Complete Online Ordering Guide

Introduction

In today's digital age, online ordering has become a vital component for businesses in the food service industry.
To stay competitive and cater to evolving customer preferences, integrating online ordering capabilities is crucial.
With the eatOS dashboard, you have a powerful tool at your disposal that simplifies and enhances the online ordering experience for both you and your customers.

This comprehensive guide will walk you through every aspect of online ordering with the eatOS dashboard. From setting up the accepted order type, and configuring delivery options to managing orders and analyzing online store performance.

How to Set Up Online Ordering General Setting
How to Set Up Online Ordering Storefront Settings
Dine in Storefront Settings
Online Ordering Setup Delivery
How to Add a Delivery Zone
Setting Up an Online Ordering Payment System
Online Ordering Support

How to Set Up Online Ordering General Setting

Step 1: Navigate to the eatOS dashboard

Step 2: Select "Online Ordering, " then choose "General,"

Step 3: Start by uploading images or videos to begin the process.

3a. Welcome Images or Videos - upload welcome images or videos shown on your online store. See the recommended file size.

3b. Select the theme color -

3c. Logo - upload your restaurant logo

Step 4: Enter your restaurant information

4a. Restaurant Name* - enter your restaurant name

4b. Phone* - enter your restaurant phone number

4c. Address* - enter your restaurant address

4d. Create your own URL* - input your restaurant domain name

4e. Cuisine - select the type of cuisine for your restaurant

How To Set Up Online Ordering Storefront Settings

Step 1: Navigate to the online ordering section and choose the "Storefront Settings" option.

The storefront settings enable you to configure the order type settings.

General - allows you to quickly enable or disable the order types accepted and set the preferred order prep time.

Accept Order Type* - Enabling the options will enable the order types. Toggle on the order type to be accepted by your restaurant - Dine-In, Pickup, Delivery, and Curbside.

Order Prep Time - set the required preparation time.

Receiving Orders

Send Orders to QSR - if applicable, enable the merchant at the point-of-sale location settings
Fire directly to Kitchen - Online orders will be seamlessly transmitted directly to the kitchen display system.

Revenue Center

Revenue Center for Online Orders - note that before assigning a revenue center, it is best to first create a revenue center dedicated to online ordering alone to manage your restaurant report respectively

See the revenue center article for reference

Assign Transaction to Employee - enables you to assign a specific employee to oversee and manage your online storefront operations.

Notification to Customers

When Order is Ready - if enabled, guests can receive a notification when their order is ready, provided that it is enabled.
When Order is Cancelled by the Restaurant - you gain the ability to promptly send an order cancellation notification to the customer.
When Order is Accepted - if enabled, will automatically send a notification to the customer when their order is accepted.

Embedded Button

This feature allows you to integrate your online store into your website. Paste the code to embed the content into your website.
You can generate a custom or predesigned embedded code before copying the code to your website.

Pause Order - if the pause order is enabled, it will temporarily be unable to accept “Dine-In” orders.

Dine-In Settings:

Allow Users to Order without Paying - if enabled, grants guests the convenience of placing online orders and deferring payment until later.
Accept Cash Payments - offers guests an alternative payment method. If disabled, customers will only be able to pay using card and digital payment options.
Allow Order as Guest - allows guests to place orders without the need to sign up for your online store.
Auto Accept Order - If the feature is enabled, the ability to report an issue and cancel an order is disabled.

Dine-in Hours - configure the preferred days and times to accept the enabled order type. By default, the schedule is set the same as the restaurant schedule. Click on the ellipsis or 3 dots icon to change the settings.

In this section, you can set up your dining hours, receive orders, allocate revenue centers, adjust notification settings, and customize the embedded button.

Configure dine-in hours

Add opening hours and end time
Add interval
Utilizing the "Closed" button, you can temporarily set the status of the day to open or closed.
Choose the relevant days on which you would like to accept dine-in orders.

To save the dine-in hours settings, simply tap on the save button.

Receiving Orders

Send Orders to QSR - If applicable, enable the merchant in the point-of-sale location settings.
Fire Directly to Kitchen - Online orders will appear directly on the kitchen order screen for processing.

Revenue Center

Revenue Center for Online Orders - note that before assigning a revenue center, it is best to first create a revenue center dedicated to online ordering alone to manage your restaurant report respectively
Assign Transaction to Employee - lets you designate an employee to manage your online storefront

Notification to Customers

This feature allows you to integrate your online store into your website. Paste the code to embed the content into your website
You can generate a custom or predesigned embedded code before copying the code to your website.

The configuration settings for Pickup, Delivery, and Curbside order types are identical. These settings allow you to customize the days and times during which you want to accept orders for each enabled order type. By default, these hours follow the same schedule as the restaurant's general schedule. If you wish to make any changes, you can easily modify these settings by selecting the associated order type.

Online Ordering Setup Delivery

Guide to Establishing Online Ordering and Delivery Services

Enable Doordash - DoorDash is a food delivery platform that connects customers with local and national business

To enable Doordash, contact your eatOS Account Manager or connect with eatOS Support

Add Delivery Zone

Delivery zones enable you to create custom regions so accurate delivery fees can be set to orders depending on the customer's location.

How to Add a Delivery Zone

Creating well-defined delivery zones is pivotal for accurate delivery fees. Here's your step-by-step guide:

Step 1. Access Your Dashboard: Log in and navigate to the Online Ordering section, then select Delivery.

Step 2. Click "Add Delivery Zone:" Initiate the setup process.

Step 3. Select Zone Type:

a. To designate a delivery zone by clicking on the map area, choose the "Shape" option. Draw the designated area on the map and tap the add the shape details button:

Enter the delivery zone details:

i. Delivery Zone Name - The name assigned to a specific geographic area for delivery services.
ii. Color - The designated color associated with a delivery zone for easy identification.
iii. Delivery Fees ($) - The charges applied for delivery services within the designated zone.
iv. Tap Save to save the delivery details. - Press the "Save" button to store the entered information regarding the delivery zone.

b. Choose "Circle" to define a zone based on radius and enter the delivery zone details.

i. Delivery Zone Name* - The name assigned to a specific geographic area for delivery services.
ii.** Color*** - The name assigned to a specific geographic area for delivery services.
iii. Delivery Radius (miles)* - The distance from the delivery origin point within which orders are delivered.
iv. Delivery Fees ($)* - The charges applied for delivery services within the designated zone.
v. City* - The name of the city where the delivery zone is located.
vi. State* - The state where the delivery zone is situated.
vii. Postal Code* - The postal code associated with the delivery zone.
viii. Tap Save to save the delivery details. - Press the "Save" button to store the entered information regarding the delivery zone.

Online Ordering Payment

This section will show you how to enable Payments on Online ordering.

Setting Up An Online Ordering Payment System

From your eatOS dashboard, navigate through Online Storefront > select Payments.

Select Payment Processor from the available providers (Card Connect or Stripe).

Select Payment Types to be displayed (VISA, MASTERCARD, AMERICAN EXPRESS, GOOGLE PLAY)

Enable/disable Gratuity. If enabled, the customer can select from the pre-suggested amount on checkout.

To add a preset percentage amount, click the plus icon to enter an amount.

Enter the amount.

Tap Save once done.

Online Ordering Support

This section of the online ordering setup will show the summary of support tickets generated from the online ordering store.

What you can do:

View open support ticket- the open ticket enables you to process a partial refund, a full refund, and close the order ticket.

To partially refund a ticket, tap “Partial Refund” and select the item to refund

Tap the “Full Refund” to refund all items in the transaction ticket

To close the order tap “Close Order"’ and your dashboard will close the ticket. The ticket status will be changed from Open to Closed status.

The promo code section will enable you to add a promotional discount code for occasional events or promos of your restaurant.

Guide To Creating Online Ordering Promo Codes

What you can do:

Create a promo code

Tap + New Promo Code and enter the required information.

1a. Promo Status*- Allows you to either keep the promotion active or disable it.

1b. Promo Code Name* - Please input a name for the promo code.

1c. Promo Type* - Choose the type of promo code to be either a percentage or a fixed amount.

1d. Promo Code Value* - Enter the value of the promo code, based on the selected promo type.

1e. Promo Code* - Enter the code associated with the promo name.

1f. Min Mount* - Enter the minimum amount required to avail of the promo.

1g. Promo Expiration date* - Choose a date to conclude the promo.

1h. Discount Applicable On* - Choose the days when the promo can be applied.

1i. Stock Active* - Utilize this feature to enable or disable the promo code.

1j. Stock* - Specify the number of available stocks for this promo.

Tap “Save” to save the new promo code

Online Ordering Setup - QR at Table

This section allows you to customize QR codes, assign range tables, and export and send the QR code to your email.

How To Generate A Qr Code

Step 1: Log in to eatOS dashboard, select “Online Ordering” and select “QR Order at Table”

Step 2: Configure logo settings:

2a. Upload your restaurant logo
2b. Enter your restaurant name
2c. Choose a theme color
2d. Enter a welcome message

Step 3: Configure export settings:

Assign the table number - this will set the area where customers can specifically do online ordering inside your restaurant

To send a QR code copy to your email, tap “Send to Email” and enter the email address where you wish to send the QR code, if you wish to send a copy to another person, enter the email address at the “Enter CC” box and tap “Send”

To export a copy of the QR code, tap the “Export PDF” button and your dashboard will automatically export the QR code

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Updated on: 02/24/2024

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