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Assigning Security

Staff

To grant Online Ordering Administrative access to another Staff Member (who is not a Website Administrator) at the Club:

      • Click on Role Security from the Admin menu.


      • Right-click on the Dining: Online Order Admin role.


      • Choose Grant Role to Site Users.


      • Search for User to populate options in the Available Users column.  Click on User (in Available Users column) to move them to Selected Users columns. and click Return Results to finalize security assignment.


Members

Initially, the online ordering menu system will only be visible to Website Administrators and assigned Staff until you have set up, tested, and instructed your project manager to make the link visible to Members.

Configure Online Ordering Settings

 To populate your system, access the Online Ordering Admin tool. 

Note: If Clubessential is assisting your Club with getting your Menus into the system, please ensure you have obtained the spreadsheet templates from your Project Manager and populate your Items, Modifiers, Modifier Groups, Categories, and Menus within the templates.

Accessing the Tool

To access the Online Ordering Admin tool, perform either of the following:

    • Click on Online Ordering Admin link (found in the Admin tab, or within your Social & Dining menus).



    • Or, from the Online Ordering screen, click the Administration link in the bottom right-hand corner of the screen.


Admin Overview

The Online Ordering Administrative tool is comprised of (9) tabs containing various tools/settings to help you get your online ordering system up and running.  The tool is available to Website Club Administrators and/or Staff Users who have been granted security to the role: Dining: Online Order Admin.

The tabs have been numbered sequentially to help you identify the sequence of events necessary for proper setup.

 

1. The Admin tool opens on the View Orders tab, which provides a summary of all orders for the time periods specified. The order grid will initially be blank. Once data is populated, view may be filtered based on Location and/or Status.

Note: The Items, Modifier Groups, and Modifiers tab will be populated based on the sync with Office. These tabs are View Only. No additional editing on these tabs is required.

2 - 5. The Categories, Menus, Locations, and Settings tabs will be utilized to complete the Online Ordering setup.

6. Once all setup is complete, tests can be conducted on the Order tab.

Note: When in any of the tabs, and a pop-up screen appears, clicking off the tab will auto-close the window without saving changes. Therefore, ensure to stay on the pop-up window and save changes before exiting to avoid losing your work.

Online Ordering Setup

Modifiers

Modifiers are attached to Items in order to allow Cooking Temps, Toppings, Bread Types, Sizes, etc. to be specified when ordering an Item. On the Modifiers tab, click Create Modifier to begin setup.

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To add a Modifier:

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  1. Name the Modifier.
  2. Then, click Create Modifier.

Once created, the Modifier will appear in the Grid. To edit/delete an existing modifier, click Edit to launch the View Modifier Screen, or Remove to delete the Modifier.

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Modifier Groups

Modifier Groups are collections of Modifiers (and/or Items), that are attached to an Item. On the Modifier Groups tab, click Create Modifier Group to begin setup.

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Once in the Modifier Groups setup screen:

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1) Name the New Modifier Group (Admin purposes only).

2) Provide the Modifier Group with a Display Name (This will show in Online Ordering process and may be the same or different than the Name provided in the step above.)

For instance, when Cooking Temperature is used as the name for Admin Purposes, display name may be “How would you like this cooked?”

3) Minimum Items - Specify the minimum number of Modifiers that can be selected from this group, when the Item is selected. For instance, if Sides are a Modifier Group, and the Sandwich comes with (2) sides, set this to (2).

4) Maximum Items - Specify the maximum number of Modifiers that can be selected from this group, when the Item is selected. For instance, if a max of (5) toppings are able to be added to a Burger, set this to (5).

5) Type - Modifier Groups may be comprised of Modifiers, or Items. Designate Type to view all available Modifiers, or Items. (Note, if an Item is part of your Modifier Group, you will need to build the Item before it can be incorporated).

6) To move a Modifier into the ModifierGroup, click on a Modifier/Item in the AvailableModifiers column, and then click the SingleArrow (pointing to the right) to move into the AppliedModifiers column.

7) Repeat Steps 5 and 6 until Group has been populated as desired.

8) Then, click CreateModifierGroup.

Items

Items are what the Members will order. On the Items tab, click Create Item to begin setup.

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Once in the Item Setup screen:

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1) Name the New Item.

2) Provide the Item with a Display Name (This will show in Online Ordering process and may be the same or different than the Name provided in the step above.)

3) Next, enter the Item Price. Note: The ability to show the price on the order is controlled in the Locations setup, and is discussed later in this document.

4) Optionally, enter an Item Description.

5) Next, assign any required Modifier Groups to the Item by clicking on an Available Modifier Groups.

6) Then click on the single arrow to move the Available Modifier Groups into the selected Applied Modifier Groups column. Repeat steps 5 and 6 until all desired Modifier Groups have been added.

7) To reorder Modifier Groups, click on the Applied Modifier Group and then click the up or down arrow to move selected Modifier Group in the respective direction. For example, when a Member orders a Burger, if you would like them to answers the
question “How would you like this cooked” before choosing “toppings options”, ensure the Modifier Group for Temperature is listed above the one for Toppings.

8) Click Create Item when finished.

Once created, the Item will appear in the Grid. To edit/delete an existing Item, click Edit to launch the View Item Screen, or Remove to delete the Item.

Categories

Categories are groupings of Items and will be used to help categorize sections of the menu.  Click on Categories to access Category setup.  On the Categories tab, click Create Category to begin category setup.


There are (2) options for creating Categories based on your Club’s preferences.

    • Option 1: Create an exact replication of Office Categories.

    • Option 2: Create/Modify categories unique to Online Ordering.

 

Option 1: If your Club would like to create an exact replica of the Office Categories, when the setup screen launches:

    • Name the Category the same as the Office Item Category.

    • Click the Double Arrows (pointing to the right) to move all Available Items to the Applied Items.

    • Then, click Create Category.

Option 2: If your Club would like to create New Item Categories, when the setup screen launches: 

    • Name the New Category (whatever you want it to be).

    • Then, designate the Office Category in the drop-down to view available Items.

    • To move an Item into the New Category, click on the Item in the Available Items column, and then click the SingleArrow (pointing to the right) to move into the AppliedItems column.

    • Repeat Steps 2 and 3 until all Items desired have been placed in the Applied Items column.

    • Then, click Create Category.


Menus

Menus are groupings of Categories (and related Items) attached to a location that allow a Member to order food.  Click on Menus to access Menu setup.  On the Menus tab, click Create Menu to begin Menu setup.


Once in the Menu Setup screen:


  • Name the New Menu.

  • Then, specify the days and hours that the Menu will be available.

  • Next, select a Category from the Available Categories column, and then click the Single Arrow (pointing to the right) to move the Category into the Applied Categories column (onto the Menu).

  • Repeat Steps 2 and 3 until all Categories desired have been placed in the Applied Items column.

  • To reorder categories on the Menu, click on the Category, and then click the up or down arrow to move selected Category in the respective direction.

  • Repeat above until Categories are in desired order.

  • Then, click CreateMenu.

Locations

Locations are areas that accept Online Ordering.  Click on Locations to access Location setup.  On the Locations tab, click Create Location to begin Location setup.

General Tab

The Location setup screen will launch on the General Tab.  

Once on the General Tab of the Location Setup screen:


  • Name the New Location.

  • Next, designate the LocationArea in the drop-down. (These are the Office Areas set up to allow online ordering.)

  • Add a Phone Number for the Location (will display once Member has placed order telling them to Contact the location if they have additional questions).

  • Next, designate how many minutes after opening, the first order may be picked up. For example, if a location opens at 9am, and the Club wishes to designate 9:30am as the first available time for pickup, enter 30 in the field.

  • Next, specify days and hours that Online Ordering will be available for the location.

  • Then, assign Menu(s) to the Location by selecting from the drop-down. Check one or more boxes to designate available Menus for the location.

  • Finally, click CreateLocation.

Delivery Tab

To enable Delivery (either at your Club, or Home Delivery), click on the Delivery Tab.  Perform the following: 


  • Designate whether HomeDelivery will be an option. Note: Further setup will be configured on the Settings tab if this setting is checked.

  • Designate whether Delivery to Location(s)at the Club will be an option.

  • If Delivery to Location(s) at the Club is enabled, determine how your Members will specify their location; Freeform Entry Into an Input Field (they will type in a free form box to notify you of their location), or Select From a Dropdown Menu (they will select from a list of available locations such as Pool, Driving Range, Tennis Courts).

  • If Delivery to Location(s) at the Club is enabled, display a question to your Member to prompt them to designate their location in the Display Label field such as, “Where would you like your food delivered?”

  • If Delivery to Location(s) at the Club is enabled, and Select from a Dropdown Menu was selected, type in locations (one per line) that will be available for delivery selection.

Administration  Tab

The Administration Tab contains tools that enable you to show prices on the order screen/confirmation, as well as display taxes, service charges and/or flat rate charges (such as delivery) (up to 2 types).  Once on the Administration Tab: 


  • To display pricing to a Member during the ordering process, check the Show Pricing for This Location.

  • If Pricing is enabled for this location, you have the option to display taxes and/or other service charges in addition to displaying the Item charges. The first two fields allow % taxes to be applied. The next two fields allow for a flat fee to be added. Note: If “Delivery” is used in a Label, the system will auto-exclude the charge from pick-up orders.

  • Check Enable Notifications to send emails to Members notifying them that their order has been received, and that their order is ready for pickup.

  • Part of a future release - not applicable at this time.

  • When finished, click Update Location to have the rules entered applied to the Location.

  • Once created, the Location will appear in the Grid. To edit/delete an existing Location, click Edit to launch the View Location Screen, or Remove to delete the Location.

Settings (Delivery Settings)

The Settings Tab contains tools that enable you to control Delivery Settings, and applies only if Delivery Options have been enabled in the Locations, Delivery tab.  The Settings established in this section will apply globally to all Locations set up with Delivery options.

Home Delivery (Settings)
When Club Location Delivery is Available, click on the Home Delivery tab, and complete the following information.

 
 
  • Specify the Days and Times when Home Delivery is available as an option for Members to select in the Online Ordering Application.

  • Member Delivery Fields - Specify up to (5) delivery information fields. Note, each field may has the following available settings:

    • Required - Member must complete field before online order will process.

    • Pre-Populate - Field will be populated with information Member input from their last order, however, may be edited by the Member if necessary.

    • Comment Field - Check this box to tell system the free-form field is a Comment Field.

  • Comments - Hint Text - Optionally, include a hint or suggestion for the Comment box in this field to help Members know what type of information to include in the Comments field.

  • Home Delivery Rules - Display Club specific rules for Home Delivery such as Max Delivery distance, or minimum order amounts. Note: Text entered in this field will pop up to inform the Members of the rules when Home Delivery option is selected. This box will not operationally limit orders outside of the rules from being placed in the system.

  • Home Delivery Main Screen Text to Display to Members - Enter message to be displayed after Home Delivery order is placed. Common messages will include a general estimate on delivery times and/or other information relative to the delivery.

  • When complete, click Save Settings.

Club Location Delivery (Settings)

When Club Location Delivery is Available, click on the Club Location Delivery tab, and complete the following information. 


 
  • Member Delivery Fields - Specify up to (5) delivery information fields. Note, each field may has the following available settings:

    • Required - Member must complete field before online order will process.

    • Pre-Populate - Field will be populated with information Member input from their last order, however, may be edited by the Member if necessary.

    • Comment Field - Check this box to tell system the free-form field is a Comment Field.

  • Comments - Hint Text - Optionally, include a hint or suggestion for the Comment box in this field to help Members know what type of information to include in the Comments field.

  • Club Location Main Screen Text to Display to Members - Enter message to be displayed after Club Delivery order is placed. Common messages will include a general estimate on delivery times and/or other information relative to the delivery.

  • When complete, click Save Settings.

Order/Test

Once settings have been established, finish setting up your printer as follows:

Print Note Account/Printer Setup: Go to printnode.com, setup an account, and install the printnode client on a computer within your Club’s firewall. This computer will be pushing orders to the printer so it needs to stay on and the account that was used to install PrintNode needs to be logged in at all times.

Also, you need to ensure the computer DOES NOT shut down certain services to save power because this can cause the computer to disconnect from Print Node. To do this, go to the computer’s power and sleep settings menu item and create a customized power plan. For the customized power plan, make every setting never turns off, especially hard disks, networking, sleep and hibernate.
Here is the link to install PrintNode:

https://www.printnode.com/docs/installation/windows/.

Print a test page as follows: 

  1. Log-on to printnode.com.

  2. Go to the Print Something tab.

  3. Select PrintNode test page as the source.

  4. UPS Label as the test page.

  5. Select your printer.

  6. Select Print.

  7. Verify the test print worked successfully.

 

      Get API key & Printer ID - You only need one API key for your club regardless of how many printers you have.

     To get your API key:

  1. Log-on to printnode.com.

  2. Go to the API tab.

  3. Select Make New API KEY.

  4. Enter a description (e.g. your club name + online ordering)

  5. Click save.

  6. Copy the API key from the table.

 

      To get your Printer ID: 

  1. Log-on to printnode.com.

  2. Go to the Printers tab.

  3. Copy the printer ID for a given location from the table.

     Configure API key & Printer for online ordering

 

  1. Access Online Ordering administration menu.

  2. Select the Settings tab, and choose a location.

      1. Go to the Printer tab, and select “Use Print Node Integration” by checking that box.

      2. In the Print node API field – enter: https://api.printnode.com/printjobs

      3. In the Print Node User key – enter your API key obtained above.

      4. In the Print Node Printer Key – enter your Printer ID obtained above.

      5. Setup complete - You printer should now be setup. 

Once printer setup is complete, click on the Order tab to test your system.

Ensure all online ordering options (Pick-Up, Delivery to my location at the club, Delivery to my home) are appropriate.  If settings are not appropriate, review set-up in Locations, Delivery tab. 


Next, perform a test ticket for each of the online ordering options.  Ensure the proper Menus, Categories, Items, Pick-Up Times, Delivery Locations, and related Messages are displaying properly.  Ensure confirmation emails and/or push notifications are going out as expected.

 


 

Once you have placed your test Orders, ensure they are printing to your printer as expected.  

View Orders

As you perform the above tests, ensure the Website order status is updating properly to reflect the change in status, as the order progresses through the above steps.  Click on the View Orders tab within the Online Ordering Administrative tool to review. 


Remember to void your test tickets when complete.   

Once all tests have successfully been performed, you are ready to set your system live. 

Congratulations! 

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