1.2.3 How to take a phone pick-up order

Purpose: Take a phone pick-up order: find the customer by phone number, then order. For: staff answering the phone.

1. On the home screen tap Pick Up.

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2. The Customer lookup opens. Type the caller’s number into Phone* with the keypad on the right.

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3. Matching customers appear on the left (e.g. (555) 555-0100 TEST). Tap the row.

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4. Check the customer details and tap Confirm.

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5. Back on the order screen, the header shows PICK UP and the customer name (e.g. TEST). Add items and tap Save (or Send).

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While the phone field is still empty, the left side has a yellow Skip button (on Pick Up and To Go only); Skip lets you order without a customer. Once you type a number, Skip is no longer shown.

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Creating a new customer when the number isn’t found:
1. If the number you typed isn’t found, the left side shows NO RESULT FOUND and a New Customer + button. Tap New Customer +.
2. In the customer form check Phone*, enter the name (e.g. Amy / Test) and tap Confirm.
3. Back on the order screen, the third header cell shows the new customer (e.g. Amy Test).

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The pencil icon on each result row edits the customer’s details.
The customer window has a red Order History link at top right for reordering (see 1.2.5).
In the Chinese UI Pick Up reads “来取”.

Part 1 · Front of House (Servers & Cashiers)