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Silver Essentials

About

Implementing

Reporting (results)

Using the POS

Logging in to the POS

Understanding features and user roles

Configuring POS device settings

Connections

Shifts and management

Orders and checks

Understanding the online order flow

Working with online orders

Working with tables and tags

Working with items

Working with categories

Working with guest tickets

Assigning customer to a guest ticket

Splitting a payment

Clearing a guest ticket

Closing a guest ticket

Printing a guest ticket

Editing a customer profile

Working with gift cards

Working with loyalty rewards

Working with tips

Performing a refund

Returning an item

Working with future orders

Offline Credit Transactions

Using help URLs

Counting and receiving inventory

Viewing POS reports

Entering training mode

Hardware

Troubleshooting

Silver Essentials

Working with future orders

Future Orders are used to create and manage orders that will be picked up at some future date. Some examples:

  • Catering (wedding cakes, cupcakes for parties, order ahead)
  • Retail (baskets, customer orders, monograms)
  • Service (repair work, tailoring)

Making a ticket a future order

From the main ticket screen, tap the Ticket Info button in the ticket header.

Futureorders_screen1.png

Set the Future Order toggle to On. This displays fields that allow you to set the order due date and time.

Futureorders_screen2.png

Saving a future order

Future Orders can be saved with or without payment. If your customer is going to pay when they pick up the order, press the Save button to save the order to the host.

Note: When a ticket is changed to a Future Order, the Hold button becomes a Save button. You can see the receipt options.

Futureorders_screen3.png

Other info:

When you print or email the order receipt, the order due date and time prominently displays on the receipt.

  • If the customer pays when the order is placed, simply complete the checkout process as you normally would.
  • If you have kitchen printing turned on and the order is due the same day, you will be asked if you want to send the order to the kitchen now.
  • If you do not assign a customer to an order, you will be prompted to do so. We recommend assigning a customer to all future orders.
  • If you are taking payment for the order, the order must be paid in full. Deposits will be supported in a future release.
  • Unpaid orders are not included in any sales or shift reports. They are only included once payment has been received.
  • Once an order is saved, it is stored at the host and can be accessed by any device at the store.

Viewing future orders

Note: Orders are dependent on Internet connectivity. Orders can only be viewed/edited if you are online and connected to the host.

From the POS

You can view future orders using the Recall screen. You will see a new tab called Orders. You can view orders based on the date they were created or the date they are due. Any orders which have not been paid for yet will show 'Balance Due'. Note: If you are using Online ordering, both your online orders and future orders will display on the Orders tab.

Futureorders_screen3.png

From the Back Office

You can view orders from the back office using the POS Transaction Viewer (Results->POS Transactions). Two new columns will display: Order Due and Balance Due. Future orders display with a transaction type of 'Future Order' until they are paid for, then they will show as a sale. Using the 'Filter by' field, you can filter to show only orders that have a balance due.

Futureorders_screen4.png

Editing future orders from the POS

Using the Orders tab on the recall screen, locate the order you would like to edit.

If the order has not been paid for yet, press Recall and recall the ticket into the ticket viewer. From here you can add ticket notes, add/remove items from the ticket, and change the order due date/time. When done editing, press Save to save the new copy to the host. If the order has already been paid for, you cannot change any items on the ticket, but you can press the Edit Info button in order to add/remove ticket notes or to change the order due date/time.

Looking for resources or help with Silver? Click here.

  • In this Article

  • Making a ticket a future order

  • Saving a future order

  • Viewing future orders

  • Editing future orders from the POS

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