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Add phone order details to checks

Restaurant staff can enter details from phone orders (delivery or pickup) into checks created through the POS workstation. This feature is available in all workstation layouts (table service, quick service, bar).

This option can be enabled from the restaurant admin panel -> Setup -> Point of Sale -> Settings section.

How to add details:

  • Start a check, select the order type (Delivery or Pickup) and tap Extended Check Functions -> Add / Edit Customer Information:
  • Complete the form with customer details: 
    o    For Delivery: Name, phone, address, instructions


o    For Pickup: Name, phone, pickup time

  • Continue editing or managing the check as usual

Make sure the staff selects the same order type in this form that they have selected within the check. 
Once the data is added in the form and OK is tapped, the order details will be displayed in the check area as check lines with price 0.

This information can be added at any point in time on the check (before adding the real menu items, after or in the middle of the menu items), so it is recommended to add it before so as not to create confusion.

If after adding the Add / Edit Customer Information will be tapped again, the edit form will be displayed, and the previously entered data can be edited or deleted or cleared.
The information will be printed on the guest receipt printout once the check is closed with a payment method.

Reload the database and restart the workstation after enabling or disabling phone orders.

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Now that you know how to add client details to phone orders, check out the other workstation operations your staff can perform, whether in table service, quick service or bar service layout. 

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