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How to Finalize a Pick-up or Delivery Order

Overview​

Use this guide when an order is fulfilled outside the dining room. Properly finalizing a Pick-up or Delivery order ensures accurate routing, timing, and customer communication before it moves to Order Management for confirmation and KOT generation.

Prerequisites​

  • User Permission Required: pos_access
  • Optional Permission: manage_orders (for editing after placement)
  • Hardware (Delivery only): Networked printer (for packing slip)

Step-by-Step Guide​

  1. Select Service Type
    From the POS header, choose Pick-up or Delivery.
    Pick-up: No address required.
    Delivery: System will prompt for location fields (Area, Street, Building, Notes).

  2. Attach Customer Profile (Recommended)
    Click Customer and search by phone or name. If new: choose Add Customer and capture at minimum: name + mobile number.
    Why: Ensures SMS/notification and loyalty tracking.

  3. Enter Order Items
    Add all menu items. Use per-item modifier dialogs for options (e.g., size, spice).
    For universal notes (e.g., "Leave at reception"), click Special Instructions (clipboard icon) and add a global note.

  4. Schedule (Optional Future Order)
    If the customer wants it prepared later: click the Calendar icon → set date/time → Confirm.
    Result: Order saved as Future and will not be sent to kitchen until activated.

  5. Review Delivery Fees (Delivery Only)
    System auto-applies zone-based fee if configured. You can manually adjust (permission dependent).
    Verify tax breakdown in the summary panel.

  6. Packaging / Prep Notes (Optional)
    If custom packaging instructions apply (e.g., "Separate sauces"), add them as either:

    • Item-level notes (modifier dialog)
    • Global note (Special Instructions)

  7. Select Finalization Method

    • Place Order: Normal flow (Payment selection → Print packing slip).
    • Quick Order: Skips intermediate prompts; useful for pre-paid delivery platforms.
    • Save as Draft: Customer not ready / awaiting confirmation.
    • Schedule (Future): Already set in step 4.

  8. Confirm Payment (If Taking Now)
    Choose payment method (Cash, Card, Wallet, etc.). For COD Delivery, you may skip collection until handover: choose Record Later if enabled.

  9. Finalize
    Click Place Order or Quick Order. System validates required fields (address for Delivery). If missing, a red prompt will appear—complete and retry.

Outcome​

  • Order appears in Order Management with Pending status.
  • Delivery orders include address metadata for dispatcher view.
  • Scheduled/Future orders remain inactive until their trigger time or manual activation.
  • No KOT is printed yet—you must Confirm it from Order Management to start kitchen prep.