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- Orders on the dashboard are tracked from the time an order is placed, through payment, kitchen and pickup.
- The dashboard will display all open (non-finalized) orders and their current status, including finalized orders that have not been dispatched.
- Orders can be filtered to view by area or by status or searched for by name or phone number.
- Click a check to open it and view the check details
- Messages
- Staff and guests can communicate via text message; a chat window on the app shows the conversation.
- Staff text messages can be preset for easy selection.
- Permissions
- Only authorized users (set by user Role and Job Permissions) can access the Dispatch dashboard.
Order statuses:
- Ordered - Guest places order
- Paid - Guest pays for order
- Kitchen - Order is sent to the kitchen
- Arrived - Guest indicates they have arrived to pick up the order
- Dispatch - After order is picked up, the staff selects Dispatch to finalize the order and clear it from the dashboard
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- CBS system administrator must enable the Dispatch Dashboard application in the client account.
- Set authorization by user Role.
- Path: Dashboard > Users > Roles > ECM Access tab - Select Can access Dispatch Dashboard
- Set permission by job.
- Path: Order Entry > Users > Jobs - Select Can access Dispatch Dashboard.
- elect the areas where the Dispatch Dashboard will be available.
- Preset Text Messages
- Add/edit preset text messages
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Basic Workflow
- Access Dispatch from ECM or from the NorthStar application.
- Select site - Select a site from the dropdown list. (Sites are listed alphabetically.)
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- Select area - Default: All Checks. Select an area or areas if you'd like to view by area.
- Select status
- Default status: All.
- Select a status (Ordered, Paid, Kitchen, Arrived) to filter the list as needed.
- Dashboard will display all checks, information related to the order and the current status
- The arrival of new orders is indicated by a message that appears on the screen. (A counter indicator may also show by area if All Checks is not selected.)
- Select Message to open the message chat window and exchange messages with the guest.
- After the check is paid and picked up, select Dispatch to finalize check and remove from the dashboard. (Dispatch is only enabled when check has been paid. It's not enabled if the check has not been paid.)
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Dispatch Dashboard Operation Details
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- A Dispatch button link is shown on the Staff UI if:
- The Dispatch Dashboard application is enabled for the site by a CBS administrator and
- The job of the logged-in user has the job permission Can access Dispatch Dashboard.
- Tap Dispatch to launch the Dispatch Dashboard web page.
- Only the site to which the user is connected will display. (No dropdown options to select other sites.)
From Win App
- To access the Dispatch link, tap the user's name at top to open the dropdown list.
- Tap Dispatch to launch the Dispatch Dashboard web page.
Log Out/Exit
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- If the Dispatch web page is open in a browser and the user attempts to open a second instance of Dispatch in another tab or browser windows, the user is redirected to the ECM login page to log in again.
- After 24 hours, the token allowing access to Dispatch expires. The user is redirected to the ECM login page to log in again.
- If a user does not have permission to access Dispatch or Dispatch is disabled for the account, the user is redirected to an error page.
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Search
To find a specific check, search by customer name, phone number, check number, location name or table number.
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View dashboard
Check listing columns
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Message window
Check detail
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Order and Message Notifications
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- An audible chime (if enabled)
- A counter indicator on the notification bell.
- A counter indicator on the Message button of the check.
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Messages
- The Message chat window is accessed by selecting Message on the dashboard or check detail window.
- Note: Message will be disabled if the check does not have a phone number.
- The chat window contains:
- Check number
- Status
- Guest name
- Check amount
- Pre-set text messages for selection (far left)
- In the window, guest messages are on the left, staff messages are on the right
- The time the message was received is shown; messages are ordered in ascending order (oldest to newest)
- The staff can either enter a text message (limit 160 characters) or select a pre-set text message from the left panel then click Send.
- When the guest receives the message and sends a reply, the reply will appear in the chat window.
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- Messages that have been seen are purged at 12:00am after 2 days.
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Dispatch
if the check has been paid and the order has been picked up, the final step is to click Dispatch to finalize the check and clear it from the dashboard. (Dispatch is not enabled if the check has not been paid.)
- Option: If a check has already been paid and finalized, but not yet dispatched, it will appear on Dispatch. Click Dispatch to clear the finalized check from the dashboard.
After confirming, a success message will indicate the check has been dispatched and finalized. (Success message dismisses automatically after 3 seconds.)
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Dispatch from check detail window
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