Order Flow, Ordering Items

Click on Settings --> Order Pad --> Order Flow.


In order to create an order flow, you follow 3 steps. 

1. First of all, you name your order flow. This is important so that you can find your way around among the order flows quickly. For example, if you have just created an order flow for ordering gradations of cooking, you can call it "gradations of cooking" so that you always know what is involved. 

2. The next step is to select a trigger. This can be a single item, but also an entire product group. This depends entirely on your menu card. Let's say in a menu card there is a Meat Dishes product group, in which there are chicken, pork and beef dishes, then we would only select the beef dishes as the trigger for the gradations of cooking order flow. If there is a Steak product group, then we select the entire Steak product group for the gradations of cooking order flow.

If you click on the trigger in the order flow, a window opens with your menu card, that is your product groups, with your items in the 2nd level. If you want to select an entire product group as a trigger, simply click on the product group; this is then shown with a blue background. If you want to select one or more items from a product group, click on the arrow to the right of the product group concerned. Now you can click on individual items which are once again highlighted in blue. In the triggers window, beside the name of the product group, you can see how many items there are in the respective product group and how many of them you have set as triggers.

Now it is time to make the order, which happens when you press on the item Steak. There order step is also named first. The name of the order step is then displayed in the window that opens, when the waiter wants to book a steak. You could name it "Please select a gradation", for example.

In the next step you decide upon the price which the item is allocated in the order. In principle, you assign a price to your articles in advance, when you create them in the menu card. As order flows may be carried out in a number of ways, it is possible that the same item is ordered twice in different positions and different prices are also given. For example, the customer may select a side dish with a steak which is included in the price. The side dishes have however already been created in the menu card with their respective prices. Now simply activate "Override price" and leave "at price" at 0.00 £. The side dishes will then cost nothing in the order flow. If you subsequently send a order for an additional side dish, then you could simply leave "Override price" deactivated and the supplementary side dish is calculated at its normal price.

In the next step, you decide whether the order flow is queried compulsorily or as an option. If you activate "minimum" the order flow is compulsory. Though the number next to "minimum", you can specify the minimum number of items that are to be ordered. With "maximum" you set the largest number of items to be ordered. 

Is "minimum" activated, but "maximum" deactivated, it only means that the order flow is compulsory and that you can select as many items as you want. 

If you want an order flow to be optional, then you simply have to deactivate "minimum". 
Have another brief look at the order flow for steak in our demo menu card. There you can see that 3 ordering steps are stored for the item Steak.

  1. the gradation
  2. the side dish
  3. one special order

    If you want steps 1 and 2 to be compulsory, but step 3 the special order only as an option, this is achieved by activating "minimum" for steps 1 and 2, for step 3 however "minimum" is deactivated. Be careful, because in one and the same order flow with a number of ordering steps, only the last of this number of ordering steps can be an option. 

    If you book a steak during business hours and the customer does not have a special order, but rather selects his gradation and his side dish, then you click briefly on the item Steak and the order is launched. If another customer likes his steak with an extra side dish, you press on the item Steak a second longer, select special order with a note and go through the various ordering steps including asking for special orders. 

    It's best for you to try this in the demo menu card. Don't worry, you can't break anything there!

    Finally, you now select the "available items" in the ordering step. It is very important that the items have been previously deposited in the menu card, otherwise you cannot select them. You will remember, these can be items which are either displayed or not displayed in the order pad. Available items refers to the items which are to be ordered in the ordering step. Therefore in ordering step 1 the 4 gradations, ordering step 2 the various side dishes and ordering step 3 the special orders. The selection follows the same principle as the selection of the triggers. 

Phew, that's quite a lot of information all at once?! Admittedly, the order flows are probably also the most complicated on the cash register, but at least you are not dependent on your cash register retailer to put such wonderful things in your cash register! Don't worry, if you really do have problems, you can call us at any time and we will give you all the practical advice and support you require. 

Therefore, a final summary:

  1. First of all store all of the items to be ordered in the menu card and decide whether you want to display them in the order pad or not.
  2. Create a new order flow under Settings --> Order flows (press the + button at top right)
  3. Name the order flow
  4. Define a trigger
  5. Determine the ordering step(s) by selecting the available items (items, which are to be ordered), setting their price and deciding whether ordering them should be presented as compulsory or as an option.
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