Phone/Web Order Operation

 

Touch > New Order (#25), Save Order (#26), Order Info (#27) and Finalise Paid Order (#28) POS Keys

 

Description

 

These POS Key functions are used to take/save Phone Orders, recall both Phone and Web Orders and finalise paid Orders in Touch.

 

Note : For a somewhat simpler and possibly quicker alternative to this more robust feature, refer to using the Hold/Recall (#20) POS Key function as an alternative. For more information ...

 

To Be Considered

 

  1. When a Delivery Order is displayed in the sales grid, there is the option of selecting the Google Maps POS Key to display the route directions between the Starting address and the Customer/Member's address. For this to work, ensure the Starting address is set against the Google Maps POS Key. If it is not set, then only the location of the Customer/Member's address will be displayed.
  2. Ensure the Print delayed orders setting is set to ensure the Order is printed in the Kitchen to cater for the preparation prior to the Delivery/Pickup.
  3. The process of creating Web Orders has been replaced with the Web Store and the Web API. Swiftpos Connect contains built in functionality that allows incoming Web Orders to be processed and printed on a receipt printer connected to Touch. This functionality is made possible using a linked server object in Microsoft SQL Server to write the data to the appropriate table in the SQL Table Tracking database that Swiftpos Connect uses. The table is checked for Orders every 30 seconds and will then print any new Orders before deleting them from the database table.

 

Pre-Requisites

 

  1. You cannot use Single Sales file mode with Deposits, which is a check box option in the Table Tracking Menu

 

Operation

 

  1. Create an Order


    1. New Order

 

      1. in Touch, select the New Order POS Key. This will open the Customer Search screen to either

 

        1. Search and select an existing Customer/Member.
          1. Search can be done using a Customer/Member's Name, Contact and Address details. For example the Customer/Member's Phone Number (which is mandatory) can be used to do a search. To edit the Customer/Member's details Navigate through the list of Customer/Members displayed in the grid and select the Edit button.

 

        1. Add a new Customer/Member.
          1. Select New to add a new Customer/Member. The Customer/Member's Phone Number is mandatory.
          2. This will open the Order Customer screen.
          3. Enter the Customer/Member's details and select Done.

 

      1. Once a Customer/Member has been selected, the New Order screen is displayed. Note : This screen will only be displayed if Table Tracking has been enabled.
      2. If the selected Customer/Member had in the past placed an Order, then the Last Order screen will be displayed, providing the opportunity to recall the previous Order.
      3. The next screen displayed is the Order Information screen, enabling the entering of the Order details.
      4. Select Save to save the details entered and continue.
      5. Select the Products ordered.
      6. Select the Save Order POS Key to save the Order for recalling later.
      7. The Orders button on the Toolbar will be highlighted, alerting Clerks/Staff that there are Orders pending.
    1. Order Last Mode

 

      1. in Touch, select the Products ordered.
      2. Select the New Order POS Key. This will open the Customer Search screen to either

 

        1. Search and select an existing Customer/Member.

Search can be done using a Customer/Member's Name, Contact and Address details. For example the Customer/Member's Phone Number (which is mandatory) can be used to do a search. To edit the Customer/Member's details Navigate through the list of Customer/Members displayed in the grid and select the Edit button.

 

        1. Add a new Customer/Member.
          1. Select New to add a new Customer/Member. The Customer/Member's Phone Number is mandatory.
          2. This will open the Order Customer screen.
          3. Enter the Customer/Member's details and select Done.

 

      1. Once a Customer/Member has been selected, the New Order screen is displayed.
      2. If the selected Customer/Member had in the past placed an Order, then the Last Order screen will be displayed, providing the opportunity to recall the previous Order.
      3. The next screen displayed is the Order Information screen, enabling the entering of the Order details.
      4. Select Save to save the details entered and continue.
      5. Select the Save Order POS Key to save the Order for recalling later.
      6. The Orders button on the Toolbar will be highlighted, alerting Clerks/Staff that there are Orders pending.


  1. Non-Member Phone Order Operation

 

This feature has been developed to facilitate the easy creation of non-Member type Customers (casual Customers), with the aim of recording minimal contact information, when taking Phone Orders.


    1. Setup

 

      1. Recommended, create a Classification that will be used to assign to casual Customers created when talking Orders over the Phone. For example, Phone Order Customer. Ensure the Classification has an extended Paid To Date value set. For example, 31/12/2050.
      2. Send a full update to Touch.
      3. in Touch in Customers > Add/Edit Member tab - Under the Select the New Phone Order section, select from the available options the fields to be displayed on the Order Customer screen. Note : If no options are selected, then by default the First Name and Mobile No field will be displayed.
      1. Still in the Add/Edit Member tab - select the Phone Order Customer Classification (created above in step 1) in the Primary Classification drop-down list.
      2. Save the changes and exit.
    1. Operation

 

      1. in Touch, select the New Order POS Key.
      2. When the Customer Search screen is displayed, select the New button on the left hand side of the grid.
      3. In the Order Customer screen enter the Customer's First Name, Mobile No and any other details required (see step 1.3 above).
      4. Select the Done and continue taking the Order as per the normal process.
      5. The Member added will be created in the Back Office, and will be available to be selected again in the future for further Phone Orders.

 

  1. Order Customer/Member Alert via SMS Setup and Operation

 

    1. Setup

 

      1. Ensure that the SMS tab in Touch > Tools > Basic Tools > Device Settings > Device is configured appropriately with your SMS Provider's details. For example :

 

    1. Operation

 

      1. Create a New Order and add a Customer/Member to the Order.
      2. Save the Order.
      3. Select the Pending Orders button to open the Phone / Web Orders screen.
      4. Select the green SMS square button opposite the required Order for which an SMS Alert is to be sent.
      5. An Enter Customer's Mobile Number prompt will be displayed with the Customer's/Member's mobile phone number displayed as default. This of course can be changed if  required. Select Enter.
      6. If the Prompt for Additional Message option was selected, an Enter Additional Message Text prompt will be displayed to allow for the entry of an Order specific message. Select Done.
      7. A confirmation message of the SMS having been sent will be displayed.

 

  1. Recall an Order


    1. in Touch, select the Orders button on the Toolbar, this will display the Phone/Web Orders screen.
    2. Search and select an Order from the outstanding Orders displayed.
    3. The Order will be displayed in the sales grid.
    1. The Order can now be either:

      1. Changed by adding/clearing items.
      1. Changed by:

        1. Selecting the Order Info POS Key to display the Order Information screen.
        2. Change the Order by adding/editing Notes, and/or changing Delivery/Pickup date-times.
        3. Select save to save the changes and exit.

      2. Printed, by selecting the Print Receipt POS Key to print a quote of the Order.
      3. Finalised. For more information ...


  1. Recall an Order by Order Number


    1. in Touch, type the Order number on the keypad and press the Orders button on the Toolbar, this will display the Phone / Web Order
    2. The Order will be displayed in the sales grid.
    3. The Order can now be either:

      1. Changed by adding/clearing items.
      2. Changed by:

        1. Selecting the Order Info POS Key to display the Order Information screen.
        2. Change the Order by adding/editing Notes, and/or changing Delivery/Pickup date-times.
        3. Select save to save the changes and exit.

      3. Printed, by selecting the Print Receipt POS Key to print a quote of the Order.
      4. Finalised. For more information ...


  1. Change the Customer/Member on a Saved Order

 

    1. in Touch, select the Orders button on the Toolbar, this will display the Phone/Web Orders screen.
    2. Search and select an Order from the outstanding Orders displayed.
    3. The Order will be displayed in the sales grid.
    4. Select the Customer POS Key. The following prompt will be displayed:

 

    1. Select Yes to change. The following prompt will be displayed:

 

    1. Select Yes to change. The following screen will be displayed with the selected Customer/Member's name as default:

 

    1. Change and/or select Done to change the Customer/Member assigned to the Order.
    2. The new Customer/Member's Booking name will now be displayed in the sales grid.

 

  1. Take a Deposit for an Order


    1. in Touch, recall an Order.
    2. Once the Order is displayed in the sales grid, tender the amount being deposited by using one of the Finalise buttons.
    3. The amount outstanding will be decremented. For a sales grid sample of a deposit click here.
    4. Select the Save Order POS Key to save the Order for recalling later.

Note :

  1. All payments on Orders are treated as deposits, and the Deposit media is used.
  2. Deposit media for Orders will show up on X & Z Reports as a -$XX.XX amount until whole Order has been paid in full and finalised.
  3. An Order can be paid in full but not yet be considered finalised. To do this click here.

 

 

  1. Finalise an Order

 

  1. in Touch, Recall an Order.
  2. Once the Order is displayed in the sales grid:

 

    1. For an Order with a Delivery/Pick Up Date/Time IN THE PAST:

 

      1. For an Order that has NOT BEEN PAID:

 

        1. Finalise the Order by selecting a Media (Tender) POS Key (for example, CASH).
        2. The following prompt will be displayed.

 

Note : To suppress this prompt from being displayed, ensure the Finalise Remote/Web Orders not delayed without prompt option is selected in the Table Tracking > Orders settings

 

        1. Select one of above responses :
          1. Pay and Close - Select to pay and close the Order. This will remove the Order from the Pending Orders.
          2. Pay and Save - Select to pay and save the Order. The Order will be available via Pending Orders and can be recalled at a later date.
          3. Just Pay - Select to pay the current outstanding amount. The Order will remain in the sales grid.
          4. Cancel - Select to return to the sales grid.

 

      1. For an Order that HAS BEEN PAID:

 

        1. Select the Finalise Paid Order POS Key.
        2. The following prompt will be displayed.

 

        1. Select Yes to finalise. The Order will be closed and removed from Pending Orders.

 

    1. For an Order with a Delivery/Pick Up Date/Time IN THE FUTURE:
      1. For an Order that has NOT BEEN PAID:
        1. Finalise the Order by selecting a Media POS Key (for example, CASH).
        2. The following prompt will be displayed.

 

Note : To suppress this prompt from being displayed, ensure the Finalise Remote/Web Orders not delayed without prompt option is selected in the Table Tracking > Orders settings

 

        1. Select one of above responses :
          1. Pay and Close - Select to pay and close the Order. This will remove the Order from the Pending Orders.
          2. Pay and Save - Select to pay and save the Order. The Order will be available via Pending Orders and can be recalled at a later date.
          3. Just Pay - Select to pay the current outstanding amount. The Order will remain in the sales grid.
          4. Cancel - Select to return to the sales grid.

 

      1. For an Order that HAS BEEN PAID:
        1. Select the Finalise Paid Order POS Key.
        2. The following prompt will be displayed.

 

        1. Select Yes to finalise. The Order will be closed and removed from Pending Orders.

 

Last Order

 

 

This screen displays the previous Order placed by the selected Customer/Member.

 

  • Recall - Select to re-order the last Order.

 

Note : This screen will only be displayed if a previous Order is found.

 

New Web/Phone Order

 

 

This screen will only be displayed if the Default Order Type setting is set to <<NONE>> selected.

 

  • Pick-Up - Select to indicate the Order will be picked up by the Customer/Member.
  • Delivery - Select to indicate the Order needs to be delivered to the Customer/Member. Note : This button will only be enabled if the Customer/Member has address information recorded.

 

Order Information

 

The content has been moved HERE

 

Phone / Web Orders

 

The content has been moved HERE

 

Print Orders

 

The content has been moved HERE

 

Sample of the Sales Grid for a Deposit taken for an Order

 

The content has been moved HERE

 

Sample of Z Report

 

 

This is an example of Z Report after an Order to the value of $40 has been taken.

 

Related Topics

 

  1. POS - Delivery Operation
  2. POS - Deposits for Functions/Tables Operation
  3. POS - Order Printer Settings
  4. POS - Quick Phone Orders
  5. POS - Table Tracking Settings - Order Settings
  6. POS Configuration Index - Sales Configuration
  7. POS Operation
  8. POS Operation Index - Sales Features
  9. Touch Toolbar and Tools
  10. Device Settings
  11. Web Applications

 

Published 27 Aug 2026