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Future Orders

Future Orders are used to create and manage orders that will be picked up at some future date.  Some examples:

  • Catering (wedding cakes, cupcakes for parties, order ahead)
  • Retail (baskets, customer orders, monograms)
  • Service (repair work, tailoring)
 

Enabling Future Orders

To turn on Future Orders at your POS, log in to the back office and go to Settings->Company Information->Company Options.  On the Company Options tab, check the Allow Future Orders box.  If you are multi-store merchant, press the Assign Stores button and select which stores are able to accept future orders.
User-added image
 

Making a Ticket a Future Order

From the main ticket screen, tap the Ticket Info button in the ticket header. 
 
User-added image

Set the Future Order toggle to On.  This will display fields that allow you to set the order due date and time. 
 
User-added image

Saving a Future Order

 
Future Orders may be saved with or without payment.  If your customer is going to pay when they pick up the order, press the Save button to save the order to the host. Note: When a ticket is changed to a Future Order, the Hold button becomes a Save button.  You will then be shown the receipt options. 
User-added image

Other Info:
  • When you print or email the order receipt, the order due date and time will prominently be displayed on the receipt.  
  • If the customer is paying at the time the order is placed, simply complete the checkout process as you normally would. 
  • If you have kitchen printing turned on and the order is due the same day, you will be asked if you want to send the order to the kitchen now. 
  • If you do not assign a customer to an order, you will be prompted to do so.  We recommend assigning a customer to all future orders.
  • If you are taking payment for the order, the order must be paid in full.  Deposits will be supported in a future release.
  • Unpaid orders are not included in any sales or shift reports.  They are only included once payment has been received. 
  • Once an order is saved, it is stored at the host and can be accessed by any device at the store.
 

Viewing Future Orders  

Important Note: Orders are dependent on Internet connectivity.  Orders can only be viewed/edited if you are online and connected to the host.

From the POS

You can view future orders using the Recall screen.  You will see a new tab called Orders.  You can view orders based on the date they were created or the date they are due.  Any orders which have not been paid for yet will show “Balance Due”.  Note:  If you are using Online ordering, both your online orders and future orders will display on the Orders tab.
User-added image

From the Back Office

Orders can be viewed from the back office using the POS Transaction Viewer (Results->POS Transactions).  Two new columns will display: Order Due and Balance Due.  Future orders will display with a transaction type of "Future Order" until they are paid for, then they will show as a sale.  Using the "Filter by" field, you can filter to show only orders that have a balance due.
User-added image
 

Editing Future Orders from the POS

Using the Orders tab on the recall screen, locate the order you would like to edit. 
  • If the order has not been paid for yet, press Recall and recall the ticket into the ticket viewer.  From here you can add ticket notes, add/remove items from the ticket, and change the order due date/time.  When done editing, press Save to save the new copy to the host.  
  • If the order has already been paid for, you cannot change any items on the ticket, but you can press the Edit Info button in order to add/remove ticket notes or to change the order due date/time.
Customer Support Article

Using Future Orders

  • March 17, 2017
  • ·
  • Like
  • 0

Summary

How to use future orders to create and manage orders that will be picked up at a later date.

Title

Using Future Orders

URL Name

Using-Future-Orders

Summary

How to use future orders to create and manage orders that will be picked up at a later date.

Article Record Type

0120W000001QFNF

Publication Status

Online

Validation Status

Not Validated

Last Modified By

005d00000046lWX

Description

Future Orders

Future Orders are used to create and manage orders that will be picked up at some future date.  Some examples:

  • Catering (wedding cakes, cupcakes for parties, order ahead)
  • Retail (baskets, customer orders, monograms)
  • Service (repair work, tailoring)
 

Enabling Future Orders

To turn on Future Orders at your POS, log in to the back office and go to Settings->Company Information->Company Options.  On the Company Options tab, check the Allow Future Orders box.  If you are multi-store merchant, press the Assign Stores button and select which stores are able to accept future orders.
User-added image
 

Making a Ticket a Future Order

From the main ticket screen, tap the Ticket Info button in the ticket header. 
 
User-added image

Set the Future Order toggle to On.  This will display fields that allow you to set the order due date and time. 
 
User-added image

Saving a Future Order

 
Future Orders may be saved with or without payment.  If your customer is going to pay when they pick up the order, press the Save button to save the order to the host. Note: When a ticket is changed to a Future Order, the Hold button becomes a Save button.  You will then be shown the receipt options. 
User-added image

Other Info:
  • When you print or email the order receipt, the order due date and time will prominently be displayed on the receipt.  
  • If the customer is paying at the time the order is placed, simply complete the checkout process as you normally would. 
  • If you have kitchen printing turned on and the order is due the same day, you will be asked if you want to send the order to the kitchen now. 
  • If you do not assign a customer to an order, you will be prompted to do so.  We recommend assigning a customer to all future orders.
  • If you are taking payment for the order, the order must be paid in full.  Deposits will be supported in a future release.
  • Unpaid orders are not included in any sales or shift reports.  They are only included once payment has been received. 
  • Once an order is saved, it is stored at the host and can be accessed by any device at the store.
 

Viewing Future Orders  

Important Note: Orders are dependent on Internet connectivity.  Orders can only be viewed/edited if you are online and connected to the host.

From the POS

You can view future orders using the Recall screen.  You will see a new tab called Orders.  You can view orders based on the date they were created or the date they are due.  Any orders which have not been paid for yet will show “Balance Due”.  Note:  If you are using Online ordering, both your online orders and future orders will display on the Orders tab.
User-added image

From the Back Office

Orders can be viewed from the back office using the POS Transaction Viewer (Results->POS Transactions).  Two new columns will display: Order Due and Balance Due.  Future orders will display with a transaction type of "Future Order" until they are paid for, then they will show as a sale.  Using the "Filter by" field, you can filter to show only orders that have a balance due.
User-added image
 

Editing Future Orders from the POS

Using the Orders tab on the recall screen, locate the order you would like to edit. 
  • If the order has not been paid for yet, press Recall and recall the ticket into the ticket viewer.  From here you can add ticket notes, add/remove items from the ticket, and change the order due date/time.  When done editing, press Save to save the new copy to the host.  
  • If the order has already been paid for, you cannot change any items on the ticket, but you can press the Edit Info button in order to add/remove ticket notes or to change the order due date/time.