Online Ordering Setup Guide
Online Ordering - Storefront Build-out and Ticket Management
Setup and Activate
- To set up and activate online ordering, configure the required storefront settings to make it feel like your own by uploading and entering in the information as prompted.
a. Click here to learn more about how to set up and activate the online storefront.
Publish and Preview
- After completing the required setup and configuration, you may view your online ordering site by visiting the subdomain URL created from the online ordering general settings.
a. Sample URL – unocafe.orderos.com
Ticket Management
- Learn how to manage online orders using the Point of Sale or Standalone App
a. Management portal preview (functionality and experience remain the same regardless)
Integrated Product Suite Settings - Optional Add-On Solutions
Kitchen Display System - View Online Orders (If applicable)
When enabled - All online orders will be fired to the printers as well as the KDS
Point of Sale - View Online Orders (If applicable)
When enabled, the Point of Sale will also receive online orders in addition to the Standalone App
The following section will provide you with guided tutorials as well as all the necessary information to successfully set up your storefront.
Online Ordering - General Settings
How To Set Up Online Ordering General Setting
a. Navigate to the eatOS dashboard
b. Select "Online Ordering," then choose "General," and initiate the process by uploading images or videos.
i. Welcome Images or Videos - upload welcome images or videos shown on your online store. See the recommended file size.
ii. Select the theme color -
iii. Logo - upload your restaurant logo
c. Enter your restaurant information
i. Restaurant Name* - enter your restaurant name
ii. Phone* - enter your restaurant phone number
iii. Address* - enter your restaurant address
iv. Create your own URL* - input your restaurant domain name
v. Cuisine - select the type of cuisine for your restaurant
Online Ordering - Storefront Settings
How To Set Up Online Ordering Storefront Settings
a. Select the "Storefront Settings" option from the navbar and continue the setup.
The storefront settings enable you to configure the order type settings.
Note: Please follow the guided information provided below to customize according to your preference.
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.
Configure the related settings for the Dine-In order type.
Dine-in Storefront Settings
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 have the ability to 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 at the point-of-sale location settings
Assign Transaction to Employee - enables you to assign a specific employee to oversee and manage your dine-in orders.
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
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.
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
Click “Add Delivery Zone”
Select a delivery zone type
a. 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
b. 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
Tap the “SAVE” button to save a new 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.
a. 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.
ONLINE ORDERING - PROMO CODE
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.
a. Promo Status*- enables you to keep the promo active or disable
b. Promo Code Name* - enter a promo code name
c. Promo Type* - Select the promo code type to be either a percentage or an amount
d. Promo Code Value* - Enter the promo code value, depending on the promo type selected
e. Promo Code* - enter a code associated with the promo name
f. Min Mount* - enter a minimum amount to avail of the promo
g. Promo Expiration date* - select a date to end the promo
h. Discount Applicable On* - select the days where you can only apply the promo
i. Stock Active* - use this feature to disable the promo code
j. Stock* - set number of stocks to be available
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
Log in to eatOS dashboard, select “Online Ordering” and select “QR Order at Table”
Configure logo settings:
a. Upload your restaurant logo
b. Enter your restaurant name
c. Choose a theme color
d. Enter a welcome message
Configure export settings:
a. Assign the table number - this will set the area where customers can specifically do online ordering inside your restaurant
b. Tap “Generate QR” - the new QR will show on the left side of your screen
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
LAYER TWO – RESTAURANT URL
Online Ordering Platform
Once you have configured the dashboard online storefront, your restaurant online ordering is now live! Below is a sample of a login page
Ways to sign up or log in
Customers can complete the signup form
First Name, Last Name
Phone Number
Address
Email
Password
Note: email and password will be used as your login credentials
Log- in using their Facebook account
Login using a google account
Login using an Apple account
Note: Customer profiles will be saved to your restaurant GUESTBOOK. Saved data includes customer name, phone number, email, and address.
ONLINE ORDER PREVIEW
Here is an example of an online order preview once a customer has successfully created an account or successfully logged in using a Facebook, Google, or Apple account.
Online order preview
Order Type – delivery, pickup, curbside pickup
Customer profile -includes, account details, payment details, and order history
Restaurant Information – Name of the restaurant, Address, and order type schedule
MENU – your online menu landing age shows the POPULAR list of MENUS - these are your menu items that receive frequent orders
Customer's online ordering journey
Customers select menu items to check out
All orders will be placed/added to CART
Once orders are checked out, customers will be directed to the payment page and place the order to confirm.
All placed orders will be reflected in orderOS portal, POS, and KDS
LAYER THREE - ORDEROS PORTAL
Your online ticket management platform
OrderOS Portal Application receives real-time orders from online ordering and QR dine-in. OrderOS portal enables you to manage online orders throughout the process and simultaneously sends a notification to customers
SCREEN OVERVIEW:
ONLINE ORDERS BY STATUS
NEW ORDERS
All orders placed on online orders that need to be confirmed will show the “NEW ORDER” status. However, if the auto-accept online order is enabled, the new orders tab is hidden, and all orders are automatically placed on the “PREPARING STATUS”
Note: if the device is in manual mode, orders that are not accepted will automatically be canceled within 10 minutes
Confirmed online orders will move to the “PREPARING” status
PREPARING
What to do:
Make order ready – tap the make order ready to start preparing the orders
Once the order is tagged as ready, the ticket will be moved to the “READY” status
If the “when order is ready” notification to customer is enabled, the customer will receive a notification through the provided mobile number
READY
What to do:
Tap the picked-up button, when orders are already picked up by the customer
The ticker will be moved to completed
TICKETS / ORDER HISTORY
To view ticket history on the orderOS device:
Tap the menu icon at the upper left part of your screen
Select ORDER HISTORY
>> The Order history page shows the order details
LAYER FOUR – INTEGRATED PRODUCT SUITE
Orders from your online store can also be dispatched through point-of-sale by navigating to the POS nav bar OrderOS section. A number indicator means a new order is received from the online store
To view transaction tickets on POS:
Go to your Point of Sale
Select ticket – you will be prompted with several tickets,
>> Filter tickets to ONLINE TYPE and select online ordering.
Orders can also be sent to your KDS if FIRE DIRECTLY TO KITCHEN is enabled from the dashboard online storefront general settings
Setup and Activate
- To set up and activate online ordering, configure the required storefront settings to make it feel like your own by uploading and entering in the information as prompted.
a. Click here to learn more about how to set up and activate the online storefront.
Publish and Preview
- After completing the required setup and configuration, you may view your online ordering site by visiting the subdomain URL created from the online ordering general settings.
a. Sample URL – unocafe.orderos.com
Ticket Management
- Learn how to manage online orders using the Point of Sale or Standalone App
a. Management portal preview (functionality and experience remain the same regardless)
Integrated Product Suite Settings - Optional Add-On Solutions
Kitchen Display System - View Online Orders (If applicable)
When enabled - All online orders will be fired to the printers as well as the KDS
Point of Sale - View Online Orders (If applicable)
When enabled, the Point of Sale will also receive online orders in addition to the Standalone App
Building the Storefront
The following section will provide you with guided tutorials as well as all the necessary information to successfully set up your storefront.
Online Ordering - General Settings
How To Set Up Online Ordering General Setting
a. Navigate to the eatOS dashboard
b. Select "Online Ordering," then choose "General," and initiate the process by uploading images or videos.
i. Welcome Images or Videos - upload welcome images or videos shown on your online store. See the recommended file size.
ii. Select the theme color -
iii. Logo - upload your restaurant logo
c. Enter your restaurant information
i. Restaurant Name* - enter your restaurant name
ii. Phone* - enter your restaurant phone number
iii. Address* - enter your restaurant address
iv. Create your own URL* - input your restaurant domain name
v. Cuisine - select the type of cuisine for your restaurant
Online Ordering - Storefront Settings
How To Set Up Online Ordering Storefront Settings
a. Select the "Storefront Settings" option from the navbar and continue the setup.
The storefront settings enable you to configure the order type settings.
Note: Please follow the guided information provided below to customize according to your preference.
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.
Configure the related settings for the Dine-In order type.
Dine-in Storefront Settings
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 have the ability to 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 at the point-of-sale location settings
Assign Transaction to Employee - enables you to assign a specific employee to oversee and manage your dine-in orders.
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
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.
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
Click “Add Delivery Zone”
Select a delivery zone type
a. 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
b. 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
Tap the “SAVE” button to save a new 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.
a. 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.
ONLINE ORDERING - PROMO CODE
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.
a. Promo Status*- enables you to keep the promo active or disable
b. Promo Code Name* - enter a promo code name
c. Promo Type* - Select the promo code type to be either a percentage or an amount
d. Promo Code Value* - Enter the promo code value, depending on the promo type selected
e. Promo Code* - enter a code associated with the promo name
f. Min Mount* - enter a minimum amount to avail of the promo
g. Promo Expiration date* - select a date to end the promo
h. Discount Applicable On* - select the days where you can only apply the promo
i. Stock Active* - use this feature to disable the promo code
j. Stock* - set number of stocks to be available
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
Log in to eatOS dashboard, select “Online Ordering” and select “QR Order at Table”
Configure logo settings:
a. Upload your restaurant logo
b. Enter your restaurant name
c. Choose a theme color
d. Enter a welcome message
Configure export settings:
a. Assign the table number - this will set the area where customers can specifically do online ordering inside your restaurant
b. Tap “Generate QR” - the new QR will show on the left side of your screen
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
LAYER TWO – RESTAURANT URL
Online Ordering Platform
Once you have configured the dashboard online storefront, your restaurant online ordering is now live! Below is a sample of a login page
Ways to sign up or log in
Customers can complete the signup form
First Name, Last Name
Phone Number
Address
Password
Note: email and password will be used as your login credentials
Log- in using their Facebook account
Login using a google account
Login using an Apple account
Note: Customer profiles will be saved to your restaurant GUESTBOOK. Saved data includes customer name, phone number, email, and address.
ONLINE ORDER PREVIEW
Here is an example of an online order preview once a customer has successfully created an account or successfully logged in using a Facebook, Google, or Apple account.
Online order preview
Order Type – delivery, pickup, curbside pickup
Customer profile -includes, account details, payment details, and order history
Restaurant Information – Name of the restaurant, Address, and order type schedule
MENU – your online menu landing age shows the POPULAR list of MENUS - these are your menu items that receive frequent orders
Customer's online ordering journey
Customers select menu items to check out
All orders will be placed/added to CART
Once orders are checked out, customers will be directed to the payment page and place the order to confirm.
All placed orders will be reflected in orderOS portal, POS, and KDS
LAYER THREE - ORDEROS PORTAL
Your online ticket management platform
OrderOS Portal Application receives real-time orders from online ordering and QR dine-in. OrderOS portal enables you to manage online orders throughout the process and simultaneously sends a notification to customers
SCREEN OVERVIEW:
ONLINE ORDERS BY STATUS
NEW ORDERS
All orders placed on online orders that need to be confirmed will show the “NEW ORDER” status. However, if the auto-accept online order is enabled, the new orders tab is hidden, and all orders are automatically placed on the “PREPARING STATUS”
Note: if the device is in manual mode, orders that are not accepted will automatically be canceled within 10 minutes
Confirmed online orders will move to the “PREPARING” status
PREPARING
What to do:
Make order ready – tap the make order ready to start preparing the orders
Once the order is tagged as ready, the ticket will be moved to the “READY” status
If the “when order is ready” notification to customer is enabled, the customer will receive a notification through the provided mobile number
READY
What to do:
Tap the picked-up button, when orders are already picked up by the customer
The ticker will be moved to completed
TICKETS / ORDER HISTORY
To view ticket history on the orderOS device:
Tap the menu icon at the upper left part of your screen
Select ORDER HISTORY
>> The Order history page shows the order details
LAYER FOUR – INTEGRATED PRODUCT SUITE
Orders from your online store can also be dispatched through point-of-sale by navigating to the POS nav bar OrderOS section. A number indicator means a new order is received from the online store
To view transaction tickets on POS:
Go to your Point of Sale
Select ticket – you will be prompted with several tickets,
>> Filter tickets to ONLINE TYPE and select online ordering.
Orders can also be sent to your KDS if FIRE DIRECTLY TO KITCHEN is enabled from the dashboard online storefront general settings
Updated on: 09/28/2023
Thank you!