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.
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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.