DeliverMe Dashboard Settings

Consider these additional points regarding the DeliverMe Dashboard:

• During initial install, settings can be imported from Exatouch, but any setting changes made in DeliverMe do not translate back to Exatouch.
• If customers view your site when delivery or pickup hours are closed (scheduled or temporary), this is replaced by a message that ASAP orders are not available. Customers can place an order for a future available date and time.
• When syncing Exatouch items to DeliverMe during the initial install, it takes about a minute for changes to display in DeliverMe.

Image Management

Your DeliverMe online ordering site includes a header image, your logo image, and images for each item. Best practice is to assign a readable file name for each item, such as beer-bottle-bud.jpg or cool-ranch-dorito-20oz.jpg. Manipulate each image prior to uploading so that it displays as desired.

• Header Image: Images provided to Support can be up to 1200 pixels by 1200 pixels. They showcase your business, highlight specialty items, and make customers feel welcome.
• Logo Image: Images provided to Support can be up to 800 pixels by 800 pixels. They are shared on your online ordering site along your other business information, and assure your return customers they are ordering from your DeliverMe online ordering site.
• Menu Item and Inventory Images: For best results, select attractive, representative images sized 800 px by 800 px.

Online Ordering – Site Information

Your DeliverMe site will have a unique web address for your business. Information about your business is a mix of static and changing information that’s configurable from the DeliverMe dashboard.

• Site Header Image
• Site Logo
• Pickup and Delivery Hours
• Order Wait Time
• Location Address
• More Info
• Location Phone Number
• Order Minimum
• Delivery Fee
• Menu Categories

Perform the following to access the dashboard:

1. Navigate to the DeliverMe site.
2. Tap Login.
3. Enter login credentials in the Sign In popup.
4. From the account name dropdown, select Settings. The DeliverMe Dashboard displays.

Merchants can view reports from the DeliverMe Dashboard. Select Reports to display a series of available reports, along with a description of each. Select the desired report to view report data. The following reports are available:

• Business Overview Report: Summary of daily transactions; includes tender types, voids, refunds, and expected deposit
• Sales By Customer: Reports (detailed or summary) can be filtered by customer date and time ranges
• Customer Purchases: Purchases (detailed or summary) can be filtered by type, date, and time ranges)
• Order Details Listing:
• Sales Summary: Summary report that can be filtered by type, date, and time ranges
• EPI Billing Summary Report of Sales: Summary report that can be filtered by MID, date, and time ranges. EPI facing only.

User Profile

Merchants and customers can enter and update their account information on the User Profile page. Customers can also select their preferred shipping/deliver and billing addresses. Access the User Profile page from the left menu by selecting Account Management > User Profile.

Select Location Management to configure merchant-related settings, such as the business address, images, other business-specific settings. Location Management includes the following:

• Location Settings
• Banner Management
• Printer Settings

Location Settings

Perform the following to add or modify a merchant’s business information.

1. In the Business Information section, enter the business name and address.
1. Select a Logo.
2. Select a Background Image.
• Note: If image doesn’t look correct, re-upload the image instead of trying to adjust it.
2. Enter a contact person’s name, email address, and phone number in the Business Contact section.
3. Select the method to send notifications to customers in the Notification Information section. Default: Text Message & Email.
4. Enter a Custom Ordering Error Message that displays when an error occurs.
5. Tap Save.

Banner Management

Perform the following to add a banner that displays on your DeliverMe site’s homepage. The banner displays directly above the Background Image and can be used to call attention to special or seasonal promotions, such as a holiday sale. Merchants can also use the banner to display special messages, such as special holiday hours.

Printer Settings

Merchants can choose nicknames for various printers to associate with DeliverMe orders. Contact your Support team to ensure all printer technical settings are properly configured before assigning nicknames.

From the Fee Management section, merchants can set Fee Settings and Tip Settings.

Fee Settings

Perform the following to modify tax and fee settings in DeliverMe:

1. Enter the Tax Rate as a percentage. The rate should include all applicable state, county, and city taxes.
2. In the Delivery Fee section, select whether to charge fees by Delivery Zones or a Flat Fee.
1. If selecting Delivery Zones, enter delivery zones and any associated fees (as a percentage).
2. If selecting Flat Fee, enter the appropriate fee (as a dollar figure).
3. Select either Checkout Fee or Convenience Fee in the Checkout/Convenience Fee section. Checkout fees can be set as either a dollar amount or percentage. Convenience fees default to a dollar amount.

Tip Settings

1. Select Tip Accepted to enable tipping or No Tip to disable tipping.
2. If selecting Tip Accepted, select whether to apply tips by Percentage or Dollar.
3. Enter, as a dollar figure, a maximum gratuity amount in the Maximum Tip Amount field.
4. Perform the following to display suggested tips on the checkout page:
1. Select the Show checkboxes for each field you wish to enter a suggested tip amount.
2. Enter suggested tip amounts, by percentage, each field where the Show checkbox is selected.

Category Settings

Most items under Category Settings were imported from Exatouch during initial install. However, the Category Settings subsection includes additional features for merchants, such as the ability to assign printers and also to specify when items should or should not be sold.

The following steps apply to Category Settings:

1. Select the Category Filters dropdown to view Active Categories, Inactive Categories, or All Categories.
2. Select the Categories dropdown to toggle between individual categories.
3. In the Category Name field, rename the category, if desired.
4. From the Printer dropdown, select the printer where currently displayed items print.
5. In the Category Visibility section, select one or more of the following checkboxes:
1. Select Hide Category to hide categories.
2. Select Sort Items Alphabetically in Menu to display items in alphabetical order.
3. Select Show Only From to define when items are available for sale. Adjust the slider to specify the time and/or select checkboxes for which days items are sold.
• Example: A restaurant wants to stop selling breakfast items after 11:00 a.m.
• Example: Local laws may prohibit the sale of alcohol on Sunday.

Item Details

Select Item Details to view items and associated details. You can add images, enter item price and cost, and provide a description of the item that displays on the DeliverMe site. The following steps apply to Item Details:

1. Select an item from the Item Name list. The item’s details page displays.
2. In the Item Images section, select an empty image box to upload an image of the item.
3. Verify additional item details in the Item Information section.
4. In the Item Quantity Min – Max section, enter the minimum and maximum amount of the item that customers can purchase.
5. Configure Age Verification Settings, as desired.
6. Configure Item Visibility settings. This section functions similarly to the Category Visibility functionality under Category Settings.
7. Verify and/or revise any modifiers in the [Item Name] Modifications section.
8. Enter any Special Instructions, if desired.

Modifier Groups

Create or edit modifier groups on the Modifier Group page. The following steps apply to Modifier Groups in DeliverMe:

1. From the dashboard, navigate to Menu Management > Modifier Groups.
2. Select a modifier group from the list that displays. A configuration page for the selected modifier group displays.
3. After selecting a modifier group, select the following checkboxes, as desired:
1. Selection Required – requires a modifier group to be selected
2. Allow Duplicate Modifiers – allows the same modifier to be selected twice
3. Show Label on Order – displays modifier label on order ticket
4. Default For All Items – modifier group displays for all items.
4. Add, edit, or delete modifiers from the list.
1. Click Add Modifier to add a new modifier.
2. Select the pencil icon to change the modifier’s name, order label, price, or cost.
3. Select the trash icon to delete the modifier.

Menu Sort Order

Merchants can configure how menu items display on the DeliverMe ordering page by arranging categories and items on the Menu Sort Order page. From the dashboard, navigate to Menu Management > Menu Sort Order. Simply drag and drop categories and items as desired.

Special Instructions

Merchants can specify how Special Instructions apply to menu items.

1. Select Allow Special Instructions to enable special instructions.
2. Select All Categories to apply special instructions to all categories.
3. If the All Categories checkbox is not selected, you can apply special instructions to specific categories of your choosing by selecting the appropriate category checkbox(es) in the By Category section.

Upload Menu

Merchants also have the option of uploading menu items as an Excel document directly into DeliverMe. Users can upload a new menu or modify an existing DeliverMe menu.

Upload a Menu

1. Navigate to Menu Management > Upload Menu.
2. Select the Load New checkbox.
3. Download the Excel menu template.
4. Select the Menu_Items tab toward the bottom left of the page.
• Note: Unused tabs should be deleted from the spreadsheet, where applicable.
5. Delete all data from Rows 2-5.
6. Enter item names, prices, and other product information in the required fields. Do not enter special characters, such as dollar ($) or percentage (%) signs, when entering numerical values.
   
   
7. Enter data into any optional fields as desired.
8. Repeat, if desired, for the Categories, Modifier_Groups, and Modifier_Items tabs.
9. Click File > Save As.
10. Save the document as an .xlsx file to your hard drive.
11. In DeliverMe, click the Browse button to locate your saved worksheet.
12. Click Upload File.

Modify an Existing Menu

1. Navigate to Menu Management > Upload Menu.
2. Select the Update Current checkbox.
3. Click the link to download your current DeliverMe menu.
4. Modify menu items in the Excel document as desired.
5. Click File > Save As.
6. From the Save As dropdown, save the spreadsheet as an .xlsx document.
7. In DeliverMe, click the Browse button to locate your modified worksheet.
8. Click Upload File.

Order Monitor

Merchants can view incoming, in progress, and outgoing orders from the Order Monitor page.

1. Enter keywords in the Search Order field to find a specific order or group of orders.
2. In the Order Status section, select Open, Completed, Voided, or All to view orders according to those classifications.

Order History

Select Order History to display a history of DeliverMe orders.

Before ordering, card holders may log in or sign up for an account or check out as a guest.

Add Items to an Order

1. Access the DeliverMe site or app.
2. Select a category, and then select an item to purchase.
3. From the pop-up that displays, select desired modifiers and quantity.
4. Scroll to the bottom of the pop-up and tap the Add to Order button. Orders display in the right pane.
• Tip! Click the plus sign to add more of the same item to the order. Clicking the minus sign subtracts duplicate items from the order.

Schedule the Order

1. In the right pane, click either Pickup or Delivery.
2. Select a day and time for Pickup or Delivery from the appropriate pop-up, depending on the delivery method you selected.
3. Review the order for accuracy in the right pane, and then perform one of the following.
1. Click Remove if the order is incorrect.
2. Click Continue to Checkout if the order is correct.

Complete the Order

On the Review Order and Information page, perform the following:

1. Verify the pickup or delivery time.
2. In the To be Delivered to: section, enter a delivery address with any delivery instructions.
3. Enter a Payment Method.
4. Select a tip amount in the Add a Tip? section or add a custom tip amount, if desired.
5. Click the Return to Menu button in the right pane at any point to make revisions.
6. Click the Place Your Order button at the bottom of the screen. The customer’s receipt displays, and a confirmation email sends.