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POS Dining Room - Managing To Go Orders (i.e., Pickup and Delivery)

Kevin U
  • Updated

About the To Go Orders Screen

The To Go Orders screen for a POS dining room location allows you to view current pickup and delivery orders placed by residents through their MealSuite Portal app, and also allows you to place pickup and delivery orders on behalf of residents.

to_go_orders2.png

Orders placed for today are listed in the Current Orders tab. Orders placed for tomorrow or the day after are listed in the Upcoming Orders tab. 

to_go_to_orders_tabs.png

You can search for a ticket by the person's name, or other details such as time, type (pickup or delivery), and room. 

to_go_to_orders_search_filter.png

Enabling the To Go Orders Screen

Contact MealSuite Support to enable the To Go Orders screen.

If you are MealSuite Support, the To Go Orders screen is enabled for a POS dining room location or POS quick service location via the Enable the takeout/to-go tab check box; to do so, see Configuring Service Settings for a POS Location.

Placing a Delivery Order

To place a delivery order for a resident from a POS dining room location, complete the following steps. 

  1. Tap the New Order button. The order pop-up appears. 

    new_order.png
     
  2. Enter or select the following:
    • Date - select the date the order is to be delivered (up to three days in advance).
    • Meal - the meal period is selected by default for the current time of day. If needed, select the another meal period. Meal periods in the past are not active.
    • Order Type - select Delivery. 
    • Time - depending if your account is set up with preparation times or not, then the time entered in the Time field functions as follows:
      • If your account is set up with preparation times, then the time selected in the Time field is when the order is to be sent for delivery. Hence, if a lunch order is to be delivered at 12:20 PM, and 20 minutes of prep time is set for lunch, the order is sent (i.e., fired) to the KMS at 12:00 PM. 
      • If your account does not have prep times, then the order is sent (i.e., fired) to the KMS at the time selected in the Time field. 
      • If you select the ASAP option, the order will be automatically fired to the KMS after you process the payment. 
  3. Tap the Save button. The Order screen appears for you to place the order for a guest or a named diner, and then process the payment per standard POS operation. 

    order_screen.png

    Note: The screen does not allow you to select a different meal period to what you selected in step 2. If wanting to change the meal period, you will have to first cancel the order, and then restart the order as per above steps. 
     
  4. If the order is placed for today it is listed in the Current Orders tab (first screenshot below). If the order is played for tomorrow or the day after, it is listed in the Upcoming Orders tab (second screenshot below).  

    current_orders_delivery.png

    upcoming_order_delivery.png

Placing a Pickup Order

To place a pickup order for a resident from a POS dining room location, complete the following steps. 

  1. Tap the New Order button. The order pop-up appears. 

    new_order.png
     
  2. Enter or select the following:
    • Date - select the date the order is to be picked up (up to three days in advance).
    • Meal - the meal period is selected by default for the current time of day. If needed, select the another meal period. Meal periods in the past are not active.
    • Time - depending if your account is set up with prep times or not, then the time entered in the Time field functions as follows:
      • If your account is set up with prep times, then the time selected in the Time field is when the order is to be picked up. For example, if a lunch order is to be picked up at 12:20 PM, and 20 minutes of prep time is set for lunch, the order is sent to the KMS at 12:00 PM. 
      • If your account does not have prep times, then the order is sent to the KMS at the time selected in the Time field. 
      • If you select the ASAP option, the order will be automatically fired to the KMS after you process a payment or do the "pay on pickup" option (step 4 below). 
  3. Tap the Save button. The Order screen appears for you to place the order as per standard POS operation. 

    order_screen.png

    Note: The screen does not allow you to select a different meal period to what you selected in step 2. If wanting to change the meal period, you will have to first cancel the order, and then restart the order as per above steps. 
     
  4. Upon tapping the Pay button, the Payment screen appears.

    pickup_payment_scree_24.png
     
  5. With a pickup order, you can process the payment now by selecting the desired tender type (i.e., cash, credit card, etc.). If you had selected the ASAP option from the Time field (step 2 above), then the order is fired to the kitchen after processing the payment. 

    or

    There is the option to inform the system that you will process the payment when the diner (guest or resident) arrives to pick up their order. To do so, tap the Pay on Pickup option (first screenshot below) and then tap the Confirm Pay at Pick Up button (second screenshot below). If you had selected the ASAP option from the Time field (step 2 above), then the order is fired to the kitchen after tapping Confirm Pay at Pick Up. 

    When you do a pay on pickup, then you can process the payment at anytime by opening the pickup order from the To Go Orders screen and tapping Pay (see Paying for a Pickup Order not Yet Paid below). 

    pickup_payment_scree_24_pay_at_pickup.png
    confirm_pay_at_pickup.png
     
  6. If the order is placed for today it is listed in the Current Orders tab (first screenshot below). If the order is placed for tomorrow or the day after, the order is listed in the Upcoming Orders tab (second screenshot below).  

    current_orders_pickup.png

    upcoming_orders_pickup.png

Printing a To Go Order Ticket from the To Go Orders Screen (Separate from Production)

From the To Go Orders screen, you can print a to go order ticket to a selected printer. This ticket will be separate and in addition to the production ticket that will print at the kitchen printer (i.e., KMS printer) at the scheduled production time. 

To print a to go order ticket from the To Go Orders screen, complete the following steps:

  1. From the To Go Orders screen, tap the Print button at the top right corner (first screenshot below). The screen refreshes with check boxes for each order (second screenshot below).

    to_go_orders_print.png

    to_go_orders_print_check_boxes.png
  2. Select the check box of the ticket to be printed. You can select more than one ticket if needed. 
  3. From the top right corner, tap the Submit button. The Connected Printers pop-up appears (second screenshot below). 

    to_go_orders_print_select_and_print.png

    printers.png
     
  4. Select the printer that will print the ticket, and then click the Print button. The ticket is printed at your selected printer. 

Printed Ticket Examples

The example on the left shows a delivery order ticket. The example on the right shows a pickup order ticket.

to_go_delivery_ticket.jpg    to_go_pickup_ticket.jpg

Opening an Order

You can view an existing order by tapping its View button.

view_existing_order.png

Paying for a Pickup Order not Yet Paid

If a pickup order was set to "pay on pickup" when the order was created, it can subsequently be paid anytime. Open the pickup order by tapping its View button and then tap Pay to process the payment. 

Canceling and Refunding an Order

If the order has not entered production, it can be cancelled and refunded as follows:

  1. Open the order by tapping its View button.
  2. Tap the Cancel Order button. 
  3. A message appears asking if you want to cancel and refund this order.
  4. Click Yes to the message. The refund is processed automatically. 

FAQs

How are delivery times and pickup times configured for selection for a POS to go order?

See the following article: Configuring Delivery and Pickup (aka To Go Order) Times. 

How do I add a delivery fee or a pickup fee to a POS to go order?

A delivery fee can be configured to be automatically added to a delivery order, and a pickup fee can be configured to be automatically added to a pickup (i.e., takeout) order. To do so, see the following article: Configuring a Delivery and Pickup Fees to be Automatically Added to To Go Orders.

From the To Go Orders screen, can I cancel/void an order that is in production?

No. After an order is sent to production, it cannot be cancelled/voided from the To Go Orders screen. You must inform the kitchen staff that the item has been cancelled.

To refund an order that has been paid and sent to production, see POS - Issuing a Refund.