Overview
The Orders Page in the Admin Dashboard allows users to search for orders by location (based on user role and access), status, service type, and date. It also provides an easy way to manage service availability for each location, enabling or disabling it as needed. Continue reading the article to learn more.
Orders Page
To view orders, in the left-hand sidebar,
Select Operate
Select the Orders button in the dropdown
The default view of the Orders tab will show all or one location's orders for the past 7 days. To view current orders for one or more locations, we will use the Location filter:
Select Location filter
Select locations you want to view orders for
Select Apply button
Alternative order sorting
Besides using the location filter, you can sort orders using other filters, like Order Status, Service Types, and Date of the order.
If you choose to search for an order by Order Status, you can choose one of the following:
Quoted: quoted orders (catering only)
Unacknowledged: the order is waiting for manual approval
Acknowledged: the order has been manually approved
Admin Hold: The order tried to fire 10 times automatically, but received a POS error
Held: the order has been automatically approved, but has not been fired to the POS
Sent to POS: the order was successfully sent to the POS
Completed: the order was successfully sent to the POS and has been closed out
Canceled: the order was canceled in the system
You can also choose to sort orders by Service Type: Catering, Curbside, Delivery, Pickup, Dine-in, DoorDash, GrubHub, UberEats
Additionally, orders can be sorted by Order Date, Newest to Oldest, Oldest to Newest, Order Status Normal, Order Status Inverted, Customer Name, and Driver Name
Other Order Actions
After finding the order, we can choose to view the order details, and depending on the order status and service type, you can Cancel the Order, Cancel Delivery, Fire the Order to POS, Edit the order, Release the order, mark the order as Complete, or transfer order (if enabled)
If the order has the status:
Sent to POS: we can view order details, cancel the order, you can set it as complete, and cancel delivery (depending on service type and delivery provider)
Held: We can view order details, fire the order to the POS, edit the order, or cancel the order
Admin Hold: view order details and release the order (restore to the status it was when it errored out)
Completed: Order has been successfully delivered/picked up and paid. If it's been less then 24h since the order completion time, you will be able to select Cancel Order as well.
Canceled: the order is canceled by the client; we can still view the order details
Acknowledged: Order is paid, waiting to be filled. The order has been manually accepted.
Unacknowledged: Order is paid, waiting for acknowledgement. For POS locations, an order would be in this status from the time it is placed until it is sent to the POS. DO NOT manually accept the order if your location is POS integrated, as it will keep the order from being sent to the POS.
Quoted: Order was created in Command Center, and the quote has been sent to the customer
Service Availability
To easily manage service availability for one or more locations for a current day, use the Service Availability feature on the Orders Page. A few things to note at the beginning
Your ability to manage service availability depends on your role, and access may be restricted or limited to specific locations.
The service availability status should update on Lunchbox ordering platform momentarily after making changes, and third-party platforms within one minute of being disabled.
There should be no need for a manual menu push to trigger this update.
This feature is different than Override Hours or Dining hours, as it offers only instant service type availability for the current day.
IMPORTANT NOTE: When updating service type availability for third-party platforms via the Admin dashboard, please make sure to check if the update was made in real time by visiting the third-party platform after making the updates.
If needed, please manually disable the service type on the third-party platform.
To enable or disable the service type,
Select Operate
Select Orders
Select Service Availability
Select a location dropdown
Confirm a location
Select the Disable button for each Service Type you want to disable for a short period of time (valid only for one day)
We can re-enable the service type by selecting the Enable button
