Articles on: MerchantOS

MerchantOS Guide

Introduction



Introducing MerchantOS – Your all-in-one solution for seamless order management! With real-time order reception from online orders and QR dine-in, MerchantOS ensures you stay in control at every step. Easily manage online orders from initiation to fulfillment, all while keeping your customers in the loop with instant notifications. Experience efficiency, simplicity, and customer satisfaction like never before. Welcome to the future of order management with MerchantOS

Table of Contents



MerchantOS Screen Content
How to Process Online Orders
How to Process Dine In Online Orders


MerchantOS Screen Content



1. Dine In & Online Tab
The 'Dine In' tab enables you to oversee all online/QR dine-in orders, while the 'Online' tab allows management of various online order types, including pick-up, delivery, and curbside pick-up.

2. Prep Time
Adjust the time needed to prepare orders or items as required.

3. Manual/Auto
Manually – Manually accept online orders. The New Orders tab is enabled.
Auto – Automatically accept online orders.

Note that while in auto-accept mode, the features to report issues and cancel orders are disabled.

4. Online/Offline Button
Online – Allows you to accept and process online orders.
Offline – will temporarily not accept online orders.




How to Process Online Orders



To process your online orders in the POS app follow this steps:

Step 1: On your POS main screen navigate to Tickets.



Step 2: Tap on the filter option on your Pending Tickets Page.



Step 3: Select Online Orders as the preferred Order Type



Step 4: If you have multiple orders, select the Online Orders with the Paid payment status.



Step 5: Tap on Charge.



Step 6: On the MerchantOS page tap on the Online tab to check the order status.




How to Process Dine In Online Orders



To process your online orders in the POS app follow this steps:

Step 1: On your POS main screen navigate to Tickets.



Step 2: Tap on the filter option on your Pending Tickets Page.



Step 3: Select Online Orders as the preferred Order Type



Step 4: If you have multiple orders, select the Online Orders with the Paid payment status.



Step 5: Tap on Charge.



Step 6: On the MerchantOS page tap on the Dine In tab to check the order status.



For more visual details you may check: Guide to Dine-In Order Type

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Updated on: 03/21/2024

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