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Deliverect advanced settings for multi-site venues

For consistency across your brand, or when managing multiple brands, Deliverect lets you centralise your management across multiple locations and sales platforms. 

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*Deliveroo Australia has entered administration and therefore is no longer supported by Deliverect (18/10/2022)

 

What’s in this guide?

Import menu from existing delivery channel | 10 mins

Sync products to multiple sites | 5 mins
Fine-tuning your menu | 5 mins
Setting User permissions | 5 mins
Expanding to new locations 


Before you begin, you will need:

  • A Lightspeed POS plan and a Deliverect subscription
  • An account with Uber Eats, Menulog or DoorDash
  • A Deliverect contact to assist you with onboarding.

 

Import menu from existing delivery channel

Products on the delivery channels need to communicate with the products in Back Office, this is achieved by using the same Price Look-up (PLU) code. Without a menu built in Deliverect, your products in delivery channels will not be recognised by the POS and the order will fail.

One way to create a menu in Deliverect is by importing a menu that you have already created on a delivery channel (or are storing on a JSON file). 

Please do contact Deliverect to determine if this is the right solution for you. But before you decide to import a menu, ask yourself: Is my menu and menu workflows (i.e. modifiers) on the delivery platform greater than or equal to 95% the same as what I have on the POS?

If your answer is NO, then we do not recommend importing your menu. That’s because it is much faster to build the menu from scratch than linking all the products. And, the good news is, building a Deliverect menu from scratch is quick, easy and painless!  As part of the set-up, you’ll import products from your Back Office into your Deliverect account.

If your answer is YES, you can follow the steps below to import your menu.

  1. From the Menus tab, hit + Add New Menu
  2. Choose Import menu
  3. Choose the channel you’d like to import from

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Note - If you’d like to import from an UberEats menu, your channel needs to be connected before you begin the import. Reach out to Deliverect to request this service, it takes about 24 hours to finalise. For DoorDash, however, you can import the menu without connecting the channel.

Link products

Once you’ve imported your menu, you’ll see this error message:
We could not link some of the imported products with the related products in your POS. Please manually link these before publishing the menu.’
So before you publish your menu, you will need to link your products in the Deliverect menu to the respective products on POS. 

  1. From the Menus tab, choose a product that is circled in red
  2. In the Link product pop-up window,choose the relevant product from your POS menu
  3. Hit Link productKapture_2021-10-01_at_08.05.19.gif
  4. Products circled in yellow mean there’s an orphaned modifier/modifer group. Make sure that the modifiers in Back Office are accurate and delete the unlinked group. Screen_Shot_2021-12-02_at_10.35.30_am.png

 

Sync products to multiple sites 

Once you have a completed Deliverect menu, if you make changes to your products in Back Office, you will need to sync your Deliverect menu(s). This will ensure that all changes are always reflected on your delivery menu(s).  

 

If you need to sync multiple sites it doesn’t have to be done one after the other. Instead, you can sync your locations simultaneously.

 

  1. From Locations
  2. Select your location
  3. Click Sync products
  4. While you wait for the sync to process, repeat steps 2 and 3 for each location.

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Note - if you have overridden fields, such as product name, description, price, modifier group rules, modifier group availability, they will stay in place.

Fine-tuning your menu

The 'Fine-Tune' feature allows you to make small changes to an existing menu that only affect one delivery channel and/or one location. See the example below.

 

For instance, you want to sell alcohol through DoorDash only, or perhaps you only want to sell alcohol from a specific store; or, you would like to sell alcohol from a specific store and only on DoorDash. All of this can be achieved with the ‘Fine-Tune’ feature.  

 

  1. Go to the Menus tab, select the menu you'd like to Fine-Tune
  2. Click Manage Menu Items
  3. At the bottom of your menu, hit Fine-Tune Menu Per Location/Channel. The pop-up will remind you that these changes will affect only the selected channel or location
  4. Select which location and/or channel you'd like to make the changes for
  5. Go ahead with your changes: images, prices, tax, descriptions. These changes will not affect the original menu. It will only affect the menu for the Location and/or Channel you have selected at the top of the fine-tune page
  6. Once you're done, click Exit Fine Tuning at the bottom of your menu

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Note - Whenever you make any changes to your menus, remember to Push Menus Live to your delivery platforms to make sure the most up-to-date versions are available for your customers to order from and to prevent failed orders.

You can select Preview Menu and use the filters at the top of the preview to see channel/location-specific menus and all their fine-tuned changes. 

 

Setting User permissions

 

As your staff members grow with your business, you can assign permissions that are tailored to their responsibilities. If your organisation has a simple structure where one person is managing your Deliverect system, they will be assigned as the Deliverect Account Manager – all other staff can be assigned as an Employee. 

 

Deliverect Account Manager: This is the person with the highest access rights to your data in our system – there can be multiple Account Managers. Account Managers can always (at the very least) view orders, control menus and snooze products. 

 

Important - Account Managers will have access to all locations. 

 

Employee: This is a basic user who by default can see the incoming orders. However, there's a great deal of customisation possible, such as restricting access per location and allowing additional access and views. If you require this, please reach out to us. 

 

Expanding to new locations

There’s a number of ways a brand can grow. Whether you are taking over a completely new location, or a location that already has a Deliverect account, to onboard the location with Deliverect you will have to go through the account creation, menu build and staging delivery channels process. 

 

Reach out to Deliverect to plan your next steps. 


What’s next?

If you would like to add a second, third, or even twentieth site to your Deliverect account, let Deliverect know and talk about your subscription. At a minimum, they’ll require the details of your new location: Site name, site address, site phone number, point-of-contact name, email and phone number.

Or, learn how to snooze products and remove out of stock items for fewer cancelled orders or substitutions with the guide Managing busy times with Deliverect.

Frequently Asked Questions

 

Can I delete a location?

If a location is leaving your Deliverect portfolio, reach out to Deliverect.



I’d like to add a new location to my account

Exciting times! Reach out to your AM to help you get set up.

 

I’d like to add an existing Deliverect location to my account

To onboard additional locations with Deliverect, you must go through the account creating, menu building, and de-staging then re-staging of delivery channels processes. Deliverect can assist with this directly.

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