Order Types
Overview
Order types define how an order is fulfilled — for example dine-in, pick-up, or delivery. Configure them once and enable them per location.
Requirements
- Permission to view order types
- Permission to create order types
Steps
Open Order Types
From the sidebar, go to Manage → Order types to see existing types.
Add an order type
Click Add New Type to open the form.
Name it
Enter a clear Title such as Dine-in, Takeaway, or Delivery, pick the matching Tag, and choose whether Customer data is required. You can leave Code empty to have it generated automatically.
Save
Click Save at the top-right of the form to add the order type.
Enable it per location
Open each location where the type should be available and enable it.
Navigate to Locations Page
Click on the location you want to assign the new order types
Scroll down in the location data till you find the order types section
Order Type Section
Assign Order Type to this location
Assign Order type to this location by clicking on the Add New Order type button.
It opens the Add New Order Type window, where you can select the order type by typing its title or code.
Save
Click Save at the top-right of the window to assign the order type.
Notes
To change an existing order type, click ⋯ at the end of its row: Edit, Disable, or Delete. To change several at once, select their rows. See Working with lists.
An order type only appears on a POS device once it is enabled for that device’s location.
To change whether an existing order type asks for customer details, click ⋯ on its row, choose Edit, set Customer data to Required or Optional, and click Save. The cashier then sees the customer step as required or skippable on the POS App.
Troubleshooting
If a new order type does not appear on the POS, confirm it is enabled for that location and that the device has synced.