Order Handling
Table of Contents
Search for orders
Learn how to search for current and previous orders on the Eats365 POS.
All parked and confirmed orders are recorded on the Order List screen. It serves as an efficient method for quickly finding any order processed through the POS, including orders from various sources such as SelfServ (formerly PhotoMenu), Branded Online Store, and more. You can easily retrieve past and pending orders manually or use different filter options to view and manage the order, or settle payments.
In this article, you’ll learn about the different ways to search for an order placed on the POS.
Search for an order by ID
When an order is placed, the POS assigns a unique Order ID to the order. The Order ID can be found at the top of the order list from the order-taking screen.
To search for an order by ID, follow the steps below:
- At the top right of the Table Map or the order-taking screen, tap Order List . Then, select Find Order by ID.
- Enter the Order ID that you want to check.
- To confirm the Order ID, tap the Return key on the iPad’s virtual keyboard.
The order appears on the Order List screen.You can further narrow down your search by using the available filter options on the Order List screen:
- Service type: Select a service type filter to display orders based on the service type. For example, if you want to check all Dine-In orders, deselect the Takeout tab and all other options except for Dine-in.
Tip: Deselected tabs are grayed out.
- Time range: Display search results from different time ranges.
- Current Operation - Displays all orders starting from the time the restaurant has begun operations.
- Today - Displays orders from the day, from 00:00:00 to 23:59:59.
- Yesterday - Displays orders from the previous day.
- Last 7 Days - Displays all orders made for the past 7 days.
- Last 14 Days - Displays all orders made for the past 14 days.
- Last 30 Days - Displays all orders made for the past 30 days.
- After Today - Displays all pre-orders scheduled after the current date.
- Filter button: The filter button allows you to narrow down search results by displaying results by Order Status, Takeout Mode, Mode, or Source.
Note: Filtering results by Takeout Mode, Mode, or Source is only available for pre-orders. To show these filters, you must first select After Today from the time range.
Search for an order by status
If you don’t know the Order ID of the order that you’re looking for, you can search for an order by its status.
To search for an order by status, at the top right of the Table Map or the order-taking screen, tap Order List . Then, select from the list of available options. For more information about the different order statuses, refer to Check order status.
You can further narrow down your search by using the available filter options on the Order List screen:
-
Service type: Select a service type filter to display orders based on the service type. For example, if you want to check all Dine-In orders, deselect the Takeout tab and all other options except for Dine-in.
Tip: Deselected tabs are grayed out.
- Time range: Display search results from different time ranges.
- Current Operation - Displays all orders starting from the time the restaurant has begun operations.
- Today - Displays orders from the day, from 00:00:00 to 23:59:59.
- Last 7 Days - Displays all orders made for the past 7 days.
- Last 14 Days - Displays all orders made for the past 14 days.
- Last 30 Days - Displays all orders made for the past 30 days.
- After Today - Displays all pre-orders scheduled after the current date.
- Filter button: The filter button allows you to narrow down search results by displaying results by Order Status, Takeout Mode, Mode, or Source.
Note: Filtering results by Takeout Mode, Mode, or Source is only available for pre-orders. To show these filters, you must first select After Today from the time range.
Search for an order using a Receipt Barcode
Scan a Receipt Barcode
To scan a Receipt Barcode to look for an order, follow the steps below:
At the top right of the Table Map or order-taking screen, tap Scan . Then, select Order. Position the camera to frame the entire barcode area. The POS automatically scans the receipt.
The order automatically appears if the receipt scans successfully. This search method allows you to access orders quickly to settle payments for customers.
Search for an order using the search button
You can also refine your search results by tapping Search . Then, tap Contains. You can set how the search returns results based on the following criteria:
- Contains - Returns search results based on the entered information in the search box.
- Order ID - Returns search results based on the Order ID.
- Receipt Number - Returns search results based on the receipt number.
Note: Only receipt numbers generated after the 2.61 POS update will be included in the results. - Table # - Returns search results based on the table number.
- Check Name - Returns search results based on the check’s name.
- Source - Returns search results based on the staff who processed the order.
- Customer Name - Returns search results by customer name.
Note: If the order you’re looking for doesn’t have a customer name associated with it, the order doesn’t appear in the search results.
Search for an order on the Merchant Portal
If you want to search for all orders placed on the POS, you can do so from the Merchant Portal.
To search for an order on the Merchant Portal, follow the steps below:
Merchant Portal (Classic Theme)
- Log in to the Merchant Portal.
- On the left panel, click on Reporting, then select Transaction Report.
- Select the date range of the orders that you want to check. Then, click on Submit.
Tip: You can filter your search further by clicking on Advanced Filtering. Then, enter the Order ID or select the relevant Service Type.
A detailed report of the selected orders appears on the screen. For more information about Transaction Reports, refer to View and manage Transaction Report.
Merchant Portal 2.0
- Log in to the Merchant Portal.
- On the left panel, click on Reporting, then select Transaction Report.
- Select the date range of the orders that you want to check. Then, click on Submit.
Tip: You can filter your search further by entering the Order ID or selecting the relevant Service Type.
A detailed report of the selected orders appears on the screen. For more information about Transaction Reports, refer to View and manage Transaction Report.