Online Ordering Setup Guide

Introduction

Learn how to set up your eatOS dashboard account and configure your restaurant's online ordering platform with our comprehensive guide. From creating your dashboard account to setting up online ordering storefront settings and integrating delivery services, we cover each step in detail to ensure a successful account build-out. Plus, troubleshoot any issues you encounter with our troubleshooting tips.

Key Features
Step by Step Setup

Key Features

General Settings: Personalize your online restaurant portal with essential details and operating hours.
Storefront Customization: Align your online appearance with your brand for a cohesive look.
Delivery Management: Optimize delivery zones and fees for efficient service.
Payment Options: Streamline online delivery payments for a seamless customer experience.
Scheduling Tools: Efficiently plan deliveries with intuitive scheduling.
Support Management: Address customer inquiries and manage support tickets.
Promotional Strategies: Boost engagement with customizable promo codes.
QR Code Ordering: Facilitate table-specific ordering with interactive QR menus.
Driver Coordination: Manage your delivery fleet for optimal performance.

Guide to Setting Up Online Ordering General Settings

Follow these steps to customize your online restaurant portal's general settings, ensuring an engaging and informative customer experience.

Navigate to Online Ordering and select General to access the settings page

Welcome Image Settings

Before uploading the image or video for your online store please follow the recommended format, size, and resolution for each.

i. Welcome Banner - Upload welcome images or videos shown on your online store.
ii. Theme selector -Choose a color theme that matches your restaurant’s branding.
iii. Restaurant Logo - Upload the logo using .jpg or .png formats, max size 200KB, resolution 500x500px.
iv. Restaurant Navigation bar logo - Upload a logo for your navigation bar, with the same format and size requirements as the main logo.

Restaurant Information

These will be the information that will be displayed on your online store.

i. Restaurant Name - Enter your restaurant's name.
ii. Phone - Provide a contact number for orders and inquiries.
iii. Address - Fill in your restaurant's address details, ensuring accuracy for delivery services.
iv. Create your own URL - Customize your restaurant’s URL to make it easily recognizable and accessible to customers.
v. Cuisine - Select the type of cuisine your restaurant offers from the dropdown menu.
vi. Once done it will automatically save the changes made.

Guide to Setting Up Online Ordering Storefront Settings

Enhance your restaurant's online portal by configuring storefront settings. Follow these steps to customize order types, notifications, and more

Navigate to Online Ordering and select Storefront Settings

Configure Order Types

i. Accept Order Type - Toggle options for Dine-in, Pickup, Delivery, and Curbside.
ii. Order Prep Time - Adjust prep time using the slider to reflect accurate preparation estimates.

Receiving Orders

i. Send Orders to QSR - Enable this if you prefer to send orders directly to a Quick Service Restaurant (QSR) system.
ii. Fire directly to Kitchen - Toggle on if orders should be sent directly to the kitchen upon receipt.

Revenue Center

i. Select a revenue center for the online store.

Note: before assigning a revenue center, it is best to first create a revenue center dedicated to online ordering alone to manage your restaurant report.

ii. Assign Transaction to Employee - Choose which employee role will handle transactions (e.g., Account Manager).

Notifications to Customers

i. When Order is Ready - Toggle on to notify customers when their order is ready.
ii. When Order is Cancelled by the Restaurant - Enable notifications for canceled orders.
iii. When Order is Accepted- Notify customers 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.

Dine-In Settings

i. Pause Order - This will temporarily be unable to accept “Dine-In” orders.
ii. Allow User to Order without Paying - Grants guests the convenience of placing online orders and deferring payment until later.
iii. Allow Cash Payments - Offers guests an alternative payment method. If disabled, customers will only be able to pay using card and digital payment options.
iv. Allow Order as Guest - Allows guests to place orders without the need to sign up for your online store.
v. Auto Accept Order - If enabled automatically accept orders.

Dine-In, Pickup, Delivery and Curbside 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.

i. Set the online store active time by tapping on the “+Add hours”
ii. Click on the ellipsis or 3 dots icon to change the settings.

Guide to Setting Up Online Ordering Delivery Settings

Enhance your restaurant's delivery efficiently and customer satisfaction with these streamlined delivery settings. Follow the steps below to configure zones, fees, and partnership.

Navigate to Online Ordering and select Delivery.

Enable DoorDash Integration (Optional)

Toggle the option to enable DoorDash for on-demand delivery services.

Configure Delivery Zones & Fees

Add Delivery Zone: Click "Add Delivery Zone" to set up new regions.

Select either the zone covered by the delivery is a Shape or a Circle

Shape - select the shape to draw the delivery zone
Tap the draw icon and select the applicable areas
Select “Add Shape Details”
Add the delivery zone name, select the color associated with the zone, enter the applicable delivery fee, and tap “Save” to save the delivery zone
Circle - select circle to add zone by radius
Enter the delivery zone name
Select a color associated with the zone
Enter delivery radius (miles) - this will set the delivery radius
Enter delivery fees - the delivery fee is billed on top of the customer's total orders/bills
Enter the City and State
Enter the postal code then tap save.

Delivery Subsidy:

Subsidy Option: Contact eatOS support to hire a subsidy plan for cost management.

Guide to Setting Up Online Ordering Payment Settings

Optimize your restaurant's online payment options for a seamless customer experience. Follow these steps to configure your payment settings.

Navigate to Online Ordering and select Payment

Choose a Payment Processor: Choose a provided line Stripe or CardConnect for processing payments.

Available Payment Options: While some options are coming soon, ensure that major credit cards and digital wallets like Visa, MasterCard, Google Pay, and Apple Pay are considered.

Enable Gratuity

Allow Gratuity: Toggle the option to enable customers to add tips during checkout.
Set Gratuity Amounts: Configure preset percentage options (e.g., 12%, 15%, 18%, 20%) that customers can select at checkout.

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

Save Changes: Click Save to ensure all settings are applied.

Guide to Setting Up Online Ordering Schedule Settings

Manage your restaurant's delivery schedules efficiently with our intuitive scheduling tools. Follow these steps to configure your schedule settings.

Navigate to Online Ordering and select Schedule.

Manage Scheduled Orders

Allow Scheduled Orders: Toggle this option to enable customers to schedule orders in advance.
Days Count: Set the number of days in advance that customers can schedule their orders (e.g., 2 Days).

Create or Edit Schedule Categories

Add New Schedule Category: Click "+ New Schedule Category" to create a new category.

i. Parent Category Name: Select the parent category (e.g., Bakery).
ii. Required Time: Set the required time for scheduling this category (e.g., 1 Day).
iii. Tap Add to confirm

Click Save to apply your scheduling settings.

Guide to Setting Up Online Ordering Support Settings

Effectively manage and access support tickets through your online portal. Follow these steps to handle customer inquiries and issues seamlessly.

Navigate to Online Ordering and select Support

Managing Support Tickets

View Total Tickets: Check the total number of tickets raised.
Open Tickets: Monitor open tickets that need attention.
Closed Tickets: Review the tickets that have been resolved

Date Range Selection

Set Date Range: Use the date picker to filter tickets within a specific timeframe, helping you track activity and trends.

Handling Support Tickets

Review Open Tickets: Address any outstanding issues promptly to maintain customer satisfaction.
Update Status: Change ticket statuses as you resolve issues to keep an accurate record of support activity.

Best Practices:

Check support settings routinely to ensure all customer inquiries are managed efficiently.
Ensure any updates or changes to ticket statuses are saved and reflected accurately

.

Step 7: QR Code at Table

7a. Logo Settings

i. Logo
Upload logo for your QR code

ii. Restaurant Name
Set restaurant name

iii. Theme Selector
Select the color of the theme you prefer

iv. Welcome Message
Input a welcome message or tap generate ai description to auto-generate your welcome message.
Tap on save to save the changes.

Note: There’s a maximum limit of 80 characters for the welcome message.

v. Export Settings

Testing

To test the online ordering, you may follow these steps.

Test for QR Dine-n Orders

Step 1: Go to your preferred table.
Step 2: Scan the QR code, make sure that the table number reflected is the same as the table you scanned the QR code.
Step 3: If successful it will redirect you to the menu page.

Note: If there is no menu showing you may refer to Troubleshooting

Step 4: Select the preferred items from the menu then proceed with checking out.
Step 5: If Successful your order will be reflected on the POS and KDS.

Test for Online Ordering

Step 1: Go to your online ordering web page.
Step 2: You will be redirected to the main menu page you will have the option to sign in or order as a guest.
Step 3: If successful it will be able to see the menu page.

Note: If there is no menu showing you may refer to Troubleshooting

Step 4: Select the preferred items from the menu and proceed to checkout afterward.
Step 5: If Successful your order will be reflected on the POS and KDS.