Order Management

The shop can review all their incoming Online orders and all Register orders in this tab.

These are the orders you will see in the order management tab:

1. New - this is where your Slice Online orders or Other third-party orders appear before being confirmed

2. Scheduled- this view will show any orders that are scheduled in the future

3. In Progress: shows all the orders that are currently being worked on

On the right side of the screen, there is a $ sign and a ❤️ sign

• A green $ sign means that the order has been paid

• The orange $ sign means that it is an open check

• A red $ sign means that the order has been cleared, refunded, or failed

• The ❤️ sign represents tips. If the heart is green 💚 that means that the tipping is successful. If the heart is red ❤️ tips are cleared, refunded, voided, or failed.

4. Completed: shows all the orders that have been paid for and are no longer being worked on

1. The shop will receive notification of incoming online orders, along with audible notification.

2. Shops must accept or reject the order.

3. If there is an adjustment or credit needed, the shop must do so before accepting or rejecting the order. To make adjustments after, shops will need to reach out to support.

4. If the shop does not accept or reject, the order will move to the Orders screen under the "New" tab.

5. Once the shop accepts/rejects the order, it will move to the Orders screen, under "In Progress".

Register includes a seamless online ordering integration - all orders placed on the Slice app or the online ordering portal are sent directly to Register. Upon accepting the order it is automatically sent to the assigned printer. Below is the workflow for accepting an online order in Register.

1. The visual notification will appear on the screen showing the number of pending online orders that require attention. Tap anywhere on the screen to be taken to the new orders page.

2. On the new orders page, tap the order you would like to accept. This will bring up the modal which will show a simplified view of the order. You can tap on any of the items to expand and see the toppings/modifiers.

3. Once you've had a chance to review the order and you are sure you can fulfill it, you will need to specify the time frame for completing the order. Note that you will need to take into consideration the order type when choosing a time interval. Meaning, if the order is for delivery, not only do you need to consider the preparation time but also the time it will take for delivery. Tap on the option that best reflects your situation.

4. After selecting the time frame accordingly, a real-time notification will be sent to the customer providing them with the updated ETA which will include the new ETA. For example, an online order placed for delivery at 2:45 pm, with a selected ETA in Register in the 30-45mns range will result in a quoted delivery time of 3:30 pm. The order in Register will show whether or not it has been accepted as well as the updated ETA.

Shop owners are able to adjust online orders in Slice Register. This allows them to accommodate any requests from their customers and to charge or credit them accordingly.

1. Tap the online order notification that appears the screen.

2. On the new orders page, tap the order you would like to adjust. This will bring up the modal which will show a simplified view of the order. Tap the Adjust option on the top right portion.

3. This will show the option to Charge or Credit. Since we are going to add something to our order that will incur a charge, tap the Charge tab.

4. Next, enter the amount to be charged to the order for this request.

5. Next, in the Additional Info input box enter the name of the topping or reason for the extra charge.

6. Next, tap the Charge button which will show the amount to be added to the current order total.

7. Finally, select the time interval for order completion. This will trigger a notification to be sent to the consumer which will include the charge.

Filter groups give you the option to easily manage your orders by showing you only the orders you want to see. For example, if you want to be able to separate your orders based on the order type - Dine In, Pick Up, To Go - then you can create a filter group to accomplish this.

1. Start by tapping the Order Management tab.

2. On the order management tab, you will see the following views:
   
   New - this is where your Slice online orders appear prior to being confirmed.
   Scheduled - this view will show any orders that are scheduled in the future - typically, orders not for immediate pick up.
   In Progress - shows all orders that are currently being worked on.
   Completed -  shows all orders that have been paid for and are no longer being worked on.*
   
   Any filter groups you create will work on each of those views and you will be able to toggle between them to see only the orders you care about.

3. Tap the filters icon located on the top-right portion of your screen to reveal the filter menu bar.

4. Tap the + sign to create a new filter group. This will bring up the New Filter Group modal.

5. Give your filter group a name. Make sure to use a descriptive name for your filters.

6. Next, from the Available Filters section, choose the attribute to filter by. A red checkmark will appear next to any attribute you select.

7. Once you have selected an attribute, tap the < Back button and then tap Save.

8. Repeat steps 3 through 7 to create additional filters.

Other useful filter groups you may want to create are:

• Payment Type - a filter to show whether the customer paid with Cash, Credit, or Other.

• Tips - a filter to show all orders where customers left a tip.

• Order Status - a filter to show orders that have been Accepted, Rejected, Cleared, Held, Paid, Partially Paid, Refunded, Partially Refunded, Pending or Pay on Delivery.

*Note: Orders have to be manually transitioned from one stage to the next. It is possible for an unpaid order to be moved from In Progress to Complete. It is your responsibility to ensure any orders you transition to Complete have been fully paid for.

Slice Register gives you the option to add a discount to an order. Slice Register supports fixed amount discounts, which must first be added to the shop's Owner's portal (owners.slicelife.com), as well as variable discounts. See steps below for how to apply discounts to orders.

Fixed Amount Discount

1. With the current order open on the order screen, tap the Discount button.

2. This will bring up the discount modal showing all eligible discounts. Select the one you want to apply.

3. The discount will be displayed below the subtotal line.

4. Proceed to close out the order. The receipt will display the discount applied.

Variable Discount

1. With the current order open on the order screen, tap the Discount button.

2. This will bring up the discount modal showing all eligible discounts. Select Variable to bring the keypad into view.

3. Enter the amount to discount the order by. You can toggle between a dollar amount or a percentage of the total by tapping the $ and/or % sign. Click Save once you have entered the amount.

4. Proceed to close out the order. The receipt will display the discount applied.

Note: Orders that have a discount amount greater than the order subtotal are prevented from being placed. 

There may be times when a shop owner may need to perform a refund on an order. Below are the steps to accomplish this task in Slice Register.

1. If the order is not already on the screen, first, locate the order in Slice Register. Tap the Orders icon.

2. Next, tap the In Progress button to list all orders that have yet to be closed. This will display a list of available orders from which to choose, tap the order which you are trying to refund.

3. Next, tap the View option located on the top right portion of the modal window. This will bring the order to the main order-taking screen.

4. With the order on the order screen, tap the Refund option located on the top, right-most part of the iPad screen.

5. Next, on the Refund style modal window, select the type of refund you want to perform:

Full Order: this is effectively refunding everything that was originally charged on the order.
Line Item(s): this is used when you only want to refund a specific item from an order that includes several items.
Refund One Payment: if multiple payment methods were used, such as half cash and half credit, you can select which of the two payments to refund.

Next, tap the Complete Refund button to make the refund effective. The screen and receipt will show the refunded amount as the last line item.

Note: If the shop is using the Employee Permissions feature, for an employee to be able to perform a refund, granting permission for an employee to process a refund requires specific authorization within the Permissions Management section in the Owners' Portal.

Adding tips to orders is a standard action shop owners need to perform. Below are steps for accomplishing this in the Slice Register

1. First, locate the order in the Slice Register. Tap the Orders icon.

2. Next, tap the In Progress button to list all orders that have yet to be closed. This will display a list of available orders from which to choose.

3. An order for which you are trying to add a tip will appear in the modal window. 

Two potential methods exist for entering the tip amount at this point. 

a) Entering the tip amount in the modal window: 

• Choose the Add Tip button 

• Enter the tip amount and tap Save.

• Lastly, tap on the Complete Order button.

b) Entering the tip amount in the main order-taking screen: 

• Tap the View option located on the top right portion of the modal window. This will bring the order to the main order-taking screen.

• Go to the bottom of the order to the Tip section and tap +Add.

• Enter the tip amount and tap Save.

• Lastly, tap the Close button.

This will adjust the total that will be charged to the customer once the batch is settled.

There are times when a check may not be closed right after the order has been placed, a common use case for this is pick-up phone orders, where the consumer calls the shop to place their order and the order is then placed on hold until the consumer arrives to pay and pick up their order. These are the steps to close a check that is open/on hold.

1. If the order is not already on the screen, first, locate the order in Slice Register. Tap the Orders icon.

2. Next, tap the In Progress button to list all orders that have yet to be closed. This will display a list of available orders from which to choose, tap the order which you are trying to close.

3. Next, tap the View option located on the top right portion of the modal window. This will bring the order to the main order-taking screen.

4. With the order on the order screen, tap the Pay button located at the bottom of the order screen.

5. Next, select the type of payment to be used. You can select either Cash, Credit, or Other*.

Cash:  if the customer is paying exact change, select the first button. Otherwise, select one of the predefined payment denominations: next dollar up - this rounds up to the nearest dollar - $20, or $50.

Credit: if paying by credit card, select the payment terminal (Verifone). A modal screen will appear with a message prompting the customer to complete payment on the terminal. Once the card is processed and approved, the order will close out, and print a receipt.

Other: this payment method assumes exact change, there is only one possible key to select: Other payment method.

*Note: The Other payment type can be used to close out orders such as personal checks, traveler's checks, etc.

Sometimes, it will be necessary to reprint a check. Slice Register allows you to reprint either a customer receipt printer or a kitchen order ticket. Here is how you can do that.

1. If the order is not already on the screen, first, locate the order in Slice Register. Tap the Orders icon.

2. Next, tap the In Progress button to list all orders that have yet to be closed. This will display a list of available orders from which to choose, tap the order which you are trying to reprint.

3. Next, tap the View option located on the top right portion of the modal window. This will bring the order to the main order-taking screen.

4. With the order on the order screen, tap the Print option just above the order.

5. Next, select whether you want to print a Customer Receipt or a Kitchen Order receipt.

6. Next, select the printer you would like to print this to. The receipt will print immediately after selecting this*.

*Note: If the receipt does not print, you will need to verify the following conditions are met: the printer is powered on, the printer has been added to Slice Register, the Slice Register terminal and the printer are both on the Slice network.