Taking New Order
- Click New delivery on the screen with the list of deliveries.
- Find a customer on the list:
- If a customer is found on the list, they are highlighted with yellow. Select him or her and tap OK.
If there is more than one customer found, check for the additional information under their names and select the required one.
Delivery-related fields will be auto-populated according to the customer’s file.
- If you see the message “Nothing has been found”, it means that a customer places a delivery order for the first time. Click New customer.
- Specify the customer and delivery details and enter order items.
To toggle between these screens, use the Customer and Order buttons.The system remembers the sequence in which you accepted the previous order and opens the right screen when you take a new delivery order. To start cooking the order, press Make.
Customer And Delivery Details
To enter the information required for the delivery, click Customer on the order taking screen.
If you select a customer from the list, then their file shows the most recent delivery order details. The file also includes the details specified in the customer database in iikoOffice.
In the case of a new customer, specify their name, phone number, and address. The required fields in the delivery detail are asterisked and highlighted with pink color. Delivery details of a new customer include information that you have entered when trying to find them in the database. This may be the phone number or the name of a new customer.
If necessary, the customer details specified for previous orders can be changed. For this, click the field that requires editing and make changes.
If a customer has a new phone number, email, or delivery address, then, when entering these new details, the existing details will also be saved and will be available by clicking the corresponding field. See also Editing Orders.
If a customer is found on the list by their phone number but has several numbers, it is this number that will be inserted in the relevant field of the file, even if it might not be the first number on the list. In the case of a new customer, the field may contain a telephone number from the search bar if you tried to find it in the system and entered the correct number, but found nothing.
If you enter a phone number in the wrong format, this field will be highlighted in pink. The Apply button will be available, but if you click it, the system shows an error message.
When you enter a short phone number, it may have the area code automatically added.
If the terminal is connected to a PBX, the system finds a customer by their phone number and creates a new delivery for them. The phone field is populated with a number—which may be different from the last number used. See Phone Calls in iikoFront.
First name is a required field. When you enter the full name, as well as the street name, the first letter is automatically capitalized. In the case of a new customer, the field may have the name from the search bar inserted if you tried to find one in the database, but found nothing.
In the current version of the system, the Guest Card number is only used to find the delivery order. No discount is provided automatically by the card. You can apply a discount manually when taking an order.
In the Time field, specify the time, by which the customer wants to receive his or her order.
See also Actual Delivery Time.
A customer may choose between the delivery and pickup. This option is specified in the global delivery settings.
In the Additional Information field, you can specify any additional information about the customer.
When selecting a customer, the delivery detail will have the most recent address inserted. Alternatively, if a customer is found by the address, this very address will be used.
Enter a new delivery address in the Street, House, Building (unit), Flat (office) fields. The delivery district can be specified as well. Specify the city if required.
Click on the Street field and try to find the required name from the list (database). For a faster search, click on the field at the bottom of the screen to the right from the on-screen keyboard button, and enter the name. To find a street, use any part of its name. If the street is found, a corresponding record is highlighted in yellow, click on it.
If you don’t find the street, add it to the database. For this, click New street, enter the street name and click OK. To add new streets to the database and edit their names, you need the “Edit street reference book” (D_EST) permission. If an employee does not have such permission, then after clicking New street, he or she would have to swipe the card of an employee with the said permission.
If there is any information that a driver must be aware of, such as an intercom code or an entrance number, add it in the Address Notes field. This information will be printed on the invoice along with the address and will be available to an operator when he or she takes orders for that customer the next time. You can also enter the information about the Guest Card and the provided discount.
In the delivery detail, you can assign an employee to carry out the delivery. For this, click the Driver field and select them from the list. For more details on assigning drivers, see the Dispatching Orders article.
Unreliable customers are assigned a High-Risk status in the system. They are highlighted with red. When an operator selects such a customer, he or she sees a warning.
To withdraw from taking such an order, click Cancel. If you want to proceed, click OK.
When you take orders from unreliable customers, this fact is registered in the ￼￼Event Log￼￼ report.
Go to the order screen by clicking Order and enter the order items. If necessary, apply a discount. For more details on how to take orders, please see the Taking Orders in iikoFront article.
A user can add a discount to an order only if they have the “Set surcharge and discount for order” (F_ID) or “Set surcharge and discount for order by guest card” (F_IDGC) permissions. The Guest Card number and a provided discount are shown on the invoice. At the delivery, a driver may ask a customer to produce a card, which number is specified in the invoice.
A fiscal receipt can be printed before cooking starts. In this case, a time-based discount, e.g., Happy Hour, will be applied at the time of receipt printing.
Splitting The Bill
At the customer’s request, an order can be split between guests. You can specify each person's name. The way the order is split among the guests is given in the invoice. It shows a subtotal per each person and the total amount. Your customers’ names are printed on the stickers attached to items. To use this option, click Split the bill on the order screen.
You may need to save an order if it is placed in advance. For example, a customer makes an order to be delivered tomorrow by 19:00. In this case, register the order and save it in the list of deliveries. You can open it up and further process it later. For this, in the order window, click Apply. This button is available both on the delivery screen and on the order screen.
The saved order will be given on the list of deliveries with the “Time to cook” status. The delivery number and the status are highlighted in blue. Don’t forget to send this order to the kitchen in due time.
Changing Order Type
You can change an order type from the delivery to the customer pickup and vice versa even after you registered it. It is true for the orders that have the following status: Not Confirmed, Waiting, Time to Cook, In Progress, and Ready.
If you use iikoCard programs that depend on the order type, an order price may change accordingly.
The Event Log shows all the changes made to the delivery order type within the “Edit Delivery” event.
Delivery Time Behavior
When you need to deliver ASAP, the delivery time is changing according to the travel time specified in the work schedule and mapping settings.
Delivery Order Made In Advance
In the case of early delivery orders, the delivery time is specified manually. We suggest that you change it only if the time left to complete the delivery is less than the travel time.
Delivery > Customer Pickup
When you change an order type from the Delivery to the Customer Pickup, a delivery address is removed and the driver is dismissed.
Customer Pickup > Delivery
When you change an order type from the Customer Pickup to Delivery:
- The Driver and Delivery address fields become available, and you have to fill them up. If a customer is already in your database, the system would auto-fill the address field, but if there is more than one address, choose the proper one.
- It may so happen that the delivery address is outside the outlet's service area, and you cannot send this order to another outlet. In this case, you will be given a warning.
- The Payment for Delivery service may be auto-added to the order and the total amount may be increased.