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
- Example with 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
- 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 Prep Course
- 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.
Related articles
Pre-Order - Kiosk/Guest-facing Mode
Need Something? (Convenience Center/Call server immediately)
Credit Card Pre-Auth - Guest UI