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In this article we will cover everything you need to know about creating a brand new Restaurant Profile for your new partnered and/or non-partnered restaurant.

You will start this process by navigating to the RESTAURANTS tab in your admin backend and then selecting a LOCATION in which you would like to create this new profile.
From here you will see a ADD tab where you will have an option to let our Fully Automated Restaurant and Menu Builder do most of the work for you
OR you can click the little X on the window that pops up, enter the restaurant’s name and select ADD to start creating a restaurant profile manually.

Now once you have a Restaurant Profile creation started you will see a wide variety of options to edit and choose from but don’t let that intimidate you, it’s easier than it looks you can do it!

INFO TAB

Main field we will HAVE to inject in the INFO tab will be the following:

• Location

• Zone (if you want your restaurant to be in one zone in that specific location)

• Assign a Menu

• Address 1 - City - State - Zip Code (Address 2 is for more specific navigation like unit number, floor, etc)

• Phone Number

• Email Address and Email Address (Takeout)

• Order Placement Method

  • Call in as Customer (Dispatch team would place the order over the phone with the customer’s name)

  • Call in as Partner (Disptach team would place the order over the phone using the name of your RDS)

  • Cellular Printer (If you are using a printer method - Bluetooth or Cellular)

  • Driver Call-In (If a driver has to call the restaurant in order to get the order placed)

  • Driver PiP (Driver Place in Person - Usually used for Fast Food chain driver thru)

  • Email (If the restaurant receives the orders through Email only)

  • Fax ( REQUIRES THE TAX NUMBER FIELD TO BE FILLED )

  • OrderLogic (If a restaurant has a tablet with our OrderLogic app on it)

  • POS (If you went through the POS Integration process)

  • Place Online (If you have non-partnered restaurants like Panera, Bob Evans, Cracker Barrel that have online ordering portals)

  • Priority Call-In as a Customer (If this specific restaurant requires a highly skilled placer)

  • Priority Call-In as a Partner (If this specific restaurant requires a highly skilled placer)

• About the Restaurant
  (Shows on the menu/E-Store Link)

• Message for the Customer
  (Shows on the menu)

• Dispatcher Notes
  (Shows on dispatch quick info) - Very important for quick PLACE ONLINE orders.

• Driver Pickup Instructions
  (Shows on driver app) - Extra directions and instructions for driver, useful for Driver PiP orders.

• Tags (Must select at least one & Must Save at each Tag Group) - Food, Cuisine, Chain type selection.
  It’s always useful to have multiples selected so customers can navigate easier if you have a large selection of restaurants.

• Last section on the bottom of the INFO page has a few settings that we have to make sure we understand.
  Offers Delivery
  Offers Takeout
  Catering Restaurant - If this restaurant profile and menu is strictly for catering with special timing/ordering experience.

  Hide restaurant from customers - If this restaurant/menu is setup for a special occasion and/or purpose.
  Portal Mode
  Virtual Restaurant

  Allow ASAP orders Single Embed Only

  This is not a restaurant, it's my E-Store - If you are processing grocery store deliveries
  Hide E-Store

HOURS

In this tab we will specify at which times the customers can order from this restaurant.
Please follow the format here:

• Don’t overlap hours (If Breakfast is available from 9am to 1pm start Lunch shift at 1pm at the earliest to avoid issues)

• Use the Copy To All in order to save time

• Make sure you ALWAYS click SAVE after you have completed your changes or the information will be lost.

• Image Added

  If you would like to utilize Hours Override please click the article in order to see how it functions.

MANAGE FEES

In this tab in order to ensure we have something setup and to properly operate simply copy the Zone Based Fees from another restaurant profile close by, click the link here Copying Zone Based Delivery Fees

LIMIT ORDERS

This tab is not essential for new restaurant and you can always go back to it once you have everything else done, follow this link to learn how to utilize this feature Limit Orders

PREP TIMES

This section can be left at default but it’s good to go back to it and setup Granular Prep Time for Restaurants in order to improve efficiency of new partner restaurants

FINANCIAL

In order to receive accurate report and breakdown of your finances you will
have to carefully input the information below,
the information that you SHOULD fill out is the following:

• Delivery Commission

• Takeout Commission

• Account Type

• Payment Method

• Local Sales Tax Rate

• Optional info that will help you and your restaurant partners:

  • Reporting/Summary Email Address (Provides a detailed report or a quick summary of Daily/Weekly/Monthly sales)

  • Select Day for Auto sending Weekly Invoice/Summary

  • Credit Card Processing Fee (if you have any specific agreement with a restaurant you can specify how much the CC fees are)

  • Markup Type/Percent/Amount/Rounding/Tax (If a restaurant wants to push some of the delivery/takeout commission on the customer you can choose the type and amount with this option and decide who will take on the tax costs)