What is inside Order Details?

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Order Details Overview

You've found yourself on the Order Details page, whether it be through Searching for Orders, linking here from a Guest's Order History, or any of the other methods.

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Order Details Breakdown

Step 1: Either way, you're looking at an order's details. Let's start off by breaking down the page from the top:

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  • Check #: This is the Check # as specified by the POS.

Step 2: After that, you'll notice that each order comes with four (4) badges:

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  • Completed / Cancelled: Specifies whether the order was placed and is Completed, or if it was Cancelled due to an issue with the Payment Processor, POS, or insufficient funds in the customer's account.
  • Paid / Unpaid: Specifies whether a payment was authorized for this order. Orders would be marked as Unpaid if there was an issue with the Payment Processor or insufficient funds in the customer's account.
  • Captured / Uncaptured: Specifies whether the payment that was authorized for this customer was captured. An order would be marked as Uncaptured if there was an issue with the Payment Processor when trying to capture funds for a previously authorized order, or if there was an issue posting the order to the POS.
  • Order Type: Specifies either Pickup, Delivery, or Dine-In.

Step 3: The next section of information pertaining to the order is broken down into four (4) parts:

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  • Location: Details about the location that the order was placed to:
    • The Name that links to the location's page on the admin dashboard
    • The Address of the location
  • Guest: Details about the guest who placed the order:
    • The Full Name of the guest, that links to the guest's page on the admin dashboard.
    • The Phone Number of the guest who placed the order.
    • The Email Address of the guest who placed the order.
  • Delivery: Section of information that is displayed for delivery orders:
    • Address that the delivery order is being delivered to.
  • Platform Details: Contains miscellaneous information about how and from where the order was placed:
    • The Platform that the order was placed from (ie. Web, Android, iOS, Toast).
    • The Version of the platform that the order was placed from (used by the Lunchbox team).
    • The Time that the order was placed.
    • The ID that is used to technically reference the order in the POS system.

Step 4: On the bottom of the Order Details page, you'll notice two sections.

  • On the right, the Items for the Order are listed out to show the price of each item as well as any modifications that were made.
  • On the left, the Ticket Summary for the order is broken down to show:

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    • Discounts: Discounts that have been applied to a promo, that links to the Discount on the Lunchbox dashboard.
    • Delivery Fee: Fee if applied to a delivery order.
    • Amount: Total cost of just the item ordered, minus discounts and plus a delivery fee.
    • Tax: Total tax of the complete order.
    • Tip: The tip the customer has added. 
    • Loyalty Applied: Shown if Loyalty was used to pay for the order.
    • Total Amount = Amount + Tax + Tip + Delivery Fee - Discounts - Loyalty Applied

Step 5: Pressing the button labeled Refund will present the Payment Summary as well as a form to submit a refund for an order.

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  • Refunds can be made in part or in full, and Lunchbox automatically calculates how much should be refunded in Loyalty and how much should be refunded back to the guest's card.
  • Loyalty is always refunded in full before refunding money back to the guest's card.

Step 6: The following fields are displayed on the Payment Summary:

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  • Original Total: The original amount available for refund (amount guest was charged + loyalty applied)
  • Payments Refunded: Amount that has previously been refunded back to the guest's card
  • Loyalty Refunded: Amount that has previously been refunded back to the guest's loyalty account
  • Issue refund: The form by which refunds can be submitted.
    • Refund Amount: Enter the amount that you'd like to refund for the order. The field will automatically limit the amount which can be refunded, so that way a guest can not be over-refunded, by performing the following formula:
      • Limit = Original Total - Payments Refunded - Loyalty Refunded.
    • Refundable Amount: Amount that would be refunded back to the guest's card.
    • Refundable Loyalty: Amount of loyalty that would be refunded back to the guest's account.

Step 7: Submit a refund by filling out the form and pressing the Process Refund button.

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FAQ

  • If I will refund or void the guest’s purchase, how should I do that?
    Once the necessary order has been found on the Admin Dashboard, simply select Refund or Void.

 

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