1. Setting Up and Getting Started With Order Connect

1. Setting Up and Getting Started With Order Connect


Setting Up Order Connect

Prerequisites

Confirm each below requirement is met for the Store:
  1. POS version 26.10.001 or above - Every POS device in this store is updated to version 26.10.001 or later, and WILL NOT work with Native.
  2. Order Connect Subscription and License - An Order Connect subscription is Active in the Back Office, and the license is enabled under License Settings for this store.
  3. Online Ordering License and Basic Settings - The Online Ordering license is enabled and its basic settings are completed. 
  4. Active Provider Accounts and Stores - The store has active accounts and store listings on each delivery provider's side, ready to connect with Order Connect.
  5. Offboarded from any Previous Aggregator - If the store's provider accounts were linked to another aggregator, they have been unlinked and made inactive on that aggregator's side, and the exact final offboarding date is confirmed.
    1. Disclaimer: If a Provider has not fully offboarded from the previous aggregator, orders may come through both aggregators and cause check sync issues.
  6. Existing Provider Menus Will Be Overwritten - Once onboarding with Order Connect is completed, the existing Menu from each connected Provider is replaced.
    1. Disclaimer: The Back Office menu is published via Order Connect to all connected providers (Uber Eats, DoorDash, etc.) and replaces any menu already on those accounts.

Submit Request

Navigation: Log into Back Office. On the left-side pane, click Order Connect

  1. On the Order Connect pop-up that appears, click Upgrade.


  2. The confirmation pop-up appears. Click OK or X Close to return to the home page.


  3. A member of our team will reach out directly to confirm proper readiness to use Order Connect.

  4. After subscribing, proceeding with implementing Order Connect will depend upon your subscription:

    1. Legacy

      1. Navigation: Log into your Store, then select Settings > Account License Settings > Enterprise Level
        1. License: After subscribing at the Enterprise level, you can assign the Order Connect add-on (at the Store level) to a specific store by enabling the Order Connect toggle (slide to the right) for that store. After confirming, click Save at the upper-right. The validation message will show ‘License settings saved successfully’.
          1. Note: If you buy Order Connect based on the number of Stores, it will show the number of Order Connect licenses available as the Max Stores number above the column header.

      2. Pro Level

        1. License: After subscribing, you can assign Store-level permission for the Order Connect by enabling the Order Connect toggle (slide to the right) for that store. After confirming, click Save at the upper-right. The ‘License settings saved successfully’ confirmation message appears

    2. SAAS

      1. Navigation: Log into your Store, then select Settings > Account License Settings (SAAS Level)
        1. License: After subscribing at the SAAS level (Multi Store), you can see the Order Connect add-on (at the Store level) to a specific store.

    3. Single Store

      1. License: After subscribing at the SAAS level (Single Store), you can see the Order Connect add-on (at the Store level) to a specific store. Ensure the intended Store is subscribed.


Getting Started With Order Connect

Navigation: Log into the Back Office. Select Order Connect > Getting Started

The Getting Started page is separated into 4 sections:

  1. (1) Location Information

    1. The Location tab collects the Store's location details. Some details will be auto-populated from the Store's Settings and be displayed with an editable option, allowing you to update them as needed.

      1. Ensure the Location Name, Street Address, City, State and ZipCode are correctly entered.


      2. Once ready, click Continue.

  2. (2) Store Info

    1. The Store Info tab displays the Store Name which will be auto-populated from the store information available in the Store's Settings.
    2. Next, set the Order Platform Price Level for Menu Items and Modifiers %.

    3. When the Auto Accept Order toggle is enabled (set to YES): Orders will automatically be accepted and the predefined Prep Time is applied. The provider sends the Acceptance Acknowledgement and Estimated Prep Time directly to the customer, even if the POS is offline or before the Order has been received by the POS.

    4. When ready, click Continue. Once this step is completed, both the Location and Store Information will be successfully created in Order Connect.

  3. (3) Contact

    1. Providing contact details is mandatory. If our team faces any issues during setup, they will reach out to the specified contact person under this tab to assist with resolving the issue.

      1. Enter the following information for the individual:
        1. Name
        2. Email
        3. Phone number
      2. When ready, click Continue. The button won't be clickable until all 3 required fields have been entered.

  4. (4) Activate

    1. The Activate tab is where a Store will be activated to use Order Connect.

      1. Click Connect.
      2. By clicking Activate, the Store is Connected.
      3. A confirmation message will appear, indicating that onboarding was successfully completed.
      4. Upon successful activation, Menu Publishing to Order Connect will occur and the system will automatically redirect you to the Manage Providers page to continue the onboarding process.