Orders and Catering

Everything you do after a customer places an order lives here: see the order come in, open it to read the items, customer and payment, and take money-handling actions like voiding, refunding, or canceling a delivery. There are two separate sections — Orders (ES: "Pedidos") for normal online orders, and Catering (ES: "Catering") for catering orders — plus delivery-tracking and driver-payment tools if you run your own delivery fleet.

What you can do here

• See a live list of your orders for any date range, with a Sales Summary of gross/net sales, tips, taxes, delivery vs. pickup counts, and cancellations.
• Switch between By Creation Date (ES: "Por Fecha de Creación") and By Scheduled Date (ES: "Por Fecha Programada") so scheduled/future orders are easy to find.
• Search orders by order number or status, sort any column, and Export to CSV file.
• Open any order to a full-screen detail view: items (with discounts), customer info, order timing, loyalty activity, delivery tracking, and a full payment history.
• Take action on an order: Void, Refund, Partial Refund, Cancel Delivery, and Request Delivery Refund — each guarded by its own permission and by rules about the order's state.
• Manage a separate Catering Orders list, where you can bulk-select orders and Print a Preparation List for the kitchen.
• (If you run your own drivers) view Active Deliveries in real time and reconcile Driver Payments.

Where to find it

• Orders: sidebar Orders → https://admin.eatsyorders.com/orders
• Catering: sidebar Catering → https://admin.eatsyorders.com/catering

Visibility: Both Orders and Catering require the see-orders permission. If your user doesn't have it, the page shows "You do not have permission" instead of the order list, and the sidebar items won't be usable. Several actions inside an order need additional permissions (see each action below).

Both pages need your location's takeout/delivery settings and channels to finish loading before the toolbar (Export/Search/Print + date picker) appears. Until then you'll see the title and table only.

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Orders list (tabs: By Creation Date / By Scheduled Date)

Where: Orders → https://admin.eatsyorders.com/orders → tabs By Creation Date (ES: "Por Fecha de Creación") and By Scheduled Date (ES: "Por Fecha Programada").

This is the main order list. The page has four tabs across the top: By Creation Date, By Scheduled Date, Active Deliveries, and Driver Payments. The first two show the same order table, sorted differently; the last two are delivery tools documented later in this chapter.

Language note: the first two tabs are translated (ES: "Por Fecha de Creación" / "Por Fecha Programada"). The Active Deliveries and Driver Payments tabs may still appear in English even when the app is set to Spanish.

• By Creation Date sorts/loads orders by when the order was placed. This is the default tab.
• By Scheduled Date sorts/loads orders by the customer's scheduled (future) time. Only on this tab can the date picker select future dates, so it's the tab to use for scheduled/pre-orders.

When you open the page (or switch tabs), the date range automatically resets to today (start of day to end of day). The table only loads once a date range is set.

The order table

Each row is one order. Columns (all sortable — click the header to toggle ascending/descending):

How to open an order: click anywhere on its row. The full-screen order detail drawer slides in from the right.

Toolbar actions

1. Export to CSV file (ES: "Exportar en archivo CSV") — downloads a CSV of the orders currently shown (after search/filter), named <Place> Orders Summary <start> <end>.csv. The download reflects exactly what's in the list, so set your date range and search first.
2. Search (ES: "Buscar") — type to filter the list live. It matches the order number and the status name only (not customer name or items).
3. Date range picker — pick the range of orders to load. Presets include Today, Yesterday, This Week, This Month, This Year, Last Week, Last Month, Last Year. On the By Scheduled Date tab you also get future presets (Tomorrow, Next Week, Next Month) because future dates are allowed there. On By Creation Date, future dates are disabled.

Sales Summary panel

Above the table is an expandable Sales Summary (ES: "Resumen de ventas") accordion (open by default; click the header or the help "?" tooltip for an explainer). It totals the orders currently in the list for the selected range:

Below a divider, a Cancelled Orders (ES: "Pedidos cancelados") section shows the Cancelled count and Total cancelled orders value. Cancelled orders are excluded from the sales figures above.

If there are no orders in the range, the table area shows an empty state ("Nothing here.").

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Order detail drawer

Where: opens when you click any order row (in Orders, Catering, Active Deliveries, or Driver Payments). It's a full-screen panel on the right.

When you open an order, the app re-fetches the latest data for that order so you're always looking at the current state (a small spinner appears in the header while it refreshes). Close it with the back arrow (top-left).

The header shows Order Details - #<number> and a colored status badge:

• Green badge = a normal active/closed status.
• Yellow badge = status ordered (just placed).
• Red badge = cancelled.
• If an order has no status yet, the badge reads PENDING.

The drawer is laid out in cards:

Order Details card (timing & totals)

Shows Order ID, Order Type (Delivery/Pickup/CustomDelivery), Created date/time, Expected Delivery, Scheduled Delivery (when the order was scheduled), custom-delivery destination (for CustomDelivery orders), Preparation Time, Delivery Time (hidden for Pickup), Total Time, and the Order Total.

Order Items card

Lists every item with unit price, quantity, and line total. Notable behaviors:

• Items on promotion show the original price struck through, the discounted price in red, and a green "X% OFF" chip.
• A cancelled item (already refunded out of the order) is shown struck through and dimmed.
• Modifiers/add-ons are listed indented under each item with their own price and quantity.
• This card also holds the order action buttons (Void, Refund, Partial Refund, Cancel Delivery, Request Delivery Refund, and Print Preparation List for catering) — see "Order actions" below.
• The bottom of the card shows the running totals: Subtotal, any discount/coupon line (with the coupon code or "Loyalty discount"), surcharge, tip, tax, shipping, plus any refund lines (Refunded Amount, Refunded Tax, Refunded Tip, Refunded Shipping, Refunded surcharge — all in red), and the final Total.

Customer Details card

First + last name, phone, email, address, and zip code. Missing fields show --.

Loyalty card

Appears only if the order has loyalty activity. Lists point movements tied to the order (earn, redeem, expire, and refund-related adjustments like points restored or earn reversed). Hidden entirely when there's no loyalty activity.

Order Tracking card

Appears only for delivery orders that have a live tracking link. It embeds the courier's tracking map/page directly in the drawer. Hidden if there's no delivery provider or tracking URL.

Delivery Information card

Appears only when you open the order from Active Deliveries or Driver Payments (it needs delivery info passed in). It shows a horizontal timeline — Accepted → At Pickup → On Route → Delivered (with a Canceled chip if the delivery was canceled) — plus driver name/phone/employee ID, the delivery address, and the Driver Fee with calculated/paid timestamps.

Payment Details card

Lists every payment attempt on the order, newest first. Hidden entirely if there are no payments. For each one:

• Type: Credit Card Payment (a sale), Refund Payment, Void Payment, or Payment Attempt. Refunds and voids are shown in red with a minus sign.
• Status: e.g. APPROVED, REFUNDED.
• Amount, Time, Transaction ID, and Card Number (masked, when present).
• Payment Provider and Payment Processor when those values exist.

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Order statuses (what each one means)

The status comes from the order's statusName and drives both the table column and the colored header badge. The values you'll see:

Important: an order is considered in a valid state for void/refund only if it is NOT submitted and NOT cancelled. So the action buttons can disappear purely because of the status.

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Order actions

All money-handling actions live on the Order Items card of the order detail drawer. Which buttons appear depends on the order type, its payment history, its status, the void time window, and your permissions. If the app is still checking the delivery fee (delivery orders), a spinner shows in place of the buttons until it finishes.

Confirmation: Void, Refund, Partial Refund, and Request Delivery Refund all open a confirmation modal before anything happens. Cancel Delivery runs immediately on click (no confirmation modal). These actions reverse real money and cannot be undone.

The confirmation dialog (Void / Refund / Partial Refund / Delivery Refund)

The four money actions above (everything except Cancel Delivery) all share one confirmation pop-up. The pop-up changes its title, message, and extra fields based on which button you clicked:

How to use the dialog:

1. Click the action button (Void / Refund / Process Refund / Request Delivery Refund). The dialog opens on top of the order.
2. Fill in the extra field if the dialog shows one:
   • Void shows a "Select reason of void" (ES: "Selecciona el motivo de anulación") dropdown. You must pick one of Merchant cancellation (ES: "Cancelación de comerciante"), Customer cancellation (ES: "Cancelación de cliente"), or Suspected Fraud (ES: "Sospecha de fraude").
   • Request Delivery Refund shows a required multi-line "Refund note" (ES: "Nota del reembolso") box, with the placeholder "Enter a note for the refund request…".
   • Refund and Partial Refund show no extra field — just the message.
3. Click Confirm (ES: "Confirmar") to run the action, or Cancel (ES: "Cancelar") / click outside to back out with nothing changed.
4. The Confirm button is disabled until any required field is filled: you can't confirm a Void without a reason, and you can't confirm a Delivery Refund with an empty note (the note box shows "Refund note is required" / ES: "La nota del reembolso es obligatoria" until you type something). While the action is processing, the button shows a spinner so you can't double-submit.

Gotcha: closing the dialog (Cancel, the backdrop, or Esc) does not undo anything you already submitted — it only cancels the dialog if you haven't confirmed yet. Once you click Confirm, the money action is sent.

Void (cancel a same-day charge)

• Button label: Void (ES: "Anular"). Red outlined.
• What it does: reverses the approved sale before it settles and marks the order cancelled.
• Permission required: can-void-order.
• When it appears: the order has an approved Sale payment, is in a valid state (not submitted/cancelled), has no partial refund, and is within the void batch window — roughly the same banking day (the window runs to the day after 10 PM of the order's creation). For delivery orders it also won't appear once the delivery fee has been charged.
• How to void:
  1. Open the order and click Void.
  2. In the modal, pick a reason (required): Merchant cancellation, Customer cancellation, or Suspected Fraud.
  3. Click Confirm. You can't confirm without a reason selected.
  4. On success you'll see "Order voided"; on failure, "Order not voided".

Refund (full refund after settlement)

• Button label: Refund (ES: "Reembolsar"). Outlined.
• What it does: processes a full refund of the approved payment and marks the order cancelled. For delivery orders it automatically deducts the delivery fee where applicable.
• Permission required: can-refund-order.
• When it appears: the order is past the void window (i.e. Void is not available), has no existing full refund, has no partial refund, and is in a valid state. For delivery orders where the fee was already charged, Refund only appears once the order is cancelled. Hidden while the Partial Refund panel is open.
• How to refund:
  1. Click Refund.
  2. Confirm in the modal ("A refund will be processed, and the order will be marked as Canceled.").
  3. On success: "Order refunded"; failure: "Order not refunded".

Partial Refund (refund specific items / extras)

• Button label: Partial Refund (ES: "Reembolso parcial"); turns into Cancel while open.
• What it does: refunds only the items (and optionally tip/shipping/surcharge) you choose, leaving the rest of the order intact.
• Permission required: can-partial-refund-order.
• When it appears: the order isn't cancelled, has no void, has no full refund already, and there are refundable items left. There must be more than one refundable item/quantity — at least one item has to remain in the order (a single-unit order can only do a partial refund of extras like tip/shipping/surcharge). You can keep doing partial refunds on an order that already has one.
• How to do a partial refund:
  1. Click Partial Refund. A quantity stepper (- / +) appears under each eligible item.
  2. Set how many of each item to refund (you can't exceed the quantity ordered; cancelled and most reward items can't be selected).
  3. Optionally enter amounts to refund for Tip, Shipping, and your Surcharge in the Partial Refund panel (each capped at the available amount; entering more is clamped to the max).
  4. The panel shows the live Refund Amount (tax is applied proportionally; coupon discounts are applied proportionally too) and, if loyalty applies, a preview of points to restore/reverse.
  5. Click Process Refund and confirm.
  6. On success: "Order partially refunded successfully"; failure: "Failed to process partial refund".
• Gotchas:
  • If you select every item, the app treats it as a full refund (and you'll be told at least one item must remain).
  • The Process Refund button is disabled if the calculated refund amount is $0 or while a refund is processing.
  • Tip and tax handling: the panel shows an in-app note that reads "Note: Tips and taxes are not included in partial refunds" (ES: "Nota: Los tips e impuestos no están incluidos en los reembolsos parciales"). In practice this means a partial refund covers the items you select (with their share of tax/coupon applied proportionally); tip and shipping are not refunded automatically — they're only refunded if you type an amount into the Tip / Shipping / your surcharge fields in the panel.

Cancel Delivery (call off an in-progress courier)

• Button label: Cancel Delivery (ES: "Cancelar entrega"). Orange/warning outlined.
• What it does: marks the order cancelled and cancels the courier delivery (IHD) in one step.
• Permission required: can-void-order.
• When it appears: delivery orders only, that have an active delivery which is not already cancelled, not already delivered, and has no delivery-refund pending.
• How to cancel a delivery:
  1. Click Cancel Delivery. There is no confirmation modal — it runs right away.
  2. On success: "Delivery cancelled successfully". The order refreshes to show the new state. Errors show "Error updating order status" or "Error canceling delivery".

Request Delivery Refund (get the delivery fee back)

• Button label: Request Delivery Refund (ES: "Solicitar reembolso de entrega"). Outlined.
• What it does: sends a request to refund the delivery fee for a cancelled delivery. This request is reviewed (it's not instant).
• Permission required: can-refund-order (plus an extra rule below).
• When it appears: delivery orders where the order or its delivery is cancelled, no void exists, and no delivery refund has already been requested. Normally the order also needs an existing refund payment first — unless your user has the special permission can-request-delivery-refund-anytime, which lets you request it at any time.
• How to request:
  1. Click Request Delivery Refund.
  2. In the modal, type a Refund note — this is required; you can't confirm with it blank.
  3. Click Confirm. On success: "Delivery refund request sent"; failure: "Error requesting delivery refund".

Print Preparation List (catering orders)

• Button label: Print Preparation List (ES: "Imprimir lista de preparación"), with a printer icon.
• When it appears: only on orders whose channel is Catering, inside the order drawer.
• What it does: opens the kitchen preparation sheet for that single order (see Catering section for the full print layout).

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Catering Orders

Where: sidebar Catering → https://admin.eatsyorders.com/catering → tabs By Creation Date / By Scheduled Date.

Visibility: requires the see-orders permission (same as Orders).

Catering is a dedicated list that shows only orders from the Catering channel. Catering orders are usually large, scheduled-ahead orders, so the typical workflow is: filter by date, select the ones you need, and print a preparation list for the kitchen. The list works like the main Orders table (same Order ID / Status / Customer / Created / Closed Time / Scheduled / Delivery Type / Channel / Order Total columns, same search and date picker, same future-date support on the By Scheduled Date tab, and the same auto-reset to today).

How catering differs from regular Orders:

• It's automatically filtered to the Catering channel — other orders never appear here.
• There's no Export to CSV file and no Sales Summary panel.
• Each row has a checkbox, and the toolbar has a Print Preparation List button instead of Export.
• The header checkbox selects/deselects all rows at once (with an indeterminate state when some are selected).

Print a preparation list for the kitchen

1. Use the date picker (and optional search) to show the catering orders you want.
2. Tick the checkbox on each order to include, or use the header checkbox to Select All.
3. Click Print Preparation List. (It's disabled until at least one order is selected.)
4. A print dialog opens showing the selected orders, grouped by their scheduled delivery date and sorted by time, with a "No Schedule" group for any without a scheduled time. Each order shows its number, delivery time/type, status, every item with quantity, item notes, modifiers, and any order notes.
5. Click Print in the dialog to send it to your printer. Close with the X.

You can also open any catering order's full detail drawer by clicking its row (clicking the checkbox doesn't open it), and print that single order from inside via the Print Preparation List button on its Order Items card.

If there are no catering orders in the range, you'll see "No catering orders found."

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Active Deliveries

Where: Orders → https://admin.eatsyorders.com/orders?tab=active-deliveries → tab Active Deliveries (this tab has no Spanish label and stays "Active Deliveries" in Spanish).

A real-time board of your in-progress deliveries (relevant if you run your own driver fleet). Each delivery is a card showing the order number, a status chip, the assigned driver (name + phone, or "Not assigned"), the Driver Fee, and a timeline of Accepted / Pickup / Dropoff timestamps.

Delivery status chips:

How to use it:

1. Click Refresh (ES: "Actualizar") to pull the latest deliveries.
2. Click View Details (ES: "Ver detalles") on a card to open that order's full detail drawer, including the Delivery Information timeline.

If there are no active deliveries, you'll see "No active deliveries at the moment."

Note: this board reflects deliveries handled through your own delivery setup. If you don't operate drivers, it will simply stay empty.

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Driver Payments

Where: Orders → https://admin.eatsyorders.com/orders?tab=driver-payments → tab Driver Payments (this tab has no Spanish label and stays "Driver Payments" in Spanish).

A reconciliation table for paying your own drivers: it lists completed (delivered) deliveries and what each driver is owed, so you can mark off who's been paid.

Filters (top of the page)

• Driver (ES: "Conductor") — All Drivers, or a specific driver.
• Payment Status (ES: "Estado de pago") — All, Pending Payment (default), or Paid.
• Date range — limits to deliveries in that window (future dates disabled).
• Refresh — re-pulls the data.
• Totalize (ES: "Totalizar") — opens a Payment Summary modal. Disabled when there are no deliveries shown.

A quick line under the filters shows the count of deliveries and the total dollar amount for the current filters.

The table

Columns: Order ID, Driver, Delivered (timestamp), Amount (driver fee), Status (a Paid green chip or Pending orange chip), Paid At (only shown when filtering by Paid), and an actions column.

• Click View Details in a row to open that order's full detail drawer (with delivery info).
• Empty state: "No deliveries found with selected filters."

Payment Summary (Totalize) modal

Clicking Totalize opens the Payment Summary (ES: "Resumen de Pagos") dialog — a read-only reconciliation summary of whatever is currently filtered in the table. It does not pay anyone or change any status; it's just the totals on one screen.

How to use it:

1. Set your Driver, Payment Status, and Date range filters in the table first (the modal summarizes exactly those).
2. Click Totalize (it's disabled when there are no deliveries shown).
3. Read the summary, then close it with the Cancel button or the X in the top-right corner.

What the modal shows, top to bottom:

Note: all dollar amounts here are driver fees (what you owe your own drivers), not customer payments. The modal is for restaurants running their own delivery fleet.

Note: like Active Deliveries, this is for restaurants running their own drivers. The dollar amounts are driver fees, not customer payments.

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Gotchas and limits (quick reference)

• see-orders is required just to open Orders or Catering. Without it you see a permission message.
• Each money action needs its own permission: Void & Cancel Delivery → can-void-order; Refund & Request Delivery Refund → can-refund-order (Request Delivery Refund can also use can-request-delivery-refund-anytime); Partial Refund → can-partial-refund-order. If you don't have the permission, the button won't show even when the action is otherwise allowed.
• Void has a time window (about one banking day from the order). After that, you refund instead of void.
• Cancel Delivery happens instantly — no confirmation dialog. Double-check before clicking.
• Void, Refund, Partial Refund, and delivery refunds move real money and can't be reversed from the app.
• A full refund disables further refunds; a partial refund still lets you refund more later (until one item remains).
• The Search box only matches order number and status — not customer name or product names.
• Export to CSV file exports exactly what's filtered/searched on screen, so set the range and search before exporting.
• The toolbar (Export/Search/Print + date picker) only appears once your location's settings and channels have loaded.

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