- About the To Go Orders Screen
- Enabling the To Go Orders Screen
- Placing a Delivery Order for Resident
- Placing a Pickup Order for Resident
- Viewing an Order
- Paying for a Pickup Order Not Yet Paid
- Cancelling an Order
- FAQs
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.
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.
You can search for a ticket by the person's name, or other details such as time, type (pickup or delivery), and room.
Enabling the To Go Orders Screen
Contact your customer success manager (CSM) or support to enable the To Go Orders screen.
If you are a MealSuite CSM or support member, 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 for Resident
To place a delivery order for a resident from a POS dining room location, complete the following steps.
- Tap the New Order button. The order pop-up appears.
- 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.
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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 sent for delivery. For example, 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 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 ASAP option, the order will be automatically fired to the KMS upon payment.
- Tap the Save button. The Order screen appears for you to place the order and process the payment.
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.
- 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).
Placing a Pickup Order for Resident
To place a pickup order for a resident from a POS dining room location, complete the following steps.
- Tap the New Order button. The order pop-up appears.
- 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 ASAP option, the order will be automatically fired to the KMS upon payment.
- Tap the Save button. The Order screen appears for you to place the order and process the payment.
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.
- Upon tapping the Pay button, the Payment screen appears.
- With a pickup order, you can process the payment now by selecting the desired tender type (i.e., cash, credit card, etc.), or you can select to process the payment upon pickup by tapping the Pay on Pickup option and then tapping the Confirm Pay at Pick Up button. (If the Pay on Pickup option is selected, you can then process the payment at anytime by opening the pickup order from the To Go Orders screen and tapping Pay).
- 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).
Opening an Order
You can view an existing order by tapping its View button.
Paying for a Pickup Order not Yet Paid
If a pickup order was set to "pay at 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 an Order
If the order has not entered production, it then can be cancelled. Open the order by tapping its View button and then tap the Cancel Order button.
FAQs
How do I add a delivery fee to an order?
A delivery fee would need to be created as a product with a price. This "delivery product" can then be selected by the POS operator to add to the order. See the following articles to create a product, enter a price for it, and add it to the POS grid as a stand-alone product for it to be selected by the POS operator: