Preorders in Activate for Suites for Appetize

Description: Review how to view and close PreOrder Checks within Activate POS for Suites below. 

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Viewing/Closing PreOrders

1. Log in to Activate with Suite User Account to access the PreOrder checks.
2. The orders can be viewed by selecting Check from the main screen. 
3. Additional items can be added to the PreOrder by adding an item to the cart and selecting the Check button.
4. Select the appropriate PreOrder check and select Yes to add the additional item.
5. To review the status of the PreOrder checks, pull up the left side menu by holding down on the Account name in the top left corner and select Check Orders.
6. The Check Order screen will display Closed, Pending, Offline, Opened, Refunded, and Declined checks.
7. From the Check Orders screen, the Suite user will use the Open Checks tab to finalize/complete the Preorder. See the below steps to close the Pre-order checks: 

• Pull up the left side menu by holding down on the Account name in the top left corner and select Check Orders.
• Select the Open Checks tab.
• Select the PreOrder Check you wish to close. 
• Select Add Tip/Close Order.
• If the tip is a different tender than the stored credit card, select Add Tip with a different tender.
• Choose the Tip Preset percentage amount or the Custom Tip option.
• Select Apply and press the Close Order button to move the PreOrder to Completed.      

References/Resources

How to Close Checks/Tabs