This section contains information and procedures about system administrator level functions of the DeliverMe online ordering site. While many of these procedures are performed by your Electronic Payments Support team, merchants can also configure settings to meet the needs of their business.
Merchants have the flexibility to offer as few or many menu or retail items previously configured in your Exatouch system. Our Support team can help you plan your rollout as you decide what to offer first. Then you can add items at your own pace.
- Note: Before performing the following, Exatouch users need to perform several procedures in Exatouch during initial install of DeliverMe. See Integrating DeliverMe and Exatouch for more information.
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:
- Navigate to the DeliverMe site.
- Tap Login.
- Enter login credentials in the Sign In popup.
- 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.
- In the Business Information section, enter the business name and address.
- Select a Logo.
- Select a Background Image.
- Note: If image doesn’t look correct, re-upload the image instead of trying to adjust it.
- Enter a contact person’s name, email address, and phone number in the Business Contact section.
- Select the method to send notifications to customers in the Notification Information section. Default: Text Message & Email.
- Enter a Custom Ordering Error Message that displays when an error occurs.
- 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:
- Enter the Tax Rate as a percentage. The rate should include all applicable state, county, and city taxes.
- In the Delivery Fee section, select whether to charge fees by Delivery Zones or a Flat Fee.
- If selecting Delivery Zones, enter delivery zones and any associated fees (as a percentage).
- If selecting Flat Fee, enter the appropriate fee (as a dollar figure).
- 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
- Select Tip Accepted to enable tipping or No Tip to disable tipping.
- If selecting Tip Accepted, select whether to apply tips by Percentage or Dollar.
- Enter, as a dollar figure, a maximum gratuity amount in the Maximum Tip Amount field.
- Perform the following to display suggested tips on the checkout page:
- Select the Show checkboxes for each field you wish to enter a suggested tip amount.
- Enter suggested tip amounts, by percentage, each field where the Show checkbox is selected.
Before ordering, card holders may log in or sign up for an account or check out as a guest.
- Note: 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.
Add Items to an Order
- Access the DeliverMe site or app.
- Select a category, and then select an item to purchase.
- From the pop-up that displays, select desired modifiers and quantity.
- 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.
- In the right pane, click either Pickup or Delivery.
- Select a day and time for Pickup or Delivery from the appropriate pop-up, depending on the delivery method you selected.
- Review the order for accuracy in the right pane, and then perform one of the following.
- Click Remove if the order is incorrect.
- Click Continue to Checkout if the order is correct.
- Verify the pickup or delivery time.
- In the To be Delivered to: section, enter a delivery address with any delivery instructions.
- Enter a Payment Method.
- Select a tip amount in the Add a Tip? section or add a custom tip amount, if desired.
- Click the Return to Menu button in the right pane at any point to make revisions.
- Click the Place Your Order button at the bottom of the screen. The customer’s receipt displays, and a confirmation email sends.
Schedule the Order
Complete the Order
On the Review Order and Information page, perform the following:
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