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customer_portal:integration:doordashmarketplace:integration [2024/07/23 03:57] zachj [Get Started on Imagatec] |
customer_portal:integration:doordashmarketplace:integration [2024/07/25 00:19] (current) zachj |
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=== Overview === | === Overview === | ||
- | The Integration between DoorDash and Imagatec’s POS is integrated to receive data from Doordash to be redistributed to its targeted store pos. | + | The Integration between DoorDash and Imagatec’s POS is integrated to receive data from Doordash to be redistributed to its targeted store pos. \\ |
- | Beginning Integration for Door dash | + | \\ |
+ | == Beginning Integration for Door dash == | ||
(Please note That for Server Stores only Head Office would have access to the below Steps) | (Please note That for Server Stores only Head Office would have access to the below Steps) | ||
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4. Select Integrations | 4. Select Integrations | ||
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5. Select Doordash Marketplace | 5. Select Doordash Marketplace | ||
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6. Select Add Doordash Integration | 6. Select Add Doordash Integration | ||
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7. Enter your Doordash email and password. (Please note that the account will require admin access) | 7. Enter your Doordash email and password. (Please note that the account will require admin access) | ||
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8. Navigate to your emails to retrieve the 6-digit code | 8. Navigate to your emails to retrieve the 6-digit code | ||
9. Enter the retrieved code in the box displayed in the image below | 9. Enter the retrieved code in the box displayed in the image below | ||
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10. Select Continue once the page below is displayed | 10. Select Continue once the page below is displayed | ||
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11. Locate your store site. This can be done through the name of the store listed at the top of each panel: | 11. Locate your store site. This can be done through the name of the store listed at the top of each panel: | ||
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12. Select your Stores Site – e.g. Test, Beerwah, Toowoomba etc. | 12. Select your Stores Site – e.g. Test, Beerwah, Toowoomba etc. | ||
- | 13. Select your Stores Menu – (Should have your site name as the Menu Name - Brand ie burrito bar.) | + | 13. Select your Stores Menu – (Should have Template Menu as the Name) |
- | 14. Select Save. Then select the arrow displayed in the blue box below: | + | |
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+ | 14. Select Save. Then select the arrow displayed in the blue box below: | ||
- | 15. Your site will now be redirected and should display a panel similar to the ones shown below: | + | |
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+ | 15. Your site will now be redirected and should display a panel similar to the ones shown below: | ||
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- | Please Wait a couple of minutes while the menu is being processed. | + | Please Wait a couple of minutes while the menu is being processed. |
- | During this time you will also receive something similar to the below email to the store email entered in Step 7: | + | During this time you will also receive something similar to the below email to the store email entered in Step 7: \\ |
- | 16. After a couple of minutes the panel will display one of two screens: | + | |
- | A) Qualified menu: | + | |
+ | 16. After a couple of minutes the panel will display one of two screens: | ||
+ | A) Qualified menu: \\ | ||
- | B) Failed Menu: | + | {{:customer_portal: |
- | If the Merchant Status displays MENU_QUALIFIED. Your menu will become available previewed using the menu link: | + | B) Failed Menu: \\ |
- | If your menu has shown as failed, please attempt to retry the request using the arrow on the menu status block as shown below: | + | |
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+ | If the Merchant Status displays MENU_QUALIFIED. Your menu will become available previewed using the menu link: \\ | ||
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+ | Please review the menu and the menu hours before continuing to the next step. | ||
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+ | If you would like to adjust your menu Hours please follow the steps shown in the link below: | ||
+ | https:// | ||
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+ | If your menu has shown as failed, please attempt to retry the request using the arrow on the menu status block as shown below: | ||
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- | If you find your store is displaying the below ‘ABANDONED’ Menu Status, it means that the menu for the store has failed and the time limit to retry has ended. | + | If you find your store is displaying the below ‘ABANDONED’ Menu Status, it means that the menu for the store has failed and the time limit to retry has ended. |
If you find you have received this response please restart from Step 6. | If you find you have received this response please restart from Step 6. | ||
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If you find that this is unsuccessful, | If you find that this is unsuccessful, | ||
Once your menu is qualified and you are happy with the menu please select the power button which will begin the integration: | Once your menu is qualified and you are happy with the menu please select the power button which will begin the integration: | ||
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Once integration is successful it will display similar to the below image: | Once integration is successful it will display similar to the below image: | ||
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=== Get Started on Imagatec === | === Get Started on Imagatec === | ||
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3. Select Integrations \\ | 3. Select Integrations \\ | ||
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4. Select Doordash Marketplace | 4. Select Doordash Marketplace | ||
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5. Select your site in the top left dropdown | 5. Select your site in the top left dropdown | ||
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6. Select New to Doordash | 6. Select New to Doordash | ||
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7. Please confirm your site name is correct and fill out your stores details: | 7. Please confirm your site name is correct and fill out your stores details: | ||
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8. Select the Arrow in the top right of the screen \\ | 8. Select the Arrow in the top right of the screen \\ | ||
- | 9. You will then be redirected to Doordash, please proceed with the sign up. | + | 9. You will then be redirected to Doordash, please proceed with the sign up. \\ |
+ | \\ | ||
=== FAQ === | === FAQ === | ||
- | If I am having issues with Onboarding, who can I contact? | + | == If I am having issues with Onboarding, who can I contact? |
- | If at any time you find yourself in need of assistance when going through the onboarding process, don’t hesitate to call the helpdesk on 1300 365 443 during office hours (Monday-Friday, | + | If at any time you find yourself in need of assistance when going through the onboarding process, don’t hesitate to call the helpdesk on 1300 365 443 during office hours (Monday-Friday, |
- | How do I check / change my Doordash Store status via integration? | + | \\ |
- | Navigate to your Pos Warehouse, then enter your credentials to login to the back office. | + | == How do I check / change my Doordash Store status via integration? |
- | Next select Integrations on the left side of the screen, afterwards select Doordash Marketplace. Continuing on select a site in top Left Dropdown. | + | Navigate to your Pos Warehouse, then enter your credentials to login to the back office. |
- | Then select Restaurants, | + | Next select Integrations on the left side of the screen, afterwards select Doordash Marketplace. Continuing on select a site in top Left Dropdown. |
- | Once you have made your changes Select the Save button in the top right. | + | Then select Restaurants, |
- | How to handle Products that are unavailable? | + | Once you have made your changes Select the Save button in the top right. |
- | Once a product has been marked as soldout in the pos your Doordash should then update itself, to no longer allow the product to be added to an order. | + | \\ |
- | When an Order is placed, do I have to accept the Order? | + | == How to handle Products that are unavailable? |
- | Once integrated the tablets will no longer have the option to accept orders, orders will be automatically accepted and sent straight to the pos and makeline. | + | Once a product has been marked as soldout in the pos your Doordash should then update itself, to no longer allow the product to be added to an order. |
- | What If I have any other questions not listed in this document? | + | \\ |
- | For this we have created a customer guide, the link is listed below: https:// | + | == When an Order is placed, do I have to accept the Order? |
- | Otherwise for any further questions please call helpdesk on 1300 365 443 during office hours (Monday-Friday, | + | Once integrated the tablets will no longer have the option to accept orders, orders will be automatically accepted and sent straight to the pos and makeline. |
+ | \\ | ||
+ | == What If I have any other questions not listed in this document? | ||
+ | For this we have created a customer guide, the link is listed below: https:// | ||
+ | Otherwise for any further questions please call helpdesk on 1300 365 443 during office hours (Monday-Friday, | ||