Point of Sale 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)
• Allows sharing orders between terminals for Essentials and Retail solutions.

Take a future order on the Point of Sale

To enable future orders at the POS, first configure your Back Office Company Options settings to Accept Future Orders.

To take a future order on the Point of Sale

1. From the main ticket screen, tap Info in the the ticket header section.
   
   
2. Enable Future Order. This will display fields that allow you to set the order due date and time.
   
   
3. Enter the date and time for the order pickup. 
   
   
4. (Optional) Enter any ticket notes associated with the order.
5. Tap Save. 
6. Future Orders may be saved with or without payment. 
   Do one of the following:
   • Take payment for the order as you normally would.  If you are taking payment for the order, the order must be paid in full.  Deposits will be supported in a future release.
   • If your customer is going to pay when they pick up the order, tap the Save Ticket button to save the order to the host. 
     NOTE: When a ticket is changed to a Future Order, the Hold button becomes a Save Ticket button.  
     
     Receipt options display: 
     
     
     • When you print or email the order receipt, the order due date and time will prominently be displayed on the receipt.  
     • 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.

View future orders  

Once an order is saved, it is stored at the host and can be accessed by any device at the store. Unpaid orders are not included in any sales or shift reports.  They are only included once payment has been received. 

IMPORTANT!  
Orders are dependent on internet connectivity.  Orders can only be viewed/edited if you are online and connected to the host. Learn more about checking your connection status.

• From the Point of Sale
  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.
  
  
• From the Back Office
  Orders can be viewed from the back office using the POS Transactions report (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.
  
  

Edit future orders on the Point of Sale

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 Ticket 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 to add/remove ticket notes or to change the order due date/time.