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Pre-Orders frequently asked questions

Find answers to common questions about Pre-Orders

Andreea Nicoara avatar
Written by Andreea Nicoara
Updated over 2 months ago

Pre-Orders is a bolt-on that your account manager can activate for you.

Settings and Admin FAQ

In this section you’ll find frequently asked questions and answers about creating, managing, and customising your pre-order menus.

📌Note: Below are our frequently asked questions. If you have a query that's not listed below, please contact us for further support.

Settings and admin FAQ

Answer

Can I set a menu for anything that I want my customers to select?

Anything you want a customer to pre-order you can put into a menu. Think of a menu as a package that contains anything you want to sell.

Can I set up a menu with a set price?

Yes. Select Fixed Price within the menu admin and you can select the number of items with a set price. You can also use this tool if you have a menu with certain items that can be selected for a fixed price.

How do I set up different courses or sections within a menu?

Within the menu admin, click Add Section. You can name it whatever you want and create multiple sections.

Can I set up a canapé menu with multiple items to choose from?

Yes, you can add all your individual canapé items in the Pre-Order Items section, then add a Canapé Pre-Order menu and add all the individual items to this menu.

Can I add the same item to multiple menus?

Yes. You can add one Collins Pre-Order item to as many different menus as you want.

Can customers automatically get reminder emails to fill out their pre-order?

Yes, you can set up automatic reminders when you're setting up your menus.

Can I add a surcharge to an item if I have a fixed-price menu?

Yes, you can. Once you create your menu you can then determine whether it is a Fixed Price or not and then you have the option to add a surcharge on particular items.

I manage five sites, can I make one menu and copy it over to the other sites

Yes. Please see our guide on copying menus.

If I delete a pre order menu, will this also remove the pre orders from completed booking?

No. Deleting a pre order menu does not remove pre orders from any previous bookings. This information will still show on reports.


Using pre- orders

In this section you’ll find frequently asked questions and answers about sending pre-orders, taking payments, tracking orders, and reporting.

Using pre-orders

Answer

Can I send multiple menus to one customer?

Yes, you can add as many menus as you want before sending a pre-order to a customer.

Can I request a fixed amount from the customer as a deposit?

Yes. If you just want to take a fixed deposit amount and the pre-order, before sending, select fixed amount from the Payment Required list, then select the amount. Make sure to Save the booking/enquiry.

Can I request a certain percentage of the pre-order as a deposit?

Yes. If you just want to take a percentage amount of the pre-order, before sending, select % of total in the Payment Required list, then select the percentage. Make sure to Save the booking/enquiry.

If I make a mistake on the amount of payment I require can I reset the links?

Yes, you can re-select any drop-down or amount/percentage, then Save the booking/enquiry. These changes automatically change the pre-order links that the customer receives.

Why are there two links provided for one pre-order?

The lead booker’s link collates everyone's pre-orders in the group for the lead booker to see who has ordered and what. It also contains the button to submit the pre-order back to you, once complete. The group member’s link is where all other members add their pre-order to the overall order.

What's the difference between Lead Booker and Group Members making the payment?

The lead booker is your main booking contact. Selecting them making the payment allows all their colleagues/friends to select their items to pre-order and then the lead booker makes the payment for everyone. Selecting Group Members means that everyone who adds to the pre-order has to pay at the point of adding. Once everyone has added and paid, the lead booker submits the pre-order back to you.

Do I get notified when a pre-order is complete?

Yes. There's a pre-orders complete notification in your Notification Centre. As soon as the lead booker submits their pre-order, you get a notification there.

Do I have to take payment when collecting a pre-order?

No. You can select None when setting up a customer’s pre-order which collects the pre-order items for you, fully collated back into Access Collins when complete with no payment. You can then contact the customer to collect the payment as you wish.

Can I customize the pre-order email that gets sent to the customer?

Yes, you can set up a pre-defined message in your email settings. When you come to send the pre-order email to your customer, you're taken to your normal email section within Access Collins where you can then select your pre-defined message.

If a pre-order is complete and you need to collect another pre-order can you re-set the pre-order links?

Once a pre-order is complete, you can clear Customer marked pre-order as complete in the booking's Pre-order tab, remove the menus you previously sent, and add a new menu with new rules and send that again to the customer. Or if it's the same menu you can just re-send the same links once you have cleared the Customer marked pre-order as complete box, clicked SAVE, and re-send to the customer. The system still registers what's already been paid so only charges for the new items added.

Can I see live updates of a customer’s pre-order?

Yes. Whenever a colleague/friend adds to the pre-order, the pre-orders section within the booking updates in live time, even before the lead booker has marked it as complete. The Customer marked pre-order as complete box remains clear until completed by the lead booker.

Does all the information pull through to the function sheet?

Yes. The items ordered, who ordered them, time of service, and allergies all pull through to the function sheet automatically.

Can I see the pre-ordered items ordered for a night, for the kitchen and waiting staff?

Yes. In your Reports section, click Pre Orders list then select the dates you want. You can download the pre-orders into excel to filter and send to the kitchen.

  • For a daily pre-order report, in the Diary, click Download/Print and select Kitchen Sheet.

  • To get a weekly pre-orders list, click Reports, then click Weekly Pre-orders in the Weekly Overview.

What happens to my bookings if I delete my pre-order items or menus

Deleting your pre-order items or menus will not affect past, present, or future bookings, meaning the items and menus will still show within the Pre-order section of the booking.

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