Takeout orders waiting for pickup from webshop or POS and self-ordering terminal (SOT)

Takeout orders waiting for pickup from webshop or POS and self-ordering terminal (SOT)

What
The section "Take out waiting for pick up" in the POS is used for the centralized management of all incoming pickup and self-ordering terminal orders that still need to be processed, confirmed, or assigned to a staff member.

Where
POS: Take out waiting for pick up.



Within the section "Take out waiting for pick up", two types of orders are displayed:


1. Pickup orders

Pickup orders (e.g., from the webshop or the POS) are displayed if the store setting "Take away orders have to be assigned" is activated.

This setting can be enabled under:
Admin: Store management > Stores > Edit > Settings > Delivery and take away settings > Take away orders have to be assigned.

Notes:
  1. If this setting is activated, each pickup order must be assigned to a cashier.
  2. The receipt is printed only after the order has been fully processed.
  3. The customer's payment is only charged once the order has been assigned and billed or printed.



2. Self-ordering terminal orders

Orders placed via the self-ordering terminal at https://xxxxxxxxxx.simplyselfservice.de are also displayed in the "Take out waiting for pick up" section.




Processing orders

Orders must be assigned to an employee member or confirmed under "Take out waiting for pick up" by "completing" the order again. During this step, the order can also be edited if necessary.

Procedure:
  1. In the POS, go to the "Take out waiting for pick up" section.
  2. Open the order using the "Edit order" button.
  3. Complete the order again, optionally making additional changes.
  4. Afterwards, the process corresponds to the normal workflow for placing a pickup order, starting from the "Order" step in the product selection.


Important: Only once the order has been assigned to an employee member and the invoice has been printed will the amount authorized by the customer at the card terminal be captured from their account.

This procedure is mandatory for the correct allocation of tips.


If orders must be assigned and the customer already has a "Payment receipt", this only represents a pre-authorization on the customer's account. The amount will only be captured after the invoice has been issued.



Alternative: Immediate processing of paid self-ordering terminal orders

The immediate processing of paid self-ordering terminal orders can be activated in the administration area.

Procedure:
  1. Go to Admin: Store management > Stores > Edit > section "Selfservice terminal".
  2. Set the first toggle "Process paid orders immediately" to "Yes".
In this case, this will print the invoice immediately, and the payment amount will be charged to the customer immediately.





Additional functions for orders to be picked up

  1. Delete self-ordering terminal orders:
    For Self-ordering terminal orders, an order can be canceled using the red "X" icon button "Delete order".

  2. View pickup orders:
    For pickup orders that must be assigned, an overview can be opened in a small window using the magnifying glass icon "View order".