Open Orders

Once an order type has been selected the order is open. In the upper most, left hand corner is the order name or number. Next to the order name/number are abbreviation buttons for the different order types so that the user can change the order type of the open order. Under that is blank until menu items are added and then it looks like the page of a lined notebook. Once the menu items are added, it will list the item name, price, seat and course number. Under that are the function buttons:

View

This is a button towards the top left of the screen, right next to the order name/number and the abbreviated order types. When it is pressed, each time it will cycle through showing three different configurations of info on the items that are in that order.

•The first just shows the menu item’s name, the price and if turned on, the seat and course numbers.

•The second is all of the info from the first one with the tax of the item listed above it in yellow.

•The third shows all of the info from the first one but adds the sales group that the item is attached to. This will also print on the receipt.

Order Options

Clicking on the order name on the upper left corner provides a number of options specific to the order.

Discounts

This is a specific dollar amount off of an entire order only. The discount is created in Back Office. No permission is needed for this. Doing this is similar to the way the user apply comps to an entire order. The customer needs to press the upper most left hand corner of the touchscreen where the order name or number is. Then on the right-hand side, a few buttons will appear and one says “Discounts." Press that and then select the discount the user would like to add.

Selection Options

Once an item is added to an order, pressing that item in the order list will provide a number of actions specific to that item.

Complimentary

This is a list of percentages off either the total order or individual items that are created by the customer in the Back Office. This is the only price reduction that can be added to the entire order or an item one at a time. The permission the user needs to apply comps is: ***FOH ORDER SELECTION COMPS***

1.To do this to an entire order, the customer needs to press the upper most left hand corner of the touchscreen where the order name or number is. Then on the right-hand side, a few buttons will appear and one says “Complimentary”. Press that and then select the comp the user would like to add.

2.To do this on an individual item, select the item on the left-hand side of the screen and on the right-hand side a group of buttons will appear and one says “Complimentary”. Press that and then select the comp the user would like to add.

Seat Numbers

This is a feature that has to be added by development. When it is active, menu items can be assigned to seat numbers at a table. This will also give the customer the ability to split the check by seats as well as run reports that use seat number as part of the info. In order to assign menu items to a seat number the user will see an icon of a chair and numbered buttons after it in a row. This will be on the menu side of the screen. The user just selects the seat number and the menu item. The menu item can also be selected in the open order and then select a seat number to add or change it.

Courses

This is another setting that is turned on by development. Similar to seat assignments, the user selects the courses from the numbered list that starts with the icon of a dinner plate and then the menu items. The courses are towards the bottom of the screen. When courses are turned on, the kitchen instructions will allow the user to fire things by item or by course; combos can be set as a different course per option if the user wishes.

Price Changes

In order to change prices on a menu item for this one time use, the customer must select the menu item in the order, not the menu. Then on the right hand side of the screen there will be a button that appears called Price. The user selects the Price button and a number pad with the current price will open. Delete the current price and the user can make the price whatever they want it to be and then press Enter. Again, this will only change the price of this menu item for only this one time use. The permission needed in order to do this is ***FOH ORDER SELECTION MODIFY PRICE***.

Quantity

This button shows up on the right hand side of the screen when a menu item is selected in the open order. The purpose of this button is to change the amount of an item being ordered if the users are adding more than one. The user could use the “+” button, but then it would add them one at a time. With the quantity button, a number pad opens and the user can just enter the amount of an item they want.

Duplicate

This button also appears when a menu item is selected. This button will duplicate what is selected. If a customer ordered a round of three of the same beer, the user can select that recipe in the open order, press duplicate and it will reproduce it without having to add the beer individually or change the quantity again. This requires the permission ***FOH ORDER SELECTION DUPLICATE***.

Sides

This button appears when a menu item is selected, but is only able to be used when the recipe that was selected has sides available to it. This button allows the customer to bring the side options available for the recipe back up so that it can be changed if needed. No permission is needed for this.

Comments

This button appears when a menu item is selected. This will allow the customer to add a comment to the recipe that was selected that will appear on the ticket when printed. The permission needed for this is ***FOH ORDER SELECTION COMMENT***.

Tax Exemption

This button appears when a menu item is selected. This will allow the customer to make the recipe selected tax free. The permission needed for this is ***FOH ORDER SELECTION Tax Exemption***.

Loyalty

This button appears when a menu item is selected. This button is used to redeem loyalty points in order to cover the cost. If the order that is being made has not been assigned to a customer account, when this button is pressed, the user will be prompted to assign a customer account to the order. Once it has been assigned, the user selects the item they want to use the loyalty points on. Press Loyalty again and it will change the price to zero if enough points are there to cover it. If not, it will pull up an error message telling the user how many points are needed for the item versus how many the customer has. The permission needed for this is ***FOH ORDER REDEEM LOYALTY POINTS***

“+, -, X or /”

These buttons appear when a menu item is selected. They give the customer the ability to add, subtract, remove or divide (not split) a menu item and its price. The permission needed for this is ***FOH ORDER SELECTION MODIFY***

Preparations

This is what we call the set modifications or options that are assigned to a menu item. The preparation can be made to automatically appear (Required) or be selected to be applied (Not required) when the recipe is selected from the menu.

Menu

Brings the user back to the menu from other screens.

Close

If an order has no amount due, either positive or negative, this button will close the order.

This will send an open order or order modifications to whatever device it is assigned to. IE: printer or KVD.

Cancel

 This will cancel an order that has been opened but not sent.

Print

This will print the open order at the receipt printer connected to the terminal. There are certain functions that will commit the order (send the order to the proper destination). Those are Pay, Send, Print, Merge and Split. Selecting “Cancel” after any of these buttons have been selected, will not remove the order. The user will have to void the items or order to cancel them.

Pay

This brings the user to the pay screen. In Ordyx, this is where the payment type is selected by the user to process an order. On this screen, it will show the user the payment buttons (Cash, Credit, Gift, etc.), Number, Expiration, Tendered, Tip, Gratuity, Security Code, Zip Code, Process, Force, Spilt, Split By Seats and Cancel.

•Number: This field is available for all the payment types. The number gets auto-populated when a card is swiped.

•Expiration: This field is for cards that have an expiration date. It will auto-populate when the card is swiped.

•Tendered: This is the amount of money, usually cash, which the customer gives to the user taking payment. To the right of the Tendered, Tip and Gratuity fields are generic tendered amount buttons: $1, 5, 10, 20, 100 and Next Bigger. Selecting these buttons will put an amount into the tendered field. If being given a different amount, the user can select in the field and a number pad will open to input the amount on.

•Tip: This field is for entering an amount of money that is given voluntarily by the customer. Selecting in the field will open the number pad so an amount can be entered.

•Gratuity: This field will reflect whatever amount that Ordyx calculates based on an automatic percentage of the order that is set up in Back Office by the user. Gratuity is just like tip, but it is store initiated instead of customer initiated.

•Security Code: This is the field that is for the three or four numbers on the back of credit and debit cards. This can be an optional field or be set to required.

•Zip Code: This field is for the Zip Code of the credit or debit card. This can also be optional or required.

•Process: This will complete the transaction of an order based on the payment type selected.

•Force: If there is a time that the Internet is down, payments that are processed by a credit card may be forced through the system. These payments will be temporarily stored in Ordyx until the internet connection is re-established. To force a transaction while the internet is down, on the payment screen the user will select the ‘Force’ button. A new window will open asking for the authorization number. The user needs to contact their credit card processor and provide them with the total amount, credit card information (cardholder’s name, card number, and expiration date) and in return the processor will provide the authorization number. The user will enter the number and select Ok once finished. The order will close and the transaction will be stored locally on the terminal. In some instances, the user would ignore the fact that they need to contact the credit card processor to obtain the authorization number and instead enter a random number. There are times that this may not work out too well because the credit card could be declined and the customer will not get their money, which results in a loss for the restaurant. The permission called ***FOH ORDER PAY CREDIT FORCE*** will allow the user to force payments to go through.

•Split: One payment can be separated into multiple payments. In this way customers can use different payment types and make partial payments within an order. The permission ***FOH ORDER SPLIT*** must be assigned to the user’s role.

•Split By Seats: Seat numbers can be assigned to each item which will allow the user to print receipts based on the items assigned to the seat. This feature will let the user finalize the payment by seats.

•Cancel: Selecting this button will close the payment screen and return the user to the order screen.