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Online Ordering – Settings/Setup

Settings/Setup

Online Ordering gives you the ability to have your menu online, allowing customers to take orders on your website, and send it directly into your POS and print it to the kitchen.
With the right setup, the entire process can be seamless and no human interaction is required.

To start using online ordering, you will need licenses as below:
– MobiPos Application
– MobiPos CloudSync
– MobiPos Online Ordering

You have to ensure that MobiPos CloudSync is setup and up and running.
You can refer to this guide on how to setup CloudSync.
If MobiPos CloudSync is set up correctly, you will see your inventory and report data in the CloudSync dashboard.
iPad has to be in-app and turned on all the time.  In the iPad Settings -> Display & Brightness -> Auto Lock should be set to Never.

To begin setting up online ordering, look for your username located at the right top of your screen, then click Online Ordering.
There are quite a few setting to ensure it will suit your needs. However, to start, you just have to fill in all the required settings that have an “*” beside it.

General Info

pos online ordering general info settings

 

Store Name

Enter the store name to be displayed on the top of the ordering screen.

Store URL

System will generate your url accordingly based on your preferred name.
If you key in “demo” as the URL, you will be able to access your store at https://demo.mobi-order.com.
If you key in “myrestaurant” as the URL, access your store at https://myrestaurant.mobi-order.com.

As you can see, “mobi-order.com” will always be part of the URL, it can’t be changed and you can only make changes to the subdomain.
You will need to use another store URL if it has been used by another user.

Email

Enter an email that you are monitoring closely, as all event changes related to order will be sent to this email by the system.
For example if a customer made an order, but no one accepted it or the POS has no internet, system sends out an email with all the details of the order.
You can then reach out to your customer to confirm the order or ignore it.

Outlet Address

Enter the address of your store, then click on Validate Address.
Google will search for the location of your address.
If the location is not accurately pinned, you can drag the pin and move it to the exact location.
The address/location is required as the system uses it to calculate the route distance between customer and store.

pos online ordering general info settings

Logo

Upload your  logo to display at the left top of the online ordering page.
The dimension of it is fixed, photo in square and a size of 500 x 500px is preferred.

Store Banner

A banner image to be display on the top of the ordering page.
An image ratio of width:height (4:1) is preferred.   (2000 x 500px)

General Info

General Info will be displayed in the Info section .
A good section to introduce your store or message you would like to convey to your customer about picking up their order.

Time Zone

Configure your time zone as the system use this to determine your operating hours, time to send out pre-order and much more.
System does not determine the time based on user’s device time as it might not be accurate.

Operating Hours

Configure your operating hour, prevent customer from ordering anything that is out of the operating hours.
You would want to set your end time to be earlier than closing to allow time to get the order and cook the food.

Store’s Policy

On the top right corner, tap on the Info button.

pos online ordering stores policy

 

Add and edit your company store’s policy, it will be shown at the bottom of the Store Info page as shown.

pos online ordering stores policy

 

When you click View/Edit, a text box will appear.

pos online ordering add store policy

 

This text editor utilizes the HTML5 format, you can use one of the many available online html editors like this and copy the html format into the text box.

Menu

pos online ordering menu settings

Menu’s Image

You are encouraged to put in high quality product’s image as it will increase your customer’s spending.
You can upload your menu’s photo from the iPad or CloudSync’s Stock section.
Turn it off if you do not wish to show product’s image on the site.

Display Larger Image

Toggle larger sized images for your items in the menu.

Menu Configuration

You can choose to hide or disable certain category/product items in online ordering if certain product is not suitable.

Display Search Bar

pos online ordering search bar

Toggle the search bar option for your customers.

Category Display

pos online ordering category vertical

 

pos online ordering category horizontal

Toggle between vertical or horizontal display placements for your categories.

Pricing Level

To sell at a different pricing for online order, select a different pricing level.
You will need to setup pricing level in the app, Settings -> Pricing Level before changing it here.

Transaction By

For each online transaction, it will be automatically assigned to the account you selected here.
At the end of the day, you could generate an employee sales report to see how much sales were from online ordering.

Store Language

Select your default language of the store.
You can translate any missing phrase here.

Promo Code

pos online ordering promo code

When promo codes are added to the Online Ordering Settings, customers will be able to apply the promo code upon checkout. The promo codes can be set available on specific dates. The discount settings can only be set through the POS system.

Table QR Ordering

Table QR Ordering allows dine in customer to scan a QR code that is on the table (and now also tap our TapStand Devices), send orders directly to the POS using their own mobile phone.

pos online ordering table qr ordering

Table Ordering

Each table number is encoded into a unique QR code.
Orders will be sent into the kitchen directly and no acceptance is required.
Turn it on to enable this feature.

Location Check

To prevent customers from making bogus orders, system does a location check of the device to ensure they are within range before they can order.
If they disallow location check when prompted, they will not be able to send the order.
However this is not a 100% guaranteed solution as user can alter their location using 3rd party software.

Customer Details

When this is toggled on, the customer is required to fill in their contact information before completing their order. This helps in doing contact tracing in the case of a customer contracting the Covid-19 disease.

Retrieve Sent Orders

When this is toggled on, customers will be able to retrieve their previously sent orders.

pos online ordering cart button

To retrieve sent orders, customers will need to tap on the “Cart” button.

pos online ordering retrieve sent orders

Next, select “Sent Orders”.

pos online ordering retrieve sent orders2

 

Sent Orders successfully retrieved. However, customers will not be able to retrieve orders once they pay their bills.

Confirmation Receipt

When someone places an order, a confirmation receipt will be printed automatically at the cashier’s printer.
Turn it off if it’s not needed.

Table Configuration

To generate the QR code for each table, then print them out to paste it on the table.

Menu Configuration

You could choose to hide or disable certain category/product item for table ordering as certain product is for internal usage only.

Time Based Menu

pos online ordering menu settings

 

Toggle the Time Based Menu option.

pos online ordering menu settings

 

Once turned on, the Time Based Menu Configuration will be shown for you to configure the settings.

To add a time based menu, click on + Add Time Based Menu.

pos online ordering menu settings

 

An additional row will appear, fill in your Menu NameStart Time, and End Time.

pos online ordering menu settings

 

To set the menu to appear on specific days of the week, click on Everyday button under the Days column.

pos online ordering menu settings

 

This will prompt another row where you will be able to select on which day you’d like the menu to be available from.

pos online ordering menu settings

 

Once you are satisfied with the settings, click on Configure.

pos online ordering menu settings

 

This will bring you to another page where you can select categories within your menu to be served on the selected time based menu.

pos online ordering menu settings

Once you have selected what categories to be shown, click on Save.

Note: If you wish to hide specific items in the menu, you can only do so via the Menu Configuration setting, and it would be reflected throughout the day.
If an item is made unavailable through the iPad, it will override the existing items in the online menu, but please do note that this will be reflected at the Sync Intervals determined in the Cloud Sync setting in the iPad itself.

Delivery Options

pos online ordering delivery options settings

Delivery Method

Collection method will always be set to on, to support delivery is optional.

Max Distance

Set the maximum distance you would deliver to.

Minimum Order

Set the minimum ticket price to complete the delivery order.
This does not affect collection method. Collection is default to no minimum order.

Free Delivery after Price

Setup no delivery fee for orders above a price.

pos online ordering delivery options settings

Delivery Price

Define the delivery fee in relation to the delivery distance.
This function will not work if delivery fee is not setup in the POS.
To setup, in the iPad app go under Settings -> General -> Delivery Fee, assign an open price item.

Pre-Order Settings

Upon receiving a pre-order, an email will be sent to both customer and your store’s email.
However system will only fire the order to the POS when its due based on Minimum Time Before Pre-Order.
If at moment the POS is not reachable due to connection issue, another email will be sent out to your email stating that the order is missed.
Take necessary action to fulfill the order as customer considers their order to be accepted.

No Delivery Zone

Max delivery range is only able to calculate distance based on radius. Actual calculations may vary according to route availability. This function will allow you to configure no delivery zones within the max distance of your delivery range to ensure your driver will not cross the max distance threshold.

pos online ordering add no delivery zone

 

To set up a no delivery zone, click on +Add Zone.

pos online ordering connect no delivery zone points

Your cursor will turn into a + sign, proceed to select the area by clicking and connecting the points to mark an area.

pos online ordering set no delivery zones

Once you are satisfied proceed to click on the Set button.

pos online ordering edit no delivery zones

 

pos online ordering remove no delivery zones

To remove a no delivery zone, click on Edit on a existing zone, then click on Remove.

Tips

pos online ordering tips and payment settings

Your customer can always put in the amount they would like to tip.
Setup up to 3 standard option to simplify the tipping process.

Payment

pos online ordering tips and payment settings

Configure different payment method to be accepted for different ordering modes.
If online payment is used, the bill does not need to be closed again in the POS.
The bill will be closed automatically with receipt printed when order is received.
As for non online payment, bill has to be checkout again in the POS.

Online Payment

pos online ordering online payment settings

We will continuously add more online payment solution to our platform.
If your preferred credit card processor is not listed, please contact us.

Upon setting up, your preferred web URL will be generated.
With that your customers can start taking orders from the website immediately.

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