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Dispatch Dashboard User Guide

Dispatch Dashboard User Guide

Mar 14, 2022

Summary

The dispatch dashboard is a web application that offers an above-store view of orders and communication with customers. It can be used to view and manage online/phone orders for delivery and pickup or orders from any area of the site configured to use dispatch dashboard.

  • Orders on the dashboard are tracked from the time an order is placed, through payment, kitchen and pickup.

  • The dashboard will display all 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 

In this article: 

 

Configuration

Configuration instructions

For complete configuration information, see Dispatch (Sites).

To access Dispatch Dashboard, the following conditions must be met: 

  • 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.

  • Configure Dispatch by Site 

    • In Dispatch Areas, select 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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Dispatch Dashboard Operation Details

Access from ECM

There are two ways to access the Dispatch Dashboard from ECM:

  • Log in to ECM and select the Dispatch tile on the ECM landing page 

  • Enter the Dispatch Dashboard URL in a new browser tab or window. The user will be redirected to the ECM login page first to log in for authentication.

In both cases, a dispatch token is generated when the user logs in and the user is redirected to the Dispatch dashboard web app. 

 Access from ECM

  • Log in to ECM

  • If the user has permission to use Dispatch Dashboard, they will see access to order entry and to dispatch

  • Select dispatch

Access from a browser tab or window 

  • Enter the Dispatch Dashboard URL on a new browser tab or window. 

  • User is redirected to the ECM login screen. After logging in, the user is redirected to the Dispatch web app. 

Access from the NorthStar app

The app can also be accessed from the NorthStar app (iPad or Windows). When the user opens Dispatch from the app, it will only display the site to which the user is currently connected. 

From iOS App

  • 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