Taking Orders
Step-by-step guide to creating and managing orders.
This guide covers the complete ordering workflow from starting an order to sending it to the kitchen.
Starting an Order
Order Types
Choose the appropriate type when starting:
| Type | Use Case | Special Features |
|---|---|---|
| Dine-In | Guests eating in restaurant | Table assignment, seat tracking |
| Takeout | Customer picks up | Scheduled pickup times |
| Delivery | Third-party or in-house delivery | Address, contact info |
| Bar Tab | Open tab for bar guests | Name-based, no table required |
Table Assignment (Dine-In)
Select Table
Tap an available table from the floor plan, or enter table number manually.
Set Guest Count
Enter the number of guests. This helps with seat-level tracking.
Assign Server
Server is auto-assigned based on login, or choose a different server.
Adding Items
From Categories
- Tap a category (Appetizers, Mains, etc.)
- Browse items in that category
- Tap to add to order
Using Search
Start typing to instantly filter items:
"burg" → Shows Burger, Cheeseburger, Veggie Burger
"ipa" → Shows IPA, Double IPA, Session IPASearch matches item names, descriptions, and common abbreviations.
Quick Add vs. Modifier Prompt
- Simple items (no required modifiers): Added immediately
- Complex items (required modifiers): Opens modifier selection
Working with Modifiers
Required Modifiers
Items with required modifiers prompt you before adding:
- Temperature — Rare, Medium Rare, Medium, etc.
- Size — Small, Medium, Large
- Preparation — Grilled, Fried, Steamed
Optional Modifiers
Add extras or customize:
- Add-ons — Extra cheese, bacon, avocado
- Substitutions — Sub fries for salad
- Allergies — Note specific allergens
Special Instructions
Free-text field for kitchen notes:
"No onions, extra pickles, allergy: shellfish"Special instructions appear prominently on KDS with allergy highlighting.
Seat-Level Ordering
For full-service restaurants, track items by seat:
Enable Seats
When starting order, set guest count. Seats numbered 1, 2, 3...
Select Seat
Before adding items, tap the seat number.
Add Items
Items assigned to selected seat automatically.
Split by Seat
At checkout, easily split check by seat assignment.
Course Management
Control when items fire to kitchen:
Hold Course
Prevent items from firing until ready:
- Long-press item in order
- Select Hold
- Item shows "HELD" badge
Fire Course
Release held items:
- Tap Fire on held items
- Items send to kitchen immediately
Timed Fire
Schedule items to fire later:
- Long-press item
- Select Fire at Time
- Set target time (e.g., 7:30 PM)
Modifying Orders
Before Sending
- Edit item — Tap to change modifiers
- Remove item — Swipe left or tap trash icon
- Change quantity — Tap +/- buttons
- Move to seat — Long-press, select new seat
After Sending
Once sent to kitchen, modifications require manager approval.
- Add items — Add normally, they fire immediately
- Void item — Requires PIN, records reason
- Refire item — Send duplicate to kitchen
Sending to Kitchen
Send Options
| Action | Effect |
|---|---|
| Send All | Fire everything to kitchen |
| Send Course | Fire specific course only |
| Hold All | Keep order open, nothing fires |
What Happens
- Items route to appropriate station (Grill, Fry, etc.)
- KDS displays order with timer
- Order status updates to "In Kitchen"
- You can continue adding items
Order Status
Track where orders stand:
| Status | Meaning |
|---|---|
| Open | Order in progress, not sent |
| In Kitchen | Items sent, being prepared |
| Ready | Kitchen marked complete |
| Served | Delivered to guest |
| Closed | Paid and finalized |
Tips for Speed
- Learn keyboard shortcuts — Number keys for quick category access
- Use search — Faster than browsing for known items
- Preset modifiers — Configure common combos in Portal
- Batch similar orders — Add multiple of same item at once