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
    
• 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. 

Related articles

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