Summary
The Delivery Order Type setting is used to create and pay for orders to be delivered to customers.
Configuration
Configure a location to allow the delivery order type
- In ECM, go to Sites > click edit (pencil) icon to edit site
- Go to Areas > select area > click Locations > select Location within area
- Checkmark Delivery order type to allow delivery orders for this location.
App: Set Order Type to Delivery
- Tap the order type text at bottom of check column.
- In pop-up, tap the Delivery order type to select.
- Checks will be ordered as a delivery order.
Operation
Order an item using delivery
Order an item. Make sure the order type is delivery.
Search for a customer or add a new customer.
Whether this is a new or existing customer, be sure the address is entered. The order cannot be created without an address for delivery.
Tap the blue i icon to open the Guest Identifier pop-up.
Enter a guest Identifier.
Tap Submit Order or Send Now. This will detach the check from the location while keeping the check active in order to receive payment at a later time.
Payment for an Active Check
- On the location menu, tap Delivery Orders
- Search for the active check and tap to select.
For help searching for an active check, see Delivery Orders.
- Tap Open
- Tap Payment, apply payment and finalize the check as normal.
