The fulfilment board
Available on Solo and above
Work open orders as lanes: drag a card to its next step, or use Move.
The Fulfillment board shows open orders as cards in lanes. There is one tab per fulfilment type the store offers, and that type's steps are the lanes. You move an order by dragging its card to the next lane.
Who can do this: anyone with View orders can see the board. Moving cards needs Change order statuses (Admin, Store Admin and Cashier). Without it, the board shows "You can view the board; moving orders needs the Change Order Statuses permission."
Before you start#
- Your plan must include fulfilment types. Without them, the board is not in the menu.
- The board is off by default. Switch it on in the store's Fulfillment settings with Enable the fulfillment board. Until then the page says "Fulfillment Board is not enabled for this store" and offers Open fulfillment settings.
- The board needs a bigger screen. On a phone it says "The board needs a bigger screen" and offers Open manage orders instead.
Steps#
- Open Orders → Fulfillment board.
- Pick the tab of the fulfilment type you want to work on.
- Drag a card to the next lane. Or open the card's Move menu and pick the next step.
- To change the order status or the payment status, use the status menus on the card.
To find one order, use Search orders… or Scan order Barcode/QR at the top.
How the board works#
- The board shows orders that are Pending, Confirmed or Processing. Completed and cancelled orders leave the board.
- The lanes are the type's fulfilment steps. The delivery tab adds a Failed lane.
- Each lane shows the newest 25 orders. When there are more, the lane says so and points you to Manage orders for the rest.
- A card can show Transfer to verify, a due date, or No table assigned.
- The card's menu offers View details, Status history, Print label (pickup and delivery), Assign table or Change table (dine-in and takeaway) and Edit order.
Behind the scenes#
As the page says: "Every change asks the state machine." Before a card moves, the app asks the server whether that move is allowed for this order. If it is not, the card stays where it was and shows the server's reason, for example "cannot complete fulfillment before payment".
You choose which tabs appear, their order and the default tab in the store's Fulfillment settings under Board tabs. Hiding a tab does not switch the fulfilment type off.
Troubleshooting#
| Symptom | Cause | Fix |
|---|---|---|
| A card snaps back to its lane. | The server refused the move. | Read the reason on the card. Usually the payment is not Paid yet or the order is not confirmed. |
| An order is missing from the board. | It is completed or cancelled, it is of a type whose tab is hidden, or its lane has more than 25 orders. | Find it on Manage orders. |
| Fulfillment board is not in the menu. | Your plan does not include fulfilment types, or you do not have View orders. | Check your plan or ask for the permission. |