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.

Getting Started
Setup and Configuration
Testing
Troubleshooting

Getting Started

Step 1: Create eatOS Dashboard Account

Link: eatOS Dashboard

Note: This article does not cover the full configuration of your eatOS restaurant settings. Please refer to all related articles to aid you in getting started.

1a. Create Your Dashboard Account

1b. Enter the required information and click Next

1c. These are your official account details to be used in all account setups for your POS. It is crucial to provide detailed and accurate information to successfully create your dashboard account.
First Name, Last Name – restaurant owner information/main Point of Contact
Email – make sure to input your official and working email, your email will be used as the official channel of communication for all notification and verification purposes
Password – Your password is important for you to be able to log in to all devices
Confirm Password - Re-enter the provided password to confirm
Phone Number – insert the active mobile/phone number where it receives verifications and notification
Country – your restaurant location

Note: The email and password provided here will serve as your login credentials for all eatOS devices.

Restaurant Name – The establishment name must match the registered business name.
Restaurant Type – This category defines your restaurant concept, such as Fine Dining, Café, Fast Food, Casual Dining, etc.
Restaurant Address - enter the complete address of the restaurant, including the city and zip code.
PIN - enter your user PIN

Please review the Seller Agreement and e-Sign Consent and select the "Finish Sign Up" button once you have done so.

Select where to receive the confirmation code and tap the "Send Code" button

Enter the OTP number and tap "Confirm OTP" and you will be redirected to the login page

Note: At this stage, you are still unable to access and log in to the eatOS dashboard.

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Step 2: Register Account Using License – Activation

2a. Once you have successfully created your dashboard account, sign into your Point of Sale using the same email address and password to register your LICENSE KEY and gain access to the eatOS dashboard.

2b. An authentication code will be sent to your email to authorize you to create, access, and modify the eatOS dashboard

Enter your activation code provided by your Account Manager

Select primary device usage and tap "Continue"

Set a device name and tap "Continue"

Set user PIN – this will be used to access all devices

Confirm PIN

Welcome to eatOS Point-of-Sale

You may now log in to your eatOS dashboard to complete your account setup by following the steps provided below.

Steps 3 through 6 will guide you to ensure all requirements are covered for a successful account build-out.

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Setup and Configuration

Step 3: Setting up eatOS's online ordering platform is a breeze. Our intuitive system allows you to effortlessly establish a seamless online presence for your restaurant.

3a. Online Ordering General Settings

i. Navigate to the left side navigation bar and tap on online ordering.

ii. Then tap on the general settings tap customize your restaurant's online portal.

3b. 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 -Select the theme color for online store.
iii. Restaurant Logo - Upload your preferred restaurant logo.
iv. Restaurant Navigation bar logo - Upload your restaurant logo for the navigation bar.

3c. Restaurant Information

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

i. Restaurant Name - the name of your restaurant.
ii. Phone - your restaurant’s contact number.
iii. Address - your restaurant’s address.
iv. Create your own URL - your preferred domain name for your restaurant.
v. Cuisine - select the type of cuisine for your restaurant.
vi. Once done it will automatically save the changes made.

Step 4: Online Ordering Storefront Settings

Tap on the storefront settings* and tap Customize restaurant’s order type settings**

4a. General

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

i. Accept Order Type - Enable or disable order types accepted on your online store.
ii. Order Prep Time - Allows you to set the preparation time needed for orders from your online store.

4b. Receiving Orders

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

4c. 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 - Assign a specific employee to oversee and manage your online storefront operations.

4d. Notifications to Customers

i. When Order is Ready - If enabled, guests can receive a notification when their order is ready, provided that it is enabled.
ii. When Order is Cancelled by the Restaurant - Promptly send an order cancellation notification to the customer.
iii. When Order is Accepted- Send a notification to the customer when their order is accepted.

4e. 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.

4f. 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.

4g. 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.

Step 5: Online Ordering Delivery Settings and Integration

Doordash Integration

5a. Navigate to the left side navigation bar and tap on “Integrations”.

5b. Then select Doordash

5c. Next, tap on Install app.

5d. Fill out the needed information and tap on save

5e. Then tap on Online Ordering to go back to the selection page.

5g. Select Delivery

Doordash

5h. Enable Doordash

5i. Delivery Zones and Fees

i. Add Delivery Zone

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.

Step 6: Online Ordering Payment Settings

6a. On the Online Ordering Menu list tap on Payment

6b. Select Payment Processor (Card Connect or Stripe)

6c. Select Payment Types to be displayed (VISA, MASTERCARD, AMERICAN EXPRESS, GOOGLE PLAY)

6d. Enable/disable Gratuity. If enabled, the customer can select from the pre-suggested amount on checkout.

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

6e. Tap Save once done.

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 use 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.

Troubleshooting

No products available

For this error message follow these steps to check your active menu.

Step 1: First go to your side navigation bar and select Menu Management.

Note: You may also refer to this article Menu Management

Step 2: Next select Menu

Step 3: Check if the menu is “On”

Step 4: If it’s “On” but the menu is still not showing, hover over the “Date Created Column” and select the “Edit” icon or the “Pencil” icon.

Step 5: On the settings make sure that the “Online Ordering” is marked checked

Step 6: And lastly make sure that the availability of the Menu is set up properly to the store hours.

Note: If you don’t currently have a menu you may refer to this article for the steps on Menu Management

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Updated on: 09/14/2024

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