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How to Take a Pickup Order on Oolio Pos

Taking orders in Oolio POS is designed to be fast, simple, and efficient. This guide will walk you through each step so your team can process transactions smoothly and accurately.

Step-by-Step Guide 

Log In to Oolio POS 

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  • Click the Store 
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  • Enter your assigned PIN or login credentials to access the system. 

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Select the Order Type 

  • Click on the drop-down button.
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  • Tap Pickup to set the order type. 

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    Add a Customer 

    Tap Customer at the top of the screen. 

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    You may: 

    • Search for an existing customer, or 
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    • Or continue as a guest
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    • Or Add a new customer by entering their details, such as:
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    Name
    Phone Number 
    Email Address 
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    • When done, click the Create button.
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    Tip:

    Adding customers helps with loyalty tracking, order history, future promotional campaigns, and maintaining accurate customer records. 

    Add Items to the Order 

    • Browse through your menu categories
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    • You can also search for items using the search function. 
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    • Tap an item to add it to the cart. 

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    If required, select: 

    • Size variations 

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    • Default Ingredients 

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    • You can add or remove ingredients at any time.
    • To remove an ingredient, simply click on it — it will be removed instantly.
      To add it back, click the ingredient again.
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    • Ingredients / Modifiers 

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    Finalise the Cart 

    Once all items have been added: 

    • Review the order for accuracy
    • Tap Pay when you’re ready to proceed. 

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    Choose the Payment Method 

    Select the payment option the customer prefers: 

    • Cash 

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    • Card Payment 

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    • Exact Amount 

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    Split Payment -Use this option when customers want to share the bill. You can split the total equally or let each person pay for specific items.

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    Process the payment and wait for the confirmation message. 

    Complete the Order 

    After payment is successful: 

    • Oolio POS will finalise the transaction

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    • A receipt can be provided either as a printed copy or sent via email, based on your selection.  You can also enrol the customer if the store has an existing Loyalty Program. 

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    By following these steps, you can efficiently process pickup orders using Oolio POS. 

    If you need further assistance, simply click the blue chat icon at the bottom-right corner of the screen to connect directly with our Application Support Team