Note: Actions on the Easilys platform depend on your user access permissions. If you are unable to perform the actions below, this may be due to restrictions on your user profile. Please contact the Support team or your administrator for assistance.
Overview: This guide is for shipping managers using Easilys to review and print guest orders. The Guest Orders Summary screen provides visibility of meal orders submitted via the Guest Orders function, ensuring accurate deliveries to each site.
Start from: The Easilys menu.
- Navigate to Guest orders > Guest orders summary.
The Guest orders summary screen enables users to review meal orders placed through the Guest orders feature.
- Select the relevant Menu date.
- Tick the checkbox Display by site to show a detailed breakdown by site.
- Tick the checkbox Include the order cart to include pending order baskets (orders not yet finalised).
- Select the Dropdown arrow to expand or collapse individual sections.
Various reports are available by Selecting the Reports button. This window displays a List of Reports available for users to generate and download.
Depending on the type of report, the formats available are:
- Consolidated orders (spreadsheet): ODS, XLS, XLSX, PDF.
- Delivery note: ODT, DOC, DOCX, PDF.
- Orders detailed by site (spreadsheet): ODS, XLS, XLSX, PDF.
- Menu Summary by Site, Service, Meal Type, and Diet: ODT, DOC, DOCX, PDF.
- Billing of ordered products: XLS, XLSX, ODS.
- Menu Summary by Site, Service, Meal Type, and Diet (Spreadsheet): ODS, XLS, XLSX, PDF.