Set Up Order Types in Echo

Description: Learn how to label orders for Take Out, Delivery, or Dine-in on the Echo POS system. Order Types are useful ways you can organize your transactions. It is especially helpful if you are a restaurant owner who wants to categorize which part of your company is Delivery, Counter Service, Dine-In, or Take out. 

• Activating Order Types
• Creating/Editing Order Types
• Order Type Terms

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Activating Order Types

1. To activate Order Types, navigate to Manager > Settings > Order Types.
2. Toggle Active in the top right to YES. Once this is activated, Order Types can be chosen for transactions on the Order Screen in the upper left corner.

Creating/Editing Order Types

1. Press Add New or select the Order Type you wish to edit on the left.
2. Make the proper adjustments.
3. Press Save to commit the changes.

Order Type Fields

• Order Type Name: Give the Order Type a descriptive name that will be easily recognizable for the POS and Reporting purposes.
• Surcharge: Determines if there is an additional charge to the customer if this Order Type is attached to the ticket (i.e., Delivery Surcharge of $5.00).
• Applicable Taxes: Adding taxes into this box determines which taxes are allowed to be attached to this Order Type.
• Require Customer: Activating this option prompts a customer to be selected if this Order Type is chosen.
• Print Customer: Allows for the customer’s name to be printed on the ticket when this Order Type is used.
• Require Address: Determines whether or not a customer’s address is needed to be added to the transaction when this Order Type is selected.
• Print Address: This prints the customer’s address onto the ticket only if a customer is required and the customer has an address in their profile.