Phone and walk-in orders (Staff Order)

Step by step

1. Open Staff Order

   Click Staff Order in the ORDER PAGE group of the left menu. It opens in a new tab, ready to keep open on a counter tablet.

   If the screen says This feature is available to subscribers only, your plan is not active. Open Plan & billing to start or renew it.

   

2. Choose how the order came in

   At the top, pick In person or Phone. This is saved with the order so you can tell them apart later.

   

3. Add the items

   Tap a product (use the category buttons to narrow the list). Choose the Quantity and options, type a Message plate or tap a preset such as HAPPY BIRTHDAY, and tap Add to order.

   Repeat for each item. Tap an item in the order to change it.

   

4. Pick the pickup time

   Under Pickup details, tap an open slot (◯). Use ← Previous week and Next week → to move between weeks.

   The same pickup hours, closed days and stock apply as on your order page, but staff orders also work while the Open switch is off.

   

5. Enter the customer

   Phone number is required; the name is optional but helps at pickup. Use Find a customer from past orders to fill them in.

   Add any Requests, flags, or a Custom add-on amount for extra work, such as special lettering.

   

6. Review and place the order

   Tap Review order, check everything, then Place order and confirm. You will see Order received with buttons to Print order slip or Take another order.

   The order appears in Order Management, marked as a staff order, and takes stock like any other order.

   

7. Set up price presets for extras

   In Basic Info, open the Staff orders tab. Under Custom extra amount presets, enter a Label and an amount in dollars, for example 3.00, and click Add. Presets save straight away.

   They appear as buttons under Custom add-on amount on the Staff Order screen. Up to 30 presets.

   

8. Choose which products staff can sell

   In Menu Management, each product's Sales channels can be Web only, Staff only or Both. Use Staff only for things you only sell by phone, such as large custom cakes.

   Staff-order earliest pickup (days) in the product window can give staff a shorter lead time than the web. Leave it blank to use the same as the web.

   

Related guides

• Managing orders — See every order by pickup day, find a customer, mark orders printed and handed over, add notes and flags for your team, change a pickup time, and delete an order.
• Inventory and stock — Limit how many of each product you sell per day, or per pickup time slot. Learn how stock goes down with each order and what customers see when you are full.
• Order emails and printing — Who gets an email when an order comes in, how to send copies to your team, and how to print order slips and order lists on any printer.

Still stuck? Email us at support-global@cakesystem.net.