Order Handling
Table of Contents
Create pickup and delivery orders
Learn how to create Pickup and Delivery orders on the Eats365 POS.
Pickup orders are placed to accommodate customers who choose to make an advanced order and then drop by the restaurant to pick up their items instead of dining in.
Delivery orders are placed to accommodate customers who choose to have their orders sent to their preferred address instead of going to the restaurant.
Any order can be placed for pickup or delivery through the Takeout option on the Eats365 POS.
In this article, you’ll learn how to place new delivery or pickup orders, as well as use existing customer information to place a delivery order.
For more information on how to set up and configure Takeout settings for pickup and delivery, refer to Set up Takeout settings.
Set a pickup or delivery schedule
Before accepting pickup and delivery orders, you must first set the Scheduled Time.
To specify a Scheduled Time, follow the steps below:
- Log in to the Eats365 POS.
- At the top, tap Takeout.
Tip: You can set the Takeout screen as the default view from the General Preferences settings, so you won’t need to tap Takeout every time you log in. - At the top of the order list, tap the clock .
- Choose a Scheduled Time.
- Tap Confirm.
Place an order for pickup or delivery
To place a pickup or delivery order, follow the steps below:
- At the top of the order list, tap the address book .
- Select whether you want to place a Pickup order or Delivery. Then, enter all relevant customer details on the Contact Info screen.
- For pickup orders, you must enter the the customer’s name and phone number.
- For delivery orders, you must enter the customer’s name, address, and phone number.
- At the top right, tap Done to confirm.
Customer Lookup
You can search for repeat customers using their phone numbers. All current contact information auto-completes the necessary fields if a customer's record is found.
To search for a customer record, follow the steps below:
- At the top of the order list, tap the address book .
- Select Delivery.
- On the Contact Info screen, enter the customer’s phone number, then tap Lookup. After a successful search, a list of delivery addresses appears based on previous orders.
- Choose the correct address, then continue by adding items to the order.
Display customer contact info on receipt
To show a customer’s delivery address, name, or phone number on their receipt, follow the steps below:
Eats365 POS
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- Under Settings, tap Printing.
- Tap Receipt Template.
- Under Contact Info, turn on the following contact info options:
- Print Delivery Address on Takeout Receipt
- Print Contact Name on Receipt
-
Print Contact Phone Number on Receipt
Note: Turning on Print Contact Phone Number on Receipt will enable you to turn on Partially Mask Contact Phone Number on Receipt . This option replaces some numbers as special characters.
- Tap Save to confirm.
Merchant Portal (Classic Theme)
- Log in to the Merchant Portal.
- On the left panel, click on Restaurant Settings. Then, click on Printing.
- Click on the Receipt Template tab.
- Under Contact Info, turn on the following contact info options:
- Print Delivery Address on Takeout Receipt
- Print Contact Name on Receipt
-
Print Contact Phone Number on Receipt
Note: Turning on Print Contact Phone Number on Receipt will enable you to turn on Partially Mask Contact Phone Number on Receipt . This option replaces some numbers as special characters.
- At the top right, click on Save to confirm.
Merchant Portal 2.0
- Log in to the Merchant Portal.
- On the left panel, click on Restaurant Settings. Then, click on Printing.
- Click on Receipt Settings.
- Click on the Receipt Template tab.
- Under Contact Info, turn on the following contact info options:
- Print Delivery Address on Takeout Receipt
- Print Contact Name on Receipt
-
Print Contact Phone Number on Receipt
Note: Turning on Print Contact Phone Number on Receipt will enable you to turn on Partially Mask Contact Phone Number on Receipt . This option replaces some numbers as special characters.
- At the top right, click on Save to confirm.