How do I create a new order?
You can manually create pickup or delivery orders on behalf of customers from the Merchant Admin or the Register App on iPad.
Merchant Admin (Web)
Go to Sales > Online Orders and select Add Order.
If you have multiple menus, select the menu to order from. You can switch menus at any point — items already in your cart will be removed if you do.
Select Add Order Details to fill in:
Customer — search for an existing customer by name, phone number, or email, or add a new one.
Order type — toggle between Pickup and Delivery.
Store — select the fulfilling store. For delivery orders, the system highlights recommended stores based on the customer's address, earliest time slot availability, and lowest delivery cost.
Date and time — use the calendar to pick a date and select a time slot.
Delivery address — required for delivery orders. Select a saved address or add a new one. The billing address defaults to the delivery address; uncheck if they differ.
Select Confirm to save the order details. You can edit them at any point before checkout using the pencil icon.
Add items to the cart by selecting them. Simple items (no variants) add immediately; complex items (with variants or options) prompt you to make selections before adding.
Adjust quantities with + and −, or remove items using the trash icon.
Before checking out, you can optionally:
Add customer remarks or kitchen remarks
Override the minimum order amount or delivery fee (use Waive to set to zero, or Reset to restore the default)
Apply a discount — toggle between percentage (% of subtotal) or fixed dollar amount
Apply a promotion — enter a promo code or select from the list
Some promotions are automatically removed if a connected item is removed from the cart. For example, removing a free item that was added by a "free item" promotion will remove that promotion too.
Select Checkout, review the order summary, and select Confirm Checkout.
By default, the order is created as Confirmed and a confirmation email is sent to the customer.
Register App — iPad
Tap the + button in the top-left corner to create a new order.
IMG_0278.PNG If your account is assigned to multiple stores, select the store to prepare the order from. You can switch stores using the Change button — items in the cart will be removed if you do.
Tap Change next to the customer name to add a customer. Search for an existing one by name, phone number, or email, or tap + to create a new customer.
Tap Change next to the time slot to set the order type and schedule:
Toggle between Pickup and Delivery
Select a date from the calendar and a time slot from the list
For delivery orders, tap Customer Address > Add Address to enter the delivery address. The billing address defaults to the same — uncheck Billing address is the same as delivery address to set a different one. If the recipient differs from the customer, uncheck Recipient information is the same as customer details.
Add items from the menu. Use the search bar to find items by name or category.
Adjust quantities with + and −, or remove an item by tapping x when quantity is 1. Tap the quantity number directly to type an amount.
Optionally: add customer or kitchen remarks, override the minimum order amount, change the delivery fee, or apply a discount.
Tap Checkout, then confirm whether to send the customer an order summary email.
The order appears in the Pending tab once placed.
Last updated