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Viewing & Managing Orders

This article explains how to view and manage orders in the Partner Portal on both web and mobile app. Understand the order lifecycle and the different actions you'll need to take

Updated this week

Order Details page overview

The Order Details page is where you see everything about a specific order and take key actions. Click any order number in your Portal to view the Order Details page.

Web experience

To open an order on web:

  1. Sign in to your Partner Portal (web)

  2. Go to the Orders tab to view Upcoming, Completed, Rejected or Canceled orders

  3. Click the order number or row you want to view

On the order details page in the web version you’ll see:

  • Event details

    • Event date and time

    • Delivery window

    • Headcount

    • Dispatch pickup time*

  • Delivery information

    • Business name and address

    • On-site contact name and phone number

    • Delivery instructions

    • Assign in-house driver or Request Dispatch

    • Dispatch partner name*

  • Order breakdown

    • Menu items and quantities

    • Packaging type such as individual vs group

    • Special instructions and dietary notes

  • Financial summary

    • Subtotal

    • Delivery fee

    • Tax and tips

    • Misc. fees

    • Order total

    • Estimated payment amount

  • Action bar and tools

    • Action Needed tasks at the top when something requires attention

    • Buttons to accept or reconfirm the order when those tasks are active

    • Options to print the order or download as a PDF

    • A Create Request option for messaging the customer for clarifications or modification requests

Customer information including their contact information is only provided for Online Ordering orders. Read more here about Online Ordering

App experience

To open an order in the ezCater for Restaurants app:

  1. Open your iOS or Android app

  2. Tap the Orders or To Do section

  3. Select the order from the list

On the Order Details screen in the app you’ll see

  • Top summary card

    • Order status

    • Event information

    • Delivery location and address

    • Dispatch pickup time*

  • Delivery details

    • On-site contact and phone number

    • Assign Driver action

    • Dispatch status and partner name*

  • Items section

    • Ordered items and quantities

    • Basic notes or packaging info

  • Financial summary

    • Subtotal

    • Delivery fee

    • Tax and tips

    • Misc. fees

    • Order total

    • Estimated payment amount

  • Action button

    • Accept or Reconfirm when those tasks are active

    • Request Dispatch for delivery

*Dispatch orders only


Order tasks in the “Action Needed” section

The Action Needed section appears at the top of the Upcoming Orders page and shows time‑sensitive order tasks.

Common tasks you may see include:

  • Accept Order

  • Reconfirm Order

  • Assign Driver

  • Review Modification

  • Confirm Cancellation

Below is what each task means and how to complete it on both web and app

Accept Order

When it appears

  • When a customer places a new order

On web

  • Go to Orders → Upcoming

  • Look for the order under the Action Needed section

  • Click Accept on the card, or open the order and click Accept from the Order Details page

On app

  • Open the To Do or Orders tab

  • Tap the order marked with an Accept task

  • Review details and tap Take Action → Accept to confirm

Learn about enabling Auto-acceptance for ezCater orders

Reconfirm Order

When it appears

  • 24 hours before the event time for upcoming orders

  • Used to double check that you are fully prepared for the next day’s events

On web

  • Go to Orders → Upcoming

  • Find the Reconfirm task under Action Needed

  • Either click Reconfirm on the task card or open the order and click Reconfirm from the Order Details page

On app

  • In the To Do or Orders view, look for orders flagged with a Reconfirm task

  • Tap the order, review details, then tap Take Action → Reconfirm to confirm everything is on track

If reconfirmation is not completed, we will begin automated reminder calls before the event to make sure there are no surprises for the customer

Assign Driver

When it appears

  • A delivery order is accepted but no driver has been assigned yet

  • Reminders will appear as you approach the event date

On web

  • Go to Orders → Upcoming

  • Look for the Assign Driver card in the Action Needed section

  • Either click Assign Driver on the task card or open the order and navigate to the delivery section where you can:

    • Assign an in-house driver

    • Request Dispatch

On app

  • Open the To Do tab to see tasks requiring a driver

  • Tap an order with a Assign Driver task

  • Use the delivery section to Assign Driver or click Take Action to request Dispatch

Completing this task ensures a driver is lined up and supports better delivery tracking and customer updates

Notes

The Assign Driver task cannot be disabled. You can disable the email notifications that are sent to remind you that an order needs a driver. Read more here about disabling these emails

Review Modification

When it appears

  • A customer or ezCater has requested a change to an existing order such as quantity, items, timing, or notes

  • You must confirm the modification so everyone is aligned on the final version

On web

  • In Orders → Upcoming, look for a task card labeled Review modification

  • Click the card or open the order and look for the modification banner at the top of the screen

  • Review the requested changes carefully

  • Click Confirm modification if you can fulfill the updated order, or reach out to our Customer Service team for support

On app

  • In the To Do or Orders list, tap the order flagged with a modification task

  • Review changed items and timing

  • Approve the modification where available, or contact ezCater support if the change is not possible

We recommend handling modifications before the day of the event to avoid last‑minute issues

Confirm Cancellation

When it appears

  • The customer or ezCater has canceled an order and we need your confirmation to finalize

On web

  • Look for a Confirm cancellation task in the Action Needed section

  • Open the order if you want to review details

  • Click Confirm cancellation to finalize and remove it from your production schedule

On app

  • In the To Do list, tap the order with a cancellation task

  • Review context if needed

  • Tap Take Action and Confirm cancellation so your team knows not to prepare food for that event

Confirming cancellations promptly helps keep your production queue accurate and prevents unnecessary prep

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