Managing Catering Orders on the Order Management Page – Checkmate

The Order Management page in the Direct Ordering Admin Panel is where catering orders are reviewed, sent to the POS, and acted on at the store level. It provides a single place to review an incoming order, confirm it reached the POS, and then edit, cancel, update preparation status, print, or resend it.

Accessing the Order Management Page

The Order Management page is organized by store. Selecting a store opens that store's order list. The walkthrough below covers each step.

Within a store, orders can be filtered by service type, including Catering, and by status: Pending, Open, Held, Closed, Void, and Auto Cancelled. Orders can also be grouped by date.

Reviewing an Order

When a new catering order appears, click Mark Reviewed to acknowledge it.

Note: Mark Reviewed is a visual acknowledgment only. It does not trigger any backend action and does not release the order to the POS.

Once reviewed, the order expands to show its action buttons, including Edit, Cancel, Resend, and Prep Status.

A reviewed catering order expanded to show action buttons

When the Order Is Sent to the POS

If the initial receipt status at the revenue center is set to Open, the order is sent to the POS automatically based on the integration settings. No manual confirmation step is required.

Order with an Open initial receipt status

The initial status is set in the revenue center settings.

Revenue center setting for the initial order status

To confirm an order reached the POS, review the Order Review page, which shows the integration status.

Order Review page showing successful POS integration status

Available Actions

Once an order is reviewed, the following actions are available.

Action buttons available on a reviewed order

Edit

Update order details such as items, quantities, or scheduled times, depending on the configuration.

Cancel

Cancel the order. A confirmation popup appears. Click Cancel Order to cancel the order permanently, or Nevermind to go back.

Cancel order confirmation popup

Note: Canceling an order is permanent. Canceled orders cannot be recovered.

Prep Status

Update the preparation stage of the order. The status options are:

To Do: Not yet started.
In Progress: Cooking has begun.
Done: Preparation is finished.
Completed: Reviewed by expo.
Fulfilled: Delivered to the guest.

Select a new status, or click Nevermind to leave the current status unchanged.

Prep status options for a catering order

Note: Updating prep status does not affect the order lifecycle, but the guest receives an email with the status update. There is no log or tracking page for these updates; this is primarily for internal visibility.

Print

Download a physical or digital copy of the full order.

Print option for a catering order

Resend

Email the order confirmation to the customer again.