Drive - Thru Capturing on POS & POP

Introduction:

This article will cover the necessary steps to show how to auto-capture from the Point of Sale and the Point of Purchase apps.

Table of Contents:

Point-of-Sale
Point-of-Purchase

Point-of-Sale

Drive-Through Order Type

Step 1: From the New Order screen select Drive Thru as the order type.



Step 2: Begin by adding the following information:

2a. Customer Name
2b. Email
2c. Phone Number
2d. Vehicle Type
2e. Vehicle Color
2f. Vehicle Brand
2g. Vehicle License Plate



Step 3: To save the vehicle information tap + Add Vehicle button.

Note: You have the option to enter a physical address, if an address is entered this will be saved in your guestbook list.

To learn more about your guestbook click here.



Step 4: Tap the X icon and proceed to place the customer order.



Step 5: When viewing tickets, the ticket will display a steering wheel icon, indicating this is a drive-thru ticket.

Point-of-Purchase

Drive-Through Order Type

Step 1: From the main POP (Point-of-Purchase) screen, begin to place orders



Step 2: Once you have finished placing the orders, tap on Order



Step 3: Here you can view the customer's order, Select Drive Thru from the order type



Step 4: Begin by entering the following information:

4a. Customer Name
4b. Email
4c. Phone Number
4d. Vehicle Type
4e. Vehicle Color
4f. Vehicle Brand
4g. Vehicle License Plate





Step 5: To save the vehicle information tap on + Add Vehicle button.

Note: You have the option to enter a physical address, if an address is entered this will be saved in your guestbook list.



Step 6: Tap the X icon to proceed to Fire or Charge the order.



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Updated on: 06/23/2024