Working in Delivery via call centre mode

Working in Delivery via call centre mode

9.7

Revision History
29.05.2015
A description of the operating mode was created.
22.06.2015
New licence information was added.
05.10.2015
The change delivery type operation was added.
07.04.2016
Customer order history, additional orders and order editing have been added.
16.06.2016
Information about how the call centre manages guest tab editing was added.
21.06.2017
Cooking time and time en route can now be changed.

If you set up a delivery service in which orders are taken by phone, you can separate the order-taking process from dish prep and delivery. This is useful when delivery requests are taken through a call centre, while dish prep and delivery are executed by a restaurant chain’s venues, which may be spread out in different areas.

Delivery via call centre mode is used to process the requests that come in from the call centre. The call centre can belong to: 1) the division that will execute the order, 2) another division from the same segment, or 3) a division from a different segment.

When taking a delivery order, the call centre creates and fills in the guest tab and then sends it to the division. Guest tabs that come in from the call centre have the Waiting for venue confirmation delivery status. The venue views a guest tab and accepts it if it can be fulfilled by the division by the specified time. After confirmation, the guest tab receives the Waiting for preparation delivery status.

If the division cannot fulfill the request, the guest tab receives the Rejected by venue status. Once a guest tab has this status, the call centre can either edit it and send it back to the original division or send it to another division.

When dish prep starts, the guest tab receives the Preparation started status, and order tickets are printed in the kitchen. Preparation can be started automatically based on the delivery time, time en route, and prep time indicated in the guest tab window. Alternatively, it can be started manually. If you select the manual option, the system will notify you that it is time to start preparation (a warning will be displayed in the list of delivery guest tabs).

Figure 40.329. Delivery with preparation that has exceeded the time limit


While the guest tab is being processed in the division, the call centre can make changes or cancel the delivery. All changes made by the call centre must be confirmed or rejected by the division. Until the division makes a division regarding the changes made by the call centre, the guest tab becomes read-only: you cannot make any further changes or change its status. If the call centre has cancelled the delivery, the division simply confirms the cancellation.

After the preparation is complete, the chef scans the order ticket with a barcode scanner, and the guest tab receives the Waiting to be sent delivery status. Alternatively, the chef can notify the delivery operator, who will change the status manually.

Next, the courier receives the order, receipt, a bill with the delivery address, and cash to use as change for the customer. The guest tab is assigned the En route delivery status.

Payment of a courier delivery order can be carried out in the division at any stage of the guest tab’s processing. After the customer has received and paid for the order, the operator changes the delivery status to Closed.

If the customer comes in to pick up the order him-/herself, the guest tab payment receipt is printed on the spot when he/she pays for and receives the order. After the payment is completed, the delivery automatically receives the Closed status.

During the day, couriers will bring in payments and receive cash to provide change. At the end of the work day, final transactions are carried out with couriers, after which you can close the business day. After the business day is closed, all deliveries with the Closed status will be removed from the list of guest tabs. Guest tabs with other statuses will be carried over to be processed on the next business day.

Operations carried out in Delivery via call centre mode:

At each delivery step, you can go back to the previous step:

On delivery customer profiles, you can carry out the following operations:

After the user logs in to the program and selects the operating mode, the start screen with the list of guest tabs is displayed.

Figure 40.330. Delivery via call centre mode screen with a list of guest tabs


In the header you will see the comment on the current business day as well as the cooking time and time en route for the current business day.

Guest tabs with warnings always appear at the top of the list. These warnings will inform you about delays in delivery confirmations or dish preparation times. Guest tabs without warnings are listed chronologically.

Guest tab list filter panel

A panel with the All guest tabs button and other buttons with delivery statuses is located on the left side of the screen. The number of guest tabs with a particular status is displayed on the upper right corner of each status button. The number of guest tabs appears in red if there are guest tabs with warnings .

Pressing the All guest tabs button displays all guest tabs. When you press a delivery status button, only the guest tabs with the corresponding status will appear.

Context search in the guest tab list

When a physical keyboard is in use, a quick search by customer address or phone number can be made in the list of guest tabs. Enter a search term on the screen with the guest tab list. The search term will appear at the top of the screen above the list. The list of guest tabs will be filtered by this search term.

To clear the search box, use the Backspace key.

Figure 40.331. Quick search in the guest tab list