How to set-up and change order settings

Order settings

Order settings control when orders can be placed, how they are accepted, what communications the app user receives and what is printed on the docket. Order settings also allows you to place test orders to trial the order settings.

All changes to the vendor settings are immediate and will be reflected in the app and in the vendor portal. Any changes will apply from the time of change, not to previous orders.

Order settings can be changed via vendor admin or via building or client admin.

Steps via vendor admin

1. From the left-hand side menu in vendor admin, select Orders > Stream
2. In the top right-hand corner click Order Settings.
   
3. The order settings panel will appear on the right-hand side. Within this panel, choose the order settings that best suit the vendor and how they operate.
   • Accepting orders – Use the radio buttons to select when the vendor will accept orders. When system is set to not accept orders (either as a blanket rule or the vendor is not logged in), the app user will be able to see the menu but will be unable to add anything to their cart.
   • Accept mode – Accept All will automatically accept all orders that app users place without the vendor approving the order. Accept/Reject, the vendor must accept the order on the Stream screen in the vendor portal. See how to manage the order stream for more information.
   • Continuous new order alert – toggle on to receive a continual audible ping noise when a new order is received which will only cease when the order is acknowledged. Note, if toggled off, a new order will generate a single ping noise.
   • Automatically mark as ready – toggle on to mark orders as ready automatically after a period of time.
   • Send confirmation SMS when ready – toggle on to send an SMS to the app user once their order is ready.
   • Docket font size – size of the font on docket.
   • Include on dockets – use the tick boxes to select what the vendor would like displayed on the docket.
   • Create test order – allows you to create a test order. This is only visible when viewing order settings via vendor admin.
     

4. Click X to exit.
   

Steps via building/client admin

1. From the left-hand side menu in building or client admin, select My Building> Building.
2. On the building screen, navigate to the building that has the vendor you want to delete and click Vendors > View Vendors.
   
3. On the vendors list screen, navigate to the vendor you want to change order settings for and click Actions > Vendor Settings.
   
   
4. The order settings modal will appear. Within this modal, choose the order settings that best suit the vendor and how they operate.
   • Accepting orders – Use the radio buttons to select when the vendor will accept orders. When system is set to not accept orders (either as a blanket rule or the vendor is not logged in), the app user will be able to see the menu but will be unable to add anything to their cart.
   • Accept mode – Accept All will automatically accept all orders that app users place without the vendor approving the order. Accept/Reject, the vendor must accept the order on the Stream screen in the vendor portal. See how to manage the order stream for more information.
   • Continuous new order alert – toggle on to receive a continual audible ping noise when a new order is received which will only cease when the order is acknowledged. Note, if toggled off, a new order will generate a single ping noise.
   • Automatically mark as ready – toggle on to mark orders as ready automatically after a period of time.
   • Send confirmation SMS when ready – toggle on to send an SMS to the app user once their order is ready.
   • Docket font size – size of the font on docket.
   • Include on dockets – use the tick boxes to select what the vendor would like displayed on the docket.
     
5. Click X to exit.