Create an Order

1

Open the Create Order Form

• On the Orders page, click the Create new order button in the top right. [Screenshot: Create new order button highlighted]

• A side panel will slide in from the right with the order creation form. [Screenshot: Order creation form side panel open]

2

Enter Customer Information

You have two options:

Option A: Use Guest Customer (Quick Option)

• Leave all fields as they are. The system uses a default "Guest Customer" profile.

• Skip to the next step. [Screenshot: Guest customer pre-filled]

Option B: Enter Actual Customer Details

• Click the Enter customer details button or toggle.

• Fill in:

  • Full Name: Customer's name

  • Email: Customer's email address

  • Phone Number: Contact number

• The information is saved for this order. [Screenshot: Customer information fields filled in]

Guest customers are useful for quick, walk-in orders where you don't need to track customer information.

3

Select Order Type

• Find the Order Type dropdown in the Order Details section. [Screenshot: Order Type dropdown]

• Click the dropdown and select the appropriate type:

  • Dine-in: Customer eating at your venue

  • Takeout: Customer taking food to go

  • Delivery: Order will be delivered to customer

  • Booking: Reservation or room booking

  • Custom order types (if you've created any) [Screenshot: Order type dropdown expanded]

4

Select Entry Point (For Dine-in Orders)

If you selected "Dine-in":

• Find the Entry Point dropdown.

• Select the table, room, or service point for this order. [Screenshot: Entry Point dropdown with tables listed]

The Entry Point dropdown is disabled for order types other than dine-in.

5

Add Items to the Order

• In the Order Items section, click the Add Items button. [Screenshot: Empty order items area with Add Items button]

• A catalog selection dialog will open showing all your available products. [Screenshot: Catalog items dialog]

• Filter by Catalog (Optional):

  • Click the All button to see all products

  • Or click a specific catalog name to filter products [Screenshot: Catalog filter buttons]

• Search for Items (Optional):

  • Use the search bar to find specific products quickly [Screenshot: Search bar in catalog dialog]

• Add Items:

  • Click the + Add button on any product to add it to the order

  • The item appears in the cart on the right (desktop) or in cart view (mobile) [Screenshot: Adding item to cart]

• Adjust Quantities:

  • Use the - and + buttons to change item quantities

  • Or click the X to remove an item entirely [Screenshot: Quantity adjustment controls]

• Click Done when you've finished selecting items. [Screenshot: Done button in catalog dialog]

6

Review Order Summary

Back in the order creation form, review the order summary:

• Subtotal: Cost of all items

• Taxes: Applied tax rates (if enabled for your venue)

• Additional Rates: Any custom fees or charges

• Servinn Fee: Service platform fee

• Total: Final amount customer will pay

[Screenshot: Order summary breakdown]

Tax calculations depend on your venue settings. If you have tax-exclusive pricing, taxes are added. If tax-inclusive, taxes are already in the product prices.

7

Select Payment Method

At the bottom of the form, choose how the customer will pay:

• Click one of the payment method badges:

  • Cash: Customer pays with physical currency

  • Card: Credit or debit card payment

  • Mobile: Mobile money or digital wallet

• The selected badge will highlight. [Screenshot: Payment method badges with one selected]

If you select "Cash," the payment status is automatically set to "Success." For other methods, it starts as "Pending" until payment is confirmed.

8

Create the Order

• Review all order details one final time.

• Click the Create order button at the bottom. [Screenshot: Create order button highlighted]

• The system processes your order. You'll see a loading indicator. [Screenshot: Loading state on create button]

• A success notification appears: "Order Created: #[Order Number] successfully created and is in queue" [Screenshot: Success notification]

• The order immediately appears in your orders list with "Pending" status. [Screenshot: New order card in orders grid]