Point of Sale (POS) Integrations

You might be using an electronic Point of Sale or till system in your venue. We have a number of integrations to these systems; there is no implication for the customer, but for your venue it means easier menu and order management.

In brief, menus items are edited on the POS and then are synced through to your venue dashboard. From here you can create a new menu using any number of these imported items from your POS and make a small number of edits. When a customer makes an order, that order is sent to the POS for it’s approval that the items are correct. Following an approval the order is completed and you can print out and manage the order from your POS.

This differs from a non integrated setup where you would manually create all the menu items on the venue dashboard and organise your orders using our order manager system.

POS Partners

Integration and configuration

Each of the partners above will fall into two categories of POS integrations:

• Outbound - the most common kind, where the integration is configured and handled on our side of the system.

• Inbound - where the integration is handled by the POS itself, through access to our API. Issues with inbound integrations should be referred to the POS provider.

Managing your menu if POS integrated

Making changes to your items

You want to make as many of your menu edits on the POS because that is the source that we pull the information from. You will notice when your venue is POS integrated and you try to make an edit to an item on the QikServe Dashboard that in fact many of the fields are not accessible. Depending on the POS integration the fields that are editable may get wiped each time you re-sync the menu, so it is best to input this all on the POS.

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In this case the Display name (the customer facing name) and the Description are editable, but the rest is not. However, you are most likely able to enter this on your POS, so best to do it there.

 

Sizes, pricing, name and description, should all be set on your POS, as well as Modifiers. Please speak with your POS system support team if you are unsure which is the corresponding area to enter this data as it is different per POS type.

Syncing your menu

When you have made any changes to an item on your POS you will want to show this change on the QikServe Dashboard (and therefore to your customers). This is not an automatic sync and needs to be done manually.

If you have an Inbound integration, then please speak with your POS provider who will let you know how to sync a menu.

For Outbound integrations the steps are as follows:

1. Log into your Dashboard at app.preoday.com

2. On the left-hand side menu scroll all the way down to Update External Menu

3. Click the button by your venue name to Sync menus
   
   

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4. You should see a message in green signalling that you have been successful
   
   

    

5. If you see a red error message then please get in touch with the Support Team at support@qikserve.com
   
   

    

The customer facing menu

When you are syncing your menu and items from the POS to the Dashboard they are always coming to the same menu. You can choose to have this menu be customer facing or you can create a new menu with your imported items that you decide to show - this could be the case if you have many items on your POS but you only want to show a limited menu to customers.

To help adapt the synced menu for public display, there are a number of changes you can make to it:

• Items can be “hidden” from the menu - they’ll still display on the dashboard, but they won’t be visible to customers. Any subsequent menu sync will still keep the item hidden.

• Items can be “deleted” from the synced menu - they’ll be removed from the menu altogether, however, if they still exist on the POS, they’ll be added to the menu again the next time a sync in run.

• The “Display Name” of an item (the name visible to customers) is only imported on the first sync of the item - meaning that any changes to the “Display Name” afterwards won’t be overwritten by a menu sync. This helps venues that would like their customer-facing item names to be different from the name of an item in the POS.

Using a separate public-facing menu

1. From your Dashboard navigate to Menus > My Menus

2. Click the blue '+' symbol to add a new menu

   
   
   

3. Give your new menu a name and click Done

4. From within the new menu, create your first menu section
   
   

    

5. When you are in this new menu section and click the blue '+' symbol again you only have the option to Import existing items, click this button
   
   

    

6. You will see a list of your imported items to the right hand side. If they have modifiers already attached (you set this up on your PO) then you will see these on each of the appropriate items
   
   

    

7. Drag and drop the items you would like to fill the menu section with

8. Repeat steps 4-7 for the other menu sections until you have a complete menu

9. Navigate to Outlets > My Outlets

10. Choose the appropriate Outlet and make sure that your new menu is selected which will make it customer facing

Managing your orders

If you are POS integrated then you manage your orders via your till system, however if you wish you can still have access to our orders management system at orders.preoday.com. Read more about managing orders.

Support and Troubleshooting

Menu not syncing successfully to the dashboard

If you cannot successfully re-sync your menu from the POS we will need to look at the configuration to find out why. It could be something simple such as a Dashboard user has deleted the menu that the POS data gets synced to. Reach out to the Support Team at support@qikserve.com.

Orders being rejected

If customer’s orders are being rejected it is most likely due to a discrepancy between the menu on the POS and on the QikServe Dashboard. Perhaps for example you have recently changed the price of an item on the POS but not made this change on the QikServe Dashboard - that would cause an error when the customer tries to pay.

The easiest way to rectify this is to re-sync the menu on your Dashboard following the steps in 'Syncing your menu' above. When you get the green message to let you know the re-sync has been successful you should no longer get a rejected order.

This is the error the customer would see: