Contents

Title and Copyright Information

1 Preface

• Audience
• Customer Support
• Documentation
• Revision History

2 Application Tools

• Creating New Users and Updating Passwords
• Accessing and Changing Employee Personal Information
• Accessing and Changing Customer Personal Information
• Setting Role Visibility
• Managing Roles and Privileges
• Configuring Brands
• Configuring Delivery Charges
• Configuring Tradezones
• Creating and Editing Regions
• Configuring Global Standard Open Times and Promise Times
• Creating, Editing, and Deleting Menu Categories
• Creating, Editing, and Deleting Menus
• Creating Price Groups
• Creating Price Levels
• Creating Products
• Copying Products
• Assigning Products to a Menu
• Excluding Products From a Menu
• Searching for Excluded Products
• Marking a Product as Not Saleable
• Assigning Menus to Stores
• Configuring Stores
• Configuring Order Type Times
• Configuring Future Dated Orders
• Configuring Surcharges
• Vouchers
• Configuring Vouchers
• Creating a Store Group
• Configuring the Master Store
• Moving a Store to a Different Store Group
• Modifying Menu Items in the POS
• Importing Menu Items from the POS
• Modifying Product Prices at the Store Level
• Synchronizing Product Availability
• Reporting

3 POS Synchronization

• Configuring POS Synchronization
• Selecting the POSEX Provider
• Defining the ExtensionServiceURL
• Testing the POS Connection
• Synchronizing One Menu
• Synchronizing Multiple Menus

4 POS Synchronization Options

• Scheduling On-Demand Synchronization
• Enabling the Automatic Synchronization Option
• Changing the Automatic Synchronization Time Interval
• Configuring the POS SyncAgent Service
• Viewing POS Synchronization History