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Select Order Type Screen

The Select Order Type screen requires you to choose an order type for the active order.   

Select the appropriate order type .  In most cases this will bring up the Tender screen. If you choose a delivery order, the order will automatically be saved as an open delivery.

 System order types are as follows:

Dine In:   Orders where the customer orders and pays at the counter, then eats in the restaurant.

To Go:  Orders where the customer orders and pays at the counter, then takes the food away from the restaurant.

Drive Through:  Orders where the customer orders and pays at the drive through window.

Bar:  Orders where the customer orders in the bar.  These may be paid for at the time of order or later; or the type may be changed to table if the customer moves.

Table:  Orders where the customer orders food, then typically pays at the end of the meal, either via a server or at the register.

Eat In:  Orders which are placed by phone in advance, then the customer pays and eats at the restaurant.

Pick Up:  Orders which are placed by phone in advance, then the customer pays and takes the food to go.

Delivery:  Orders which are placed by phone, then delivered.  Payment is made to the driver at the time of delivery.

 Your screen may not have all these order types available.  Reasons include:

• Store set up does not include this order type for your store.

• Station set up does not allow this order type on this station.

• Delivery not available due to time of day as specified in Order Set Up / Delivery

• Delivery not available due to minimum order total requirement as specified in Order Set Up / Delivery.

• Customer not authorized for order type as specified in Manage Customers.

Identify Customer Screen

The Identify Customer screen allows you to enter the appropriate identification based on the order type selected.   Enter values in the fields that appear on the screen, then press �Continue�.

Below are the fields which may appear on your screen, depending on the order type selected:

Tent # - enter the tent # assigned to this order

 Customer name (First & Last) � enter the customer�s first & last name.   

 Table # - enter the table # this order is assigned to.

Section � select the section of the restaurant this table is in.

# of people � enter the # of people in the customer�s party

Phone # - enter the customer�s phone number in this format: 111-111-1111.

Customer look up may be required.  In this case, you must identify the customer by finding them in your customer database.  Press the Look up button, search for the customer based on phone # or other search criteria, and select an existing customer or add a new one.  For more details, see the Customer Lookup help. 

Tender Screen:  Quick Tender Keys

The quick tender keys on the left side of the tender screen allow you to quickly enter the amount tendered.   Press them multiple times to add to the total tendered.  Press the �EX� key to enter the exact amount due.

Tender Screen:  Add $Tip

Add % Tip

The Add Tip buttons allow you to add a tip to the order.

 Press one of the Add Tip buttons to turn on the function

 Enter the tip amount on the keypad, or using the quick tender keys.

Press Enter on the keypad area

The amount entered will be added to the virtual ticket as a tip, and will be added to the �Amount Remaining� line.

To cancel without entering a tip, touch the Add Tip button again to turn off the function.

 Note: To add a percentage tip it is necessary to enter a whole number.  For example, for 15% enter 15.00 not .15.

Tender Screen: Change is Tip

The Change is Tip button allows you to specify that any change due should be considered a tip.

Press the Change is Tip button to turn on the function.

 When you tender the ticket, any change due will be added to the virtual ticket as a tip.

To cancel, touch the Change Is Tip button again to turn off the function.  

Note:  The change is tip function does not currently work properly in conjunction with a tender surcharge.  If a surcharge applies, calculate the tip manually.

Enter the # of splits on the pop up box.  The tender screen will display the first portion due.  Tender as normal, pressing the PAY button.   Change due, if any, will appear.  Now the tender screen will display the second portion due.  Repeat the tendering process until all portions are paid. 

After tendering any portion, you can press "Pay Later" and the initial tender(s) will be saved.  When you recall and finish the order, the remaining splits will be presented for payment.

Tender Screen:  Clear button

The Clear button will clear the amount currently displayed in the entry box.   It will not clear any amount you�ve already tendered, or change the �Amount Remaining�.  To cancel such changes, press the �Cancel Changes� button, exit the tender screen, then press �Finish� again to re-enter the tender screen.

Tender Screen:   Tender Type buttons

The Tender Type buttons allow you to indicate what type of tender was used.    The tender types that display are dependent on what tender types are set up as active for your store.   

To use multiple tender types on one order, enter a partial amount, press the first tender type, then enter the remaining amount, then press the second tender type, etc.

To change the tender type selection, cancel changes to exit the tender screen, then press "Finish" again to re-enter the tender screen.

Tender Screen: Change Order Type

The Change Order Type button allows you to access the �Choose Order Type� screen to change the order type of an existing order.

The "Shared" total includes any items which were not associated with a particular seat. Auto gratuity, tax and entire order % discounts are spread across the seat totals.

Pay Individually:  This will run through each seat total from 1 to X.

Pay All:  Press this to pay the entire ticket total (cancel pay by seat)

Pay Selected:  Select 1 or more seat totals, then use this button to pay this total. 

Cancel: Returns to tender screen.

Enter the tender amount and tender type for the first total, and press pay.   If more seats are left to be tendered you will remain on the tender screen.  At this point, you can tender the remaining, press "Pay by Seat" again, or press Pay Later (if allowed) to keep the ticket open for the remaining seats.

If a tab is active, the "tab" button will show green. To close the tab, press EX PAY and you will be prompted to use the existing credit card.   OR, press the Tab button and press "Close Tab". 

Swipe Card

If integrated credit processing is active, the Swipe Card button will appear. 

You can immediately swipe a credit card upon entering the tender screen without pressing this button if you have not touched the screen.  This will assume "Exact" payment.  

If you modify the amount, press "swipe card" to activate the card reader.

Cancel Changes

The Cancel Changes button will cancel all tendering changes and will return you to the virtual ticket with the order still active.   Pressing clear will then cancel any edits made to the order.  Pressing Finish again will return you to the tender screen. 

Pay Later

The Pay Later button will cancel the tendering process, but will save the order and will initiate printing if required.   This will clear the virtual ticket.  

Note: The Pay Later button may not be available if saving open orders is not allowed for your order type.  This is configured in the Configuration: Orders area.

Pay

The Pay button will finalize the tendering process, display the Change Due box, print the ticket,  open the cash drawer if required, and clear the virtual ticket in preparation for the next order.

Alert:  Minimum

The tender type minimum alert indicates that the tender type selected has a minimum amount required.   For example, if Visa has a minimum of $10, I can not tender any amount less than $10 using Visa.   Enter a larger amount or select a different tender type.

Alert:  Maximum

The tender type maximum alert indicates that the tender type selected has a maximum amount allowed.  For example, if Check has a maximum of $20, I can not tender any amount larger than $20 using Check.  Enter a smaller amount or select a different tender type.  

Note:  You can do a partial tender up to the maximum, then enter the remaining amount on a different tender type.

Alert:  Maximum change exceeded

The tender type maximum change alert indicates that the tender type selected has a maximum amount of change allowed.  For example, if Check has a maximum change of $5, I can not tender any amount greater than $5 over the amount due.   Enter a smaller tender amount, select a different tender type, or press the �Change is tip� button to set the change as a tip.

Alert:  Surcharge

The tender surcharge alert indicates that the tender type selected has a $ and/or % surcharge associated with it.   The amount is specified in your system�s tender set-up.   The surcharge amount is added to the ticket and will affect the amount remaining.  

 If sufficient tender amount was entered to cover the surcharge, you can proceed to �Pay� at this time. 

If the surcharge is not covered by the original tender amount entered, select an additional amount and choose the tender type again.

Alert:  Customer not authorized for checks

This alert indicates that the customer you have selected is not authorized for checks.  Choose a different tender type.

Alert:  Change Due

This alert indicates the amount of change due to the customer.