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:

TypeUse CaseSpecial Features
Dine-InGuests eating in restaurantTable assignment, seat tracking
TakeoutCustomer picks upScheduled pickup times
DeliveryThird-party or in-house deliveryAddress, contact info
Bar TabOpen tab for bar guestsName-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

  1. Tap a category (Appetizers, Mains, etc.)
  2. Browse items in that category
  3. Tap to add to order

Start typing to instantly filter items:

"burg" → Shows Burger, Cheeseburger, Veggie Burger
"ipa" → Shows IPA, Double IPA, Session IPA

Search 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:

  1. Long-press item in order
  2. Select Hold
  3. Item shows "HELD" badge

Fire Course

Release held items:

  1. Tap Fire on held items
  2. Items send to kitchen immediately

Timed Fire

Schedule items to fire later:

  1. Long-press item
  2. Select Fire at Time
  3. 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

ActionEffect
Send AllFire everything to kitchen
Send CourseFire specific course only
Hold AllKeep order open, nothing fires

What Happens

  1. Items route to appropriate station (Grill, Fry, etc.)
  2. KDS displays order with timer
  3. Order status updates to "In Kitchen"
  4. You can continue adding items

Order Status

Track where orders stand:

StatusMeaning
OpenOrder in progress, not sent
In KitchenItems sent, being prepared
ReadyKitchen marked complete
ServedDelivered to guest
ClosedPaid 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