Takeout & Delivery Orders

Feature Overview

The Takeout section provides a dedicated workspace for managing all phone and online pickup and delivery orders. Your team can view upcoming orders by day, week, or month, see detailed order information, and edit or update orders as needed. This section keeps your off-premise ordering organized and separate from dine-in reservations.

Prerequisites / Requirements

• Your account must have Takeout view or edit permissions.
• Takeout must be enabled for your Revenue Center in Settings > Pickup and Delivery.
• Hours of Operation for takeout must be configured in Settings > Hours of Operation.

Step-by-Step Guide

Accessing the Takeout Page

1. In the left-hand navigation sidebar, click Takeout.
2. If your restaurant has multiple Revenue Centers, click the appropriate tab at the top of the page to select the one you want to manage.
3. The page defaults to today's date.

Navigating Dates

1. Use the week strip at the top of the page to move between days in the current week.
2. Click the left or right arrows to navigate to a different week.
3. To view a full month of orders, click the month toggle button in the control bar. Click it again to return to the week view.

Viewing Order Details

1. Click any order in the list to open the Takeout Details dialog.
2. The dialog displays the customer's name, order contents, scheduled pickup or delivery time, and any special instructions.
3. Click outside the dialog or press the X button to close it.

Editing an Order

1. Click the order you want to modify in the list.
2. In the Takeout Details dialog, click the Edit button.
3. Update the relevant fields (time, items, notes, etc.).
4. Click Save to apply your changes.

Viewing Canceled Orders

1. In the control bar, activate the Canceled toggle to display orders that have been canceled for the selected date.

Common Troubleshooting / FAQs

Q: The Takeout page shows no orders even though orders were placed. First, verify you are viewing the correct date using the week strip. If orders were placed for a different day, they will not appear on today's view. Also confirm that the correct Revenue Center tab is selected if your restaurant operates multiple locations or sections.

Q: Takeout is not visible in my sidebar navigation. Takeout access is permission-based. Contact your restaurant manager or administrator to ensure your account has been assigned the necessary Takeout permissions. Additionally, confirm that Takeout has been enabled in Settings > Pickup and Delivery for your Revenue Center.