In this article we will go over how to use the Order portion of the Mobile Order Taking feature. Here we will show you how to take a new order. Note this article only covers the ORDER tab portion. There is a different article for the Items tab portion.
Below is a video on how to take an order using the Mobile Order Taking feature:
Coming Soon
Below are step by step instructions on how to take an order on the Mobile Order Taking feature:
1 - Log into your CaterZen Mobile Order Taking link
2 - Click on the plus sign in a circle
3 - Click on the New Order link
4 - Please note that there are TWO tabs. The Order Infor and the Items tab. Both tabs will need to be selected and filled completely out.
ORDER tab:
5 - Customer (drop down): Here is where you will choose the customer you want to place the order for. Start typing in your customer's name. You can also add a new customer here if you need too.
6 - # People Order For (fill in): add the number of people the order is for
7 - Order Type (drop down): choose the order type. Note this will show your custom order types that you created in the software. If you choose Delivery see steps below.
Delivery:
Once you select Delivery then the Delivery address box will appear:
Use the drop down box called Delivery Address to select where the order needs to be delivered too. A box will appear with existing Delivery addresses and if you need to add a new address you can click the Add New Address link. Once you select the address click the OK tab.
Delivery Address added:
8 - Current Callback Number (auto fill in): the number should automatically be added from the customers information in the CRM tab but if not, you can add or edit.
9 - Payment Method (drop down): select your payment method type. Note this will show custom payment types. If you select Credit Card as the payment type please see additional steps below.
Credit Card:
Use the drop down box to select the payment type and then select Credit Card.
Once you select Credit Card then a box will appear with previously stored Credit Cards. If you need to add a new card click on the Add New Card link. Once you select the card click the OK tab.
Once you select the card the last 4 digits will appear in the order.
10 - Event Type (drop down): select the event type the order is for
11 - Pick-Up/Delivery by Date (calendar): choose the date the customer wants the order for
12 - Pick-Up/Delivery by Time Type (drop down and choice): choose the type of time for the order. These are the Time Rules you have created in the software
13 - Pick-Up/Delivery by Time (time): choose the time the customer wants the order ready by
14 - Kitchen Ready Time (time): choose the time the kitchen needs to have the order ready by
15 - Ignore Time Warnings (turn on and off): turn on the ignore time warnings if needed
16 - Special Instructions (fill in): here is where you can list any special instructions needed
17 - Order Taken By (auto fill in): the name of the person logged in will appear here
18 - Options(turn on and off): Here is where you can turn on or off any options offered when taking an order
ORDER tab completed:
Here is the link to see the Taking An Order in The Mobile Order Taking Interface (Menu Item Entry)