Order-Level Procedures
This section describes the procedures that can be performed against an order:
Cancel an Order
Cancel an order before it is tendered or saved. This option is helpful in the event of an order entry mistake, customer walkout, or any other situation that requires the dismissal of an order.
Once the order is cancelled, a new order is opened with a new order number.
To cancel an order:
From the lower-left of the screen, select Options.
From the Options menu, select Cancel Order.
When prompted to confirm the operation, select OK.
Note
Manager approval may be required to cancel an order.
Capture Customer Information
Capture information about a customer such as their name, address, or vehicle description to ensure accurate order delivery.
To capture customer information for an order:
From the lower-left of the screen, select Options.
From the Options menu, select Order Information.
On the Order Information form, locate the applicable order information to capture. If necessary, tap and drag the form up and down to access additional sections that do not fit on the screen.
Type the information in the provided fields using the popup keyboard. The following table describes each of the sections on the Order Information form.
Note
Depending on how the system is configured, some sections may not be available.
Section
Description
Vehicle
Select the color and type of the customer's vehicle and add any optional comments.
Vehicle information helps the drive-thru team to quickly recall/locate drive-thru orders and deliver the correct order.
General Information
Type the table tent ID for the order in the provided field.
Customer Information
Type the customer's name, email address and phone number in the provided fields.
Address
Type the customer's home address in the provided field.
Pickup/Delivery Information
Type the pickup/delivery date and time requested.
Select Save Order Information.
Note
If the Ordering application is setup to automatically capture customer information for an order, the Order Information form opens when Total or Save is selected.
Change the Order Destination
To change the order destination for an order:
From the upper-left of the screen, select the down arrow next to the order destination list.
From the dropdown, select the order destination. A green circle appears on the upper-left of the selected order destination.
Loyalty Transactions
From the Loyalty section, define loyalty program settings:
To add a loyalty transaction:
On the Order Entry screen, above the order item listbox, select the customer icon
.From the Identify Customer window, scan the loyalty card with the barcode scanner -OR- use the numeric keypad to type the customer's phone number or loyalty account number.
Once the loyalty account is identified, the customer's name is displayed above the order item listbox.
The following actions are available from a dropdown menu next to the customer's name:
Remove Customer聽- Remove the current customer from the order.
Change Customer聽-聽Open the聽Identify Customer聽window to lookup a different customer loyalty account to add to the order.
Enter the order.
Scan the Loyalty Card Using a Camera
Note
The following is an optional feature that may not be available.
To scan a loyalty card with an integrated camera:
From the upper-right of the Identify Customer window, select the camera icon.
Use the integrated camera to scan the QR code on the loyalty card.
Search for a Loyalty Account
From the upper-right of the Identify Customer window, select the search icon 
to search for an account using the following criteria:
Customer name
Email address
Phone number
Loyalty card code
Redeem a Loyalty Discount
To redeem a loyalty discount or coupon:
Above the order item listbox, select the customer loyalty with barcode icon.
This icon is available from both the Order Entry and Tender screens.
This icon is not available until at least one item is added to the order.
From the聽Customer Code聽popup, enter the reward barcode using one of the following methods:
Scan the barcode with the barcode scanner.
Use the provided alphanumeric keypad to type the barcode -OR- select the keypad icon to open a numeric keypad.
Select the camera icon to scan the barcode using an integrated camera (if available).
Select Submit to submit the barcode and apply the discount to the order.
Online Orders
An online order is an order that a customer places via the store鈥檚 website or the Online Ordering application. An "Information" toast notification is displayed on all terminals when an online order is received.
View Online Orders
The Open & Suspended Orders screen includes an Online Orders lane that lists all online orders that have been sent to the kitchen.
The orders listed in the Online Orders lane are sorted by Pickup Date/Time in ascending order.
The Online Orders lane includes orders in the following status:
Order Status | Description |
|---|---|
Open |
|
Partially Paid |
|
Paid |
|
Note
Paid and Partially Paid online orders cannot be adjusted or voided.
Order-Level Comments
The order taker can add a comment or special instruction to an order for the kitchen staff.
Add an Order-Level Comment
To add a comment (or special instructions) to an order for the kitchen staff:
From the lower-left of the screen, select Options.
From the Options menu, select Add Comment.
In the popup Comment field, type the comment using the alphanumeric keyboard.
厂别濒别肠迟听Done. The comment is displayed below the order item listbox.
Edit an Order-Level Comment
To edit an order-level comment:
From the lower-left of the screen, select Options.
From the Options menu, select Edit Comment.
In the Comment field of the popup, use the alphanumeric keyboard to edit the comment .
厂别濒别肠迟听Done.
Delete an Order-Level Comment
To delete an order-level comment:
From the lower-left of the screen, select Options.
From the Options menu, select Delete Comment.
Park an Order
Designate the state of an order as "Parked". This is useful for the Drive-Thru destination when a customer in the drive-thru lane is asked to park their car and wait for their order.
Access Parked orders from Order History or the Open Orders screen.
When an order is parked, it is indicated with an orange label that contains the following:
Parked Order label with a "P" indicator.
Elapsed time since the order was parked.
To park an order:
From the lower-left of the screen, select Options.
From the Options menu, select Park Order.
When prompted to confirm the operation, select Yes.
From the Parked Order Information screen, specify the vehicle information, and then select Park Order.
To unpark an order:
From the lower-left of the screen, select Options.
From the Options menu, select Unpark Order.
When prompted to confirm the operation, select Yes.
Refund Order
To refund selected menu items:
From the upper-left of the screen, select the hamburger icon
.From the System Navigation menu, select Functions. 聽
From the Orders column of the Functions screen, select Create Refund Order.
From the Select Items to Refund screen, select the items to add to the refund order.
From the lower-left of the screen, select Refund.
From the Refund Order screen, select the applicable pay type.
Refund a Specified Amount
To perform a Refund Specified Amount transaction:
From the upper-left of the screen, select the hamburger icon
.From the System Navigation menu, select Functions. 聽
From the Orders column of the Functions screen, select Refund Specified Amount.
From the Start Refund Order popup, use the numeric keypad to enter the refund amount.
Select Apply.
From the Refund Order screen, select the applicable pay type.
Reprint Last Order Receipt
The order taker can reprint the receipt for the last order entered on a terminal.
To reprint a receipt:
From the lower-left of the screen, select Options.
From the Options menu, select Re-Print Last Order.
When prompted to confirm the operation, select OK.
Resend an Order to the Kitchen
In the event the printed kitchen ticket for an order is lost, resend the order to the kitchen to reprint the ticket.
To resend an order to the kitchen:
From the upper-left of the screen, select the hamburger icon
.From the System Navigation menu, select Order History.
From the Order History screen, select the order to resend.
From the lower-right of the screen, select Options.
From the Options menu, select Re-Send to Kitchen.
Resume a Saved or Suspended Order
To resume a Saved or Suspended order:
From the upper-left of the screen, select the hamburger icon
.From the System Navigation menu, select聽Open Orders.
Orders are sorted by their order destination.
Locate the order to resume.
厂别濒别肠迟听Resume.听
The order opens in the Order Entry screen and is ready for additional actions.
Tip
A New Order button is available in the header of each order destination column (excluding Online Orders). Select New Order to start a new order for that order destination.
Save an Order
Save Order provides the ability to access, edit, and/or tender an order at a later time from the same terminal or a different terminal. The system can now be configured to enable the order taker to save an order before an item is added to it, i.e. an empty order.
Depending on how the system is configured, an empty order can be saved. This feature allows a customer to retain their place in line if they are not ready to place their order initially.
Saved orders are accessible from the Open and Suspended Orders screen.
To save an order:
From the lower-left of the screen, select Options.
From the Options menu, select Save Order.
Tip
Select Save & Print from the Options menu to save the order and print a receipt.
Split an Order
Split an order and move its items and/or order segments to new orders, or share its items with new orders, allowing the split of order item costs among multiple individuals.
Note
Splitting an order may require manager approval.
Move Items to New Orders
To move items from the current order to new orders:
From the lower-left of the screen, select Options.
From the Options menu, select Split Order. The Split Order screen is displayed.
The current order is displayed in the left panel of the Split Order screen.
Orders assigned聽to the same table number as the current order are displayed in the panel on the right.
From the footer of the Split Order screen, select Move Items.
When the Split Orders screen is open, this toggle is set to Move Items by default.
In the panel on the left, select the order item(s) to move. Selected items are highlighted.
To deselect an item, tap it a second time.
To move an order segment, select the segment header. The entire order segment is highlighted when selected.
In the panel on the right, locate the new order for the items/order segment, and then select Move Here. The selected items/order segment are moved to the new order.
Another new order is added to the panel on the right with the Move Here icon. This enables the order taker to move items to another new order (if necessary).
Once all the applicable items/order segments are moved to new orders, perform one of the following steps:
To save all orders, select Save in the screen footer.
To save all orders and print a receipt, select Save & Print in the screen footer.
To tender an order, select PAY in the order footer.
Once the order is tendered, the Split Order screen appears. Select Print Receipt on the tendered order to print a receipt.
Once all orders are tendered, the initial Split Order screen appears.
Tip
To move an item/order segment to the original order, select the item/segment header, and then select Move Here on the original order.
Split an Order: Move a Specific Quantity of Items
To move a specific quantity of items from the current order to new orders (e.g. to move two (2) of three (3) Nachos):
From the lower-left of the screen, select Options.
From the Options menu, select Split Order. The Split Order screen is displayed.
The current order is displayed in the left panel of the Split Order screen.
Orders assigned聽to the same table number as the current order are displayed in the panel on the right.
From the footer of the Split Order screen, select Move Items.
When the Split Orders screen is open, this toggle is set to Move Items by default.
In the panel on the left, locate the order item(s) to move.
To the left of the item(s) to move, select the quantity area.
Use the plus + and minus - buttons to specify the quantity to move, and then select Done.
In the panel on the right, locate the new order for the items, and then select Move Here. The selected items are moved to the new order.
Another new order is added to the panel on the right with the Move Here icon. This enables the order taker to move items to another new order (if necessary).
Once all the applicable items are moved to new orders, perform one of the following steps:
To save all orders, select Save in the screen footer.
To save all orders and print a receipt, select Save & Print in the screen footer.
To tender an order, select PAY in the order footer.
Once the order is tendered, the Split Order screen appears. Select Print Receipt on the tendered order to print a receipt.
Once all orders are tendered, the initial Split Order screen appears.
Tip
To move an item/order segment to the original order, select the item/segment header, and then select Move Here on the original order.
Share Items
To share items on the current order with other orders:
From the lower-left of the screen, select Options.
From the Options menu, select Split Order. The Split Order screen is displayed.
The current order is displayed in the left panel of the Split Order screen.
Orders assigned聽to the same table number as the current order are displayed in the panel on the right.
From the footer of the Split Order screen, select Share Items.
In the panel on the left, select the order item(s) to share. Selected items are highlighted.
To deselect an item, tap it a second time.
To move a specific quantity of an item (e.g. to move two (2) of three (3) Nachos):
To the left of the item, select the quantity area.
Use the plus + and minus - buttons to specify the quantity to move, and then select Done.
In the panel on the right, select Share Here on each order that will share the item(s).
A check icon is displayed on each selected order.
When Share Here is selected for a new order:
A check icon is displayed on the order.
Another new order is added to the panel on the right with the Share Here icon allowing to share items with another new order (if necessary).
In the screen footer, select Done.
From the Split Order screen, perform one of the following steps:
To save all orders, select Save in the screen footer.
To save all orders and print a receipt, select Save & Print in the screen footer.
To tender an order, select PAY in the order footer.
Once the order is tendered, the Split Order screen appears. Select Print Receipt on the tendered order to print a receipt.
Once all orders are tendered, the initial Split Order screen appears.
Important
Applied item-level discounts are removed from shared items.
Split Order Segments in Share Items Mode
To split all order segments from the current order, select Split All Seats from the message panel in Share Items mode.
The first order segment remains on the original order in the panel on the left of the Split Orders screen.
New orders are created for all the other segments. New orders are displayed in the panel on the right of the Split Orders screen.
Suspend an Order
Suspend an Order provides the ability to access, edit, and/or tender an order at a later time.
Suspended orders are accessible from the聽Open & Suspended Orders听蝉肠谤别别苍.
To suspend an order:
From the lower-left of the screen, select Options.
From the Options menu, select Suspend Order.
Variant Builds
The Variant Builds feature enables the guest to order a meal and choose between different product mixes within that meal.
For example, a site might offer a Chicken Dinner that enables the guest to choose between different mixes of chicken parts, such as Breasts, Thighs, Wings, and/or Legs.
Select a predefined mix, such as White Meat or Half Breasts / Half Legs, or select a customized mix requested by the guest. Select optional product modifications, such as Grilled or Crispy.
Variant Build User Interface
When a bundle (meal) includes a component with a variant build, a unique UI is displayed that enables the Order Taker to select the specific product mixes and modifications requested by the guest.
The following introduces the UI that is used for variant builds:
 |
1 | Variant Build | Identifies the variant build. Select this tab to access the interactive UI. |
2 | Associated product variant types are listed here. Select a type to apply it to the product selections. The selected type is added to the order as a child item of the Bundle Component. | |
3 | Predefined mixes of product variants are listed here. The extra charge for the mix is displayed on the button (if applicable). Select a mix to add it to the order. The selected mix is added to the order as a child item of the Bundle Component. | |
4 | Main product variants are identified here. The quantity currently added to the order is displayed above the Main Variant name. When a Main Variant Mix or Individual Mix is selected, the Main Variant quantities are updated accordingly. | |
5 | Select the provided buttons to quickly change the quantity of the respective Main Variant. When an Individual Mix is selected, the Main Variant quantities are updated accordingly. | |
6 | Reset | Remove all component modifications and reset the variant build to its default values. |
Main Variants
Main Variants are displayed in the center of the screen. The Main Variant quantity that is currently added to the order is displayed above the Main Variant name.
The total product quantity that is defined for the variant build is distributed evenly among the Main Variants by default.
Associated Variant Types
A Variant Build may include Associated Variant Types, which are located to the left of the Main Variant Mixes.
Depending on the amount of available space on the screen, the Associated Variant Types may be listed horizontally or selected from a dropdown.
 |
In the following example, Grilled is selected. The button is highlighted and a green dot appears in the upper-left.
 |
"Grilled" is displayed beneath the Main Variant names.
The selected mix is added to the order as a child item of the Bundle Component.
Main Variant Mixes
Main Variant Mixes are predefined mixes of product variants. The extra charge for the mix is displayed on the button (if applicable).
 |
Select a Main Variant Mix to add it to the order. The mix is added as a child item of the Bundle Component.
In the following example, White Meat is selected from the Main Variant Mixes. As a result, the total component quantity is distributed between Breasts and Thighs.
When a mix is selected, the Main Variant quantities are updated accordingly.
 |
Individual Mixes
Use the Individual Mixes located below the Main Variants to quickly adjust the quantity of a Main Variant. When an Individual Mix is selected, the displayed quantity of each Main Variant is updated accordingly.
 |
In the following example, the user selected:
Half Breasts
Half Thighs
The Main Variants Breasts and Thighs and their respective quantities are added to the order as child items of the "16 Piece Chicken Family Meal".
The Main Variants Wings and Legs are automatically set to 0 (No).
 |
Custom Mixes
When a variant build is configured to Allow Custom Mixes, the user may select a unique mix of products to add to the order. This includes adjusting the quantities of the Main Variants and the Associated Variant Types.
Adjust Quantity of Main Variants
To adjust the quantity of a Main Variant by increments of one (1), use the plus (+) and minus (-) rocker buttons that appear on either side of the displayed quantity.
If the rocker buttons are not available, the variant build does not allow custom mixes.
 |
When a Main Variant quantity is adjusted, the difference between the Main Variant quantity and the total component quantity is evenly distributed among the other Main Variants.
The plus (+) button is disabled when necessary to prevent the user from exceeding the total component quantity.
The minus (-) button is disabled when necessary if decreasing the Main Variant quantity would result in a quantity that is less than the total quantity defined for the component quantity.
Adjust Quantity of Associated Variant Types
To adjust the quantity of an Associated Variant Type:
Select any area of the Main Variant button other than the plus (+) and minus (-) rocker buttons.
From the Associated Variant Type window, use the numeric keypad to enter the requested quantity of an Associated Variant Type.
Select the Associated Variant Type to update.
From the lower-right of the window, select Apply. The displayed quantity is updated and allocated to the applicable products.
Tip
From the upper-right of the Associated Variant Type window, select Reset to Default to undo the changes and reset the default values.
Things to Know
Send Builds to Kitchen - Variant Builds are sent to the XKM application following the defined child item rules.
Auto-Advance - Auto-Advance rules are applied to Variant Build components when added to an order.
Convert Components - Convert Variant Build Bundle Components to other products.
Unavailable 抖阴 - Any unavailable products included in a bundle component are neither added to the order nor included in the item count.
Inactive 抖阴 - If no Active products are configured for a variant, the associated variant is hidden on the POS menu.
Quantity Distribution - When a variant build is configured to Allow Custom Mixes, the user may select a unique mix of products to add to the order..
As the user modifies the quantity of each variant, the quantity of the remaining variants is dynamically updated.
Variant Builds Configuration
For instructions on how to configure a variant build, see Variant Builds.
For instructions on how to configure a bundle component, see Bundle Configuration.
Void a Saved or Suspended Order
To void a Saved or Suspended order:
From the upper-left of the screen, select the hamburger icon
.From the System Navigation menu, select聽Open Orders.
Orders are sorted by their order destination.
Select the order to void. The order details are displayed.
From the lower-right of the screen, select Options.
From the Options menu, select Void Order.
When prompted, select the reason for voiding the order (if applicable).
When prompted, use the popup keyboard to type a comment about the voided order (if applicable).
When prompted to confirm the void, select OK.
Note
Voiding an order may require manager approval.
Waste Order
A Waste Order transaction allows the input of selected menu items as waste. This action removes the ingredients from inventory.
To create a waste order:
From the upper-left of the screen, select the hamburger icon
.From the System Navigation menu, select Functions. 聽
From the Orders column of the Functions screen, select Create Waste Order.
From the Waste screen, select the items to add to the waste order.
From the lower-left of the screen, select Waste.
When prompted, select the reason code for the transaction (if applicable).
When prompted to confirm the transaction, select OK.
From the Waste Order Finalized popup window, select OK.