How to Create Custom Order Types?

Custom Order Types can be used to create a specific way for your customer to receive their order. A common custom order type is "No Contact Delivery" or "Curbside Pickup". All Custom Order Types will be connected to one of our "Base Order Types" (Pick up, Delivery or Dine in) and the settings for that order type will apply to the Custom Order Type. Please keep this in mind when selecting a "Base Order Type"

STEP 1: ACCESS CUSTOM ORDER TYPES IN THE RESTAURANT MANAGER

Next, Click the button "Create New Order Type", as seen in the image below

Fill in the above form according to the needs of your Custom Order Type.

Display Name: This is exactly what the customer will see at checkout. The characters are limited and you don't want it to be too long.

Example: "No Contact Delivery"

Base Type: This is the Base Order Type. This selection will determine the exact settings for the Customer Order Type. If you choose Delivery, then all delivery settings will apply to the custom order type, such as delivery fees & the delivery zone.

Option: "Do not require entering a delivery address when ordering"

If you Check the box, this means that you don't want to require a customer to input the delivery address. The default is to leave the box UN-checked, because you will normally want to have the customer input a Delivery address. You would only want to use this feature if you are creating a custom order type that is a delivery to a very specific location that is usually a separate location from your store.

Option: "Enable at all locations"

The default is to CHECK this box. You will always want to leave this checked so it will show up in your active locations. If you need to de-select from a location, you can do that later.

"Customizable Checkout Field" Settings

These are optional settings that you can choose to enable or simply leave the Custom Order Type to speak for itself.

Option: "Show a custom field on the checkout page"

The default is to leave this "Un-Checked", meaning that you don't require additional information from the customer to use this Order Type.

If you would like to prompt the customer to give you a few key details, you can enable a "special instructions" type data field to appear on the checkout page. If you activate this, it is a good idea to "Label" the field so the customer can give you the information that you need.

Option: "Require filling this custom field before placing an order"

Some custom order types truly need additional information, so you might want to require that the customer input information into the field in order to complete their order. (Please note: The customer is able to simply insert any text information to bypass the requirement, we don't have a way to monitor or check the text that they input)

This is why you will want to use the "Label" (Name for the Field) to prompt your customer on the information that you would like them to provide.

LASTLY, Be sure to click "Save This Information" so the custom order type will appear on your existing custom order type list.