How to do Telephone Delivery Orders – Existing Customer

Telephone Order Delivery Existing Customer

Hi, thanks for taking the time to learn more about how efficient it is to enter an existing customer into the system for a New Order or Delivery.

Telephone Orders from Existing Customers

Telephone rings, they’d like to order some food, you go in and you just start typing their phone number and it’ll actually start trying to find them. As you see the person you’re looking for, you can grab ahold of his data by saying ‘Use Data’ and it’s going to populate everything we need to know to complete the transaction.

Scrolling down we can actually even see the last time he ordered and what he ordered as well as we could take notes upon the customer. It allows a lot of interaction with the customers. But in this case we then would go right directly to the ‘Order Now’. From the ‘Order Now’ you can see the menu that you’ve created. It usually takes 10 to 20 minutes to put 2 or 3 items onto the menu and you’re good to go with online orders as well as telephone orders. The neat part is the work you do once is used twice.

existing customer new order

Adding Orders through the Online Menu

Let’s say we would like some Frank’s Red Hot Wings. The order comes through, and at this point if the person wanted to pay by telephone we could actually click the debit card or credit card here and take the information and process it through PayPal.

If they are going to pay when the delivery is made to them with the driver, we’d simply print the ticket. The ticket goes out and you can print it to your ticket printer where it can be sent to the kitchen and attached to the bag so that the driver has the information both on his cell phone for the delivery as well as physical copy for backup. Click ‘Close & Add a New Order’ and you’ve processed an order for an existing customer.

How to do Telephone Pick-Up Orders – New Customer

Telephone Orders for Pick-Up – New Customer

Hi, and thanks for joining us to learn more about DeliveryBizConnect. We’ll show you how fast your staff can take telephone orders to be put into the system for Takeout or Delivery.

Telephone Orders from New Customers

It all starts with a phone number search. As you start to search you’ll see it actually starts to try to find people for you. In this case, we’re doing a new person so we’re not going to take that as an advantage. You would then go ahead and you’d ask for the email. Always best to collect an email so that you can invite customers to order again or offer up special deals. Your data is your really, really big focus in these “new world.”

You go ahead and put in the full name. As you hit Tab you can see that it automatically split it into the first and last name. At this point you’re gonna do a phone order that is not for Delivery. They haven’t paid and they’re gonna pay when they come to pick it up. Click ‘Save Contact’ and now you would actually get the ‘Order Now’ button.

Adding Orders through the Online Menu

In the process of setting up the ability for you to do internal orders, you actually instantly gain the ability to do Online Orders so they don’t even need to phone you. From the interface you could add, say, a Pack of 4 Shepherd’s Pie, Take and Bake to take home and cook when you’re ready. It saves your customer from that terrible midweek of “What am I gonna have for dinner tonight and I don’t have time to cook?”

Printing Receipts for Processing

At that point the order is now complete. You could go ahead and print the ticket (remember you’ve answered the telephone, taken the order, and you can see that it’s not paid). Clicking the ‘Print’ button will allow you to print it right to your ticket system so it can go off to your kitchen to be processed and come back and be attached possibly to your POS receipt as well in order to facilitate a Delivery if that was the case.

But in this case this is for ‘Pick up’ so you’d still have that receipt. It comes back so you can actually take the receipt, attach it to the bag so that when the person comes to pick it up you know who they are and what was in the order in addition to any POS capabilities you already have. Then we would simply hit ‘Close & Add a New Order’ and this order would be complete.