Summary
The Delivery Order Type setting is used to configure a location to allow for the creation and payment of 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 created as a delivery order.
Operation
Order an item using delivery
Order an item. Make sure the order type is delivery. (See bottom tray on left.)
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 requires an address for delivery.
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.
Dispatch a check
To dispatch a check is to assign the check to a delivery driver(server)
- Dispatching is allowed whether the user is attached to a customer location or not.
- Search for a check by tapping Delivery Orders in the Location Menu.
- Tap the checkbox to the right of the active check to be dispatched.
- Tap Dispatch.
- Tap a delivery driver name to assign the order to the selected employee.
- Tap OK on the confirmation pop-up. The dispatched order will be assigned to the delivery driver.
- The confirmation pop-up will close and the user can dispatch more orders.
- To find the dispatched check as the server, tap Checks.
Find the Address
The address for the delivery can be found on a kitchen chit
- The address can be found on a kitchen chit that prints with the customer receipt
The address for the delivery can be found in the member's information
- Attach to any open delivery location. It is possible to open a delivery check on any location, but it will change the order type to match the new locations.
- Tap Checks
- Tap on the assigned check
- Tap Open
- Tap on blue man icon next to the check number
- Tap on the attached customer
- The location is in the customer information
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.
