EcofyxOperational area
Restaurant and orders
Ready-to-use application with public page
Restaurant menu and orders
A protected solution for a public menu, orders, production, delivery, payments and order tracking.
What this template is designed to organize
A protected solution for a public menu, orders, production, delivery, payments and order tracking.
Connected structure
6 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application with public page
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Public restaurant order
Key fields:
- How would you like to receive the order?
- Table or order tab
- Menu
- Flavors, add-ons or item changes
- Name
- Phone or WhatsApp
- Postal code (CEP)
Restaurant order update
Key fields:
- Order
- New status
- Person responsible
- Delivery person
- Updated ETA for the customer
- Message to the customer
- Reason delivery was not completed
Restaurant order incident
Key fields:
- Order
- Incident type
- Priority
- Incident description
- Photo or evidence
- Person responsible for resolution
Restaurant incident update
Key fields:
- Occurrence
- Related order
- New status
- Person responsible for resolution
- Action taken or resolution
Restaurant service settings
Key fields:
- Service availability status
- Service days
- Opening time
- Closing time
- Available service modes
- How should the delivery area be defined?
- Cities served
Restaurant daily closing
Key fields:
- Closing date
- Person responsible for closing
- Completed orders
- Amount received that day
- Difference identified
- Closing status
- Closing notes
How this template organizes the routine
A protected solution for a public menu, orders, production, delivery, payments and order tracking. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Open an order to review its details. Use the available actions to manage preparation, payment and delivery.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Restaurant order management
Open an order to review its details. Use the available actions to manage preparation, payment and delivery.
Available filters
StatusPaymentClientFulfillmentDelivery driver
Visible dashboard columns
- Order
- Status
- Client
- Fulfillment
- Total
- Payment
- Delivery driver
- Expected date/time
- Date
- New
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Today's orders
Awaiting acceptance
Being prepared
Ready or out for delivery
Pending payments
Today's order value
Amount received today
Open incidents
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- New manual order
- Delivery queue
- Edit order service and delivery details
- Record payment
- Record incident
- Deliver it myself
Attention points
Check these alerts to identify records that may need follow-up.
- Open critical incident
- Delivery not completed
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Complete order workflow
Available statuses
NewBeing preparedReady for deliveryOut for deliveryDelivery not completedReturned to restaurantReady for pickupReady to serveDeliveredPicked upServedCancelled
- Accept and start preparationNew → Being prepared
- Decline orderNew → Cancelled
- Mark as ready for deliveryBeing prepared → Ready for delivery
- Mark as ready for pickupBeing prepared → Ready for pickup
- Mark as ready to serveBeing prepared → Ready to serve
- Cancel orderBeing prepared → Cancelled
- Dispatch for deliveryReady for delivery → Out for delivery
- Confirm deliveryOut for delivery → Delivered
- Record failed deliveryOut for delivery → Delivery not completed
- Retry deliveryDelivery not completed → Out for delivery
- Record return to restaurantDelivery not completed → Returned to restaurant
- Dispatch for delivery againReturned to restaurant → Out for delivery
- Cancel after returnReturned to restaurant → Cancelled
- Confirm pickupReady for pickup → Picked up
- Confirm order servedReady to serve → Served
Incident resolution
Available statuses
OpenResolution in progressResolvedCancelled
- Start incident resolutionOpen → Resolution in progress
- Resolve incidentResolution in progress → Resolved
- Cancel incidentOpen → Cancelled
- Cancel incidentResolution in progress → Cancelled
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Use the customization options in the template settings. Protected templates keep their core fields and rules while allowing permitted extra fields.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Restaurant menu and orders template for?
A protected solution for a public menu, orders, production, delivery, payments and order tracking.
Which forms are included in this template?
Public restaurant order, Restaurant order update, Restaurant order incident, Restaurant incident update, Restaurant service settings, Restaurant daily closing.
How are records organized in Ecofyx?
Data is organized in the Restaurant order management dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
A public page provides a catalog and order submission. It starts paused until the owner reviews it. The entry form is “Public restaurant order”. Visitors can track the request by protocol when that feature is enabled.
Can I customize this template for my organization?
Yes. Use the available settings to adjust identity, access and permitted extra fields. Core fields and workflow rules are protected to keep the template working correctly.
Start with Restaurant menu and orders
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.