Order Handling
Table of Contents
Set up and manage Courses
Learn how to create and manage Courses on the Eats365 POS.
Before you begin
You can configure Eats365 POS settings to optimize how you operate Item courses. Consider enabling the following settings in your POS app:
| Setting |
Setting location |
|
Force Enter Party Size Displays a prompt that requires you to enter the number of customers. |
|
|
Display by Seat Displays the option to associate specific seats to different orders by default. |
|
|
Course Override Quick Key Displays the option to change courses at the bottom of the order-taking screen. It also allows the POS to override the set course for Items and assign a default course for all Items. Tip: If course presets are not being used at an item level, it’s recommended to set the default to Instant. |
|
|
Prep Tickets Sends a print job request to print prep tickets once an order is confirmed. |
|
Create a course by Category or by Item
Courses are set up in the Menu Setup settings. You can assign courses to Categories or assign courses to individual menu Items. If a course default is assigned to a category, Items that belong to that category adopts the same course default as the category. Courses can still be modified anytime in the order-taking screen.
Create a course by Category
To set a course by Category, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings
. - Under General, tap Menu Setup, then select Category.
- If you have an existing Category, tap an existing Category. Otherwise, to create a new Category, tap Add Category.
- Tap the drop-down arrow for the Course field.
- Assign a default course for the Category.
- If you’re adding a course to an existing Category, tap Update. Otherwise, tap Save to create a new Category.
Create a course by menu Item
To set a course by menu Item, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- Under General, tap Menu Setup, then select Item.
- If you have an existing menu Item, tap an existing Item. Otherwise, to create a new Item, tap Add Item.
- Tap the drop-down arrow for the Course field.
- Assign a default course for the Item.
- If you’re adding a course to an existing menu Item, Tap Update. Otherwise, tap Save to create a new Item.
Assign courses while taking orders
To assign courses directly from the order-taking screen, follow the steps below:
- Select an available table, then enter the party size.
- Before taking an order, make sure that the seat you’re taking the order for is selected.
- At the bottom, tap the Course Override Quick Key
to specify which course the order is going to be assigned to.
Note: The Course Override Quick Key is a dynamic icon and can change depending on the current selected course. It is generally located at the bottom of the order-taking screen.
Tip: Tapping the Course Override Quick Key changes the course to the next course in the sequence. Hold down on the Course Override Quick Key to display all available course options. - Repeat the steps until all seats have made their orders for each course.
- Tap Confirm to fire the first course.
Once an order has been confirmed, Prep Tickets are sent to the relevant Kitchen Printers to notify the chefs to prepare the ordered items.
Manage tables with coursed orders
Additional actions can still be performed once a coursed meal has been confirmed. You can use the Course overview to view and manage active courses or Action Buttons to use additional functions.
Course Overview
To display all active courses, at the top of the order-taking screen, tap Courses 
. The following options can be modified:
Reprint
Sends a reprint request to the Kitchen Printer.
Coursing
Changes the course of a confirmed order.
Seating
Changes the seat that’s associated with an order.
Fire
Fires the course.
Note: Firing a course sends a Print Fire Course Ticket request to the Kitchen Printer.
Action Button functions
To display Action Buttons, on the order-taking screen, tap an ordered Item. The available Action Buttons are displayed to the right of the Item.
Action Button options
The following are the available Action Buttons:
Change Course
Sets the Item Course to Instant, Hold, or a different Course number.
Change Seat
Changes the seat that’s associated with an order.
Comps
Sets the selected Item as Complimentary.
Note: If Preset Discount Reason is enabled in the System Preferences Audit Log, a reason must be included in order to proceed with setting the Item as Complimentary. To change System Preferences, refer to Manage System Preferences.
Delete
Deletes the Item from the order.
Discount
Applies a discount to the selected Item. You can set the discount to a specific amount or a percentage.
Edit
Allows you to modify an Item.
Fire / Hold
Selects whether to Fire or Hold.
No Discount
Excludes an Item from any available discount.
Tip: If the option Excluded from Discount is enabled for the Item in the Menu Setup, or if No Discount was selected by mistake, Allow Discount becomes available instead in the Action Button options.
Reorder
Adds another order instance for the item chosen.
Reprint
Reprints the order and send it to the Kitchen Station.
Require SC
Sets the order to require a Service Charge.
Rush
Tags the selected order as rush.
Select
Selects multiple Items in the order to use bulk actions. Once multiple Items are selected, at the top right, tap Actions to perform bulk actions.
Special Request
Adds or removes any special request for an Item.
Transfer
Moves a customer to a different table.
Waive SC
Waives any service charge.
Delay Course
Delays firing a course for a specific period of time, after which the course will be automatically fired. After tapping Delay Course, a screen appears where you can enter the delay time.
DeleteAdd additional items
If a customer orders more Items while they have an existing course underway, a prompt asks whether you’d like to fire the new order immediately or place it on hold.
If you select Yes, the order is fired immediately. Alternatively, if you choose No, the new order is placed on hold, and you can manually fire the item.
Void Orders
Orders can be void for a number of reasons. It’s also recommended to require a reason whenever a void is performed.
Enable Void Reasons
To require a reason for void orders, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- Under Advanced Settings, tap System Preferences.
- Under Audit Log, tap Preset Void Order Reason, then turn on Void Order Request Reasons
. - (Optional) To create Preset Void Reasons, turn on Void Order Request Input Message, then tap Preset Reasons. At the top right, tap Add Reason, then enter your preferred preset reason. Go back to the previous screen once done.
- Tap Save to confirm.
Void an Order
To perform a Void for an order, open the payments screen, tap Void Bill, and then enter the reason for the void request. Tap Confirm to complete the transaction.
