In this FAQ you can get set by step guidance on most commonly asked questions on how to manage your restaurants and orders.
How do I assign a 3rd party driver to an order?
To assign a 3rd party driver, follow these steps:
Log in as an Admin user.
Navigate to the Live Orders screen.
Locate the order that needs a 3rd party driver.
Right-click on the order and select 'Quick Info' from the menu.
In the Quick Info panel, choose an ASAP quote from the dropdown list.
Ensure the order is not a cash order, as cash orders are not eligible for 3rd party delivery.
Select a driver from either DoorDash or Uber Eats.
Optionally, add an additional tip for the driver.
Confirm the assignment, and the request will be sent to the provider.
How Do I Control Item Availability on My Menu?
To manage item availability, follow these steps:
Open your Admin Page and select 'Menus' from the left column.
Choose the menu you want to edit.
Locate the item and click on its header to open its details.
On the right side, adjust the available days and times for the item.
Click 'Save' to apply changes.
Additional Features:
If an item is out of stock, mark it as inactive in its settings.
For suboptions, use the 'Edit Menu' button under the Suboptions tab to disable them until a specific date.
To adjust availability for an entire section, use 'Batch Availability' under the header settings.
On tablets, go to Menu > Select Item > Block, setting a date for availability. Options cannot be blocked from tablets—only items.
How Can I Quickly Access Help?
To get help, follow these steps:
On the Admin screen, look at the top right corner.
Click the blue 'Get Help' button.
This will open an AI assistant that can answer questions and provide guidance.
Simply type in a topic or ask a question, and the AI will respond.
How Do I Issue a Full or Partial Refund?
To issue a refund, follow these steps:
Log in to the Admin Dashboard (Only Admin users can process refunds).
Go to the Live Orders screen and enter the order number or double-click the order from the Dispatch screen.
Click the 'Edit' button at the top left corner and select 'Errors and Adjustments'.
For a full refund, enter the total amount in the discount box.
For a partial refund, enter only the amount to be refunded.
Click 'Update', then 'Save' to process the refund.
A confirmation message will appear once the refund is successful.
How Do I Use the Merchant Portal?
The Merchant Portal allows you to manage your restaurant’s menu, business hours, and reports.
Sign in with your email and password to access the Admin Dashboard.
To update business hours, go to 'Restaurants' and adjust open/close times or use Normal Hours Override to mark your restaurant as unavailable.
To update your menu, go to the 'Menu' tab to add items, update prices, and edit descriptions. Click Save after making changes.
To track sales, visit the 'Reports' section and select a date range for order summaries.
To temporarily block your restaurant, select 30 minutes, 60 minutes, or until the end of the day (EOD) at the bottom of the screen—changes save automatically.