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πŸ“‹ Manage Orders

When your AI assistant takes a food order, it appears here immediately. The assistant already confirmed the order type (dine-in, takeout, delivery), asked for quantities, and captured any special instructionsβ€”you just need to prepare and fulfill the order.

Navigate to Bookings & Activity > Orders to access order management.


πŸ”„ Workflow Overview​

StepActorAction
1οΈβƒ£πŸ‘€ CustomerPlaces order via AI assistant
2οΈβƒ£πŸ€– AI AssistantConfirms items, quantities, order type
3οΈβƒ£πŸ’ BusinessReviews and confirms order
4οΈβƒ£πŸ‘¨β€πŸ³ KitchenPrepares the order
5οΈβƒ£πŸ“§ SystemNotifies customer when ready
info

Fast order confirmation is critical for food service. Customers expect quick acknowledgment, especially for delivery orders.


πŸ“Š Dashboard Metrics​

#MetricDescription
1⏳ PendingOrders awaiting confirmation
2πŸ‘¨β€πŸ³ In ProgressOrders being prepared
3βœ… ReadyOrders ready for pickup/delivery
4🟒 CompletedSuccessfully fulfilled orders

πŸ—‚οΈ Order Tabs​

#TabDescription
1⏳ Pending OrdersOrders waiting to be confirmed (require immediate attention)
2πŸ‘¨β€πŸ³ Current OrdersOrders being prepared or ready for pickup
3πŸ“‹ All OrdersComplete order history including completed and cancelled

🍽️ Order Types​

Your AI assistant confirms the order type during the conversation:

#TypeDescription
1🍽️ Dine InCustomer eats at the restaurant
2β˜• TakeoutCustomer picks up the order
3πŸš— DeliveryOrder delivered to customer
tip

During AI conversations, the assistant asks customers about order type and quantity of items. This information is captured automatically in the order details.


🏷️ Status Indicators​

#ColorStatusDescription
1🟠 OrangePendingAwaiting confirmation
2πŸ”΅ BlueConfirmedOrder accepted
3🟣 PurpleIn ProgressBeing prepared
4🟒 GreenReadyReady for pickup/delivery
5βœ… TealCompletedSuccessfully fulfilled
6πŸ”΄ RedCancelledOrder cancelled

πŸ“‹ Order Table Columns​

#ColumnDescription
1Order #Unique order identifier
2TypeDine In, Takeout, or Delivery
3CustomerCustomer name
4ItemsNumber of menu items ordered
5TotalOrder total amount
6StatusCurrent order status
7PaymentPayment method (Card/Cash)
8TimeWhen the order was placed

#FilterDescription
1πŸ” SearchSearch by order number or customer name
2🏷️ Status FilterFilter by order status
3🍽️ Type FilterFilter by Dine In, Takeout, or Delivery

βž• Create New Order​

Click + Add New Order for phone orders or walk-ins.

1️⃣ Customer Tab​

#FieldRequiredDescription
1Customer Nameβœ… YesFull name of the customer
2Phone Number❌ NoContact number for the order
3Address❌ NoDelivery address (if applicable)
4Order Typeβœ… YesDine In, Takeout, or Delivery
5Special Instructions❌ NoAny special requests or notes

2️⃣ Items Tab​

#FieldDescription
1Select ItemsChoose from your menu items
2QuantityNumber of each item
3Item NotesSpecial requests per item

⚑ Order Workflow​

StepStatusAction
1️⃣PendingOrder received, awaiting confirmation
2️⃣ConfirmedOrder accepted by business
3️⃣In ProgressKitchen preparing the order
4️⃣ReadyOrder ready for pickup/delivery
5️⃣CompletedOrder fulfilled successfully
tip

Status updates trigger automatic notifications to customers via their preferred communication method (email or SMS).


πŸ“„ Order Details​

Click any order to view:

#FieldDescription
1πŸ”’ Order NumberUnique identifier
2🍽️ Order TypeDine In, Takeout, or Delivery
3πŸ‘€ CustomerCustomer name and contact
4πŸ“ AddressDelivery address (if applicable)
5πŸ• ItemsList of ordered items with quantities
6πŸ’° TotalOrder total
7πŸ’³ PaymentPayment method
8πŸ“ NotesSpecial instructions
info

All order data is stored securely and can be exported for reporting. Your AI assistant uses order history to provide better service.