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Manage online orders on the Eats365 Biz Lite

Learn how to accept and reject immediate orders and pre-orders, process refunds, and print receipts on the Eats365 Biz Lite.

The Eats365 Biz Lite manages all online orders placed through your restaurant’s online channels, which includes your restaurant’s Branded Online Store (dine-in, pickup, delivery, and catering), Eats365 Marketplace (pickup, delivery, and catering), and third-party online ordering platforms (pickup, delivery, and catering). From the Eats365 Biz app, you can do the following: 

  • Accept or reject immediate and scheduled orders
  • Update order statuses
  • Process payments
  • Adjust estimated finishing times
  • Process refunds
  • Print receipts

In this article, you’ll learn about managing online orders using the Eats365 Biz Lite.

Manage online orders

When an order is placed on your restaurant’s website, the order immediately appears on the Eats365 Biz app. You can then choose to accept or reject the order.

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Tip: Turn on “New Order Alert” to get notified every time an online order is placed on the website. For more information, refer to Configure Eats365 Biz Lite settings.

Accept an online order

To accept an immediate online order, follow the steps below: 

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Tip: If you have "New Order Alert" enabled, an audio alert plays, and a pop-up notification  appears on the screen to let you know that a new online order has been made. Tap the notification to view the new order.

  1. Open the Eats365 Biz app. 
  2. If you have multiple restaurants added to your Eats365 Biz Lite, at the top left, tap Menu . Then, select your restaurant to show the Order page.
  3. On the Order page, tap the new order. The screen shows the order details.
  4. At the bottom, tap Accept. 
  5. Select Accept and Pay to accept the order and require payment, or Accept to accept the order without payment.

    Note: If you choose “Accept and Pay,” you must select a payment method.

Accept paid orders automatically

If you have “Auto Accept Paid Order” enabled, the system will automatically process all fully paid orders without requiring manual confirmation. 

To turn on "Auto Accept Paid Order," follow the steps below:

Merchant Portal (Classic Theme)

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Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Restaurant Settings. Then, click on Takeout.
  3. Click on the User App tab.
  4. Turn on Allow User App to Place Pickup Order or Allow User App to Place Delivery Order.
  5. Turn on Auto Accept Paid Order .
  6. At the top right, click on Save to confirm.
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Merchant Portal 2.0

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Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Restaurant Settings. Then, click on Takeout.
  3. Click on Online Ordering.
  4. Turn on Allow Pickup Order  or Allow Delivery Order .
  5. Turn on Auto Accept Paid Order .
  6. At the top right, click on Save to confirm.
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Reject an online order

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Tip: If you have “New Order Alert” enabled, an audio alert plays, and a pop-up notification appears on the screen to let you know that a new online order has been made. Tap the notification to view the new order.

To reject an immediate online order, follow the steps below: 

  1. Open the Eats365 Biz app.
  2. If you have multiple restaurants added to your Eats365 Biz Lite, at the top left, tap Menu . Then, select your restaurant to show the Order page.
  3. On the Order page, tap the new order. The screen shows the order details.
  4. At the bottom left, tap Reject. Then, enter a reason.
  5. Tap Done to confirm.

Accept an online pre-order

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Tip: If you have "New Order Alert" enabled, an audio alert plays, and a pop-up notification  appears on the screen to let you know that a new online pre-order has been made. Tap the notification to view the new order.

To accept online pre-orders in the Biz app, follow the steps below:

  1. Open the Eats365 Biz app.
  2. If you have multiple restaurants added to your Eats365 Biz Lite, at the top left, tap Menu . Then, select your restaurant to show the Order page.
  3. Tap the Pre-order tab.
  4. At the top, you can tap the Pre-order prompt to go through all pending pre-orders, or tap the pre-order you’d like to accept. The screen shows the order details.
  5. At the bottom right, tap Add to Schedule to add the pre-order to the Scheduled tab. When the scheduled day and time arrives, you must confirm the scheduled order to proceed with preparation.

Reject an online pre-order

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Tip: If you have "New Order Alert" enabled, an audio alert plays, and a pop-up notification appears on the screen to let you know that a new online pre-order has been made. Tap the notification to view the new order.

To accept online pre-orders in the Biz app, follow the steps below:

  1. Open the Eats365 Biz app.
  2. If you have multiple restaurants added to your Eats365 Biz Lite, at the top left, tap Menu . Then, select your restaurant to show the Order page.
  3. Tap the Pre-order tab.
  4. At the top, you can tap the Pre-order prompt to go through all pending pre-orders, or tap the pre-order you’d like to reject. The screen shows the order details.
  5. At the bottom left, tap Reject, then enter a reason.

  6. Tap Done to confirm.

Confirm a scheduled order

Scheduled orders are orders that were placed in advance (pre-orders). When the scheduled day and time arrives, you must first confirm the scheduled order to begin processing the order. Once the order is confirmed, the system will print the confirmation receipt.

To confirm a scheduled order for preparation, follow the steps below:

  1. Open the Eats365 Biz app. 
  2. If you have multiple restaurants added to your Eats365 Biz Lite, at the top left, tap Menu . Then, select your restaurant to show the Order page.
  3. Tap the Scheduled tab.
  4. At the top, you can tap the "Scheduled Order" prompt to go through all scheduled orders that require confirmation, or tap the scheduled order you’d like to accept. The screen shows the order details.
  5. At the bottom, tap Add to Schedule. This prints the confirmation receipt for the order.

Cancel a scheduled order

To cancel a scheduled online order in the Biz app, follow the steps below: 

  1. Open the Eats365 Biz app. 
  2. If you have multiple restaurants added to your Eats365 Biz Lite, at the top left, tap Menu . Then, select your restaurant to show the Order page.
  3. Tap the Scheduled tab.
  4. At the top, you can tap the “Scheduled Order” prompt to go through all pending pre-orders, or tap the pre-order you’d like to cancel. The screen shows the order details.
  5. At the bottom left, tap Void, then enter a reason. 
  6. Tap Done to confirm.

Process payment for an order

Before an order can be ready to be picked up or delivered, the customer must settle the bill. 

To process a payment for an order, follow the steps below:

  1. Open the Eats365 Biz app. 
  2. If you have multiple restaurants added to your Eats365 Biz Lite, at the top left, tap Menu . Then, select your restaurant to show the Order page.
  3. On the Order page, tap the order that you want to process a payment for. The screen shows the order details. 

    Tip: 
    • If there are multiple orders available, you can search for the order directly from the search bar. To filter your search further, tap Filter  beside the search bar.
    • To change the order view, tap the available order view options or tap Order History .
  4. Under "Order Details," tap Pay.
  5. Under "Payment Method," select the customer’s preferred tender. 

    Tip: To add tender options, use the Merchant Portal. Refer to Set up and manage tenders to learn more.
  6. At the bottom right, tap Pay Now. Then, tap Print Receipt to issue a receipt. Tap No Receipt to skip printing a receipt. 

Change an order's status

Once the payment has been settled for an order, you can then update the order’s status to ready for pickup or delivery.

To change an order’s status, follow the steps below: 

  1. Open the Eats365 Biz app. 
  2. If you have multiple restaurants added to your Eats365 Biz Lite, at the top left, tap Menu . Then, select your restaurant to show the Order page.
  3. On the Order page, tap the order that you want to change the order status. The screen shows the order details. 

    Tip: 
    • If there are multiple orders available, you can search for the order directly from the search bar. To filter your search further, tap Filter  beside the search bar.
    • To change the order view, tap the available order view options or tap Order History .
  4. To change the order status, you can do any of the following: 
    • Under “Order Status,” tap Edit . Then, change the order status to Ready for pickup or Ready to deliver.

    • At the bottom, tap Ready for pickup or Ready to deliver.

Once the order status has been changed, the customer is notified that their order is now ready for pickup or delivery.

Once the order has been picked up by the customer or delivery person, tap Completed or change the order status to “Completed.”

Adjust the finishing time

In some cases, the default estimated finishing time might not be enough to complete a customer’s order. In such cases, you can adjust the “Finishing Time” of the order.

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Note: The Finishing Time is automatically updated on the restaurant’s website. Customers can refresh the order page to check the latest estimated time.

To adjust the Finishing Time, follow the steps below: 

  1. Open the Eats365 Biz app. 
  2. If you have multiple restaurants added to your Eats365 Biz Lite, at the top left, tap Menu . Then, select your restaurant to show the Order page.
  3. On the Order page, tap the order that you want to adjust the finishing time. The screen shows the order details. 

    Tip:
    • If there are multiple orders available, you can search for the order directly from the search bar. To filter your search further, tap Filter  beside the search bar.
    • To  change the order view, tap the available order view options or tap Order History .
  4. To adjust the estimated finishing time, next to “Finishing Time,” tap Edit . Then, enter a new time.

Process refunds

The Eats365 Biz Lite can also process refunds for online orders. 

To process refunds, follow the steps below: 

  1. Open the Eats365 Biz app. 
  2. If you have multiple restaurants added to your Eats365 Biz Lite, at the top left, tap Menu . Then, select your restaurant to show the Order page.
  3. On the Order page, tap the order that you want to process a refund. 

    Tip:
    • If there are multiple orders available, you can search for the order directly from the search bar. To filter your search further, tap Filter  beside the search bar.
    • To change the order view, tap the available order view options or tap Order History .
  4. At the top right, tap Refund.
  5. Select a Refund Reason and add an optional note.
  6. Tap Done to confirm.

Print receipts 

The Eats365 Biz can print receipts for orders placed through the Eats365 Biz or your restaurant’s online channels. 

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Note: Make sure to pair the Eats365 Biz with a printer. Refer to Configure Eats365 Biz Lite settings.

To print receipts, follow the steps below: 

  1. Open the Eats365 Biz app. 
  2. If you have multiple restaurants added to your Eats365 Biz Lite, at the top left, tap Menu . Then, select your restaurant to show the Order page.
  3. On the Order page, tap the order that you want to print a receipt. 

    Tip:
    • If there are multiple orders available, you can search for the order directly from the search bar. To filter your search further, tap Filter  beside the search bar.
    • To change the order view, tap the available order view options or tap Order History .
  4. At the bottom, tap Receipt.

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