SOP templatesRestaurant

Takeout and Delivery Orders SOP Template

A ready-to-use SOP for handling takeout, curbside and delivery orders, from intake and accuracy checks to packaging, handoff and payment.

FreeNo sign-upWord, PDF, Excel & CSV
Alexa UskovaReviewed by Alexa Uskova, Customer Success Manager, Perfect WikiUpdated September 15, 202613 steps3 roles4 min read
Standard operating procedureSOP-RST-008 ยท Rev 1.0
Owner
General Manager
Effective date
September 15, 2026
Review cycle
Every 12 months

1.Purpose

To make sure takeout and delivery orders are accurate, packaged safely, and handed off to the right guest or driver without delay.

2.Scope

Applies to orders placed by phone, in the POS for pickup, or through a delivery app, from intake through handoff. Food preparation itself is covered by kitchen SOPs.

Definitions

To-go ticket
The kitchen order printout or screen entry for a takeout or delivery order.
Third-party courier
A delivery driver working for an outside delivery app rather than an employee of the restaurant.
Curbside pickup
Bringing a to-go order out to a guest waiting in their parked car instead of having them come inside.

3.Responsibilities

To-Go Coordinator
Takes and enters orders, checks them for accuracy, and manages handoff to guests and drivers.
Shift Manager
Resolves order issues, handles delivery app problems, and supports the to-go coordinator during rushes.
Delivery Driver
Confirms the order at pickup and delivers it to the correct guest address promptly.

RACI matrix

ActivityTo-Go CoordinatorShift ManagerDelivery Driver
Take and enter a takeout or delivery orderR/AI-
Check the order for accuracy before packagingR/AI-
Package hot and cold items correctlyR/A--
Hand off the order to the guest or driverRAR
Resolve a delivery app or order issueRR/AC

R = Responsible, A = Accountable, C = Consulted, I = Informed

4.Materials and PPE

Materials, tools and systems

  • โ†’POS and delivery app order screens
  • โ†’To-go packaging for hot and cold items
  • โ†’Insulated delivery bags
  • โ†’Order accuracy checklist
  • โ†’Curbside pickup signage or parking spots
  • โ†’Receipt printer or order slips

5.Procedure

  1. 5.1

    Take the order accurately

    To-Go Coordinator

    Whether the order comes by phone, online or through a delivery app, confirm the items, modifications and any allergy notes clearly before entering it.

  2. 5.2

    Enter the order with a clear pickup or delivery time

    To-Go Coordinator

    Enter the order into the POS with an accurate estimated ready time based on current kitchen volume, and confirm it with the guest.

  3. 5.3

    Print and route the to-go ticket to the kitchen

    To-Go Coordinator

    Send the to-go ticket to the kitchen clearly marked as takeout or delivery so it can be timed and packaged correctly rather than treated as a dine-in order.

  4. 5.4

    Check the order against the ticket before packaging

    To-Go Coordinator

    Before boxing anything, check every item and modification against the ticket, confirming allergy-flagged items match the kitchen's preparation.

    Checkpoint: Every item is checked against the ticket before it goes into a to-go container.

  5. 5.5

    Package hot and cold items separately

    To-Go Coordinator

    Use vented containers for hot food to reduce sogginess, keep cold items like salads separate from hot items, and pack sauces and dressings on the side.

  6. 5.6

    Seal and label the order

    To-Go Coordinator

    Seal bags with a tamper-evident sticker where used, and label the outside with the guest name and order number so it is easy to match at handoff.

  7. 5.7

    Include utensils, napkins and condiments

    To-Go Coordinator

    Add the requested number of utensil sets, napkins and any condiments the guest asked for before sealing the bag.

  8. 5.8

    Hold hot food at a safe temperature until pickup

    To-Go Coordinator

    Place packaged hot orders in a warmer or heat-lamp holding area if pickup is delayed, rather than leaving them on an open counter to cool.

    Warning: Do not let hot food sit out at room temperature for an extended time waiting for pickup or a delayed driver.

  9. 5.9

    Verify the guest or driver before handoff

    To-Go Coordinator

    Confirm the guest's name and order number, or the delivery driver's name and platform, matches the ticket before releasing the order.

    Checkpoint: The order is released only after the guest name or driver identity is confirmed against the ticket.

  10. 5.10

    Manage curbside pickup handoff

    To-Go Coordinator

    For curbside orders, confirm the guest's parking spot or vehicle description through the app or a text, and bring the order out promptly once they arrive.

  11. 5.11

    Process payment for takeout orders

    To-Go Coordinator

    Collect payment following the restaurant's cash handling SOP for in-person pickup, or confirm the order shows as prepaid for delivery app orders.

  12. 5.12

    Resolve delivery app or driver issues

    Shift Manager

    If a delivery app shows an order as unassigned or a driver has not arrived after a reasonable wait, contact the app's support line or reassign the order following house policy.

  13. 5.13

    Handle a missing or wrong item complaint

    Shift Manager

    If a guest reports a missing or incorrect item after delivery, verify against the retained ticket copy and offer a replacement or refund following the customer complaint SOP.

6.Quality checks

  • โ†’Every to-go order is checked against the ticket before packaging.
  • โ†’Hot and cold items are packaged separately and hot food is held at a safe temperature until pickup.
  • โ†’Guest name or driver identity is confirmed before an order is released.
  • โ†’Missing or wrong item complaints are resolved following the complaint SOP.

7.Records

  • โ†’To-go order tickets and retained copies
  • โ†’Delivery app order and payout reports
  • โ†’Order accuracy spot-check log

8.KPIs

  • โ†’Order accuracy rate for takeout and delivery
  • โ†’Average time from order ready to pickup or driver handoff
  • โ†’Missing or wrong item complaints per week
  • โ†’Delivery app cancellation or reassignment rate

9.Common mistakes

  • โ†’Releasing an order to the wrong guest because the name was not confirmed.
  • โ†’Packing hot and cold items together, making cold items warm and hot items soggy.
  • โ†’Leaving a finished hot order on the counter too long while waiting for a driver.
  • โ†’Not checking allergy-flagged items against the ticket before bagging them.

10.Revision history

RevisionDateDescriptionReviewed by
1.0September 15, 2026Initial releaseAlexa Uskova

This is a template. Adapt it to your organization, equipment and local regulations before use.

Ask this SOP

Nobody opens a PDF in the middle of a task. They ask.

Add this SOP to Perfect Wiki and your team gets answers in the chat app they already use, with a link to the exact step. Ask from ChatGPT, Claude or Copilot too.

Perfect Wiki AIExample answer

A delivery driver is here saying they're picking up an order for 'Smith', but I have two orders under that name, what do I do?

Ask for the order number or check the delivery app for the specific ticket details, such as items or platform name, before handing anything over. Never release an order based on a name alone if there is any ambiguity.Source: step 5.9 ยท Verify the guest or driver before handoff
Ask your own question about this SOPโ€ฆSign up to keep asking
Word file vs Perfect Wiki

A downloaded SOP starts going out of date the day you save it.

Screen recorders like Scribe and Tango capture clicks. Perfect Wiki holds the whole procedure, including your recorded guides, and answers questions about it.

Word or PDFPerfect Wiki
Finding itDig through folders and email threadsAsk in Teams, Slack, kChat or Mattermost
Keeping it currentEmail a new version and hopeEdit once with AI, everyone sees the update
Everything in one placeText and imagesEmbed Scribe and Tango guides, SharePoint files and videos
Who can change itAnyone with the fileEditors you choose, everyone else reads
Common questions

Frequently asked questions

Didn't find what you're looking for? Contact our support โ†’

Your SOP library

Keep every SOP where your team can ask it.

Perfect Wiki is the knowledge base for Microsoft Teams, Slack, kChat and Mattermost. Store your SOPs, embed your Scribe and Tango guides, and let AI answer questions with a link to the right step.

No credit cardSetup in under 10 minutesCancel anytime