To start a delivery or collection order, go to the Cash Register and click the Exclamation Bubble Button highlighted below.
Alternatively, user can also press and hold on the “New Transaction” button.
Four options will appear, click on “Delivery”
Both methods will take you to the customer details page.
Before entering in new customer details, search if the customer is already in the database.
Search for existing customer’s name, phone, address or email in the search bar below.
If the search does not match any existing user, you can directly use that information to start a new customer entry.
In this scenario, we will enter in a new customer phone number as below.
If it is not found, click ‘Enter’ on the keyboard, a message will pop up allowing you to assign the searched information to a either First Name, Phone No, Email or Card Number.
This would prevent the need of double entry.
In this example, we will Click on Phone No.
The phone number entered in the search bar will be transferred to the customer’s Phone No field.
Continue filling in the rest of your customer’s data.
Scroll down, turn on the “For Delivery” toggle on the right bottom of the screen.
Select the Delivery Type and the Delivery Time.
By default, it will be set to “Delivery” and delivery time will be set to now.
Click “Apply” after adjustments have been made.
A new customer has been added and you will be redirected to the ordering screen as below.
Now, this order is set to delivery.
Don’t forget to click on “Hold Bill” to send the order to kitchen when order is confirmed.
Alternatively, without searching, simply click on the “New Customer” button as shown below.
If the contact number or email if found in the system you will see a prompt with two options as below.
Select either “View Existing Customer” to use previously saved customer contact details or “Add anyway” to keep both data.
Pressing the latter will forward user to the screen below.
The new customer is now added into your customer database.
Order is now set to delivery.
You may proceed to finish the order.