Restaurant Order Management

Restaurant Order Management System Overview and Workflow. 

1. Open the Market Shop Order Management View

• This video demonstrates the restaurant order management system that works with the broader Market Shop product module.
• The interface shown is the web view of the order management system.
• The same system is also available as a native iPad app with only minor UX differences.

2. Navigate to the Order Management Screen

• Start from the dashboard.
• Go to Operations → Market Shop.
• From the Market Shop dashboard, use Copy Link and select Market Orders.
• Paste the copied URL into your browser to open the order management screen on a computer.

3. Review Incoming Orders in Real Time

• The transaction dashboard shows order statuses and delivery type in real time.
• New orders from the resident app appear automatically as New.
• On iPad, you also receive a push notification when a new order arrives.
• Each order shows:
  • When it was submitted and how long ago it was submitted
  • Order number
  • Individual items
  • Payment type (for example, card)
  • Delivery or pickup status
  • Resident name and unit number

4. Decline or Start an Order

• If an order cannot be fulfilled, click Decline.
• Declining an order sends a message to the resident that the order was declined.
• To begin working on an order, click Start.
• Starting an order moves it from New to In Progress.

5. Move Orders Between Status

• Orders are managed like cards that can be moved between statuses.
• You can move an order:
  • From In Progress back to New if needed
  • From Complete back to In Progress if it was marked complete too early
• This makes it easy to correct mistakes and keep the workflow accurate.

6. Keep Residents Updated Automatically

• Any status change in the order management system updates the resident app automatically.
• Residents stay informed as their order moves through the process.
• When the order is ready, the resident receives the updated status.

7. Use Notes at the Order and Item Level

• Notes can now appear at both:
  • The order level
  • The individual item level
• Item notes are visible directly on the cards, helping staff see special instructions quickly.

8. Understand Web vs. iPad Differences

• The main functional difference is on the iPad:
  • You can drag and drop cards between statuses using your finger.
• On the web view, the same workflow is available, but without the finger-based drag-and-drop gesture.

9. Refresh if Needed and Watch for Auto-Updates

• If you notice a delay, you can manually refresh the page.
• The system also refreshes automatically every minute.
• This helps keep the dashboard current without constant manual checking.

11. Check the Dashboard for Historical Orders

• For orders completed more than 24 hours ago, use the main dashboard.
• The dashboard provides a chronological history of every transaction.
• Use this when you need to review older completed orders or past activity.