Online Account/Menu Setup Steps:

Step1: Create New Location -

 Go to Restaurant>Locations>New.

Enter the details of the business and save -

Name = Business Name.
Slug = Following the instructions on screen. This is the URL link to the menu with the added "\Menu" at the end.
Email = Business Email.
Telephone = Business Phone.
Address1, 2, City, State, Postcode and Country = Business Address.
Status = Whether the online link (Slug) is active and working or not.
Dine-in = If not having this option and is pickup only, then make sure to disable this; it is ON by default.

Step2: Create a New Vendor -

Go to Restaurant>Vendors>New

Restaurant Details:
Vendor Name = eg: "Tester Cafe - Vendor".
Name = Trading Name.
Email = Business customer contact email address.
Telephone = Business customer phone number.
Address1, City, State and Postcode = Business Location Address.

Admin Details:
Name = Owner's Name. Eg: "Tester Testerson"
Email = Owner's Email. Eg: "TT123@posbiz.co.nz"
Username = Online Login Username for the Owner. Eg: "TesterTesterson"
Password / Password Confirm = Password created for the first time Owner Login, They can change this after they have logged in for the first time. Eg: "Tester123456"
Status = Whether the User is Active and will be able to login or not, Change to Enabled.

After it changes Screen Add the Two Circled options to the Vendor details.

Vendor Staff(s) - Currently only the Owner is created as a staff.
Commission Rule(s) - Currently created profile of 4%.

Step3: Edit Owner's Staff login and Impersonate to make further changes. -

Go to System>Staff>(Pencil Image on New Staff created) to edit the staff created.
Make sure that the "Groups" is set to Owner, "Locations" is set to the correct Location created and "Role" is set to Multi Vendor Owner.

Make sure that the "Groups" is set to Owner, "Locations" is set to the correct Location created and "Role" is set to Multi Vendor Owner.


After Selecting Save,  then Impersonate Staff to make sure that changes are made only to the New Site/Menu Created.

Step4: Create Menu Schedule for the location - 

Going to Restaurant>Scheduled Menus>New to create the Menu Times for the location.



Enter the details as follows, to create Menu Schedules for the location.
Menu Name = "All Day" unless the menu will change at some point in the day.
Location(s) = Business Location Eg: Tester Cafe.
Status = Enable to make it live and ready to go.
Menu Ends = make this 100years from now at midnight Eg: 27/01/2125 23:59

Step5: Creating the Categories -

Go to Restaurant>Categories>New to create the Courses from the Existing Menu or Options wanted.

Enter the details as follows, then Save:
Name = Course Name. Eg: "Drinks" or "Alcoholic Drinks"
Slug = Globally Unique name Eg: "TESTERC_DRINKS" or "TESTERC_ALCOHOLIC_DRINKS", "TESTERC" only being used for the "Tester Cafe"
Location(s) = Location/s just created.
Status = Whether this category is live and showing on the online Menu or not.

Step6: Creating the Menu Items -

Go to Restaurant>Menu Items>New to create the menu items wanted under each category.




Enter the details as follows, then save: (Ones with a ** next to it are required)
**Name = Product Item Name showing online.
**Category = Which Category (Course) Tab this Item will sit under.
**Menu Schedule = Set to "All Day" Unless mutiple menu schedules are being used.
**Status = Enable this to make it visable online.
**Front Receipt Name = Same as the "Name" unless wanted different.
**Docket Text = Same as the "Name" unless wanted different.
**Kitchen Receipt Name = Same as the "Name" unless wanted different.
Description = optional Description of the Item that displays online for the patrons to read about it.
Order Restriction = Leave Blank if not wanting any restrictions on ordering this item
**Location(s) = Set this to the Store location.
**Price = Price of the item.
Allergens = Can be added information about the item from the default of GF "GlutenFree", Vegan, DF "DairyFree" or Vege "Vegetarian".

After the Item Has been saved, "Options" for the Item Can be set Eg: Size / Sauce options / Spice Level / Meat options.



First time options will need to be Created:
Go to Options as shown above,



Select "+New Option" for a first time option and Enter the details:
Enter the "Option Name" Eg: "Drink Size"
Enter the "Location(s)"
Select the "Display type":
1. Radio - Circle selection boxes that only allows one choice.
2. Check Box - Check boxes that allow multiple choices.
3. Select - Dropdown box for only one selection.
4. Quantity - Check boxes with Quantity selection input.
Add the options wanted by pressing the "+" button and Typing a description into the "OPTION VALUE" field and putting a price if needed into the "OPTION PRICE" field.
OR,
Click the dropdown box under "Option" for the list of already created options and select and/or edit them then save it to the item.

Step7: Adding an Image to the Item - 

Select "Upload" to import an image into the folder wanted. (default has no folders created)

Select "New Folder", "Rename Folder" or "Delete Folder" to edit the folders.

Step8: Adding Reservations -

Step9: Adding Giftcards/Vouchers -