Deliverect Setup

1. Cashpad Setup

In the Cashpad configuration module

1.1 Create a 'Deliverect' payment method

Go to configuration/data/payments, and add a new payment method with the following parameters :

Add a 'filter' on this newly created paymebt method, allowing only some profiles to have access to the payment method in the payment module of the cash register

1.2. Create a 'digital menu'

The purpose of the configuration stage is to define the menu (products / menus / addons / prices) which will automatically be published to Deliverect.

Products selection

Go to Configuration/Settings/Digital
Select 'Create Digital Layout' on the navigation bar
Then either click on 'edit' and create a new layout from scratch, or copy an existing layout by clicking on the 'reset' button

NB. For now the products organisation is not directly imported to Deliverect - only the products database is..

Prices selection

Click on 'Select rate makings' and select the rate makings that will be published to Deliverect

1.3. Workflow configuration

Under Configuration/Settings/External orders, configure the following parameters:

Kitchen workflow configuration

For the orders being sent directly to the kitchen, select the proper value for the field 'automatically send to production before the pick-up time'.
Nb : It's related to the pick-up (or deiivery) time - so '0 minutes' means 'send to the kitchen at the delivery time' (and not 'send to the kitchen immediately on order reception')
Nb : To send the orders to the kitchen as soon as they are received, select '1 day'
To apply a restriction and send only the order for the current day, check the 'automatically send to production only the current day orders' option.
To apply a restriction and send only the prepaid orders to the kitchebn, check the 'automatically send to production only the paid orders' option.

Other settings

'Automatically close balanced receipt when receiving external orders' will let the receipts opened if they are not fully balanced if not checked
By default, all the orders coming from Deliverect are associated to the 'root' user. The 'default owner for external orders' setting allow to change that

2. Cashpad Backoffice Setup

2.1. Deliverect plugin configuration

Go to External Services configuration, in the 'Deliverect' section

Deliverect account

Select the 'production' environment (Staging is for testing and certification)
Click on 'account/refresh' then select the proper Account
Click on 'location/refresh' then select the proper Deliverect Location

Per-channel configuration

It is now possible to differentiate the configuration (location/means of payement) according to the source channel (deliveroo, ubereat). This allows to have a breakdown of the payment modes and the turnover

Payment mapping

Select the payment method that will be used for pre-paid orders

Order types mapping

For each order type handled by Deliverect, a Cashpad location must be associated

Ratemaking mapping

For each order type handled by Deliverect, a Cashpad ratemaking must be associated.

NB. When receiving orders, the Cashpad ratemaking is only used to determine the VAT to apply, not the product's prices. The product's prices are taken as-is from the incoming order.

Specific mapping

Some orders coming from Deliverect could require adding special items, which must be associated to dedicated Cashpad products

Order delay (mn)

Possibility of adding a delay on the orders, to delay the theoretical pickup time from deliveroo or ubereat.

2.2. Menu synchronization

The menu is automatically synchronized and sent to Deliverect, each time a modification is made to the Cashpad configuration.

However, the synchronization could be manually triggered by clicking on the button 'Sync Manually'.

3. Deliverect Setup

On the Deliverect configuration :

Go to 'locations'
Select the proper Location and click on 'Edit'

In 'POS Settings/Connection', enter the URL https://<your cashpad server>/api/deliverect/order