How to Prepare and Fulfill Orders in Bulk (for Catering / Pre-Orders)

1. Log in to Your Admin Account

Make sure you have access to manage orders.

2. Navigate to the Manager Dashboard

• Click on the user icon at the top right.
• Select "Manager" to access the Manager Dashboard.

3. Select the Location

• In the top right of the dashboard, choose the location where you want to fulfill orders.

4. Manage Orders

• Click on "Manage Orders" to proceed.

5. Select a Date Range

• Go to "Order History".
• Choose a future date range for which you want to fulfill orders.

6. Set the Start and End Dates

• In the top right, set the Start Date and End Date to match the time period for order fulfillment.

7. Generate a Report for Your Kitchen / Commissary

Print the Items Report

• Click on "Print Items".

Note: The report will display data for a maximum of 7 fulfillment dates. If your selected date range is more than 7 days, the report will only show the first 7 days where orders were placed.

Report Details:

• Columns Included:

  • Item Name: Each item and modifier combo will appear as a unique item.
  • Department
  • Sub Department
  • Date: The number of items ordered for each date.
  • Total: The total number of items across all selected dates.

• Once ready, click "Save" and print the report.

8. Print Orders Report

• Ensure you select the same date range as before on the Order History Page.
• Click "Print Orders" to generate a report.

This report will display each order with:

• Customer details
• Fulfillment information
• Ordered item details

9. Provide Reports to the Kitchen / Commissary

• Use the Items Report for preparing the orders.
• Use the Orders Report for processing and fulfillment.

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Order Fulfillment After Preparation

10. Mark Orders as "Processed"

• Once all orders are prepared and ready for pickup or delivery, open the Picker App (available on the Google/Apple App Store).
• Mark each order as "Processed" in the app.

11. Pickup and Delivery Fulfillment

For Pickup Orders:

• On the order fulfillment date, search for the customer’s pickup order when they arrive.
• Once the order has been picked up, mark it as "Completed" in the Picker App.

For Delivery Orders:

The 'Auto Schedule Deliveries' toggle in your Pricelist's Location Settings simplifies delivery for high-volume orders by automatically assigning available drivers to orders on fulfillment date without manual input from managers. If this setting is disabled, managers must manually schedule drivers for each order.

• Manual Delivery Scheduling (if 'Auto Schedule Deliveries' is disabled):

  • If the 'Auto Schedule Deliveries' setting is disabled, you must manually schedule deliveries for each order after marking the order as Processed.

• Auto Scheduled Deliveries (if 'Auto Schedule Deliveries' is enabled):

  • When 'Auto Schedule Deliveries' is enabled, delivery drivers are automatically assigned to your orders and will arrive on the fulfillment date and provide the customer information to pickup 

• Automatic Delivery Completion:

  • Once a driver successfully delivers the order, it will be automatically marked as "Completed" in the system.