Site & Location Onboarding
This article covers the steps required to onboard your location for Digital Ordering through Cinchio Kiosk and Cinchio Mobile. Your Cinchio support agent will advise once your Digital Order Channels are ready for onboarding.
Onboarding a Site
Your Cinchio support agent will advise once your site is ready to onboard for Digital Ordering.
To onboard your site, head to Digital Order Management > Advanced Settings > Site Setup.
For reference, the following site settings used by Digital Ordering are shown:
- Currency
- Time Zone
- Region/State
- Site Reference
If any of these settings are missing, you'll be prompted to set these against the site first.
Before confirming site onboarding, you'll first need to enter banking credentials for the payment provider(s) used at this site.
Once entered, select [Onboard Site].
You can now onboard locations within this site for Digital Ordering.
Onboarding a Location
You can onboard locations within a site that has been onboarded for Digital Ordering, as covered above.
To onboard your location, head to Digital Order Management > Advanced Settings > Location Setup.
Select the location from the list, then select [Enable Location].
You can now activate Digital Order Channels within this location.
Digital Order Channel Onboarding
Onboarding an F&B Channel
You can activate F&B Digital Order channels within a location that has been onboarded for Digital Ordering, as covered above.
To activate an F&B digital order channel, head to Digital Order Management > Advanced Settings > Location Setup.
Navigate to the Digital Order Channels section, within General Order Settings.
Select [Activate] against either Mobile Order Channel or Kiosk Order Channel.
Once the F&B channel is activated, a corresponding Back Office till is automatically created against the location for sales received from this channel to report against.
Additional settings specific to that order channel also become exposed within this page as covered in Location Setup.
Onboarding a Retail Channel (Yellow Dog Integrated)
You can activate retail Digital Order channels within a location that has been onboarded for Digital Ordering, as covered above.
To activate a retail digital order channel, head to Digital Order Management > Advanced Settings > Location Setup.
Navigate to the Digital Order Channels section, within General Order Settings.
Select [Activate] against Retail Order Channel and enter the following:
- Menu Destination: This will populate with Cinchio Retail by default.
- Yellow Dog Store: Select the Yellow Dog store that your location should be integrated to.
- Retail Menu: Select either "Create New" if the Yellow Dog store has no existing integration, or select an existing menu if the Yellow Dog store is integrated to another location within your site and you'd prefer to share the menus.
- Default Tax Rate: Select the default tax rate for your location. As tax is not available via the Yellow Dog integration, all products will be assigned this tax rate on creation; you can change this if required, as covered in This Article.
Once the channel is activated, the following is created within Back Office:
- A product family to hold products available at this location, per the Yellow Dog integration.
- A price level to hold prices for products available at this location, per the Yellow Dog integration.
- A menu, available every day of the week, to contain all products available at this location.
- A back office till against the location for sales received from this channel to report against.
This information is available to view after onboarding within the Retail Kiosk Configuration section.
Additional settings specific to that order channel also become exposed within this page as covered in Location Setup.