Overview
This FAQ outlines key updates to the Command Center in LB 2.0, focused on improving customer lookup, order placement, quoting, and editing workflows. This is a living and breathing library of FAQ, so please revisit it to check for updates.
Frequently Asked Questions
Q: What is the Command Center used for?
A: The Command Center helps restaurant support teams place orders, manage customer profiles, send quotes, and track order history, often used for catering and bulk orders that need hands-on assistance.
Q: What improvements were made to customer lookup?
A: Set of improvements was introduced in July 2025:The customer list now defaults to a LIFO view (most recent users at the top).
Support can search by any field (name, email, phone, company) with partial match support
Filters and sorting are more flexible, with visible filter indicators and options like sort by email, username, or date created.
Q: Can I start an order directly from the Customer Lookup page?
A: Yes. Once a customer is selected, agents can immediately begin an order. Saved addresses and the last used location appear first. There's also an option to add a new address with optional manual entry
Q: Is there a faster way to start pickup orders?
A: Yes. A "Looking for pickup? Start here" shortcut bypasses address selection. The service type is locked to Pickup or Catering Pickup, and support can search for restaurants by ZIP, city, or state.
Q: How are restaurant locations displayed?
A:Favorite locations appear at the top, followed by others sorted by distance
Status labels (Available, Unavailable) indicate store availability
Sort options include Distance, Frequency, Alphabetical, Availability, and Delivery Time
Q: Has the checkout or payment process changed?
A: No. Checkout continues to direct to the existing payment flow in LB 2.0. Partial payments are not available unless enabled in Admin.
Q: Can orders be edited after placement?
A: Yes, but only within a 60-minute lead time. A disclaimer appears on the success page. Edits can be made without losing the current cart, and quantity updates use the same +/– interface.
Q: If a customer has already paid for a quoted order but the order is later edited and a new quote is sent, does the initial payment still apply?
A: Yes. The initial payment remains valid, and any additional charges from the updated quote will be added for the customer to pay.
Q: Can a customer pay with a house account through Command Center?
A: Yes. Orders placed on a customer's behalf follow the standard Command Center flow, and House Account appears as a tender at checkout when the customer is authorized on the account and the selected location is one of the account's authorized locations. Orders cannot exceed the customer's assigned credit limit.
Q: Can a quote be downloaded as a PDF without emailing it to the customer?
A: Yes. Save the quote without sending it, then open the customer's History in Command Center and select View Quote to download the summary as a PDF. Send the quote by email later when the customer is ready to receive the payment link.