Account

• Pay my monthly subscription?

  Back Office Log in using your 'Admin' credentials Hover over 'Welcome (your name) Admin' at the top RHS of the screen My Account Payment Methods Enter card details Update If updating card details Remove existing card Enter new card details Update If there is an outstanding invoice payment will be taken automatically within a minute or so Go to Plan >  SelectSome readers

• Ownership change

  If you are closing your business or transferring your business to a new owner to MyOrderBox.  Add the new 'owner' to the staff list as an 'Admin' Management Staff List ' New User'  Details to add:  Choose Role as 'Admin'                           First Name                            Last Name                            Email Address                            Password                            Mobile Number  Change of Billing Email and VAT Number *Setup StorFew readers

Reporting

• How can I locate a previous order?

  Prerequisites Access to MOB back office You can quickly locate previous orders by going to the back office Reporting >  Sales Report Order History Period Custom Select the date FROM and the date TO Click Update This will list all the orders for that date. Next you have the option to filter the orders further. E.g, I want to locate the order for £13.03 - Enter the amount in the 'Payment Total' boxes, top and bottom. Click Update. See the image belowFew readers

• How can I check my sales by product?

  Please access it by going to the back office Reporting Menu Reports Sales by ProductFew readers

• Why do I see USN codes in the Order istory?

  These are seen when the Fiscal Printer is enabled on the POS. Simply disable it to remove USN codes in report POS Advanced Settings Peripheral Fiscal Printer NOFew readers

• How do I make test orders

  As a store owner, with Admin role, I want to be able to take orders, while training staff, which will be shown in the Order History of the Back Office but won't be reflected in the Reports. Please note that the order)s) information will be visible for the Admins only. The orders won't be visible in the Reports for the other users. Back Office Setup Company:   Setup Company Company Details: enable Allow training mode Please note the feature is visible and availableFew readers

• Schedule reports to be received automatically

  Although, with MyOrderBox you can login to see any report whenever you like, there may be times when you would like particular reports to be emailed to someone every day or every week. For now this is only available on the Operation Report, but we plan to add this function to all reports soon. Back Office Reporting Sales Operations Apply any filters you require  Update to bring up the report you want sent to you Scheduler > You will now see the Edit Scheduler popupFew readers

• How do I monitor the Back Office user activities?

  Back Office Reporting   Staff reports User activitiesFew readers

• How can I access the 'Online Checkout Report'?

  Prerequisites Access to MyOrderBox back office Back Office Reporting Online Reports Checkout pageFew readers

• How can I export my weekly sales?

  To export your Sales data for trend comparison or to provide the sales data to a third party for yearly periods. Prerequisites You have Sales data recorded. Back Office Reporting Sales Reports Weekly Sales Select the Period you need from the drop down . i.e Current Year, Last year, Last 12 Months or set the Custom From and To dates. By default the Gross Total Sales are displayed.  If you would like to see the Net of Tax Sales, select the Net Total SaleFew readers

Menu

• Company or Store Menus

  By default all new stores are to manage their menu at Company level. Back office Use Store Menu instead In some cases where you want to allow stores to manage their own menus, or their pricing and promos, it may be useful to use the Store Menu. Store: Management Menu Products Company Menu Switch to Disabled. You will now see all menu settings at Store level and this is independent of the Company menu. Store Menu (https://storage.crisp.chat/users/helpdesk/websiteSome readers

• Default and Substitute Toppings

  Management Menu Menu Setup Create an Option e.g Toppings On the right side you see Options Add Option Type the name of the option (Toppings) Expand “+” on the Option (Toppings.) Add Option Value Enter the Topping name (Cheese) Add the price for that Topping Repeat the above steps to add as many Toppings as you need (https://storageSome readers

• Setup Guide: Menu

  Back Office Management Menu Menu Setup Menu Structure Before you add any products it is important to understand how the menu is structured, so you can add them in the right order. Brand You can have any number of brands, either virtual or real. Category The highest level e.g. Pizza Products All products e.g. Margherita must belong to a Category Must have prices unless they have Attributes, in which case the Attribute will have pricing Each ProFew readers

• Setup guide: Kitchen Categories

  Here you can learn to configure Kitchen Categories so that particular items go to specific kitchen printers and KDSs. Before you start Ensure your menu set up in the Company Back office Assign Kitchen Categories If you would like to create separate categories so that their respective products (e.g Dessert, Drinks, Pizza, Pasta) go to their respective KDSs. Company : Management MFew readers

• Setup Guide: Virtual Brands

  Before you start Ensure your menu is setup Overview Back Office Creating a VirFew readers

• How to calculate food cost for your menu

  Calculating food cost requires a number of elements being setup first. Namely, ingredients, batch recipes and menu recipes. Accessing the reporting menu and selecting 'Food Cost Margins' will then give you an accurate record for this.  Back Office 1 -  Go to Company:  Management Stock control Ingredients Add a single ingredient by clicking New Ingredient  in the top right corner.  (https://storage.crisp.chat/users/helpdesk/website/61cbb40cd0a29c00/f148a95a-2c14-4Few readers

• Why is an option value (i.e. Topping) not showing on my website?

  In the unlikely event that this happens - this is what you need to do: Go to the Product section in the Back Office (Management Menu Product) Select the 'Tools' drop down from the right hand side Choose  'Excel Export' Add your option values (do not add them in the first row, but below the last entered row) in Columns AC to AL as follows: Once done, click save (ensure the spreadsheet is saved as an .xls) Go back to the Back office screen whFew readers

• Setup Guide: Recipes

  Prerequisites; Have entered all your menu complete with pricing. You may have entered a Cost Price, however this will be overwritten when you create the Recipes. Manage Recipes Below are the steps to manage your recipes to enable you to manage your Food Cost in real time.  We advise to set this up and manage it for a few weeks, before you decide to manage stock. Manage Stock When ready, proceed with using the inventory management module. The following steps must be done at Company level.Few readers

• How do I remove products from my menu?

  Go to the Back Office Management Menu Products Delete Are you sure to delete this row? OKFew readers

• Error: When copying menu to Company

  If this error message is seen when copying menu to company this is because there is one or more products that haven't been assigned categoriesFew readers

• Setup Guide: Inventory Management

  Prerequisites; Have entered all your menu complete with pricing. You may have entered a Cost Price, however this will be overwritten when you create the Recipes. Manage Recipes Below are the steps to manage your recipes to enable you to manage your Food Cost in real time.  We advise to set this up and manage it for a few weeks, before you decide to manage stock. Manage Stock When ready, proceed with using the inventory management module. The following steps must be done at the lFew readers

• How can I disable the Half/Half function for some of the pizza sizes?

  Customer question: How can I disable the Half/Half (H/H) function for some of the pizza sizes and leave it for the rest? Answer: Login the Back Office (company / store level depends where the menu is built). Go to Management -> Menu -> Menu Setup -> Open Pizza category -> Edit item. There, you will see a function 'Ignore Split' under each attribute. Tick this for each size you don't want to have H/H function for on the website: (https://storage.crisp.chat/users/helpdesk/websiteFew readers

• Bulk changes to your menu in Excel

  Prerequisites You have your menu exported into a spreadsheet. Attach it here:  Once the menu has been setup, you can easily make bulk changes by editing this menu in the following way: Toppings Columns AC - AL Give the Option a Name - column AC Options e.g. Toppings 9" Add your Toppings in  - column AD Option Values e.g. Red Onions Note Ensure you complete all the prices in columns AF-AI Once you have added all the toppings you require simply copy the OptionFew readers

• Menu Advanced configuration

  Before you start  Ensure your menu has been setup correctly and you can see all your products in the Back Office Management Menu Products The following items are all optional, but are best done before starting to ensure the menu is perfectly configured. You can, of course, go and change these settings any time. Products Add Colours to POS - https://mob.freshdesk.com/support/solutions/articles/13000054721-change-the-colours-of-the-buttons-on-the-pos (https://mob.freshdesk.comFew readers

• Out of stock - Items

  Requirements Access to back office at store or company level. This explains how to mark products 'out of stock' either temporarily or permanently. Company: Management Stores Settings Select store Management Menu ProductsFew readers

• Create your own Pizza

  You want to offer your customers the ability to Create their own Pizza i.e. Customer can choose any 4 topping of his choice for free, after which any additional toppings should be chargeable.  Prerequisites Ensure your menu has been setup correctly and you can see all your products in the Back Office Management Menu Setup Note: This task should only be done by an Advanced user Back Office: Management Menu Products >Categories >Options Note : An option will need toFew readers

• How do I clone a menu

  Back office Management Company > Select 'Company Configuration' Management Menu Products Select 'copy from' drop down and then select the store the menu should be copied from. Now click 'Copy' Once this has been done a notification that it hasFew readers

Promos, Deals and Discounts

• Setup Promos and Deals

  MyFoodFast allows various deal types to be created in the back office, than will be reflected on the POS and on the online ordering site instantly. Before you start Make sure you have setup the menu, complete with every product that you want to create a deal with. Back office Go to  Management Menu Promos and Deals  Promo Type  Deal with two items - If creating a deal with two items Deal with three or more items  - If creating a deal with 3 or more itemsFew readers

• Restricting Promos and Deals

  Overlapping Not exclusive (Default) This means a customer can also make use of other promotions on the same order. Exclusive If you mark this as exclusive then no other promos on the same item are possible. Master promo deal If marked as master, this promo deal can be redeemed alongside other promo deals even though those are marked as "Exclusive".Few readers

• Discount order

  Back Office Creating a discount Store Setup POS Discounts + New Discount >  Create Complete  Name : Name of the discount Type: Amount Percent Reprice Discount Amount: Enter the discount amount. Active: Yes (active), No (disabled) PIN required: If Yes (enabled), when the discount is applied the Manager must approve on POS with their PIN. Position: Prioritises the position of the discount displayed on the POS. Now click '* CreaFew readers

• Manage Promos and Deals

  Before you start Make sure you have setup your Promos here Company: Management Menu Promos and Deals Promo Type Back office Manage Promos and Deals It is possible to manage Promos and Deals on three levels after you have created them at Company level. Company You may Enable / Disable them here at the highest level. Company: Management Menu Promos and Deals Virtual Brands You may Enable / Disable them at the Virtual Brands level to restrict whiFew readers

Integrations

• Setup integration with Just Eat, Deliveroo and Uber Eats?

  Now you can fully integrate with the likes of Uber Eats, Deliveroo and Just Eat platforms using our unique integration. This allows you to sync your entire menu complete with images and prices with one click, and in return receive all your orders directly within the POS automatically. MyOrderBox will fully support this integration in the case of any issues. Before you start Ensure you have subscribed a Paid plan and enable the addon Delivery Platforms Email Support with the folloPopular

• UrbanPiper Integration

  Now you can fully integrate with the likes of Uber Eats, Deliveroo and Just Eat using our integration with Urban Piper. This allows you to sync your products complete with images and prices, and in return receive all your orders directly within the POS automatically. UrbanPiper Sign up with UrbanPiper here (https://www.urbanpiper.com/uk/contact-us?utmterm=urban%20piper&utmcampaign=EK+%7C+HUB+%7C+Brand+%7C+UK+%7C+MaxConvTargetCPA&utmsource=adwords&utmmedium=ppc&hsaacc=4408096568&Some readers

• Deliverect integration

  Now you can fully integrate with the likes of Uber Eats, Deliveroo and Just Eat using our integration with Deliverect.   This allows you to sync your products complete with images and prices, and in return receive all your orders directly within the POS automatically.   Deliverect Sign up with Deliverect here: https://welcome.deliverect.com/myorderbox  Once you are setup with Deliverect they will provide you with your account and configureFew readers

• How do I sync my menu with LivePepper?

  MyOrderBox acts as the Master menu management system, so all changes are done in MyOrderBox and then pushed to the relevant site. After you have amended your menu as you would like then follow the guide below to push this menu to Hubrise.  Note this does not update your menu in LivePepper but rewrites your menu again with a fresh copy of your menu from My Order Box Prerequisites Go to App Store All > API add on  Subscribe Back Office - Company (only if using Company Menu) GFew readers

• How to Integrate “Mailchimp” ?

  Prerequisites: Access MyOrderBox Back Office by visiting  https://go.myorderboxhq.com/ Back Office: Follow the below steps to Enter the Company Details Setup Company Company Details Your Company address will be shown on the Website footer.     Navigate to store settings Management Stores SettingFew readers

Marketing

• Customer Database

  If you want to import or export your entire Customer Database, follow this article, however for Marketing purposes it is best to segment your Customer data using our Grow Module Back Office Export You can choose whether to do the export from just a Store or the entire Company, if you have access. Company: Customers Tools Export to Excel Store: Management Customers Tools Export to Excel The file will be sent to the email addresSome readers

• Setup Grow Module

  Setting up a grow module is for companies & individual stores, who are trying to grow their sales, by sending customers a Push Notification through the mobile App or an email via Mailchimp, with either a message or sending them a deal offer to catch their attention for them to click & re-order from your restaurant again. Back Office Setup Marketing List Company: Grow Marketing Lists New Customer Lists New Marketing List will show                                 - All thFew readers

General

• Where will my data be stored?

  Your data will be stored in the cloud system with secure servers.Few readers

• Back Office not loading

  If the back office isn't loading as is should be this is normally due to Cache and Cookies. Clear cache and cookies - This can be done through your browser settings. 'Clear browsing data'.Few readers

• Preparation and Delivery times

  The Preparation and Delivery are an important setting that is used throughput the platforms, to not only show the current Pickup and Delivery times on the online ordering platforms, but also to calculate the due times for every order that is created, regardless of the source. Back Office The Delivery and Preparation times can be set in the Back Office at Store level. Delivery Store: Setup Online Ordering Delivery Settings Delivery Time (minutes) Collection SSome readers

• How to (12)

  How can I check in the Back Office the orders that have been discounted? Modified on 24 Jan 2023 (/support/solutions/articles/103000049229-how-can-i-check-in-the-back-office-the-orders-that-have-been-discounted-) How to do I export the Customer Database? Modified on 24 Jan 2023 (/support/solutions/articles/103000049231-how-to-do-i-export-the-customer-database-) How do I monitor the Back Office user activities?Few readers

• How to...Menu (8)

  Why is an option value (i.e. Topping) not showing on my website? Modified on 24 Jan 2023 (/support/solutions/articles/103000049354-why-is-an-option-value-i-e-topping-not-showing-on-my-website-) How to calculate food cost for your menu Modified on 27 Jan 2023 (/support/solutions/articles/103000049355-how-to-calculate-food-cost-for-your-menu) Bulk changes to your menu in Excel Modified on 24 Jan 2023Few readers

• How do I set the delivery charge tax?

  Prerequisites Running MOB POS and back office Back Office Setup Online Ordering Delivery Delivery Charge Tax: Zero rated / Standard rated Add New+ Save On completion, Update AllFew readers

• How do I manage the Timezone?

  Setup POS Localisation Timezone Update Remember to sync on the POS!Few readers

• Reporting (4)

  How can I locate a previous order? Modified on 24 Jan 2023 (/support/solutions/articles/103000049240-how-can-i-locate-a-previous-order-) How can I export my weekly sales? Modified on 24 Jan 2023 (/support/solutions/articles/103000049292-how-can-i-export-my-weekly-sales-) How can I check my sales by product? Modified on 24 Jan 2023 (/support/solutions/articles/103000049293-how-can-i-check-my-saleFew readers

• How do I manage the Currency?

  Before you make any changes to the currency, make sure it is a valid address or it will not change. Firstly, go into Store details and change the address of your store and the location where it is located and then press update. Setup Store details  Once the store address and country has been updated successfully, the currency should change itself on the back office, however if it does not change, go to  Setup POS Localisation Operating CurrencyFew readers

• How to set VAT

  Customer question: How can I set the VAT on my menu products? Answer: Go to the Back Office -> Company/ Store level depending on where your menu is built -> Management -> Menu -> Menu Setup -> Edit a Category: On the bottom here you would need to set the old tax (the tax by default is 20%, which is called standard rated) and the new one you want to apply. (https://storage.cFew readers

• How do I set the Delivery Service Charge Tax?

  Prerequisites Running MOB POS and back office Back Office Setup Online Ordering Delivery Delivery Service charges:  YES Delivery Service charges type:  Fixed/Percents Service charges fixed: (Amount) Delivery Service Charge Tax: Zero rated / Standard ratedFew readers

• How do I remove Data from the Back Office?

  Setup POS Data 'Reset' Reset ALL sales DATA:  This will delete all the sales data.  Reset Menu:  This will delete all the Menu from the Back Office.  Important notice Running this operation will result in full data loss.Few readers

• Integrations (5)

  How do I setup the integration with Just Eat, Deliveroo and Uber Eats? Modified on 14 Mar 2023 (/support/solutions/articles/103000049361-how-do-i-setup-the-integration-with-just-eat-deliveroo-and-uber-eats-) How do I setup SMS/texting? Modified on 24 Jan 2023 (/support/solutions/articles/103000049362-how-do-i-setup-sms-texting-) How to Integrate “Mailchimp” ? Modified on 24 Jan 2023 (/support/soFew readers