G) Delivery: Inputting an Order

Learn how to use the POS to input a delivery order.

What's in this article?

In this article, we'll go over how to input a delivery order on the POS. This is great for scenarios where customers are calling in to place their orders. We'll use the 'Saved Orders' feature on the register to do this.

Creating an Order

When you receive a phone call to input an order, you'll navigate to the register page on the POS. If are not familiar with the Saved Order feature, please read the article on that first.

Start by creating a new saved order and getting to the following screen:

Once here, the first thing you'll want to do is input the customer's phone number. If they have previously ordered with you, we'll autofill their name and address to speed this process along!

Next, make sure to tap the 'Delivery' order type. This will add an address input field:

As you're typing out the street address, we'll start automatically suggesting addresses. You can tap on one of these suggestions and we'll autofill the city, state, and zipcode fields. Additionally, once you've entered in an address, we'll provide you a map view to ensure the order is inside one of your delivery zones:

If you'd like, you can also pre-authorize the customer's credit card at the beginning of the call rather than having to type it in at the end. This is helpful to ensure the card is valid before taking the time to input an order! Once you've inputted the information for the new saved order, simply tap 'Add' and a new order will be created. You can then add any products to the ticket that you'd want and charge the customer when ready.

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