Customize Order Types

Customize Order Types

Overview

You can customize and manage the Order Type options that will be displayed in the POS, including adding new Order Types, disabling existing ones, and choosing the Default Order Type for each sale. 

 

Prerequisites

Must have Order Management app installed in your Back Office. To get the app please contact support@retailtime.com 

 

Instructions

1. Log in to your Back Office and in the left navigation menu, go to Apps-->Order Management Settings

 

 

2. It will take you to the Order Management Settings page, where you could manage your order types.

  • By default, your order type options will be Pickup, Delivery, Quick Sale, Dine In, and Drive Thru. To disable one of those options, unselect the Is Active checkbox next to the one you would like to disable.
  • To add a new order type option, click on Add an order type. You can then enter the Order Type Name in the field. 
  • Choose which order type you would like to be the default for each order by selecting the Default option next to the order type you want to be the default. 
  • If you have installed the eCommerce or Self-Serve app, select the Is Customer Required checkbox next to an Order Type if you would like to give the option for your customers to select their Order Type type manually.


3. Select the Done button to save settings. 

4. Go to Settings-->Store Settings and then select your store.

5. If you would like your Order Type options to be activated for the selected store, please ensure that the Ability to select order type checkbox is selected. If you do not want it to be activated for that store, make sure the checkbox is unselected. 

  • If selected, your Order Types will be displayed. To manage your Order Types from this screen, select Edit Order Types and you will be taken to the Order Management Settings page. 

    • Related Articles

    • Table Management Setup in Back Office

      Table Management Setup in Back Office 1. To get Table Management app installed in your Back Office, please contact support@retailtime.com. 2. In the left navigation menu, go to Apps--->Table Management. 3. Select the checkbox next to the store(s) you ...

    • Selecting Order Type

      Overview Freedom customers can manually select an order type (Quick Sale, Dine In, Take Out, Drive-Thru, or Delivery) for each order.    Requirements 1. Must be under either Administrator, Manager, or Sales Person employee roles.  3. In Back Office ...

    • Updating Fulfillment Status of Order

      Overview Customers can update the fulfillment status (New, In Preparation, Prepared, In Fulfillment. Fulfilled) of each order at any point.    Requirements 1. Must be a Freedom customer. 2. Must be assigned either Administrator, Manager, or Sales ...

    • Viewing Order Info and History in Back Office

      Overview You can view all your previous order history and detailed information on the Orders screen. Instructions 1. Open the left navigation menu and select Orders. 2. You will be moved to the Orders screen. Here, you can view up to 500 of your most ...

    • Table Management Setup in POS

      Overview In POS, you can create and form your entire table floor plan for efficient table management and organization. Add and name service sections and the tables that make up each one. Specify the shape, number of seating places, size, and ...