Editing Catering Orders

Quality and Training
10 steps
26 seconds

Opentender

From the navigation sidebar, click on "**Orders**"

Click "**Orders Overview**" to find the order you want to edit

Use the navigation menu at the top of the page to switch between different order views. Each view helps you find and manage orders based on their current status. - **All Stores:** Allows users with access to multiple locations to view orders across all assigned stores. You can narrow results to a specific store using the store selector. - **Order Overview:** Displays all orders that match the selected filters, regardless of status. This view is best for searching, reporting, and reviewing historical orders. - **Upcoming Orders:** Shows approved orders that are scheduled for a future date or time and are ready for preparation or fulfillment. - **Pending Orders:** Displays orders that are awaiting store approval. These orders have been paid for by the guest but must be approved before they can proceed. - **Held Orders:** Shows orders that have been temporarily placed on hold and are not actively moving through the workflow. - **Uncharged Orders:** Displays orders where payment has not yet been captured or finalized.

Filters allow you to narrow down the order list and quickly locate specific orders. - **Date Filters:** Use quick-select options such as **Today**, **Yesterday**, **Tomorrow**, **This Week**, **Last Week**, **This Month**, or **Last Month**, or manually select a custom date range. - **Sale Type:** Filter orders by sale classification, such as **Sale**. - **Order Type:** Filter by order type, including catering or standard orders. - **Service Type:** Filter orders based on fulfillment method, such as pickup or delivery. - **Order Status:** Narrow results by order status, including pending, approved, or closed orders. - **Tender Status:** Filter orders based on payment status, such as charged or uncharged. - **Channel Type:** Filter by the ordering channel used to place the order. - **Search by Order Number:** Use the search field to quickly locate an order by entering its order number. **Reset All Filters:** Clears all selected filters and returns the view to its default state.

Click on the order No. that you want to edit

You can view all the order details. Click on "Edit" to edit the order

**Here, you can choose the type of edit you'd like to make:** - **Change Revenue Center** – to update the revenue center. - **Change Service Type** – to modify the service type. - **Adjust Date and/or Time** – to reschedule the order. - **Adjust Tip** – to update the tip amount. - **Make Tax Exempt** – to mark the order as tax-exempt. - **Add / Update Internal Notes** – to include or revise internal notes. - **Need to make other changes?** Click ***Perform a Full Edit*** to edit the full order. - **Nevermind, leave order as is** – to cancel and return without making changes.

Click "**Perform a Full Edit**" to open the full order details. This allows you to edit the order completely, just like when creating a new order from scratch.

**Once done, click on:** - **Submit** – to submit the updated order. - **Save** – to save the changes without submitting the order. - **Quote** – to send the updated quote to the customer. - **Cancel** – to discard all changes.