Transaction Types

There are four main transaction types in Aura Invoicing, each of these will be covered in more detail in the sections listed below.

Counter Orders

(With counter orders, you may skip the Transaction Type Selector and move onto Discounts ) Delivery Orders

Collect Orders Table Orders

Counter Orders

Counter orders are designed for quick, over the counter sales. There is no need for any extra information on these orders such as a customer name or address, once the required menu items have been added to the order, it may be processed and prepared.

Delivery Orders

Delivery orders are designed to prepare the order in store and have it delivered to the customer at their address of choice.

These transactions require a customer assigned with a valid delivery address, as well as having a driver assigned.

Collect Orders

Collect orders are designed to prepare the order for a customer that will be coming to the store later. These orders will require a customer assigned to the invoice, but do not necessarily require a valid customer address.

Table Orders

Table orders are designed for customers to order and consume the meal in store. These order types have features designed specifically to update and add new items to the customer's bill, closing it only once the customer has decided not to order anything further. No customer needs to be assigned to a table order, but a waiter will be required.

52 42

42 45

4.2.2.1 Delivery and Collect Orders

With an order that is to be delivered to the customer, or prepared in advance for them to come past and collect it without having to wait, the order will need a customer's identifying details attached to it. A delivery order requires the customer's name, contact details, as well as a valid delivery address. While a collect order needs only a name and contact number, the address is optional.

Customer details are necessary on Delivery or Collect orders in Aura Invoicing, but are optional on Counter and Table orders. If your store does not do any Delivery or Collect orders, you may not have the customer feature enabled.

Please contact the Aura Help Desk for more information.

Attaching a Customer

When switching to a Collect or Delivery order, Aura Invoicing will automatically bring up the Customer Lookup window to assign a customer. Alternatively, you may press F2 on your keyboard. Doing so will present the Customer Lookup window, as seen below:

You may also assign a customer to a normal Counter or Table order by pressing the Customer button in the bottom right button panel, or press F2 on your keyboard.

To begin searching for a customer, simply start to type any detail of the customer (phone number, name, street name, etc.) and press Enter or click on Search. See the examples below:

Searching by Number

Searching by Name

If your customer search does not return the customer you are looking for, you may need to add a new customer to the list; a new customer may be added with the Add (Ins) button. For more information, see the section on Adding a New Customer .

Once the customer is located, select the name and click on Ok. To confirm that the correct customer has been attached to the invoice, check in the top right hand corner:

79

4.2.2.1.1 View ing Customer's Previous Orders

Once a customer has been attached to an invoice, it is possible to view the customer's order history. This window may be accessed by selecting Order History from the extended toolbar in the lower right hand corner of the new invoice screen, or by using the keyboard shortcut Ctrl+H. This will display the following window:

In the Previous Orders section at the top of the screen, you can select an invoice from any previous date. With an invoice selected, the Order Detail section below that, you will see a list of all the items that were on that particular invoice.

Duplicate button: Pressing this button will ring up the same menu items on a new invoice as the items on the selected invoice.

Duplicating the order from the order history window create a new invoice assigned to the current customer using the same menu items again. Invoicing processes the new order using the menu item codes, therefore any items on the historical order that no longer exist in your current menu will not be added to the order.

Print button: Use this button to print out a duplicate invoice copy of the selected order.

Close button: Closes this window.

4.2.2.2 Table Orders

In order to change to a table transaction, select the 'Table' button from the invoice panel in the bottom right. Doing so, will change the transaction type to Table Order and prompt for the required options to process a table order.

You will need to take the following steps to set up a table order:

Select a table number Enter a head count (Optional) Assign a waiter

Confirm the table number and waiter

Selecting a Table Number

When converting an order to a Table order, Invoicing will prompt for a table number to assign to the invoice. In Touch Screen Mode, simply click on the desired table number.

Select Table Number

Click on the desired table number to assign to the order.

The Table Selection window will only show tables that are currently available, any with orders currently on them will not be displayed in this list.