If a customer encounters difficulties logging into their account or lacks time to place an order independently, the Direct Ordering Admin Panel allows placing an order on their behalf, conveniently utilizing any payment method stored in their online profile.
How to place an order on Behalf of a Customer:
In your 1st Party Ordering Platform
Go to Orders > Click the + New Order button
Complete all relevant order details:
Customer Information
Address (if Delivery)
Order Type
Service Type
Revenue Center (aka Store location)
> Note: If you mistakenly select the wrong Revenue Center initially, as long as the order remains in a PENDING or OPEN state, you can edit the New Order after saving and redirect it to a different store location before it lands in the POS at the incorrect location.Requested Time (ASAP or future)
Click Proceed to Menu > Add items to the cart.
Review the cart and confirm all other order details > Proceed to Checkout
Confirm the tip amount and select a saved payment method with your customer's permission.
> Note: This functionality is exclusive to existing customers who have previously stored payment methods in their profiles within your restaurant.Click Submit Order to finalize and place the order.
> Note: All orders initiated through the + New Order button will adhere to the configurations preset within your brand, location, and revenue center settings. For example, if your Catering orders typically require approval through the Pending Orders page, this method will follow the same protocol. Similarly, if your Online Orders are automatically closed and sent to the POS when it is time for the kitchen to make them, this method will also mirror that behavior. Future orders are kept open to allow for flexibility of further edits before the order is closed, which simultaneously charges the payment method and sends the order to the POS when your configurations dictate.
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