Quick Links
| Table of Contents |
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| Note |
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Please check with your local and state department of revenue and taxes to ensure you are following any relevant tax or service fee regulations. Click here to learn how to add & update taxes, and click here to learn how to add & edit fees/surcharges. |
| Tip |
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Please see Set Delivery Area for instructions regarding setting up or editing your Delivery Area |
Delivery Order Management
SpotOn Restaurant POS makes it very easy to process and manage delivery orders.
Create Delivery Order & Attach Customer to Order
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Action
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Display
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Start a new order by selecting an item from the menu or tapping New Order
Tap the upper left corner to access the Ticket Commands menu
Select the Change Type button
Change type to Delivery
Select Menu Items, review for accuracy
Select Customer Info from the Command Bar
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Tap the Customer Details button to verify deliver address
If required, update Customer details as necessary
Tap the Attach to Order button
Skip steps 7 - 11
7. If it is a new customer, select New Customer
8. Fill out Name, Phone Number, Email (optional); tap Accept when complete
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9. Tap New Address
10. Enter the address for the delivery order, tap Accept
11. Select the address, then tap the Attach to Order button
12. Hit Send and order is sent, ticket is printed for the kitchen to prepare the delivery items
(Optional) If desired, payment can be taken for the Delivery Order now, by tapping the Payment button. Payment can also be taken by the Delivery Driver, i.e., cash upon delivery.
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Driver Management Setup (BOH)
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Action
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Display
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Click on the Locations icon in the BOH
Select the appropriate Location
In the Settings section, locate the Delivery Order Type
Use the drop down menu to select the Delivery order type
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Driver Management (FOH)
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Action
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Display
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1. Select Driver Manage from the Command Bar
This brings up all Delivery Orders that have been rung in
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2. The driver will select the Delivery Orders in the sequence they will be delivered in, i.e., delivery stop #1, delivery stop #2, etc..
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3. Once the Orders are selected, the driver will tap Transfer Orders
This moves the delivery orders to their log in
4. Once the orders have been transferred, there will be a green Transfer Successful alert
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5. The Delivery Driver returns to the store, applies the payment, adjusts their tip (if applicable) and closes out the tab.
If payment is taken in advance, the Driver may return to the store and adjust their tip, and close the order. However, even if payment is taken in advance, the order will remain Open until the Driver returns to Close the order.
To Close an order:
Open the Ticket Commands menu by tapping the top of the Guest Check
Tap the Close button in the Ticket Commands menu
The Order status will change to Closed
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| Child pages (Children Display) |
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