Stream Third Party DSP(Delivery Service Provider) Integration : Help Center

TABLE OF CONTENTS

Step 1: EZ Dine Stream Online Ordering Setup
Step 2: Connect to Stream
Step 3: Stream Menu Management
Step 4: Stream Store Management
Step 5: Stream Order Management
Additional Resources and Help!

Stream connects and aggregates orders for all major third party food delivery services (Doordash, Grub hub, and Uber eats). Through Stream you will be able to manage all menus and orders for each third party DSP from a central location. The EZ Dine Stream integration will automatically process the DSP order to the EZ Dine App. This includes syncing the DSP order information, payments, kitchen printing, and displaying on the KDS screen. The integration eliminates the need for manual order entry or additional tablets and printers used for order fulfillment. An active third party DSP account will be required in order to use the Stream integration

Step 1: EZ Dine Stream Online Ordering Setup

Stream and online ordering will need to be enabled on your company by an EZ Software administrator
Once the Stream company setting is enabled a unique client id and secret will be generated. The client id and secret should be saved as this will be needed to connect your EZ Dine company information over to Stream
Studio online ordering settings and menu will be synced over to the Stream website. For details on online ordering configuration please reference the Studio online ordering article here: Online Ordering
Multiple category levels will not be supported on Stream. Items should be attached directly to the primary category level
Enable Stream online ordering settings for the store. You will now be able to connect the EZ Dine Studio store over to Stream

Stream Credentials

Online Menu

Stream Online Ordering Setting

Step 2: Connect to Stream

Navigate to the Stream website and create a new user account
Continue through the business type signup prompts and press submit. You will be redirected to the EZ Dine connection window
Select connect POS and tap the EZ Dine platform option. Connect the POS a second time and you will be redirected to the EZ Dine Stream login page
Enter your EZ Dine Studio username and password information and log in. Your company will begin the sync process over to Stream
Choose the POS store locations to transfer over and continue. If the connection takes a few minutes to complete refresh the page to finish
The EZ Dine Studio company and store information will now be copied over to Stream for managing

Stream User Account

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Connecting EZ Dine

Syncing Store

Company/Store Connected to Stream

The left side navigation will detail the store and menu information. You can toggle to view multiple menus or stores tied to the company
Menu item images, descriptions, modifier and addon groups will be synced over along with any related settings. Add/Remove modifiers attached directly to the item will not be used as an available feature
Select an item to view and the item details window will be shown. You will have options to edit the image, description, and availability of the item
The majority of menu edits should be completed on Studio and resynced over to Stream. You will not be able to create new items or modifiers directly through Stream
Any item changes from Studio will automatically sync and update on Stream. You will also have the ability to manually sync changes on Stream
Once an active DSP account is linked you will have an option to automatically increase prices. Adjusting prices can be used to offset the DSP cost
Select the blue adjust price tab located on the top right hand side. The price adjuster window will be shown
You will have an option set global or individual price adjustment. Global will apply to all linked DSP accounts. Whereas individual you can choose the specific DSP
Set the percentage or dollar amount price adjustment increase. Additional rounding options will also be available
Press save and you will prompted to confirm the price change for items only or include modifiers
When finished all pending menu changes will need to be published to the DSP. On the top right hand corner a yellow caution icon will be displayed
Select publish and the pending menu changes will begin pushing. When completed you will see a green checkmark indicating all changes have been successfully updated to the DSP

Menu Settings

Resync

Price Adjustment

Step 4: Stream Store Management

Select the user profile in the top right corner. Your merchant account settings will be displayed
Press settings and your store location information will be listed. The location name, prep time, POS, and DSP provider linked will be shown. The kitchen prep time will use the Studio store prep time setup for Monday
Tap the location name and you will be able to view and edit the store details. There will be an option to enter the store phone number and time zone. Sales tax should be set at 0% as each item will have the tax rate percentages already configured
Identifiers, POS, and DSP will be the related integration and connection details

Step 5: Stream Order Management

For details on Stream online orders syncing to the EZ Dine App. Please reference the Stream online orders article here: Stream Online Orders

When ready to start processing orders you will have to link your current DSP account on Stream
For connecting the DSP select the green add icon. This can be done from the menu page or store location settings
Search for your active DSP account and you will be prompted to login and connect the DSP
Once your DSP account is connected you will see the DSP logo and checkmark indicating the activate account status
When new orders are placed you will be able to view and manage all orders
Select the orders tab on the top left and the all orders page will be shown. You will be able to view all active orders and manually update the order status as needed
Any instances were the kitchen prep time needs to be adjusted. Select the edit tab in the top right next to the prep time. The prep time window will be displayed were you can manually increase or decrease the time and save