Interact Web Setup for Appetize

Description: Follow these steps to set up Interact Web for Connect.

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Overview

Interact Web is an appless ordering solution designed to simplify the ordering experience and combat application fatigue. This web-based solution is responsive to all screen sizes and can be used by guests to place orders for pickup or in-house delivery.

Note: An Appetize Representative must enable Interact Web. Once enabled, you will see the Interact Web module option on the left menu in Connect.

To enable Interact Web, the following must be configured in Connect:

• Interact Web Settings
• Vendor Roles
• Vendors
• KDS (item routing and accounts)
• Category Groups / POS Groups
• Items ( Modifiers , Attributes ) 
• Day Parts, if applicable
• Payments and if applicable, Promo Codes
• Layouts, if applicable

Interact Web Settings

• Interact Web URL - this will be the URL that will be needed to access Interact Web ordering by the customer. This is found by accessing Connect and selecting Interact Web > Settings from the left hand menu.
• Enable Apple Pay - Enable the Apple Pay option when checking out on iOS with Safari. Please reference ApplePay - Creating CSR in Authorize.net for more information regarding the setup. 
• Use Ordering API - This is an upcoming feature.
• Show Images - Yes/No to display item images. It is recommended that this be set to Yes to display images for each item.
• Suppress top-level categories - Yes/No. Yes will display category groups that items are assigned to (Package Beer, NA Bevs, Snacks). No will display all items under the type only (Food or Drink).
• Phone Number at start - Yes/No toggle to determine if a phone number is required before starting the transaction. It is advised to leave this set to No as the customer will be required to enter a phone number before finalizing the transaction
• Display Special Instructions - Future feature to allow special instruction input on items. Not currently available.
• Color Highlight - can add specific hex color of team, business, etc.
• Singular Vendor Verbiage / Plural Vendor Verbiage
• Page Preview - Appears in top right corner. Venue Image: The image that is displayed on the portal pulls from the venue image in Settings > Venue. If there is not an image loaded, the Appetize logo will be displayed.

Vendor Roles

Vendor Roles are a group of settings used to configure the Interact Web options for a specific vendor.  There are many options within Vendor Roles to configure for Interact Web.

Setting the Status of a vendor

In Connect, select Options > Vendor Role

On the Vendor Roles page, under the Open column, select Yes (Open) or No (Closed). Can also be updated on the General tab of selected vendor role.

• Vendor Image(s): These images can be uploaded into the vendor role. If there are multiple vendors that will be displayed, it is best practice to create a vendor role for each vendor so that the vendor can have its own vendor image
  1. To add an image to a Vendor Role
  2. In Connect, select Options > Vendor Roles.
  3. On the Vendor Roles page, select the Vendor Role you want to configure.
  4. Under Vendor Image, select the arrow symbol to add an image. This is the image that is displayed in the portal for each vendor role.
  5. In the file browser window, select the image you want to upload, and then select Open.
  6. A notification message will display on the top-right of the Vendor Roles screen if the update is successful.
• Restrictions - You can configure alcohol limitations for each location, if applicable.
  • Select the Restrictions tab. Select the required options.
• Alcohol Enabled: Governs whether or not the vendor is able to sell alcoholic beverages.
• Drink Limit Per Event: Ability to set a specific amount of alcohol sales by item quantity.
• Drink Limit Per Order: Ability to set a limit to the number of alcohol items per order.
• Order: Ability to set a specific amount of alcohol item sales per order.
• Mobile Ordering Options
  1. In Connect, select Options > Vendor Roles.
  2. On the Vendor Roles page, select the Vendor Role you want to configure.
  3. Select the Mobile Ordering Options tab. Select the required options.
• Additional Info - custom text that appears under vendor landing page
• Pickup Text Message: Enter a custom message that includes pickup details that will be sent to customers.
  • Note: Setting applicable for KDS version below 4.1

Mobile Ordering Transactions

1. In Connect, select Options > Vendor Roles.
2. On the Vendor Roles page, select the Vendor Role you want to configure.
3. Select the Mobile Ordering Transactions tab. Select the required options.
4. Convenience Fee: Select Yes to turn on a surcharge or delivery amount.
5. Fee Type: Select a fee type: Percentage or Flat Fee.
6. Fee Amount: Enter the amount of the desired fee.
7. Tip Enabled: Select Yes to give customers an option to leave a tip for the employees.

Vendors 

Web vendors must be created to set menus for a specific location, identify what areas of the venue it serves, and to establish KDS routing to the kitchen.

1. Create the vendor.
2. Details tab
3. Select Mobile Ordering = Yes
4. Auto-Complete = Yes/No. If yes, select the number of minutes in which to auto-complete each transaction.

Serves - If you are providing delivery for mobile ordering, once the layouts have been created, you will need to set up this tab. Details provided in the “Layouts” section at the bottom of this document. If your vendor is set for pickup, this tab does not need to be completed.

Open Hours - can be configured for locations that have set business hours. Once hours of operations are configured a guest will always be able to access the ordering website but will be notified that the location is closed when they log in outside the set hours. Customers will be able to browse the menu, but not create an order when the location is closed.

To configure hours of operations, toggle Use Open Hours to Yes.

1. Set the start and end time for each day of the week.
2. If the location has split hours, multiple hours per day can be configured by selecting the + button to add an additional entry.
3. Use the - button to remove hours.
4. Save the changes by selecting the pencil in the top right corner and then selecting the green check mark for save.

Text message prompts - set ability to send text alert status updates to customers. This can be set on both vendor and subvendor level.
Note: Vendor level options require KDS 4.1 or higher

Send SMS on "In Process" - if yes text will be sent when order is marked in process

SMS On In Process Custom Message Text - custom text sent to customer once completed

Send SMS on "Completed" - if yes text will be sent when order is completed

SMS On Completed Custom Message Text - custom text sent to customer once completed

Location  - additional custom text available on subvendor to that directs customer toward specific pick up location on order confirmation screen.

KDS

Determine if using an existing or setting up a new KDS

If utilizing the same KDS, ensure that the mobile ordering vendor is assigned to Vendor KDS account and/or Subvendor KDS account (if subvendor is used, ensure menu items are routed appropriately after assigning the vendor to the subvendor account)

If setting up new KDS create the new Vendor or Subvendor account and assign the vendor to either or both the Vendor or Subvendor account (if subvendor is used, ensure menu items are routed appropriately after assigning the vendor to the subvendor account)

Category Groups / POS Groups

An administrator will need to determine if new category groups are going to need to be created or existing category groups will be utilized. It is important to note that if changes to the category group configurations are made, and are being utilized on other platforms/terminals throughout the venue, this will likely impact how items are displayed and filtered on those existing terminals.

Category Group Image(s): these images will be displayed after selecting the vendor desired, it is important that the image correlates to the category group being displayed as it will be customer facing

Items

Items and modifiers are customer facing, so you will want to make sure that appropriate pictures that correlate with the item/modifier are assigned to their respective item/modifier.

Caloric values can be added. Calories that are programmed are taken from both calorie (value) and calorie (display label) fields in connect (Items-Calorie value/Calorie label field). They will appear blank in Interact Web if not filled out

Modifiers / Wizard: If there are any items where a modifier will need to be selected, you must build out a Wizard. This is required even if there is only one step for a modifier.

Attributes: Items can be flagged to allow for filtering (Ex. Gluten free, local, vegetarian, etc).  Create the grouping and add applicable items.

Day Parts - if applicable

Day Parts is located within the Options tab on the left-hand menu in Connect. Day Parts allow for a change of menu items for a specified date or time (Ex: Breakfast menu to lunch menu or cycle menus of an item only being available on Mondays or Tuesdays).

Note: Day Parts differ from Open Hours (in vendors) in that Open Hours can be programmed for mobile ordering or kiosks to allow customers to view the menu (online or on a kiosk), but not place any orders until the location is open. Day Parts control the item availability.

Promo Codes - if applicable

Promo codes can be created and used via the codes tab in Connect. Ensure that the promo code needed is assigned to the vendors available in Interact Web

Layouts - if applicable

A Layout is used to program seating charts into the system that can be used for Interact Web. When a guest logs into Interact Web they can enter their seat assignment and only the respective vendors will display for ordering. (Settings-Mobile Ordering - have to turn on the seat) and enable in the vendor-serves

Note: The system creates a Default Layout upon setup of a venue. All programming will correspond to this layout by default. The name of this layout can be changed if needed.

Creating Layouts

If only one layout is needed, you can edit the existing Default Layout. 

Assigning Seating Charts to Vendors

Once the Levels have been created they can be assigned to their respective vendor.  

To assign a seating chart to a vendor

1. In Connect, select Vendors.
2. On the Vendors page, select the Vendor you want to modify.
3. Select the Serves tab.
4. Select a Level to enable for this vendor.  Multiple levels may be enabled per vendor.
5. Select the specific rows and seats associated with the vendor or select Check All.
6. Select Save Changes.