Digital Order Management
Digital Order Onboarding
Set up a site, its locations and their order channels for Cinchio Kiosk, Cinchio Mobile and Cinchio Retail.
Can't find what you need? Contact Cinchio:
Onboarding happens in three stages, one after the other. Your Cinchio support agent will tell you when your channels are ready to onboard.
1. Site
Onboard the site, with its payment provider details.
2. Location
Enable each location that takes digital orders.
3. Channel
Activate each order channel at the location.
Onboard Site
Start by onboarding the site. You can then onboard its locations.
Wait for the go-ahead
Your Cinchio support agent will tell you when your site is ready to onboard.
Steps
1
Open Site Setup
Go to Digital Order Management > Advanced Settings > Site Setup.
2
Check the site settings
These site settings are used by digital ordering, and are shown for reference:
- Currency
- Time Zone
- Region/State
- Site Reference
If any are missing, you'll be asked to set them on the site first.
3
Enter banking credentials
Enter the banking credentials for the payment providers used at this site.
4
Onboard the site
Select Onboard Site.
The site is onboarded. Next, onboard its locations.
Onboard Location
Onboard each location that will take digital orders. The site must be onboarded first.
Site not onboarded yet?
Start with Onboard Site.
Steps
1
Open Location Setup
Go to Digital Order Management > Advanced Settings > Location Setup and select the location.
2
Enable the location
Select Enable Location.
The location is onboarded. Next, activate its order channels.
Onboard Location Channel
Activate the order channels at an onboarded location.
Location not onboarded yet?
Start with Onboard Location.
Which kind of channel?
F&B Channel
For Cinchio Mobile or Cinchio Kiosk.
1
Open Digital Order Channels
Go to Digital Order Management > Advanced Settings > Location Setup, select the location, and open Digital Order Channels in General Order Settings.
2
Activate the channel
Select Activate against Mobile Order Channel or Kiosk Order Channel.
The channel is active. A Back Office till is created for the location, for this channel's sales to report against, and the channel's settings appear in Location Setup.
Retail Channel
For Cinchio Retail, integrated with Yellow Dog.
1
Open Digital Order Channels
Go to Digital Order Management > Advanced Settings > Location Setup, select the location, and open Digital Order Channels in General Order Settings.
2
Activate the channel
Select Activate against Retail Order Channel and fill in:
Filled in as Cinchio Retail.
The Yellow Dog store to link the location to.
The location's default tax rate. Yellow Dog doesn't send tax, so every product gets this rate when it's created. You can change it later in Prices & Tax Rates.
The channel is active, and its settings appear in Location Setup.
What's created for you
Product family
Holds the products available at the location, from Yellow Dog.
Price level
Holds the prices of those products, from Yellow Dog.
Menu
Available every day, holding every product at the location.
Back Office till
For this channel's sales to report against.
See it later
You can view these after onboarding in Retail Kiosk Configuration.