Overview

This guide will provide you with details on how to modify your kitchen operations to accommodate scheduled orders sent to the kitchen remotely with OrderAhead.

The 365Dining OrderAhead feature provides an opportunity for consumers to place orders with the operator's café remotely. This can be done via the 365Pay mobile app or the 365Pay site.

The system is ideal for a touchless system that allows consumers to order their food without requiring face-to-face interaction or physical interaction with an on-site point-of-sale device.

For information on the OrderAhead feature for the MM6 device, please see the MM6 - OrderAhead Operator Guide.

Request Quote

If you have the required components but do not have the OrderAhead functionality setup yet and would like to make this available for your location, please reach out to your 365 Sales Representative at 888-365-7382 for more information and a quote.

OrderAhead Settings

There are various settings associated with OrderAhead throughout ADM. This section will cover the settings associated with the general order/consumer flow.

1. Log into ADM. 
   
   
2. Verify you have the correct organization selected in the upper right corner.
   
   
3. From the Location tab, select the desired location.
   
   
4. The Location Summary page will display. Select the Click here for location information and settings ( + ) button.
   
   
5. Scroll down and locate the OrderAhead Settings section. This should be on the right side of the screen. The fields are defined below.
   
   
   • Pmt Req at Time of Order: This field is not editable and is typically set to Yes. If set to Yes, the consumer will need to pay at the time the order is placed.
   • Show Dining Preferences: If this field is set to Yes, you can then select whether you would like the customers to choose between either To-Go or Dine-In. These options would show in the app/website for the consumer.
   • Define Pickup Locations: If Show Dining Preferences is set to Yes, there must be at least one location listed under Define Pickup Locations. These are locations the consumer can choose from to pick up their food. Below is a screenshot of how these would display in the app/website.
     
   • Mask Name/Anonymous Order: If this field is set to Yes, only the order number will display with the order on the KDS. The consumer will see the same on the Now Serving screen and the KDS Monitor. If this field is set to No, you will see the following on the KDS:
     
   • Send to Kitchen Prior to Pickup: The number set in this field is the number of minutes the kitchen will receive an order before the consumer's selected pickup time. For example, if this field was set to 15 minutes and the consumer selected a pick-up time of 12:30 pm, the order would display on the KDS for preparation at 12:15. The overall lead time for a location is set with this field. Additional lead time can be added per day/location - see the OrderAhead Features section of ADM - Setting Up Menus / Item Buttons for more information on setting the additional lead time with Order Limits.
   • Online Order Pickup Instructions: If there are any special instructions or mentions the consumer should know when picking up an order, place the text in this field. This will show on the app for the consumer.
   • Disclaimer Messaging: The text entered in this field will show at the beginning of the consumer's order flow on the app/website. This would be used for any disclaimers (like allergen information), announcements, or promotions.
   • Feedback Messaging: You can use this field to display contact information to the consumers. This screen will also automatically apply a hyperlink to any emails, phone numbers, or websites. For example, you can enter something like "Contact 555-555-5555 or email@email.com with any suggestions, questions, or concerns in the market" and the consumer will see this on the 365Pay app/website when ordering.
     
     
6. Aside from the settings defined above, you can adjust the following to customize your OrderAhead menu/consumer flow: Geolocation, Hide Product on Zero Inventory, Modifiers, Upsell, Location Default and Product Level Location Print Groups, Menu Level Print Groups, Exclude Items From Menu, Order Limits, or Static Menus

Geolocation

This is enabled for each OrderAhead location. The 365 Implementation team enables this before a device is shipped out; however, an operator can enable/troubleshoot if there are any issues.

1. Log into ADM.
   
   
2. Select the desired location.
   
   
3. Select the blue Click here for location information and settings (+) to expand the location info section.
   
   
4. Verify the Address, Zip/Postal Code, City, State/Province, and Country fields.
   
   
5. Click the Generate button next to the Lat/Long field.
   
6. Click the Save button at the bottom of the page.
   
   
7. If a consumer was not seeing the location listed in the Shop icon within the app/website, have them click off of the Shop icon and then back onto it. They should be able to select the location and proceed with placing their order.
   
   • NOTE: The consumer MUST be using the most recent app version for geolocation to work. If the consumer's device is not using the geolocation, but the Lat/Long have been generated, the consumer has auto-updates on and is not seeing an update available, have them search for the app in their app store and verify that there is no update option in place of the install button there.

Hide Product on Zero Inventory

This setting has to be enabled by 365 in the Location Summary within ADM. Once the setting has been enabled for the location by 365, the operator can then adjust the setting per product for a location.

• When this setting is enabled and a product has zero or negative inventory in ADM, that product OR product modifier will not display on the location's OrderAhead app/website or on the ReadyTouch when the self-service menu type is in use. If an item has zero or negative inventory, the consumer will receive a message stating "One or more of your cart items are sold out. Please remove them to checkout."
• When this setting is set to disabled and a product has zero or negative inventory in ADM, the product or product modifier will still display on the OrderAhead app/website and the ReadyTouch when the self-service menu type is in use.
  
  

The steps below will walk you through adjusting the hide on zero inventory option for each product at a location:

1. Log into ADM.
   
   
2. Verify you have the correct organization selected in the upper right corner.
   
   
3. From the Location tab, select the desired location.
   
   
4. The Location Summary page will display. Click the Products tab within this screen (NOT from the top navigation bar).
   
   
5. In the Products tab within the Location Summary, locate the Hide Zero Inventory column. It is set to No by default. To adjust, simply click into the field and select Yes from the drop-down. If the setting has not been enabled by 365 yet, you will not be able to adjust this field.
   
   

   NOTE: The column may be hidden. Click on the grey-striped Hidden Column indicator between the Max Stock and In Inv columns, then select Hide Zero Inventory from the drop-down menu and the column will display.

   
   

Product Management

For a product to be added to a menu, the product must first be set up in the organization's Global Product database, as well as extended to the desired location(s) via ADM. The sub-sections in this section will go through individual product settings, setting the location's default print group, setting the location's product-level print group, and the upsell feature. After the desired products are added to the database and extended to the location(s), see the Menu Setup section of this guide to add the products to a cashier service or self-service menu. The mobile app and website will always use the Self-Service menu option.

Adding Product to Location Database

See ADM - Add, Edit, or Extend a Product for instructions on adding a product to the Global Product database and extending it to location(s). Some settings can be configured at the individual product level, location level, or menu level.

Modifiers

A modifier will allow you to add any additional items to a product which allows consumers to customize their orders. Modifiers can be used for ReadyTouch / 365Dining setups.

For instructions on settings up and linking modifiers for products, see ADM - ReadyTouch / 365Dining - Create and Link Modifiers.

--

A modifier will allow you to add any additional items to a product which allows consumers to customize their orders. For example, a modifier could be a side or a topping for a product.

Add Product Image

With OrderAhead, operators can add a product image to the product description on the 365Pay app. If no image is assigned to a product, only the product name with product details will display in the app.

1. Log into ADM.
   
   
2. Click the Products tab, then select Global Products.
   
   
3. Search for and select the desired product.
   
   
4. Click Show Image.
   
   
5. Click Change under Large Image, then Upload Image.
   • NOTE: The image size will scale appropriately to the device whether it is uploaded to Small Image or Large Image. The system will search for a Large Image first. If it does not see a Large Image uploaded, it will search for a Small Image. If it does not see either a Small Image or a Large Image uploaded, no product image will display on the app.
     
     
6. Click Save at the bottom of the page.
   • NOTE: A sync is not needed for the image to display on the app or website. However, for the image to display on a ReadyTouch device, a sync must be sent to the device. To sync, click the Location tab, select the desired location, then click the Update Prices & Full Sync button.

Tax Settings

If you are using OrderAhead in addition to other services, you have multiple types of taxes that must be applied to your products. See ADM - Tax Mapping and Creating Tax Rates to see how unique tax settings may apply to your needs. 

Upsell

The Upsell feature is a way for operators to entice consumers to add a product they may not have otherwise considered to their purchase. The upsell feature is available on the 365Pay OrderAhead app on the cart screen only.

The upsell feature can be applied in two ways: as a Transaction Level Upsell, or a Product Level Upsell

Transaction Level Upsell

1. Click the Products tab, then select Upsells from the drop-down menu.

   NOTE: You will see Upsells under the Admin tab only if you have permissions to at least one OrderAhead location AND an OrderAhead location can only have ONE active transaction-level upsell at a time.

   
   
2. The Upsell – Transaction Level List screen will display. Select the Upsell Name you'd like to edit, or you can create a new upsell by selecting the location name from the drop-down to the left of the Create New button, then click Create New. You can also delete an existing Upsell from this page by clicking the trash icon if needed.
   
3. Whether you are editing an existing upsell or creating a new one, you will see the following editable fields:
   
   
   1. Upsell Name: This is the text that will display on the app for the upsell section in the consumer's cart. For example, this can say something like "Add a beverage?"
   2. Active: This will be checked by default. If you need to turn off an upsell or pause it for any reason, uncheck the Active checkbox. That will prevent it from showing in any consumer carts.
   3. Limit Upsell Items That Display To No More Than: This field is optional. If you enter a number in the box, you can limit the upsell list presented to the consumer to no more than the number you have entered. We recommend a maximum of five upsells being displayed for the best consumer experience. For example, if you have 10 products in the upsell list in ADM but have this field set to 5, the top 5 products will show in the upsell list within the consumer's cart screen after any removals. Removals may consist of skips from products already in the cart, skips from categories already in the cart, zero inventory items, products with modifiers, and upsell products not in the current menu. The remaining upsell list after removals will display according to the order they are listed within ADM. See the next step in this section for more information on rearranging the order in which products are displayed. 
      • If you do not enter a number, then ALL upsells remaining after any removals will appear in the cart screen as upsell options for the consumer. Removals may consist of skips from products already in the cart, skips from categories already in the cart, zero inventory items, products with modifiers, and upsell products not in the current menu. The remaining upsell list after removals will display according to the order they are listed within ADM. For example, if you have 10 products in the upsell list in ADM, all 10 products (after removals) will show in the upsell list within the consumer's cart screen. See the next step in this section for more information on rearranging the order products are displayed in. 
   4. Skip Products Already In Cart: Any upsell products that are already in the consumer’s cart will not appear on the cart screen as upsell options for the consumer. This setting is optional.
   5. Skip Categories Already In Cart: When creating a product, you can set up to three categories on one product. For Upsells with this box checked, the system will ONLY check Category 1 categories against cart products. If a product in the cart shares the same category as a product within the Upsell list, the upsell products in that category will not appear on the cart screen as upsell options for the consumer. The Category 2 and Category 3 level categories will not be checked against cart products.
      
      
4. You can add or delete products from the Upsell list. The add button will show to the right of the category column. The delete option will show to the right of the category column once a product has been added. You can also rearrange the order of products in the upsell list simply by clicking the arrow icon in the Order column, dragging it, and dropping it in the desired order. This is the order the upsell products will display on the consumer's cart.
   
5. Be sure to save if any changes were made.

Product Level Upsell

The Upsell section will only be visible in the Product Summary if the product is extended to at least one OrderAhead location within the organization. 

1. Log into ADM.
   
   
2. Click the Products tab, then select Global Products.
   
   
3. Search and select the product you'd like to add an upsell to.
   
   
4. Scroll down to the Upsell section within the Product Summary (below the Modifiers section).
   • If you have existing upsells on the product, you can add or delete products from the Upsell list. The add and the delete button will show to the right of the product drop-down. You can also rearrange the order of products in the upsell list simply by clicking the arrow icon in the Order column, dragging it, and dropping it in the desired order.
   • If you have not created an upsell for the product yet, the Upsell section will not have any tabs to start. Click the + to create your first Upsell and continue to the next step in this section.
   
5. Give your Upsell tab a name and click Create.
   
6. Your tab will be created. You will then see the Tab Name and Tab Display Name fields. The Tab Name is only visible within ADM and should be the name you just entered in the previous step. The Tab Display Name will be used in the 365Pay app/website as the title of the Upsell screen.
   
7. Click Create New Upsell to create your first Upsell under the tab. Enter the Name for this first Upsell section. This Name will be the first section for upsells that the consumer sees on the upsell screen below the screen title.
   
8. Add one or more product upsells to this first Upsell section. You can add as many upsell sections as needed under one singular tab. In this example, “Salty Snacks” and “Sweet Snacks” are the two Upsell sections with upsell products below each section.
   
9. You have as many upsells sections under a tab as desired OR you can create another tab (upsell screen) to create an upsell “flow” in the 365Pay app.
   

Location Default and Product Level Location Print Groups

When assigned to a product, a Print Group determines which KDS the item will display on and which printer it will print to when ordered. A Print Group can be set in three different places - a location's default print group at the location level, at the product level within Location Summary, and/or at the menu level.

• If there are menu-level print groups set for a particular product, the menu-level print groups will override the default location or product-level print group setting.
• If there are NO print groups set at the menu level for a particular product, the default location or product level print group setting will be used.
  • If NO menu level print group is set, but a default location AND product level print group are set - the product level print group will take precedence.

This section will cover setting the location's default print group, as well as setting the print group for a product at the location level. Menu Level Print Groups will cover setting the default print group for a product at the menu level.

1. Log into ADM.
   
   
2. Verify you are in the correct organization in the upper right corner.
   
   
3. From the Location tab, click the desired location name.
   
   
4. The Location Summary will load. Click the blue Click here for location information and settings ( + ) button.
   
   
5. Locate the Default Print Group field and select the desired print group you would like to be set as the default for the location as a whole. This will apply any time there is not a product-level print group set in Location Summary or any time there is not a menu-level print group set.
   • The print group options you see in the drop-down are initially set up on the back end by 365. If you do not see any print group options listed, please contact 365 Support for assistance with setting them up.
6. If you would like to set some products to use a specific print group for the location that differs from the default print group, continue to step 7. If you only wanted to set the location's default print group, be sure to Save any changes you made during step 6, then run a full sync.
   
7. If some products should have a default print group set for a location that differs from the location's default print group, scroll to the bottom of the Location Summary and click the Products tab.
   
   
8. Click into the Print Group field for the desired product and select the desired print group.
   
   
9. Save your changes and do a full sync.