How do I manage Collection orders?
Collection orders
Dines provides the tools to be able to accept Collection orders and payments.
How to manage Collection orders?
Step-by-step: manage Collection orders
Step 1. Collection Order received
When a new Collection order is received, the order will appear in the 'New' orders tab of your partner dashboard. The card will state that the order is a 'Collection'.
Don't forget, you can always filter your orders by Order Type to help isolate orders for Collection.
Step 2. Accept Collection Order
Orders will contain information about:
- Items ordered
- Special requests
- Details of any additional charges applied to the bill (i.e. Transaction Fees)
- and details of when the order is due to be collected
When a new order has been received from a customer, the payment for that order has already been pre-authorised (so funds are on hold in the customer's account) and when the order is accepted the funds are captured - you don't need to worry about whether the payment has gone through!
Your team will need to review the items ordered, the Collection time slot to ensure that the order can be serviced:
- if the order can be serviced they simply hit 'Accept'. The customer is notified when the order has been accepted and the order moves to the 'Live' tab.
- if the order cannot be serviced they simply hit 'Can't make this order?' and you will be given the opportunity to reject the order and provide a reason to the customer.
If you have set up a printer, you will also have the ability to print an order manually or to have the printer automatically print orders when you accept them.
Learn more about printers here.
Step 3. Prepare the order for Collection
Your team will then proceed to prepare the items for collection which will typically include making and packing the items ready for Collection. Once the order has been prepared, the team will hit the 'Ready to Collect' button to mark the order as prepared - the order will then move to the 'To Collect' status where you will find all the orders that are lined up to be collected to customers.
If, at any point, an accepted order cannot be serviced they simply hit 'Can't make this order?' and you will be given the opportunity to cancel/refund the order and provide a reason to the customer. To find out more information on refunding orders, click
here
Step 4. Order is collected
When the order is picked up from the venue, your team will mark the orders as 'Collected' when the collection is complete.
