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customer_portal:manuals:iorder:iorder_panel:company_iorder_online_configuration [2020/07/20 01:10] leslie [Usage]		customer_portal:manuals:iorder:iorder_panel:company_iorder_online_configuration [2023/09/20 00:50] (current)
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	=====Usage=====		=====Usage=====
	The Site iOrder Configuration panel includes section headings that allow store owners and authorised managers to quickly identify where matching configuration options are located:\\		The Site iOrder Configuration panel includes section headings that allow store owners and authorised managers to quickly identify where matching configuration options are located:\\
-	{{:customer_portal:manuals:iorder:iorder_panel:iorder_management_panel_040.jpg?100\|}}	+	{{:customer_portal:manuals:iorder:iorder_panel:iorder_management_panel_040.jpg?200\|}}

	Note: If the store is a part of a Franchise that enforces company-wide business rules, the Site iOrder Configuration panel will open in 'Limited Access Mode', and some of the settings will be greyed-out and cannot be changed. Imagatec Helpdesk will not be able to change any of the grey-ed out settings without written (emailed) approval from a 'Head Office' representative listed in Imagatec Helpdesk's records for the Franchise.		Note: If the store is a part of a Franchise that enforces company-wide business rules, the Site iOrder Configuration panel will open in 'Limited Access Mode', and some of the settings will be greyed-out and cannot be changed. Imagatec Helpdesk will not be able to change any of the grey-ed out settings without written (emailed) approval from a 'Head Office' representative listed in Imagatec Helpdesk's records for the Franchise.


-	====Supported iOrder Modes====	+	====Defaults====
	Provides access configuration options for the the stores (and Companies*) iOrder service:		Provides access configuration options for the the stores (and Companies*) iOrder service:
-	* iOrder @ONLINE - allows the @ONLINE iOrder Mode to be turned enabled/disabled for the store. Note: if 'Disabled', iOrder @Online online ordering will be disabled and unavailable to customers.	+	* Show Online Options - Shows configuration options under the [[customer_portal:manuals:iorder:iorder_panel\|iOrder Management Panel]]
-	* iOrder @BYO - allows the @BYO iOrder Mode to be turned enabled/disabled for the store. Note: if 'Disabled', iOrder @BYO 'Bring Your Own Device' table-order service will be disabled and unavailable to customers.	+	* Admin BCC: Email - The email address that recieves a blind carbon copy of order confirmation emails sent from iOrder to customers
-	* iOrder @TABLE - allows the @TABLE iOrder Mode to be turned enabled/disabled for the store. Note: if 'Disabled', iOrder @TABLE 'Store Device' table-order service will be disabled and unavailable to customers.	+	* List All Sites - List all stores on the company landing page, regardless of the distance to the location entered by the customer
-	* iOrder @KIOSK - allows the @KIOSK iOrder Mode to be turned enabled/disabled for the store. Note: if 'Disabled', iOrder @KIOSK 'Stand-Alone' kiosk ordering service will be disabled and unavailable to customers.	+	* Allow Upsells - Turn on/off 'upsells' in iOrder. When 'upsells' is turned on, an 'upsell' will be displayed prior to checkout.
		+	* Order Notes - Use this to enable 'Order Notes' or orders in the store's iOrder service.
		+	* Product Comments - Use this to enable 'Product Comments' for customisable products in the store's iOrder service.
		+	* Hide Product Images - Hide product images for products in the store's iOrder service.


-	====iOrder Trading Hours Overrides====	+	====iOrder Descriptions====
-	Allows a store owner or authorised manager to override the iOrder 'start' and 'end' times:	+
-	* Trading Hours Method - used to set what method will be used for configuring the store's iOrder Trading Hours:	+
-	* Default Trading Hours - iOrder will use the default 'Start' and 'End' times configured under the 'Default Trading Hours'	+
-	* Trading Hours Tool - the store's iOrder service will use the trading hours configured in the 'Trading Hours Tool'. Note: If the store uses an Imagatec iWarehouse, the 'Trading Hours Tool' can be found under the iOrder Management Panel in the iWarehouse, otherwise it can be found in the iPOS iOrder Management Panel.	+
-	* Default Trading Hours - this allows the store owner or an authroised manager to set the 'Start' and 'End' times for the store's iOrder service. These times are NOT the stores trading hours and should be set to the earliest and latest times an order can be provided to a customer when ordered for pickup (or delivery if offered).	+
-	* Start iOrder Trade - this option will override the currently set trading hours and 'turn on' the iOrder service, immediately allowing customers to place orders in iOrder	+
-	* End iOrder Trade - this option will override the currently set trading hours and 'turn off' the iOrder service, immediately stopping customers from placing orders in iOrder	+

		+	===Site Description===
		+	Used to set the 'Site Description' displayed for the store when listed on the Company Landing Page in iOrder

-	====Printing Options====	+	===Company Description===
-	Allows a store owner or authorised manager to override the iOrder 'start' and 'end' times:	+	Used to set the 'Company Description' displayed for the company on the Company Landing Page in iOrder
-	* Print on Save - will print a 'docket' when an order from iOrder is received and saved at the store	+
-	* Away on Save - will set an order from iOrder is 'away' after it is received and saved at the store	+


-	====Payment Messages====	+	====iOrder Trading Times====
-	* Payment Error Title - overrides the default 'Payment Error Title' in the message displayed to the customer when a payment error occurs in the store's iOrder service.	+	* Trading Times Method:
		+	* Default Trading Times - Force iOrder to use the 'Default Trading Times' set under '[[customer_portal:manuals:iorder:iorder_panel:site_iorder_configuration\|Site iOrder Configuration]]'
		+	* Trading Hours Tool - Force iOrder to use the times configured via the 'Trading Hours Tool'.
		+	* Time Slot Settings:
		+	* Trading Session - will only allow orders to be placed in iOrder during the configured trading hours
		+	* Today - will allow customers to place a 'timed' order on the same day prior to the start of the day's service period
		+	* Future - will allow customers to place a 'future timed' order up to 7 days early
		+	* ASAP Settings:
		+	* Not Used - ASAP orders will be disabled. Customers will need to select an available 'time slot'
		+	* Allow ASAP - ASAP orders will be enabled but ARE NOT enforced. Customers can select 'ASAP' or any available 'time slot'
		+	* ASAP Only - ASAP orders will be enabled AND enforced. Customers can ONLY select 'ASAP'


-	====Table Options====	+	====iOrder Quote Times====
-	Allows a store owner or authorised manager to configure the 'Table Alert' options for customer's using one of the @BYO or @Table iOrder modes:	+	* Hide Pickup Times - when checked, iOrder will NOT display the estimated 'pickup' time to the customer
-	* Call Attendant Table Alerts - turns on/off the 'Call Attendant' table alert option for customer's using one of the @BYO or @Table iOrder modes	+	* Hide Delivery Times - when checked, iOrder will NOT display the estimated 'Delivery' time to the customer
-	* Print Table Alert - when set to true, a Table Alert 'docket' will print when a customer's using one of the @BYO or @Table iOrder modes requests an attendant from iOrder. By default, only one (1) Table Alert 'docket' will print.	+
-	* RePrint Table Alert - when set to true, a Table Alert 'docket' will print every time a customer's using one of the @BYO or @Table iOrder modes requests an attendant from iOrder	+


-	====Online Payment Gateways====	+	====Delivery Options====
-	Allows a store owner or authorised manager to enter the credentials for any Payment Gateway used by the store.\\	+	* Delivery Method:
-	Imagatec iOrder currently supports the following Online Payment Gateways:	+	* Site Boundaries - Will ONLY allow delivery orders to addresses that fall within the delivery area defined via the 'Boundary Tool'.
-	* [[customer_portal:integration:iorder:onlinepayments:eway\|eWay]]	+	* Use Max Delivery Distance - Will ONLY allow delivery orders to addresses are within the defined 'Max Delivery Distance' from the store (as the crow flies)
-	* [[customer_portal:integration:iorder:onlinepayments:nabtransact\|NAB Transact]]	+	* Max Delivery Distance - use this to define the maximum delivery distance from the store (as the crow flies). ONLY used when Delivery Method is set to Max Delivery Distance
-	* [[customer_portal:integration:iorder:onlinepayments:cybersource\|ANZ Cybersource]]	+	* Min Delivery - use this to set the minimum charge for delivery orders. The order total will be increased to meet this value via a 'Delivery Surcharge'
-	* [[customer_portal:integration:iorder:onlinepayments:paystation\|PayStation]]	+	* Free Delivery - use this to set the order value point when delivery becomes FREE
-	* [[customer_portal:integration:iorder:onlinepayments:stripe\|Stripe]]	+


-	====Additional Payment Options====	+	====Confirmation Email Overrides====
-	Allows a store owner or authorised manager to enter the credentials for any 'Additional Payment Options' used by the store.\\	+	===Custom Confirmation Options===
-	Imagatec iOrder currently supports the following Additional Payment Options:	+	Used to override the default 'Custom Confirmation' settings:
-	* [[customer_portal:integration:iorder:onlinepayments:paypal\|PayPal]]	+	* Custom Confirmation Heading - use this to set a custom 'Confirmation Heading' in the order confirmation email
		+	* Custom Confirmation Message - use this to set a custom 'Confirmation Message' in the order confirmation email
		+	* Custom Confirmation Link (URL) - use this to set the 'Confirmation Link' URL in the order confirmation email

-	Note: each iOrder mode allows for a single 'Online Payment Gateway' as well as any number of 'Additional Payment Options' listed.

		+	===Car Confirmation Options===
		+	Used to override the default 'Car Confirmation' settings:
		+	* Car Confirmation Heading - use this to set a custom 'Car Confirmation Heading' in the order confirmation email
		+	* Car Confirmation Message - use this to set a custom 'Car Confirmation Message' in the order confirmation email
		+	* Car Confirmation Link (URL) - use this to set a custom 'Car Confirmation Link' URL in the order confirmation email
		+
		+
		+	====Custom Message====
		+	Used to set custom messages in iOrder:
		+	* Kitchen Closed Message:
		+	* Kitchen Closed Heading - the heading that is displayed to customers in the 'Kitchen Closed' panel when the kitchen is closed (prior to next service period)
		+	* Kitchen Closed Message - the message that is displayed to customers in the 'Kitchen Closed' panel when the kitchen is closed (prior to next service period)
		+	* Store Closed Message:
		+	* Store Closed Heading - the heading that is displayed to customers in the 'Store Closed' panel when the Store cannot take further orders for the day (last service period has ended and 'Future' orders are not available)
		+	* Store Closed Message - the message that is displayed to customers in the 'Store Closed' panel when the Store cannot take further orders for the day (last service period has ended and 'Future' orders are not available)
		+	* Optional:
		+	* Customer Details Message - use this to set a custom message in the 'Customer Details' panel
		+	* Payment Message - use this to set a custom message in the 'Payments' panel
		+	* Checkout Message - use this to set a custom message in the 'Checkout' panel
		+	* Confirmation Message - use this to set a custom message in the 'Confirmation' panel
		+	* Show Custom Notice - Turn on/off the 'Custom Notice' option in iOrder. When 'Custom Notice' is turned on, the defined 'Customer Notice' will be displayed at the top of the store's menu in iOrder
		+	* Custom Notice - use this to define the 'Custom Notice' to be displayed to customers at the top of the store's menu in iOrder
		+
		+
		+	====iOrder Policies & Information====
		+	Used to set where the location of the company online trade policies, terms and conditions.
		+	Note: Leave blank if you agree to use the default (and generic) iOrder trade policies, terms and conditions
		+	* External Policy Links:
		+	* Sales Policy URL - the URL of the company 'Sales' policy. Can be to a website page or to a hosted file.
		+	* Refund Policy URL - the URL of the company 'Refund ' policy. Can be to a website page or to a hosted file.
		+	* Nutrition Info URL - the URL of the Nutrition information for products sold in iOrder. Can be to a website page or to a hosted file.
		+	* Local Policy Links:
		+	* Sales Policy File - if you would like Imagatec to host a (single) PDF file of the company 'Sales' policy, please email it to Imagatec helpdesk and Helpdesk will complete this setting for you.
		+	* Refund Policy File - if you would like Imagatec to host a (single) PDF file of the company 'Refund ' policy, please email it to Imagatec helpdesk and Helpdesk will complete this setting for you.
		+	* Nutrition Info File - if you would like Imagatec to host a (single) PDF file of the Nutrition information for products sold in iOrder, please email it to Imagatec helpdesk and Helpdesk will complete this setting for you.
		+
		+
		+	====Company Branding====
		+	Used to set the company branding in iOrder.
		+	* Logo Image - Please email your company logo to Imagatec helpdesk and Helpdesk will complete this setting for you.
		+	* Background Image - The image displayed for the background in iOrder. If unsure, please email your background image to Imagatec helpdesk and Helpdesk will complete this setting for you.
		+	* Company Colour Selection - used to configure colours used in iOrder. If unsure, please email your company branding colours to Imagatec helpdesk and Helpdesk will complete this setting for you.
		+
		+
		+	====Google Analytics====
		+	Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. Enter your Analytics ID to enable this feature.
		+	* Analytics ID - this can be found in your ([[https://analytics.google.com/\|Google Analytics account]])
		+	Note: If an 'Analytics ID' is not entered, Google Analytics will be disabled in iOrder and WILL NO track or report on website traffic.

-	====Site Images====
-	Allows a store owner or authorised manager to enter the name of the image to use as the 'Site' and 'Map' image for the store in iOrder.\\

-	Note: The name entered MUST match the file name of the image that has been uploaded to the POS content folder by Imagatec helpdesk. If the name does not match, iOrder will leave a blank space where the image should be.

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