The SuiteSpot offers order management features, enabling users to view and create orders seamlessly. With these capabilities, user can efficiently handle customer orders for events and suites, ensuring a streamlined workflow.
The Order Grid provides a comprehensive view of all orders created from the SuiteSpot App and the Console. It includes the following features:
- Order Number: A unique identifier for each order. Clicking the Order Number navigates to the Order Summary UI, where users can make payments, view payment history, and access other order-specific features.
- Event: The event associated with the order.
- Suite: The suite selected for the order.
- Customer Name: Displays the name of the customer linked to the order.
- Preorder Date: The date the order was created while pre-ordering.
- Net Order Amount: The total amount for the order.
- Order Status: The current status of the order (eg: Recalled, Initiated, Sent for Processing, Processing, Ready, Delivered, Canceled, Merged, Deleted, Returned, Partially Returned).
- Payment Status: The payment status of the order (eg: Paid, Unpaid, Partially Paid, Refunded, Partially Refunded).
Grid Features:
- Search: Search orders using any value in the grid.
- Filters: Filter orders based on:
- Date Range: View orders created within a specific timeframe.
- Customer: Filter orders by customer.
- Event/Event Type: Filter by event or event type.
- Suite: Filter orders by suite.
- Order Status: Filter by order status.
- Payment Status: Filter by payment status.
- Clicking on an Order Number opens the Order Summary UI for detailed information.
- The summary includes an overview of the order deposit, items, and payment history.
Create Order
Users can manually create new orders with the following features:
Customer Selection:
- Choose a customer from an existing list.
- Mandatory field with auto-populated customer details (e.g., email, phone number).
- Customer details cannot be edited at the order level.
Preorder Details:
- Select an event from a dropdown showing only events booked by the selected customer.
- Based on the selected event, choose a suite from a dropdown displaying suites booked by the customer for that event.
Adding Items:
- Use an item lookup feature to add items.
- Auto-populated fields for retail price, quantity, discounts, and kitchen notes.
- Predefined discounts are automatically applied at the item level.
Modify Order:
- Validate all required fields before creating the order.
- A unique Order Number is generated automatically.
- The order date defaults to the current date.
- After clicking "Initiate," the system creates a cart first and then finalizes the order.
- The order status of created orders is visible during modifications, along with the payment status. If the payment is marked as unpaid, users can select the "Make Payment" option to update it to paid.
- Additionally, users can view the Order History, which includes detailed records of the Status History and Payment History.
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- Register in Restaurant Portal
- Venue in Restaurant Portal
- Venue Wizard in SuiteSpot
- Order Report and Kitchen Prep. Report Export
- CRM in Restaurant Portal
- Auths in SuiteSpot
- Orders in SuiteSpot
- Reports in Restaurant Console
- Bookings in SuiteSpot
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