Configuration Checklist

EMC setup activities related to delivery service providers can start without the connection details. However, you cannot use the delivery service provider without them. To obtain connection details, complete this checklist for integrating Simphony with a delivery service provider:

  1. Register with Delivery Service Provider

  2. Enable Locations Using Delivery Connector User Interface (if required and supported by Delivery Service Provider)

  3. Enable STS Gen 2 For Use With Delivery Service Provider Workstation

  4. Configure Tender/Media

  5. Configure Order Types

  6. Configure an Open Discount (if required and supported by Delivery Service Provider)

  7. Configure an Open Service Charge (if required and supported by Delivery Service Provider)

  8. Create Delivery Service Provider Employee

  9. Create Data Extension Record

  10. Configure Currency Information

  11. Configure Language Culture

  12. Create Allergen Classes (if required and supported by Delivery Service Provider)

  13. Upload Menu Item Image

  14. Create Menu Tags

  15. Create Screen Look Ups for Menu Items

  16. Configure Menu Items (including condiments)

  17. Configure Nutrient Set (if required and supported by Delivery Service Provider)

  18. Assign Allergy Information for a Menu Item (if required and supported by Delivery Service Provider)

  19. Configure Combo Meals (if required and supported by Delivery Service Provider)

  20. Assign a SLU and arrange the order of SLUs for the ordering site

  21. Configure Advanced Menu Item Options (if supported by Delivery Service Provider)

  22. Create Delivery Configuration in Revenue Center

  23. Deactivate Third Party Delivery Aggregator Services (if used)

  24. Activate Delivery Service Provider Interface

  25. Verify Setup