Order Aggregator - DISH POS Lite

To successfully create the External Integration, some steps have to be prepared in the Customer’s Enterprise. The following steps should be done upfront: 

  1. Create a Menu.
  2. Create a User called Order Aggregator with a preset pin code and manager rights.
  3. Create a Facility Order Aggregator and Direct sales directly underneath it.
  4. Create Price set.
  5. Create a Cash store that isn’t visible and doesn’t need multiple shifts.
  6. Create an External payment method.
  7. Create a Transaction Cost product with a manual price.
  8. Create a Delivery Cost product with manual price.
  9. Create a Default product with manual price for fallback purposes.
  10. Let the consultants send a form to booq-ops@eijsink.nl directed to Prep Team.
  11. Prep team will create external integration within a few days.

 

Create Third party platform menu 

The structure of the menu defines how it will show on the third party platform (Uber eats, Deliveroo, etc). After first synchronization from POS with the platform, the current menu will be overwritten, including pictures!! The POS is the source of truth!  As a consultant, it is your responsibility to discuss this properly with the customer and check before going live.
  1. Go to Articles > Menu.
  2. Create a new menu or use a derived menu. A derived menu will always maintain the order of products and product groups from the base menu.
Only 2 levels will be shown on the third party platform, Product group and product.

Create a user  

  1. Go to General > Users. 
  2. Create a new user. 
  3. Fill in the name “Order Aggregator”. 
  4. Select the role App User. 
  5. Insert the default pin code.  
  6. Make sure the language is set to French. 
  7. Add user group "Gestionnaire". 

Create a facility  

  1. Go to General > Facilities.  
  2. Unfold all facilities by clicking on the downwards arrow next to the restaurant name. 
  3. Click on Add Facility. 
  4. Put in the name "Order Aggregator". 
  5. Click on Menu. 
  6. Assign the menu for Order Aggregator.  
  7. Save the Point of sale with all inherited settings.  
  8. After creating this facility, make sure to create a Direct Sale facility attached to the just created one by following the same previous steps. 

Create a price rule set  

A lot of restaurants use different prices for third party platform compared to their normal prices, this to compensate for the commission. One doesn’t have to duplicate all the products with price management. A Price rule set can be assigned to a facility, in this case to Order Aggregator.  

  1. Go to Articles > Price management. 
  2. Create a new Price rule set. 
  3. Assign it to the right location. 
  4. Search for your takeaway products and fill in the new prices on the right-hand side.  

Create a cash store   

For reporting purposes, we want a separate Cash store.

  1. Go to General > Cash stores. 
  2. Click on Add cash store. 
  3. Put in the name, i.e. "Tiroir Caisse Order Aggregator". 
  4. Make sure that you don’t tick the boxes for Allow multiple shifts and Visible in app.  

Create a payment cost product  

Some third party platforms calculate payment cost. To be able to process this, a product needs to be created with an open price. Keep in mind what the right tax rate should be for this product.  

  1. Articles > Products. 
  2. Click on Add product. 
  3. Insert the name, i.e. "Coût de paiement". 
  4. Select the Product group and the Turnover category. 
  5. Select the VAT*. 
  6. Check the box Open price and the box VAT included. 
It is recommended to create a separate turnover group and product group. 

Create a delivery cost product  

Some third party platforms calculate delivery cost. To be able to process this, a product needs to be created with an open price. Therefore, we need to create a Delivery cost product following the same steps as the product before. Keep in mind what the right tax rate should be for this product.  

It is recommended to create a separate turnover group and product group. 

Create a default product  

In some cases it can happen that a product has been deleted from the POS but that it is still available in the third party platform. For this use case, we create a Default product with an open price, following the same steps as the two product before.  

It is recommended to create a separate turnover group and product group. 

Prep team  

Send an email to booq-ops@eijsink.nl directed to Prep Team, where the following fields are mandatory. The Prep team will create external integration within a few days. 

 

 

🎓 Step-by-Step Instructions

How did we do?

Contact