Guest UI - Ordering Overview

Summary

Actions guests can take on the ordering page include:

  • Order menu items
  • View item details
  • Increase/decrease quantities
  • Remove items from order
  • Save favorites
  • Customize orders
  • Order combos
  • Send orders by course (e.g., send beverages and appetizers to kitchen first) 

These options may vary according to the site's configuration.

Ordering

Basic ordering workflow

  • Select menu (left panel)
  • Select items to order (center panel)
  • Ordered items display under My Order (right panel) 
  • Tap Place my order 
  • When ready to pay, tap I want to pay
  • Note: Place my order and I want to pay are disabled if no items have been ordered

Order menu items

  • Tap a menu item to see more details, increase/decrease quantity and more. 
  • Tap Order to order the item. 

  • Ordered items will appear in the My Order panel (right)

Expand My Order panel

  • Expand the My Order panel to view details about the ordered items.  

Remove item from order

  • To remove an item from an order, tap the item under My Order
  • Tap Remove 

Place my order

  • A prompt may remind the guest to place their order 

  • Tap Place my order  
  • Tap Yes, place my order to submit the order for preparation 

  • The order is submitted and I want to pay is enabled
  • When ready to pay, the guest taps I want to pay to begin the payment process 

Save Favorites

  • The guest must be logged into their account to save a favorite item.
  • To save a menu item as a favorite, "Allow Save to Favorite" must be selected in the menu item's ECM settings. 

  • Order the item
  • Tap the ordered item under My Order
  • Tap the gold star to save the item as a favorite

  • Tap My Account > Favorites to view Favorites for the account.  

  • Tap Add a group to create a group (Maria's Lunch, Dinner Faves), then add the favorites to the group. 
  • To modify a favorite, tap the right-facing caret next to the item. 
  • Select an option to Cancel, Delete, Rename or Order the item. 

Menu item customization  

  • To add components to an item, tap Customize

  • On the customization page, select the items to be added or deleted from the menu item 
    • Component categories are shown at left; default components that come with the item are shown at right. 
    • To remove a default component, tap the X

  • Tap a category to expand it and see the components in the category. 
  • Tap the + sign to add a component to the order 

  • Cheese 1 added and shown under Will be served with at right

  • Tap Add this to my order. A confirmation screen displays the components on the order. 
  • Tap OK or Cancel

Confirmation showing components

  • Example with serving option

Confirmation showing serving option

Walk guest through ordering process 

There is an option to walk guests through the ordering process by configuring the following in ECM: 

  • Go the menu item that will allow the walk-through process 
    • Select Automatically walk guest through ordering process
  • Go to a component category used in the menu item
    • Select Automatically walk guest through ordering process
  • In the guest facing screen, tap Need help? Let me walk you through this. 

  • Prompts will guide the guest through each component category and component selection. 

Combo order

  • Tap a combo menu item, then tap Order
  • The combo customization screen for the item will display.
    • Qualifiers (items required to make up the combo) are shown on the left; selected items and quantity required are shown on the right. 

  • Tap a qualifier category, then tap a menu item in the category to select. 
  • Tap Add to Combo.

  • Tap the next qualifier category, then tap a menu item in the category to select. 
  • Tap Add to Combo.
    • Note: This menu item has serving options to further customize the item.
    • Select serving option(s) and tap Add to Combo

  • Continue until all required qualifiers for the combo have been ordered. (See right panel.) 
  • Tap Add this combo to my order

  • Combo with customized items is added to the order

Checkbox modifications view 

A menu item can be configured to use a checkbox customization screen for selections instead of adding and removing items from the left and right panels. 

To configure:

  • CBS system administrator must enable feature toggle: 4.8 Menu item: Checkbox modifications setting 
  • In ECM, go to a menu item with components and/or serving options
  • Select Guest-facing: Use checkbox modifications  

  • On the guest-facing app, select the item from the ordering screen.
  • Tap Customize. The menu item customization screen is shown using checkbox selection.
  • Select the customizations wanted
  • Tap Add to Order

  • Example: Serving option selection

Order by Course

In ECM, menu items can be configured to belong to prep categories. The prep categories are associated with prep courses. 

Configuration: 

  • In ECM, go to Categories,
    • Go to Prep Course
      • Add a Prep Course, e.g., Beverage
    • Go to Prep Categories 
      • Add a Prep Category, e.g., Prep Cat Beverage 
      • Select a Course, e.g., Beverage

  • Go to Products > Menu Items. Select a menu item. 
    • For Prep Category, select the prep category wanted, e.g., Prep Cat Beverage
    • The menu item can now be ordered as part of a course

Application:

  • Order one of more menu items that have been configured for coursing. 
  • Tap Place my order 
  • A pop-up will show the items in different courses. Select the items to be sent to the kitchen for preparation now. 
  • Tap Continue 

  • Note that My Order shows the items that have been sent as Sent to ... 
  • If additional items are configured for coursing, a prompt will remind the guest to submit their next course. 

  • Send the next course. Continue until all items have been sent to the kitchen. 




Guest Facing (Sites)

Operation Mode: Guest Facing

Pre-Order - Kiosk/Guest-facing Mode

Need Something? (Convenience Center/Call server immediately)

Credit Card Pre-Auth - Guest UI

Guest UI

Staff Login from Guest UI

Surveys