or Customer Mobile Application.
View Active Orders
To navigate to the Active Orders screen
- Open the POS Terminal Menu and then click Active Orders.
NOTE: If you enabled the Allow Dine in setting in POS Terminal General settings, the Active Orders screen differs from the above screenshot. In this mode, the Active Orders screen includes three tabs: List, Tables, and Floorplans. For more information, see How to Process Dine-in Orders.
This screen displays the Active Orders list. In the list, each item has the following fiels:
-
- #: the order number;
- Type: displays the order type (such as QuickService, Delivery, or Dine-in*) and the staff member name responsible for this order.
*NOTE: For the dine-in orders, this column display the table number or “Table not selected.” - Date/Time: date and time when this order has been taken;
- Status: the order status (such as In Progress, New, or Done);
- Payment: the payment status:
– paid;
– awaiting payment;
– refunded.
- Customer: displays the customer name, if any;
- Amount: the order amount (in the currency units).
TIP If the order has not yet been paid for, you can modify, cancel or confirm it. For more information, see Modify Order Details and Cancel or Refund Order.
To view or modify an order details, click
next to the order.
Active Orders Screen Control Elements
The Active Orders screen defines the following control elements:
Top menu bar
- 1 – displays the current time&date and the employee name;
- 2 – allows you to filter the Active Orders list by stores and orders (see Filter the Active Orders List);
- 3 – helps you navigate through the Active Orders list;
- 4 – specifies the number of items displayed per page.
Bottom menu bar
The icons available in the bottom menu bar depend on the status of currently selected order.
For example, the above screenshot illustrates the bottom menu for an order with the New status in the Status column. This menu bar defines the following commands:
- Checkout: opens the payment page (see Pay Order);
- Print: sends the order to receipt printers;
- Kitchen: sends the order to kitchen printers (see Kitchen Printers);
- Close: closes the order;
- Start: tap to proceed with this order.
Tapping this command changes the order Status to In Progress. Additionally, the order is sent to appropriate kitchen printers.
If you select an order with the In Progress status, the Active Orders screen defines the following bottom menu bar:
This menu defines the following commands:
- Void: cancels the selected order;
- Assemble: displays a check list with the order items. Use this check list to confirm that all items has been added to the order.
- Done: click to confirm that this order has been fulfilled.
Filter the Active Orders List
Depending on roles of your employees, you can configure appropriate filters for the Active Orders screen.
For example, kitchen employees work only with confirmed or paid orders, while the call center employees process only new delivery or takeout orders (such as orders created using Customer Mobile applications). In other cases, it is necessary to cause the Active Roles screen to display orders placed only in certain stores.
The Active Orders screen filters let you easily implement the above mentioned scenarios.
To configure the orders filter
- Open the Active Orders screen, and tap
on the top menu bar. - In the Order filter form that opens, enable appropriate settings, and the click OK:
To configure the stores filter
- Open the Active Orders screen, and tap
on the top menu bar. - In the Stores form that opens, specify the stores for which you want to displays orders, and then click OK.
IMPORTANT: To allow an employee to view and process orders placed in certain store, ensure that their roles are enabled for that store. For details, see “Set up a Staff Member Profile” in How to Add New Staff Member.
Start New Order
You can always start new order using the icons in the bottom right corner of the Active Order screen:
