Find out more about the "Past Orders" section within Dines
On the Dines platform, the "Past Orders" section displays all the orders you have previously received through Mobile Ordering and EPOS.
At the highest level, you can utilise Past Orders to perform tasks such as receipt printing, refund processing, order exporting, and more. This guide will provide a step-by-step walkthrough for all features in the Past Orders tab.
Orders & Transactions
Towards the very top of the page, you'll find two tabs: Orders and Transactions. Both tabs will show your Past Orders, with slight differences in the information offered. The Orders tab displays order details, such as where the order was placed and which items were included. The Transactions tab focuses on payment details for each order, and if an EPOS order had multiple transactions you can see them separately there. You have the option to filter results on both tabs, which will be covered below.
Search Bar
If you have a particular order in mind, you can easily search for it using the bar at the top of the page. It's best to search for specific details such as;
- Product Name: E.g., “Cheeseburger.” Searching either “Cheese” or “Burger” will also find the product.
- Customer Name: E.g., "John Smith." Searching using only the first or last name will work too, but keep in mind that the more common the name, the more likely it will bring up multiple results. Please note that you can only search this way if the customer ordered via Mobile Ordering.
- Customer Email: E.g., “care@dines.co.uk.” This will only search email addresses from the start, so a search of “care@” would work, but not “dines.co.uk” on its own. Please note again, this will only work if the customer ordered via Mobile Ordering.
- Last Four Digits: E.g., “1234.” Using this, you can search for the last four digits of the card used for the transaction.
Filters
You will notice a selection of filters beneath the search bar, which will allow you to have complete control over the Past Order data you are viewing and ensure that you are getting the most accurate information possible. These will save you time and effort in scrolling through a lengthy list of orders. Please note that at any time, you can use the “Reset Filters” button next to the Seach Bar to start again.
- Date/Time: By default, the date range is set to "This Week," but you can easily adjust it to include any specific day, month, or year that you require simply by clicking on it. You can also narrow down the time of an order from a chosen time to midnight by setting it at the bottom of the filter pop-up.
- Tables/Locations: You can utilise this filter option to narrow down your search by specifying the exact table or location where the order was placed.
- Status: This filter allows you to sort your orders based on their current status, whether they have been completed, refunded, voided, or rejected.
- Online/Offline: If you've been utilising Dines' Offline Mode, this filter can be especially useful. It allows you to locate orders that were placed either while online or offline. Please note that if an order is taken in Offline Mode, you will see a WiFi symbol with a strike through it in the order status.
- Order Type: Using this filter, you can narrow down your past orders by selecting EPOS/Table Ordering, Collection, Delivery, or All of the Above.
- Payment Method: Here you can filter whether the Cash or Card was used for the purchase. Please note that this option is found exclusively on the Transactions tab.
- Devices: You can utilise the Device filter to sort through your past EPOS orders and pinpoint those that were processed using a specific iPad.
- Amount: Here you can categorise your orders based on the amount. This enables you to view orders that are (for example) less than, greater than or equal to £100, or even all orders between £100 and £200. The custom amount is chosen by you.
- Redeemables: Finally, if you have any active discount codes or vouchers, you can view all orders that have used them here.
Order Options
If you want to learn more about a particular order, click anywhere on its row. This will open up a few tabs that you can choose from to manage the order.
- Overview: Here you can view all the key information regarding your order, such as a comprehensive list of the items contained within it and the precise total price charged for the order.
- Print/Receipt: If you have a CloudPNT enabled printer connected to your account, you can use this tab to print or email a receipt to your customer. Selecting "Email PDF Receipt" will prompt a pop-up where you can input the customer's email address for them to receive a PDF copy of their receipt.
- Comment: Any comments about an order can be submitted and viewed using this tab. These notes are only visible internally and are not shown to clients.
- Payment: On this tab, you can find all information about the payment(s) for an order, as well as the option to action a refund. This tab displays the total amount paid, the last four digits of the card used for the purchase, and the exact date and time of the order. If you decide to put through a refund, you can choose between a full refund or a partial refund by item or amount. Please note: refunds can only be actioned up to 4 days after the sale. If you wish to refund an order after this time please email care@dines.co.uk.
- History: A comprehensive record of the order's history can be found here, from when it was placed to when payment was made.
Export
To export a CSV document of your Past Orders, simply click on the "Export" button located at the top right corner of the page. The document will automatically download through your browser. Keep in mind that only the orders that match your filters will be exported.
We also have a guided video tour of Past Orders, which you can find below.
This covers everything you can do on the Past Orders page. Nonetheless, in the event that any uncertainties or inquiries arise, please do not hesitate to reach out to us for assistance. You can find our Live Chat here or email us at care@dines.co.uk. We’re always here to help.