365Dining Order Ahead Operator Guide
Updated
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Table of Contents

Purpose

  1. Key Terms
  2. Overview
  3. Key Stakeholders
  4. Quote
  5. What to Expect
  6. Global Product Change – Printer Update
  7. Consumer Experience Details
  8. 365Pay / Web Order Ahead Scenarios
        - Consumer's View
  9. Order Ahead - Zero Inventory Processing (Self Service Menu Only)
        - Mobile App Updates
  10. Order Ahead - Feedback Messaging
  11. Order Ahead - Special Instructions
       - Creating a New Modifier
             - Modifier Create screen
             - Product Summary screen
       - Modifier Displays on the 365Pay App
  12. Order Ahead - Upsell Feature
       - Operator Creates a Transaction Level Upsell
       - Operator Creates a Product Level Upsell
  13. Mask Customer Name on KDS Displays
       - ADM Location Summary Page
              - Scenario: Operator sets the Mask Name/Anonymous Order setting to No
              - Scenario: Operator sets the Mask Name/Anonymous Order setting to Yes
  14. All Menu Functionality
       - ADM Self Service Menu List
       - Display on the 365Pay App
  15. Recent Order on 365Pay App
  16. FAQ
  17. Appendix A – Connections Diagrams

 

 

 

Document Revisions

Date

Author

Change Summary

4-22-2020

Eric Dervin

Original draft created to document initial launch functionality.

5-8-2020

Laurie Sidwell

Branded and edited. Reviewed for grammar, punctuation, spelling and clarity.

7-9-2020 Laurie Sidwell

Added Disclaimer and Product Printer sections.

7-14-2020 Laurie Sidwell

Added Recent Order on 365Pay App section.

9-15-2020 Laurie Sidwell

Added 365Pay/Order Ahead Scenarios section. Updated images.

9-23-2020 Laurie Sidwell

Added Order Ahead Zero Inventory section.

10-29-2020 Laurie Sidwell

Added Order Ahead – Feedback Messaging and Order Ahead - Special Messaging sections.

11-9-2020 Laurie Sidwell

Added ALL menu button functionality section.

11-16-2020 Laurie Sidwell

Added Order Ahead – Upsell Feature section.

3-29-2021 Laurie Sidwell

Added Mask Customer Name on KDS Displays section.

 

 

Purpose

The purpose of this Operator Guide is to introduce Order Ahead with the CKDS and the Now Serving screen. This guide will provide you with details on how to modify your kitchen operations to accommodate scheduled orders sent to the kitchen remotely.

The 365Dining Order Ahead solution will require your kitchen staff to work from KDS (Kitchen Display Systems) and/or printers to prepare menu items for pickup without prior consumer interaction.

 

1.   Key Terms

365Pay App – Smartphone app that can be downloaded from the App Store or the Google Play store that allows consumers to use Order Ahead from their phone.

365Pay Site – Mobile responsive website that allows consumers to place orders from a PC or website on their phone. (https://365pay.365rm.us/)

ADM – The tool to manage your markets and café locations, including menu management. (https://adm.365retailmarkets.com/)

Bump bar – Device that attaches to CKDS to provide another tool to navigate and manage orders displayed on the CKDS.

CKDS – Touchscreen PC used by kitchen staff to manage all incoming orders.

Now Serving Device – Small fan-less PC that connects to the network to receive all orders being worked by the kitchen. The orders are displayed on the Now Serving screen.

Now Serving screen – Computer monitor, or TV connected to the Now Serving Device used to provide a consumer facing view of the orders in the kitchen. It allows consumers to see the status of their orders.

RT or ReadyTouch or 365Dining – The 365 kiosk used for dining and now for the order ahead gateway.

 

2.   Overview

The 365Dining Order Ahead provides an opportunity for consumers to place orders with the operator café remotely. The system is ideal for a touchless system that allows consumers to order their food without requiring of face to face interaction or physical interaction with an onsite point of sale device.

As part of the system, the CKDS acts as the central repository for the incoming orders. The CKDS also provides a digital ticketing system to assist with managing orders and a consumer facing display to indicate where each consumer’s order is in the queue.

 

3.   Key Stakeholders

The key stakeholders are the people who will play a role in the successful implementation of your project. Common stakeholders are:

Client – Individual(s) who are often responsible for gathering deliverables from the operator. They are the primary contact(s) for 365.

Operator Contact – Individual who coordinates the client resources.

Third party integration contact – Third-party integration partner who works with the operator and client to implement the project.

 

4.   Quote

Please contact your 365 Sales Representative at 888-365-7382 for more information and a quote.

 

5.   What to Expect

  1. ADM configuration:

a. Your organization must have a location in ADM for café business.

b. Your organization must have the products you plan to sell using Order Ahead in the Global Product list.
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c. Your location must have a Self Service Menu set up.

(i) If you already have a Self Service Menu, you can use the menu when we activate your location for Order Ahead.

(ii) That Self Service Menu will need to be reviewed, as by default all products are included as Order Ahead items. Any items you want to exclude will have to be checked for Exclude Order Ahead Menu.
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d.  Use the Self Service menu setup to enter the hours (24-hr format) of operation for your kitchen’s Order Ahead offering.

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(i) This will help to define the available pickup times for Order Ahead.

(ii)  This will also determine what items are available and when they are available  (breakfast vs. lunch).

e. We recommend that you make full use of modifiers for each menu item so that the consumer’s order is complete when they come to pick it up.

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f. On the Location Summary page for each location in ADM, there is a window in the Info section where you can configure your Online Ordering Settings. Click the blue Info banner and the Info section will display. The window is on the right side.

(i) Show Dining Preferences – determines whether the consumer can select Dine-In or To-Go. Default is Yes.

(ii) To-Go and Dine-In – defaults are checked.

(iii) Using Pickup Locations – determines the pickup locations that will be available to consumers at the current location. If set to Yes, the Define Pickup Location heading is displayed with Expand on the right. Default is Yes.

(iv) Send to Kitchen Prior to Pick up (minutes lead time goes from 0 to 300) – this is the lead time for showing the order on the CKDS and/or sending it to a station printer. Default is 15 minutes.

(v) Online Order Pickup Instructions – this will show on the receipt a consumer receives when they send their email receipt.

(vi) Disclaimer Messaging – this will appear to the consumer on the 365Pay application before they place their order. The consumer may cancel if they do not want to proceed with their order. Here are a few examples of Disclaimer Messages:

 a. Be aware that we handle and prepare egg, milk, wheat, shellfish, fish, soy, peanut and tree nut products, and other potential allergens in the food production areas of our facility. Contact the Market Café manager with questions.
 b. In the interest of public health, Dining Services chooses to remind its guests of the increased risk of food borne illness associated with eating raw or under cooked animal food such as eggs, meat, poultry, or seafood. 
Image5a.png

2. Kitchen technology equipment required:

a. Your kitchen must have a Meraki router, a Ready Touch unit and a CKDS unit to process online orders.

(i) Meraki router – The Cisco Meraki router is the standard router 365 sends out with any RT setup.

(ii) Ready Touch or RT unit – This is the touch screen point of sale device that can be used as a register or a self-checkout kiosk. The RT is used to process the remote orders that will be sent to the CKDS and posted to ADM.

(iii) CKDS unit – This is the touch screen panel device that is used to manage ticket orders for the kitchen. The CKDS will route the orders to any stations in your kitchen that have other CKDS or printers for kitchen staff to make items for that station (grill, deli, etc.)

(1) The CKDS provides staff with the tool to efficiently manage incoming orders.

(2) There is a button for the All Day Items Counter that will display counts by menu item for station prep workers to see what is in the queue and stay ahead of the rush for certain items.
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(a) Tickets are presented with the items ordered including any modifiers.

(b) Tickets are tagged with “Remote Order” and “Carryout” if To Go is selected.

(c) A pickup time is specified.

(i) The “Send to Kitchen Prior to Pickup (minutes lead time)” setting in ADM (shown above) is referred to as the lead time.

(ii) The ticket will only show up according to this setting subtracted from the pickup time. (12:30 pm order with 15 minute lead time will display beginning at 12:15.)
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(iii) A timer begins counting up as soon as an order is presented on the CKDS so kitchen staff can see at a glance how long an order has been in the queue.

(d) A secondary menu on each ticket allows kitchen staff to expand a large ticket that contains a lot of items or print the ticket to a chit printer.
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(e) The CALL button is used to get the attention of the consumer through the Now Serving screen (mentioned below)

(i) Pressing the CALL button will add a tag to the ticket to indicate that it was called.
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(ii) The BUMP button will move the order from the Meals tab to the Closed tab and remove the consumer’s order from the display on the Now Serving screen.

2. The Now Serving Device connects to any HDMI enabled screen to display the consumer’s orders as they come in. It is intended to provide consumers with a view of the current status of their order.

a. The Now Serving screen can be configured to display in either landscape or portrait mode depending on the mounting options that are available.
mceclip9.png

b. When the CALL button is used on the CKDS, the consumer’s order will flash green, slide out of the Preparing section, and slide in to the Now Serving section of the screen.

(i) The Order will be prominently displayed at the top of the Now Serving section.

(ii) If that order has not been bumped and another order is called, that order moves down and is displayed smaller while the latest order called takes the top most prominent position.

(iii) If you call the original order again, the orders will trade places on the screen.

(iv) When the order has been bumped from the CKDS, it will be removed from the Now Serving screen.

 

6. Global Product Change – Printer Update

A new option is available to Order Ahead operators. They can update the printer associated with the product when doing an Operator Global Product update.

Global Product Change Page in ADM

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7.   Consumer Experience Details

  1. Consumer’s experience using the 365Pay App and the 365Pay website.

a. When your location is enabled with Order Ahead, your consumers will need to know the Location Code for your location. This will be provided by the 365 Implementation team for you to provide to your consumers.

b. Consumers should download the 365Pay App from the Apple Store or the Google Play Store. They will have to register an account with an email address.

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c. When consumers have registered an account, they will open the app and select the Shop button at the bottom of the screen.

 mceclip13.png

d. They will select Link Location.

 mceclip14.png

e. Consumers will enter the six-digit Location Code provided by you.

 mceclip15.png

f. Now they can begin shopping by selecting the location.

 mceclip16.png

 g. They select a pickup time.

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h. Consumers can search by typing key words in the Search field or by sliding through the categories on the menu and selecting the item(s) they want to order.

mceclip18.png

i. Items with modifiers will display for the consumer to select. They select Add Item when they are done.

 mceclip19.png

j. A small icon at the bottom of the screen indicates that items have been added to their cart.

k. Consumers select that icon to checkout.

l. Consumers can change to another pickup time if they choose, as long as it is still available.

m. Consumer select Checkout.

n. Consumers can choose an email receipt.

o. Consumer selects Done and the order is sent to ReadyTouch and eventually to CKDS.

  1. Consumer’s experience in the café.

a. The Now Serving screen will display the consumer orders as they come in to the CKDS.

 mceclip20.png

b. Orders will not be shown on the Now Serving screen until they display on the CKDS.   

c. When the consumer order is ready or the kitchen staff needs to ask a clarifying question, the consumer’s order will flash green, slide out of the Preparing section, and slide in to the Now Serving section of the screen.

(i) The Order will be prominently displayed at the top of the Now Serving section.

(ii) When the consumer has responded to the order call and the order is handed to them, the consumer’s order will be removed from the Now Serving screen.

 

8.  365Pay / Web Order Ahead Scenarios

The following seven scenarios show what consumers will see when using the 365Pay App/Web Order Ahead based on the settings you choose in ADM. To establish your Online Order Settings, follow these steps.

  1. Open ADM.

  2. Click on the name of the desired location. The Location Summary page displays.

  3. Click on the blue Info Detailed information about the selected location displays.

  4. Scroll down to the Order Ahead Settings section on the right of the Info The default view will look like the image below.

Image30-Default.PNG

The Order Ahead Settings section defaults to having the options set to Yes or checked so all settings are selected.

Depending on the selections you make, some fields may disappear, and others may display offering more options.

 

Scenario A – Show Dining Preferences = No.

Click on the arrow by the Show Dining Preferences field and choose No.

Image31-Scenario_A.PNG

Consumer’s View

  1. The consumer opens the 365Pay App.

  2. Consumer selects the Order Ahead location (in this case Metro Café) from the Shop screen.

  3. The server / reservation API is checked for which order slots have not met their maximum order limit. All order slots that have not met their limit are visible in the Pickup Time list. Any order slots that HAVE met their limit will not appear in the Pickup Time list.

  4. The consumer select their Pickup Time.

mceclip0.png

  1. The consumer selects the foods they want to order and clicks Checkout.
    Note: No preparation methods are shown on the Metro Café screen.

mceclip1.png

  1. If the order time slot is still available, the order is processed, and the Receipt screen displays for the consumer.

If the order time slot has expired and is no longer available, the consumer is prompted with this message, “Uh Oh! This pickup time is no longer available. Please select another pickup time”. When the consumer presses OK, the message closes, and they receive a prompt to select another Pickup Time. The system will run through the checkout process again after they select a different Pickup Time.

Image23b-ScenarioB.png

 

Scenario B – Show Dining Preferences = Yes, Dine-In Yes, Pickup Locations = No.

  1. In ADM, click on the name of your location, click the blue Info banner and scroll down to the Order Ahead Settings section.

  2. Click the checkbox next to To-Go to deselect it.

  3. Click on the arrow by the Using Pickup Locations field and choose No.

Image32-Scenario_B.PNG

 

Consumer’s View

  1. The consumer opens the 365Pay App.

  2. Consumer selects the Order Ahead location (in this case Metro Café) from the Shop screen.

  3. The server / reservation API is checked for which order slots have not met their maximum order limit. All order slots that have not met their limit are visible in the Pickup Time list. Any order slots that HAVE met their limit will not appear in the Pickup Time list.

  4. The consumer select their Pickup Time.

mceclip0.png

  1. The consumer selects the foods they want to order and clicks Checkout.
    Note: The Dine-In preparation method is shown on the Metro Café screen.

mceclip1.png

  1. If the order time slot is still available, the order is processed, and the Receipt screen displays for the consumer.

If the order time slot has expired and is no longer available, the consumer is prompted with this message, “Uh Oh! This pickup time is no longer available. Please select another pickup time”. When the consumer presses OK, the message closes, and they receive a prompt to select another Pickup Time. The system will run through the checkout process again after they select a different Pickup Time.

Image23b-ScenarioB.png

 

Scenario C – Show Dining Preferences = Yes, To-Go Yes, Pickup Locations = No.

  1. In ADM, click on the name of your location, click the blue Info banner and scroll down to the Order Ahead Settings section.

  2. Click the checkbox next to Dine-In to deselect it.

  3. Click on the arrow by the Using Pickup Locations field and choose No.

Image33-Scenario_C.PNG

 

Consumer’s View

  1. The consumer opens the 365Pay App.

  2. Consumer selects the Order Ahead location (in this case Metro Café) from the Shop screen.

  3. The server / reservation API is checked for which order slots have not met their maximum order limit. All order slots that have not met their limit are visible in the Pickup Time list. Any order slots that HAVE met their limit will not appear in the Pickup Time list.

  4. The consumer select their Pickup Time.

  5. The consumer selects the foods they want to order and clicks Checkout.
    Note: The To go preparation method is shown on the Metro Café screen. 

mceclip2.png

  1. If the order time slot is still available, the order is processed, and the Receipt screen displays for the consumer.

If the order time slot has expired and is no longer available, the consumer is prompted with this message, “Uh Oh! This pickup time is no longer available. Please select another pickup time”. When the consumer presses OK, the message closes, and they receive a prompt to select another Pickup Time. The system will run through the checkout process again after they select a different Pickup Time.

Image23b-ScenarioB.png

 

Scenario D – Show Dining Preferences = Yes, Dine-In Yes, To Go Yes,  Pickup Locations = No.

  1. In ADM, click on the name of your location, click the blue Info banner and scroll down to the Order Ahead Settings section.

  2. Click on the arrow by the Using Pickup Locations field and choose No.

Image34-Scenario_D.PNG

 

Consumer’s View

  1. The consumer opens the 365Pay App.

  2. Consumer selects the Order Ahead location (in this case Metro Café) from the Shop screen.

  3. The server / reservation API is checked for which order slots have not met their maximum order limit. All order slots that have not met their limit are visible in the Pickup Time list. Any order slots that HAVE met their limit will not appear in the Pickup Time list.

  4. The consumer select their Pickup Time.

  5. The consumer selects the foods they want to order and clicks Checkout.
    Note: Both the To go and Dine-In preparation methods are shown on the Metro Café screen.

mceclip3.png

  1. If the order time slot is still available, the order is processed, and the Receipt screen displays for the consumer.

If the order time slot has expired and is no longer available, the consumer is prompted with this message, “Uh Oh! This pickup time is no longer available. Please select another pickup time”. When the consumer presses OK, the message closes, and they receive a prompt to select another Pickup Time. The system will run through the checkout process again after they select a different Pickup Time.

Image23b-ScenarioB.png

 

Scenario E – Show Dining Preferences = Yes, To Go Yes, Pickup Locations = Yes.

  1. In ADM, click on the name of your location, click the blue Info banner and scroll down to the Order Ahead Settings section.

  2. Click the checkbox next to Dine-In to deselect it.

  3. When the Using Pickup Locations field is set to Yes, the Define Pickup Locations section will display.

  4. Click Expand to the right of the Define Pickup Locations The pickup locations defined for this location will display.
    Image35-Scenario_E.PNG
  5. Defining Pickup Locations – To save Pickup Locations when the Using Pickup Locations field is set to Yes, you need at least one Pickup Location defined. If you click Save to save your Online Ordering Settings without defining a Pickup Location, the prompt shown at right will display. It will give you the option to go back and define your pickup locations or continue saving. If you select Yes and continue saving, the Pickup Locations field will no longer be set to Yes.

Image38-Missing_Pickup_Locations.PNG

 

Consumer’s View

  1. The consumer opens the 365Pay App.

  2. Consumer selects the Order Ahead location (in this case Metro Café) from the Shop screen.

  3. The server / reservation API is checked for which order slots have not met their maximum order limit. All order slots that have not met their limit are visible in the Pickup Time list. Any order slots that HAVE met their limit will not appear in the Pickup Time list.

  4. The consumer selects their Pickup Time.

  5. The consumer selects their Pickup Location.
    Note: The To-Go locations are indicated by a green symbol.
    Image26a-ScenarioE.png
  1. The consumer selects the foods they want to order and clicks Checkout.
    Note: The To go preparation method is shown on the Metro Café screen.
    mceclip4.png
  1. If the order time slot is still available, the order is processed, and the Receipt screen displays for the consumer.
    Note: The specific location of the pickup is shown on the receipt.

If the order time slot has expired and is no longer available, the consumer is prompted with this message, “Uh Oh! This pickup time is no longer available. Please select another pickup time”. When the consumer presses OK, the message closes, and they receive a prompt to select another Pickup Time. The system will run through the checkout process again after they select a different Pickup Time.

Image26c-ScenarioE.png

 

Scenario F – Show Dining Preferences = Yes, Dine-In Yes, Pickup Locations = Yes.

  1. In ADM, click on the name of your location, click the blue Info banner and scroll down to the Order Ahead Settings section.

  2. Click the checkbox next to To-Go to deselect it.

Image36-Scenario_F.PNG

 

Consumer’s View

  1. The consumer opens the 365Pay App.

  2. Consumer selects the Order Ahead location (in this case Metro Café) from the Shop screen.

  3. The server / reservation API is checked for which order slots have not met their maximum order limit. All order slots that have not met their limit are visible in the Pickup Time list. Any order slots that HAVE met their limit will not appear in the Pickup Time list.

  4. The consumer selects their Pickup Time.

  5. The consumer selects their Pickup Location.
    Note: The Dine-In locations are indicated by a blue symbol.

Image27a-ScenarioF.png

  1. The consumer selects the foods they want to order and clicks Checkout.
    Note: The Dine-In preparation method is shown on the Metro Café screen.

mceclip6.png

  1. If the order time slot is still available, the order is processed, and the Receipt screen displays for the consumer.
    Note: The specific location of the pickup is shown on the receipt.

If the order time slot has expired and is no longer available, the consumer is prompted with this message, “Uh Oh! This pickup time is no longer available. Please select another pickup time”. When the consumer presses OK, the message closes, and they receive a prompt to select another Pickup Time. The system will run through the checkout process again after they select a different Pickup Time.

Image26c-ScenarioE.png

 

Scenario G – Show Dining Preferences = Yes, Dine-In Yes,To Go Yes, Pickup Locations = Yes.

  1. In ADM, click on the name of your location, click the blue Info banner and scroll down to the Order Ahead Settings section.

  2. Leave all options set at the default settings.

Image37-Scenario_G.PNG

  Consumer’s View

  1. The consumer opens the 365Pay App.

  2. Consumer selects the Order Ahead location (in this case Metro Café) from the Shop screen.

  3. The server / reservation API is checked for which order slots have not met their maximum order limit. All order slots that have not met their limit are visible in the Pickup Time list. Any order slots that HAVE met their limit will not appear in the Pickup Time list.

  4. The consumer selects their Pickup Time.

  5. The consumer selects their Pickup Location.
    Note: Both the Dine-In and Pickup Locations are indicated by blue and green symbols respectively.

Image28a-ScenarioG.png

  1. The consumer selects the foods they want to order and clicks Checkout.

To-Go is the default selection in the app if both Dine-In and To-Go are available options. The consumer can choose either option on the Metro Café screen.

mceclip8.png

  1. If the order time slot is still available, the order is processed, and the Receipt screen displays for the consumer.
    Note: The specific location of the pickup is shown on the receipt.

If the order time slot has expired and is no longer available, the consumer is prompted with this message, “Uh Oh! This pickup time is no longer available. Please select another pickup time”. When the consumer presses OK, the message closes, and they receive a prompt to select another Pickup Time. The system will run through the checkout process again after they select a different Pickup Time.

Image26c-ScenarioE.png

IF the consumer selects a To-Go or Dine-In pickup location only.

Only the preparation method(s) offered at the pickup location that the consumer selected are shown. In the image below on the right, the consumer selected To-Go.

mceclip9.png

 

9.  Order Ahead - Zero Inventory Processing
     (Self Service Menu Only)

There is a new setting in ADM on the Location Summary page, Super Only section called “Hide Product on Zero Inventory”.

When this setting is set to “Yes” and a product has zero or negative inventory in ADM, that product OR product modifier will not be available for sale. Consumers will get a message to remove the item with zero inventory from their cart during checkout on the kiosk, when using the SELF SERVICE MENU.

When this setting is set to “No” (the feature is turned “off”), and a product has zero or negative inventory in ADM, the product or product modifier will still be available to be sold on the kiosk.

Scenario 1 – Operator (Super User) sets Hide Product on Zero Inventory to “Yes”.

  1. Sign in to ADM.

  2. Click on a location. The Location Summary page displays.

  3. Scroll down and click the Products tab.

  4. Find the Hide Product on Zero Inventory It is located between the Max Stock and Case columns. It is set to “No” by default. In the image below, some products have been set to “Yes”.

Note: The column may be hidden. Click on the grey striped Hidden Column indicator between the Max Stock and Case columns. Select Hide Zero Inventory from the drop-down menu and the column will display.

Image3.png

  1. Click in the Hide Zero Inventory column in the row of the product you want change. A drop-down menu will display with the option to choose “Yes” or “No”. Choose “Yes”.

When set to “Yes”, products AND product modifiers with zero inventory or negative inventory will not display on the location's Order Ahead app or website. They will be removed from the menu OR will not be available for sale on the kiosk. A message will display to the consumer that says, “One or more of your cart items are sold out. Please remove them to checkout.

Scenario 2 – Operator (Super User) sets Hide Product on Zero Inventory to “No”. (DEFAULT)

  1. Sign in to ADM.

  2. Click on a location. The Location Summary page displays.

  3. Scroll down and click the Products tab.

  4. Find the Hide Product on Zero Inventory It is located between the Max Stock and Case columns. It is set to “No” by default.

When set to 'No', products AND product modifiers with zero inventory or negative inventory WILL STILL display on the location's kiosk Order Ahead app or website.

Image5.png

 

Mobile App Updates

When you tap “Checkout”, the app determines if there are any items using the Hide Product on Zero Inventory feature in the cart, that have zero or negative inventory.

Image6a.png

If there are, the Sold Out message will display (“One or more of your cart items are sold out. Please remove them to checkout.”). Tap OK to dismiss the message.

Image6b.png

You will return on the Cart screen. Tap the zero inventory item marked with the red (Sold Out) label to remove it and continue through the checkout process.

Image6c.png

 

10. Order Ahead - Feedback Messaging

There is a new field called Feedback Messaging in the Order Ahead section on the Location Summary page in ADM. It is directly below the Disclaimer Messaging field. You can enter any text that you want. This field allows you to provide a variety of communications to your consumers. The text will display on the 365Pay app on their phones. You can update the text at any time.

  1. Go into ADM.

  2. Click on the location where you want to add your message. The Location Summary page for that location will display.

  3. Click on the blue Info bar near the top of the page. The Info section will display.

  4. Go to the Order Ahead section in the lower, right corner. You will see the Feedback Messaging field at the bottom of the section.
    Image39-Feedback_Messaging.png
  5. Enter your text in the Feedback Messaging field.

  6. Click the blue Save button on the left, near the bottom of the page. Your consumers will see the message when they are in the 365Pay app.

 

11. Order Ahead - Special Instructions

We have added the Special Instructions option to the Modifier Create screen and to the Product Summary screen for operators to add a free text modifier at the Item Level to any product offering. This allows consumers using the 365Pay application to type in special instructions to the kitchen, for example, “put dressing on the side” or “no mayo please”. The consumer is limited to 50 characters when using this field.

 

Creating a New Modifier 

Modifier Create screen

You can create a new modifier from the Modifier Create screen or the Product Summary screen. To create a modifier from the Modifier Create screen, follow these steps:

  1. In ADM, click on the Product tab.

  2. Select Modifier from the drop-down menu. The Modifier List page displays.

  3. Click Create New in the upper, right corner. The Modifier Create page displays.

Image40-Modifier_Create.png

4. Enter the name of your modifier in the Name field.

 

5. Add any instructions, such as “Select your toppings.” in the Instruction field.

 

6. Click in the Type field and choose Free Text.

 

7. Click Save. The Modifier List screen will display again.

 

Product Summary screen

After a modifier is created, it can be added to any product using the Product Summary page. It can also be created from there. To add a modifier to an existing product, follow these steps:

  1. In ADM, click on the Product tab.

  2. Click on Global Products from the drop-down menu. The Global Products page will display.

  3. Double-click on the product to which you want to add a modifier. The Product Summary page for the selected product will display.

  4. Scroll down to the Modifiers section and click on the + (plus) tab. A popup window will display with the option to “Add Existing Tab” (default) or “Create new tab”.  
    Image_43_-_Modifiers_tab.png
  5. Click in the Choose Existing Tab field. A drop-down menu of existing modifier tabs will display.
    Image_44_-_Choose_Existing_Tab.png
  6. Select the modifier tab that you want to add to this product.

  7. Click Add. The Product Summary page will display again with the new modifier tab displayed in the Modifiers section.

  8. Scroll down and click the Save button to save your changes.

 

Modifier Displays on the 365Pay App

  1. The consumer starts ordering an item using the 365Pay App.

  2. When they reach the Item Info page, they can enter instructions to the kitchen to explain what they want with their order in the Special Instructions field. 
    Image45_-_42and42b.PNG
  3. The consumer enters their special instructions and then choses from the modifiers below. 

  4. When they have made their selections, they click the Add item button.

 

12. Order Ahead - Upsell Feature

We have added an Upsell feature that is available for Order Ahead locations only. The initial launch of the Upsell feature will be available on the 365Pay Order Ahead app on the cart stream only.

The Upsell feature can be applied in two ways, as a:

  • Transaction Level Upsell OR
  • Product Level Upsell

The Upsell feature is a way for operator’s to entice consumers to add a product they may not have otherwise considered to their purchase.

Note: Upsell features will ONLY be visible on the 365Pay app for Order Ahead and will not yet be available on the RT devices for an Order Ahead location.

 

Operator Creates a Transaction Level Upsell

To get to the Transaction Level Upsells in ADM:

  1. Click the Products tab in the Menu bar in ADM.

  2. Select Upsells from the drop-down menu. The Upsell – Transaction Level List screen will display.
    Image1.png

Note: You will see Upsells under the Admin tab only if you have permissions to at least one Order Ahead location AND an Order Ahead location can only have ONE active transaction level upsell at a time.
Image2.png

  1. Select the Upsell to Edit from this menu.

OR

Select the location and tap Create New to create a new one. The Upsell – Transaction Level screen for the location you have selected will display.

Note: You can delete the location’s upsell from the main Transaction Level Upsell list. If you need to turn off an upsell or pause it for any reason, go into the existing upsell and uncheck the Active checkbox. That will prevent it from showing in any consumer carts.
Image3.png

  1. Enter an Upsell Name for the Transaction Level Upsell (required field).

  2. Active status will be selected by Uncheck it if you do not want this upsell to be active and available when saved.

  3. If you enter a number in the Limit Upsell Items That Display To No More Than box, you can limit the upsell list presented to the consumer to no more than the number you have entered. This limitation is optional. 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.

Note: 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 priority (ordering) of the Upsell Product list.

We recommend a maximum of five for best consumer experience.

  1. If you check Skip Products Already In Cart, any upsell products that are already in the consumer’s cart will not appear in the cart screen as upsell options for the consumer. This setting is optional.

  2. If you check Skip Categories Already In Cart, any upsell products that are in the same category as products already in the consumer’s cart will not appear in the cart screen as upsell options for the consumer. This setting is optional.

Note: ONLY Category 1 categories will be checked. The Category 2 and Category 3 level of categories will not be checked against cart products and will be removed if duplicated.

  1. You must add one or more upsell products under the Upsell Product section to save the upsell. Products in the upsell list can be re-ordered by priority or removed if you change your mind.

  2. Click the Save button to save the Transaction Level Upsell for the location. It will appear in the main Upsell – Transaction Level List.
    Image4.png

    Image5.png

Transaction Level Upsell on 365Pay Pre and Post - Adding an upsell to a cart.

*Bottled Water upsell was added as shown in second screen and upsell list is updated with the next upsell in line, which is Clif Bar.

Image6c.png

 

Operator Creates a Product Level Upsell

To create a Product Level Upsell in ADM:

  1. Go to the Product Summary screen for an organization that has at least one Order Ahead location.

  2. Scroll down to a new section called Upsell, which is below the Modifiers section.

Note: You will see Upsell in the Product Summary screen only if the organization you are under has at least one Order Ahead location.
Image7.png

  1. Click the + to create your first Upsell The Upsell section will not have any tabs to start.

  2. Give your Upsell tab a name and tap Create. You will see your tab name auto populate in the Tab Name and Tab Display Name fields.

Note: The Tab Display Name will be used in the 365Pay app as the title of the screen. Be sure to name it appropriately.
Image8.png

Image9.png

  1. Click Create New Upsell to create your first Upsell under the tab.
    Image10.png
  1. Enter the Upsell Name for this first Upsell section. This upsell name will be the first heading for upsells that the consumer sees on the upsell screen below the screen title.
    Image11.png

Note: The Upsell Name will be used in the 365Pay app as the heading for an Upsell section on the screen. Be sure to name it appropriately.

  1. Add one or more product upsells to this first Upsell section. You can add as many upsell sections as needed under the tab. In this example, “Salty Snacks” and “Sweet Snacks” are the two Upsell sections with upsell products below each section.
    Image12.png

Note: You can have as many types of upsells under a tab (screen) as you like OR you can create another tab (screen) to create an upsell “flow” in the 365Pay app.

Image13.png

Product Level Upsells on 365Pay - Added directly under the products with any modifiers.
*Cheese Cake Slice and Dasani Water 16.9 oz. both are product upsells associated to Hamburger.

Image14.png

 

13. Mask Customer Name on KDS Displays

ADM Location Summary Page

Operators now have the option to not display customer names on the KDS or Now Serving screens. The setting in ADM is shown below:

Image51.PNG

 

Scenario: Operator sets the Mask Name/Anonymous Order setting to No.

  1. Login to ADM.

  2. Select the desired location.

  3. Click on the blue bar just under the Location Summary: … heading to expand the Info

  4. Scroll down to the shaded Order Ahead Settings section on the right.

  5. Select No in the Mask Name/Anonymous Order When No is selected, the customer’s first name with the last six-digits of the order number will display with the order to the KDS. The consumer will see the same on the Now Serving screen and on the KDS Monitor.

Image52.PNG

 

Scenario: Operator sets the Mask Name/Anonymous Order setting to Yes.

  1. On the Location Summary page, click on the blue bar just under the Location Summary: … heading to expand the Info

  2. Scroll down to the shaded Order Ahead Settings section on the right.

  3. Select Yes in the Mask Name/Anonymous Order When Yes is selected, only the order number will display with the order to the KDS. The consumer will see the same on the Now Serving screen and on the KDS Monitor.

 

14. All Menu Functionality

The ALL menu button has been added to ADM in My App/Web Order Ahead menu. You can conveniently show/hide, rename, or reorder the ALL menu button. This will display on the 365Pay application for order ahead only and can be setup through the Self-Service menu systems.

 

ADM Self Service Menu List

You can choose to show or hide an ALL menu button from the 365Pay Order Ahead app. The default setting will be “Show”. This allows the ALL menu button to appear in the Self-Service menu list. 

Image46_-_All_Menu.PNG

Setting the ALL menu button to “Hide” will remove it from the Self-Service menu list. You can always choose to re-show the ALL menu button by tapping “Show”, which will place it in the top position by default.

Image47_-_All_Menu.PNG

You can re-order the ALL menu placement in relation to the other menu and/or item buttons in your Self-Service menu. This new placement will also be on the Order Ahead Menu layout in the 365Pay app.

Image48-_All_Menu.PNG

The ALL menu button can be renamed by tapping directly on the ALL. You can quickly edit from the main text field and give your ALL menu button a new name that will also appear in the order ahead 365Pay app.

Image49-_All_Menu.PNG

The ALL menu button ONLY can be renamed, re-ordered, or set to show/hide. It can NOT be expanded as no products or sub menus can be added to it (you will not see “Add Sub Menu” or “Add Products” under the ALL menu button ).

 

Display on the 365Pay App

Consumers will see the ALL menu button on the My Order Ahead menu in the 365Pay app if the operator has set it to “Show”.  The ALL menu button will inherit the unique name defined under the ADM Self-Service menu and will appear to the left of the other menu buttons. All the Self-Service menu products will automatically appear below the ALL menu button when it is selected. The products will be sorted in alphabetical order by default.

If the ALL menu button is set to “Hide”, it will not appear in the Order Ahead Menu on the 365Pay app. 

Image50-_All_Menu.PNG

 

15. Recent Order on 365Pay App

Order ahead now allows users to quickly add a recent order placed in the last 30 days directly to their cart. 

  • If a recent order contains all of the available items, it can be added in its entirety to the cart.

OR

  • If the consumer wants to add only part of the recent order, they can add one or more items individually from their recent order to their cart. 

Any items that are currently unavailable in a recent order are labeled “unavailable” and cannot be added to the cart.

Recent Orders – 365Pay Application

mceclip0.png 

 

16.   FAQ

What are the technical requirements to support the Order Ahead feature?

At least one 365Dining ReadyTouch system and one CKDS must be installed for Order Ahead to function. All devices in the cafeteria must be connected to one local network managed using a Cisco Meraki router supplied by 365. Each device will require power and a network connection to that router. (See the diagrams at the end of this guide for more details.)

Can consumers still pay with cash?

No. All Order Ahead orders are paid for before the order is placed, so only 365Pay funds, credit or debit cards, and Apple Pay or Google Pay will be accepted as forms of payment.

Will the Order Ahead feature work offline?

No. If the Order Ahead service cannot connect to the CKDS due a network disruption, consumers will be prevented from placing orders to avoid the loss of orders.

Who do I contact if I have issues? 

Contact 365 Support at (8880 365-6282 if you have any issues.

 

17.   Appendix A – Connections Diagrams

Image22a.png

Kitchen Technology connections diagram

 

Image22b.png

Specific hardware connections

 

Attachments
Dining Order Ahead Operator Guide 3-2021.pdf
- 4 MB