Online Ordering : Help Center

TABLE OF CONTENTS

Step 1: Creating your Online Ordering Account
Step 2: Online Ordering Menu
Step 3: Online Ordering Settings
Step 4: Online Ordering Landing Page
Step 5: Placing an Online Order
Step 6: Checkout
Additional Resources and Help!

Step 1: Creating your Online Ordering Account

Online ordering will need to be enabled on your company by an EZ Software administrator
Once enabled a company online ordering name will be needed that will be used for the website url
The online ordering website url will be what customers will use when placing orders
The default url will be online.ezsoftpos.com/"company name"
Example - online.ezsoftpos.com/ezdine
If you have an existing website or using any social media platforms. The online ordering url can be used to link directly to the online ordering landing page
For any stores that you do not want to be listed as part of the company but individually. You can copy a link that can be used to direct customers to that store specific menu page for ordering
Select the blue chain link icon on the store tab. The store menu url will be copied and can be used to direct customers to that individual store

Inside the menu section you will have the option to create and assign your online ordering menu that will be used
The same menu used in-store can be used online by assigning the in-store menu to the online ordering menu dropdown list
If there are differences between the in-store and online menus. Creating a new online menu specific to online ordering will be recommended
When using existing categories from the in-store menu those categories will use the current items associated
Removing or updating any items attached to the existing in-store categories will automatically sync those changes on the in-store menu
Creating new categories specifically used for online ordering is recommended
Items can be used interchangeably between the in-store and online menus
Edit the item and turn on sell online and input an online ordering price. Leaving the online ordering price field as $0.00 will list $0.00 online
The same item properties used in-store will be used online. These would be reporting groups, kitchen printers, tax groups, addon groups, and modifier groups
If any differences between item properties then creating new items used specifically for online ordering is recommended
Every category and item will have an option to enter an image and description that will be used online
Edit the item and select the image uploader input box
Select the directory were the image is located and upload
Images must be in png or jpg format with a max size of 500X500. When uploading the image the size will be formatted automatically to fit these requirements
Inside the description text box enter any ingredients or relevant verbiage for customers to know when ordering
Addon and modifier groups Studio heading names and properties will be displayed and used online when customizing item selections. These will include any min/max restrictions and first is free requirements
Once the new online menu is setup assign the menu to the online ordering menu dropdown

Assigning Menus

New Online Menu

Edit Item

Assing Online Menu

Step 3: Online Ordering Settings

Inside the settings tab you will have different online order settings that can be turned on/off the website
Tips Enabled: Displaying the default tip percentages when paying with a credit card. You will have 10%,15%, 20%, and custom tip amount options listed
Special Instructions Enabled: Allows the ability for customers to enter an item special instructions when ordering
Credit Card Payment Enabled: Checkout page credit card payment method will be listed
In Store Payment Enabled: Checkout page In store payment method will be listed
Landing Image: The background image for the website homepage. If there is no image uploaded then a default white page will be shown
Inside the store settings section you will have options to control email confirmation, store visibility, store/online hours, and kitchen prep time
Report Email: Any emails used for report emails will receive a blind copy email forwarded of the customer's order
Enabling online ordering: Determines if the store assigned to the company will be active and displayed as an online ordering store. If a store is closed but still active then using the online hours to control visibility is recommended
Store Hours: Regular business hours that will be listed for each store
Tap to expand and you can enter the store hours. By default open time of 9:00 am and close time of 5:00 pm will be listed
Setup hours for Monday and tap copy store hours from Monday. This will automatically use those hours for the remaining days of the week
Online Hours: These hours will be used to determine when someone can place orders online
Follow same steps as store hours for setting up the online ordering hours
If closed on any days toggle on closed and that will remove the day as being listed for those hours
Using split hours for example lunch/dinner tap the + icon and you will see an additional line to enter multiple hours
The store will only allow ordering in-between those times
Prep Time: Amount of time in minutes that will be needed for orders to be made and ready for pickup
The prep time will be listed when placing orders, checking out, and order confirmation page/emails
Tap prep time and enter the starting and ending time amounts in each field
Use the Monday copy tool for coping over the same times each day. For busier periods the prep times can be adjusted by day as needed

Online Ordering Settings

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Online Ordering Enabled

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Store Hours

Online Hours

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Store Closed

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Prep Time

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Step 4: Online Ordering Landing Page

The home landing page header will list the company logo, menu selection, customer sign in, and item shopping cart
Landing image: This will cover the middle background of the website
The page footer will detail the policy, terms and conditions, and copyright information for the website. Each section will be a selectable link that will redirect to the main ezsoftpos.com website with more information
The header and footer details will be displayed and accessible on each page throughout the website
Company logo: When selected will return back to the home landing page
Menu: Opens the order page directly using the last selected store menu
Sign In: If a customer has created an account the customer sign-in will allow the ability to login into your account at anytime
When signed-in the customer email will automatically be populated on the checkout page
Shopping cart: List all items pending on the order. You will have options to edit items, remove items, add or decrease the quantity of items, and checkout to place the order

Step 5: Placing an Online Order

Select start order and you will be directed to the store selection page
All enabled stores will be listed with the store information, hours, and google maps image
Once the store is selected the menu order page will be displayed
The left side category navigation can be used to go directly to the menu items. Or scrolling up/down will populate the item list in categorical order
The item name, price, description, and image will be listed on the card
Tap the item to select. If any addon or modifier groups are linked to the item the customize option window will automatically be shown
Any required addon or modifier group selections will have a yellow highlighted required icon next to the group name
This will prevent the customer for placing the order until all the required selections are made
Once the required selections are made the required icon will update automatically with a green checkmark
The add to cart tab will become enabled allowing the item to be added to the shopping cart
For any required nested modifiers you will have a yellow customizations required tab
Tap the yellow highlighted customizations tab and you will be redirected to the modifier group selection window
Select modifiers save and you will be returned back to the modifier customize page to continue with the order
If the nested modifier is not a required selection you will see a blue customize tab that can be used to navigate to the modifier page as needed
The order summary will be displayed on the right hand side with options to edit the order
When ready to place the order select checkout and that will navigate to the payment page
If the store is closed the online ordering hours will be listed in red that the store is currently not accepting online orders
You will still be able to navigate the menu. But the checkout tab will say closed and the customer will be prevented from placing the order
Using multiple online menus there will be a category selection per menu for navigating between them
If any of the menus are using date/time avaivability only the acitve menus will be shown for selection

Start Order

Customize Modifiers

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Customize Nested Modifiers

Store Closed

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Step 6: Checkout

When customers are ready to checkout and pay there will be two checkout options. Sign-In and guest
Customers can create a new user account or sign into an existing account
Signing into a user account will pre-populate their email and customer information on the payment page
Selecting the guest option means the customer will have to manually enter in the required checkout information each time
Choose a checkout option and continue
Required contact information will be first name, last name, and email
The pickup order type will list the current store address
Order time will be the prep time entered on Studio
You will have two payment options. Credit Card and In-store
For credit card payments enter the required information denoted by the red asterisk
Default tip suggestions and a custom tip option will be listed
In-store means the customer will be paying for the order onsite at the store
The credit card payment form will be hidden and the order will sync to the EZ Dine app without any payment method
Select review and pay and this will complete the order and sync the order to the EZ Dine app
Order confirmation page will be displayed as well as an emailed confirmation receipt sent to the customer