How to Manually Close an Open Order In Canopy

Article author
Jaclyn Hope Gilkey
  • Updated

 

This document will cover the process to manually close open orders

 

Step 1:

Begin by navigating to F&BOrders

Screen_Shot_2022-03-01_at_5.03.08_PM.png

 

Step 2:

Filter by Order State to isolate the order types you wish to locate, in this example the order state filter is set to Processing

 

 

Step 3:

Find the order in the list, then click DETAILS

 

 

Now scroll to the dropdown menu in the Order State History section

 

Step 4:

Choose Completed to close and collect payment

 

Other states that you can adjust to:

*Some states on this drop down list will not work as expected if you feel you need to move an order to a state that is NOT outlined on this Doc please email Help@venuenext.com PRIOR to making any changes.

  • Cancelled - Cancels order and authorization on customer card (irreversible)
  • Ready - Tells customer order is ready WILL NOT send order to settlement
  • Completion_Pending - State that a FULL SERVICE POS order needs to be in to Batch. This will not close an order the day after an event, you will need to move orders to COMPLETED if being adjusted the next day

 

Step 5:

To finish and save changes click UPDATE you should see a green SUCCESS message appear on the order screen. If you get a RED error please email Help@venuenext.com 

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.