Unable to schedule open tickets orders

[RussB]

Hi Guys 

tearing my hair out here (lol) . I own a fish and chip shop in the UK. A good proportion of our clients are more mature and opt to phone in their orders to us and pay on arrival/collection. 

Ok, so we installed open orders and started taking orders, however we soon realised we could only input a name and a note and could not schedule a date/collection time. The only work around we could do was to put that info as a text line against the name so that it showed up on the receipt.

Surely we can enter a date and time on the order!

Your help would be greatly appreciated 

Thanks

Russ

[JJ_]

Hello there, @RussB 

At this time, to create orders outside the Square Dashboard, you will need to make sure that your Square App (on iPad) or Square Register is in the Full Service, Quick Service or Bar Modes or be on the Square for Restaurants app. 

From the Square Point of Sale app with full service, quick service or bar mode enabled or from the Square Restaurant POS app:

To add menu items to an order from the Square Restaurants POS app:

1. tap New Sale and start adding menu items to the bill.
2. tap Checkout to start the payment process.

To create an order from your floor plan:

1. from the floor plan view, tap the desired table.
2. choose the number of covers seated at the table.
3. take your guests’ orders and start adding menu items to the bill.

From the Square Point of Sale app with retail mode enabled or from the Square Retail Point of Sale app:

1. From your Point of Sale app, go to Checkout.
2. Tap Add customer to add an existing or new customer.
3. add items to basket, then tap Check out.
4. tap (•••), then select the fulfilment method: In-store, Shipment or Pick-up.
5. Tap Save.
6. For each fulfilment method:
   • In-store: no further details needed.
   • Shipment: tap Add shipment details to add a new or existing customer, the relevant delivery address, and an optional shipment note).
   • Pickup: tap Add pickup details to add a new or existing customer and pickup details (pickup time, location and an optional pickup note).

to edit, tap (•••) again to Edit shipping/pickup details, Change fulfilment location or Edit fulfilment method.

Learn how to manage cross-location orders with Square for Retail.

From the Square POS app with standard mode enabled or from the Square POS app:

1. go to Checkout.
2. add items to the current sale.
3. tap Review sale > Schedule.
4. add an existing customer to the sale or tap Add Customer to create a new customer profile.
5. Select an order type (Pickup or Click and Collect). tap Next.
6. Select a Pickup location and time.
7. tap Done.
8. tap Charge to continue the checkout flow.

You can find more information here.

Let me know if you have any other questions or if you're still unable to Create Orders for your customers.

[RussB]

Hi JJ

Thanks for diving in. Must be honest I dont think I am explaining myself properly. 

Our order POS in standard mode, and as you say, can give the phone “order” a customer or name (via the telephone),

add items and click review sale to add a pickup time and date.

however… we don’t want to charge them at that moment (they are often seniors who prefer to pay either by card or cash in person at the time of collection) on pressing the charge button to save the order i do not have the option to “pay on collection” 

the only way i can save it is via a “ticket” which dumps the pickup times

Help please 

Many Thanks

Russ