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Takeout Settings

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Table of Contents

Set up Takeout settings

Learn how to set up and change Takeout settings on the Eats365 POS or the Merchant Portal.

Takeout settings allow you to customize how the POS works when on Takeout view. 

In this article, you’ll learn how to configure your restaurant’s takeout and delivery workflow and settings on the Eats365 POS or on the Merchant Portal.

Set up or manage Takeout settings

To set up or manage your Takeout settings, follow the steps below: 

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Takeout.
  4. Set up your preferred Takeout settings.
  5. At the top right, tap Save to confirm.

Below is the list of settings that you can set up and manage on the POS: 

General

Service Boundary

Set a limit on the allowed delivery distance.

Enable Delivery Fee

When enabled, the POS automatically calculates the delivery charge based on the order amount. You can set a standard delivery fee or set a delivery fee for different order amounts and distances. 

Delete

Tip: If you set a conditional delivery fee, you can configure the setting to set a different delivery fee depending on the condition. For example, you can set a No delivery fee rule for orders that exceed a certain amount.

Suggested Tip

Set a suggested tip amount. 

Delete

Tip: If you want to print tips on the receipt, you can do this in the Printing settings.

Delete

Workflow Settings

Pickup Order

Delete

Note: Settings in this section affect both POS and online ordering.

Tickets will be sent to the kitchen based on the duration you set under Pickup Preparation Time. You may also set rules under Conditional Order Preparation Time. The following rules can be applied:

  • Operation Time Slot - Sets the date and time when the specific preparation time is applied. For example, you may create a rule where every lunch period, the preparation time for orders meant for pick-up is shorter and set to 5 minutes.
  • Order Total - Sets a range based on the order total when the specific preparation time is applied. For example, you may create a rule where orders totaling to $100 would require a longer preparation time due to having more menu Items to prepare.

Delivery Order

Delete

Note: Settings in this section affect both POS and online ordering.

Tickets will be sent to the kitchen based on the duration you set under Delivery Preparation Time. You may also set rules under Conditional Order Preparation Time. The following rules can be applied:

  • Operation Time Slot - Sets the date and time when the specific preparation time is applied. For example, you may create a rule where every lunch period, the preparation time for orders meant for delivery is shorter and set to 5 minutes.
  • Order Total - Sets a range based on the order total when the specific preparation time is applied. For example, you may create a rule where orders totaling to $100 would require a longer preparation time due to having more menu Items to prepare.

Complete Order

Auto Complete Order when Paid

The Auto Complete Order when Paid option controls whether the takeout order becomes Completed or remains as Paid after the check is paid. Turn this setting on if you want to auto-complete the order after payment.

Delete

Tip: You can turn off this setting to complete an order using the Eats365 Expedite App and the Pickup Display.

Return Home after Payment Processing

When enabled, the POS automatically returns to the order-taking screen after payment. If you turn the setting off, the POS stays at the payment screen so you can perform other actions, like making a tip and printing a receipt.

Require Payment when Placing Order

This setting disables the Confirm button on the POS. When enabled, all orders automatically require payment.

Order

Force Enter Party Size

When enabled, you’ll be able to force enter a party size on the POS.

Delivery Order displayed on Pickup Display

When enabled, delivery orders will be displayed on the Pickup Display.

Auto Add Item when enter party size

Delete

Note: This setting is only available when Force Enter Party Size is turned on.

Auto Add Item automatically adds an Item to every open check. For example, if you are at a bar, you might want to automatically add peanuts to every order.

Pre-Order

Treat Mid-night Orders as Same Day Order

Allows you to accept pre-orders past midnight and still make the system recognize the order as being made on the same day.

Next Operation Period Pre-Order

Refers to advance orders customers can make for the next operation period. You can set the following settings:

  • Allow Next Operation Period Pre-Order
  • Allow Pickup Order
  • Allow Delivery Order
  • Maximum Days in Advance
  • Interval on Selection (mins)
  • Order Time
  • Earliest Order Time
  • Latest Order TIme
Delete

User App Settings

Allow User App to place Pickup Order

Allows users to place Pickup orders from the Eats365 User App.

Allow User App to place Delivery Order

Allows users to place Delivery orders from the Eats365 User App.

Allow User App to Pre-order

Allows users to pre-order from the Eats365 User App.

Allow Next Operation Period Pre-Order

Allows users to place Next Operation Period Pre-Order.

Delete
Delete

Merchant Portal (Classic Theme)

Delete

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. Under Restaurant Settings, select Takeout.
  3. Set up your preferred Takeout settings.
  4. At the top right, click on Save to confirm.

Below is the list of settings that you can set up and manage on the Merchant Portal: 

General

Service Boundary

Set a limit on the allowed delivery distance.

Enable Delivery Charge

When enabled, the POS automatically calculates the delivery charge based on the order amount. 

You can set a standard delivery fee or set a delivery fee for different order amounts. 

Delete

Tip: If you set a conditional delivery fee, you can configure the setting to set a different delivery fee depending on the condition. For example, you can set a No delivery fee rule for orders that exceed a certain amount.

Suggested Tip

Set a suggested tip amount. 

Delete

Tip: If you want to print tips on the receipt, you can do this in the Printing settings.

Delete

Workflow

Pickup Order

Delete

Note: Settings in this section affect both POS and online ordering. 

Tickets will be sent to the kitchen based on the duration you set under Pickup Preparation Time. You may also set rules under Conditional Order Preparation Time. The following rules can be applied:

  • Operation Time Slot - Sets the date and time when the specific preparation time is applied. For example, you may create a rule where every lunch period, the preparation time for orders meant for pick-up is shorter and set to 5 minutes.
  • Order Total - Sets a range based on the order total when the specific preparation time is applied. For example, you may create a rule where orders totaling to $100 would require a longer preparation time due to having more menu Items to prepare.

Delivery Order

Delete

Note: Settings in this section affect both POS and online ordering. 

Tickets will be sent to the kitchen based on the duration you set under Delivery Preparation Time. You may also set rules under Conditional Order Preparation Time. The following rules can be applied:

  • Operation Time Slot - Sets the date and time when the specific preparation time is applied. For example, you may create a rule where every lunch period, the preparation time for orders meant for delivery is shorter and set to 5 minutes.
  • Order Total - Sets a range based on the order total when the specific preparation time is applied. For example, you may create a rule where orders totaling to $100 would require a longer preparation time due to having more menu Items to prepare.

Complete Order

Auto Complete Order when Paid

The Auto Complete Order when Paid option controls whether the takeout order becomes Completed or remains as Paid after the check is paid. Turn this setting on if you want to auto-complete the order after payment.

Delete

Tip: You can turn off this setting to complete an order using the Eats365 Expedite App and the Pickup Display.

Return Home

Return Home after Payment Processing

When enabled, the POS automatically returns to the order-taking screen after payment. If you turn the setting off, the POS stays at the payment screen so you can perform other actions, like making a tip and printing a receipt.

Order Payment

Require Payment when Placing Order

This setting disables the Confirm button on the POS. When enabled, all orders automatically require payment.

Order

Force Enter Party Size

When enabled, you must enter a party size in the POS before taking an order.

Delivery Order Display on Pickup Display

When enabled, delivery orders will be displayed on the Pickup Display.

Auto Add Item

Delete

Note: This setting is only available when Force Enter Party Size is turned on.

Auto Add Item automatically adds an Item to every open check. For example, if you are at a bar, you might want to automatically add peanuts to every order. 

Pre-Order

Allows you to accept pre-orders past midnight and still make the system recognize the order as being made on the same day. You can set the following settings:

  • Treat Mid-night Orders as Same Day Order
  • Mid-night Order Cut-Off Time

Next Operation Period Pre-Order

Refers to advance orders customers can make for the next operation period. You can set the following settings:

  • Allow Next Operation Period Pre-Order
  • Allow User App to Place Pickup Order 
  • Allow User App to Place Delivery Order 
  • Maximum Days in Advance
  • Interval on Selection (mins)
  • Earliest Order Time
  • Last Order TIme
Delete

User App

User App Pickup Order

Allows users to place Pickup orders from the Eats365 User App.

User App Delivery Order

Allows users to place Delivery orders from the Eats365 User App.

User App Pre-order

Allows users to pre-order from the Eats365 User App.

User App Delivery Service Matching Failed

Allows the user app to auto void the customer's order when delivery service matching fails.

User App Next Operation Period Pre-Order

Allows users to place Next Operation Period Pre-Order from the Eats365 User App.

Delete
Delete

Merchant Portal 2.0

Delete

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.
  3. Click on Takeout. Then, select a Takeout setting. Note: A drop-down list shows the three main settings you can configure which include General, Workflow, and Online Ordering.
  4. Set up your preferred Takeout settings. 
  5. At the top right, click on Save to confirm.

Below is the list of settings that you can set up and manage on the Merchant Portal: 

General

Service Boundary

Set a limit on the allowed delivery distance.

Enable Delivery Charge

When enabled, the POS automatically calculates the delivery charge based on the order amount. 

You can set a standard delivery fee or set a delivery fee for different order amounts. 

Delete

Tip: If you set a conditional delivery fee, you can configure the setting to set a different delivery fee depending on the condition. For example, you can set a No delivery fee rule for orders that exceed a certain amount.

Suggested Tip

Set a suggested tip amount. 

Delete

Tip: If you want to print tips on the receipt, you can do this in the Printing settings.

Delete

Workflow

Pickup Order

Delete

Note: Settings in this section affect both POS and online ordering.

Tickets will be sent to the kitchen based on the duration you set under Pickup Preparation Time. You may also set rules under Conditional Order Preparation Time. The following rules can be applied:

  • Operation Time Slot - Sets the date and time when the specific preparation time is applied. For example, you may create a rule where every lunch period, the preparation time for orders meant for pick-up is shorter and set to 5 minutes.
  • Order Total - Sets a range based on the order total when the specific preparation time is applied. For example, you may create a rule where orders totaling to $100 would require a longer preparation time due to having more menu Items to prepare.

Delivery Order

Delete

Note: Settings in this section affect both POS and online ordering.

Tickets will be sent to the kitchen based on the duration you set under Delivery Preparation Time. You may also set rules under Conditional Order Preparation Time. The following rules can be applied:

  • Operation Time Slot - Sets the date and time when the specific preparation time is applied. For example, you may create a rule where every lunch period, the preparation time for orders meant for delivery is shorter and set to 5 minutes.
  • Order Total - Sets a range based on the order total when the specific preparation time is applied. For example, you may create a rule where orders totaling to $100 would require a longer preparation time due to having more menu Items to prepare.

Complete Order

Auto Complete Order when Paid

The Auto Complete Order when Paid option controls whether the takeout order becomes Completed or remains as Paid after the check is paid. Turn this setting on if you want to auto-complete the order after payment.

Delete

Tip: You can turn off this setting to complete an order using the Eats365 Expedite App and the Pickup Display. 

Return Home

Return Home after Payment Processing

When enabled, the POS automatically returns to the order-taking screen after payment. If you turn the setting off, the POS stays at the payment screen so you can perform other actions, like making a tip and printing a receipt.

Order Payment

Require Payment when Placing Order

This setting disables the Confirm button on the POS. When enabled, all orders automatically require payment.

Others

Prompt for Party Size Input

When enabled, you must enter a party size in the POS before taking an order.

Display Delivery Order on Pickup Display

When enabled, delivery orders will be displayed on the Pickup Display.

Auto Add Item

Delete

Note: This setting is only available when Prompt for Party Size Input is turned on.

Auto Add Item automatically adds an Item to every open check. For example, if you are at a bar, you might want to automatically add peanuts to every order. 

Pre-Order

Allows you to accept pre-orders past midnight and still make the system recognize the order as being made on the same day. 

  • Treat Mid-night Orders as Same Day Order
  • Mid-night Order Cut-Off Time

Next Operation Period Pre-Order

Refers to advance orders customers can make for the next operation period. You can set the following settings:

  • Allow Next Operation Period Pre-Order
  • Allow Pickup Order
  • Allow Delivery Order
  • Maximum Days in Advance
  • Interval on Selection (mins)
  • Earliest Order Time
  • Last Order TIme
Delete

Online Ordering

Online Pickup Order

Allows users to place Pickup orders from the Eats365 User App.

Online Delivery Order

Allows users to place Delivery orders from the Eats365 User App.

Auto Void Mechanism for Delivery Order

Allows the user app to auto void the customer’s order when delivery service matching fails.

Pre-order

Allows users to pre-order from the Eats365 User App.

Next Operation Period Pre-Order

Allows users to place Next Operation Period Pre-Order from the Eats365 User App.

Delete
Delete
setup takeout settings general settings workflow settings user app settings takeout setup delivery pickup preorder

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