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Item Selection Tab
  1. 365 Retail Markets
  2. 365 Catering (Spoonfed)
  3. Order Module
  4. Item Selection Tab
Item Selection Tab
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Table of Contents

Introduction

The Item Selection tab is where operators can edit and add the following:

  • Menus/Items
  • Time Slots (if enabled)
  • Charges
  • Customer and Internal Notes

To navigate to this tab:

  1. Go to the Order Module

  2. Click the eye to View/Edit on the desired Order

  3. Click the Item Selection Tab.
    Item Selection Tab.png

 

Add Menus

Select 'Add Menu' to add the requested Menus and Items.

Add Menu1.png

Choose the Menu Category the Menu is in.

Add Menu2.png

Select the requested Menu.

Add Menu3.png

A La Carte Menu

  1. A pop-up with the Menu Details appears.

  2. Choose the Quantity next to the item name.

  3. Add a Bespoke Item if needed, if that option is available. Note: This feature must be enabled and is controlled by User Permissions

  4. Add Item Notes (ex: no tomatoes on sandwich) by clicking 'Note' near the Quantity Box of each Menu Item.

  5. When finished, click 'Add to Order'

Add Menu4.png

 

Fixed Price Menu

  1. A pop-up with the Menu Details appears.

  2. Choose the Quantity of requested Menus.

  3. Add a Bespoke Item if needed, if that option is available. Note: This feature must be enabled and is controlled by User Permissions

  4. If a Menu has options to choose from, manually enter the quantity of each choice.

  5. Every other included item automatically has the quantity selected in the overall quantity.

  6. Add Item Notes (ex: no tomatoes on sandwich) by clicking 'Note' near the Quantity Box of each Menu Item.

  7. When finished, click 'Add to Order'

Add Menu5.png

Once selected, Menus and Items show up under the 'Your Choices' section.

Add Menu6.png

 

Add Service Charges

  1. Click 'Add Service Charge to add a Charge to the Order.

  2. Click 'Add New Charge' to add a Charge that you don't see.

  3. Once selected, Charges show up under the Menus in the 'Your Choices' section.

Service Charge.png

 

Add Multi-Slots

  1. If Multi-Slots are enabled for your Account, click 'Add Slot' to add a different Fulfillment Time within that same day of the Order.

Add Slot.png

 

Edit/Review Order Selections

Once all the Menus, Charges, and Slots are added, review them under 'Your Choices.' This functions as the Order Summary to make sure everything your Customer requested is Ordered.

  1. Click the Red X Button to remove a Menu Item.

  2. Click the Pencil Button to Edit a Menu.

    Add Menu7.png

     

  3. 'Unit Price' shows how much one Menu cost.

  4. 'Line Price' shows that Price multiplied by the Quantity selected.

  5. The Order Total show up under the receipt.

    Add Menu8.png

  6. Write any additional Delivery Notes or Special Requests at the bottom of the page.

Add Menu9.png

 

Confirm Order

  1. At any point during the Order, click Save to save a Draft of the Order without confirming or finalizing it.

  2. Once everything is added, click Confirm Order. Until the Order is Confirmed, it won't appear in Reports or a Delivery Schedule.

    Add Menu10.png

  3. Click 'Confirm Order' to get a pop-up asking if you'd like to send a Confirmation Email to the Customer and any Back Office Users set to receive Confirmation Emails.

    Confirmation.png

  4. Click 'Skip Email' to keep the Customer from getting that Email Confirmation.

  5. Click Confirm.


Once the Order is Confirmed, you'll see it on the Calendar, Delivery Schedule, and in Awaiting Payments. You can edit a Confirmed Order if needed.

 

Related Articles

Add a Bespoke Item

Add Service Charge