Description: Learn how to handle PreOrders in Appetize Connect by selecting, pre-authorizing, and synchronizing stored cards in Activate, as well as finalizing checks with tips and fees in Suite Servers after the event ends.
Processing PreOrders
- Log in to Connect and select Suites.
- Select PreOrders from the collapsed menu.
- Select a single order, a group of orders, or bulk from the dropdown (select up to an entire page).
- There is a dropdown menu on the bottom right where you can select different quantities on the page.
- Once the PreOrders are selected, the admin can select the Pre-Authorize action, and the process will begin.
- A confirmation window will display. Select OK to begin.
- When the pre-authorization has been completed, the status of the orders will update to their new status.
- When the employee logs into Activate, the PreOrder will sync with the stored card attached.
- Once the event has ended, the Suite Server will Finalize the Check with the associated tips & fees.
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