For consistency across your brand, or when managing multiple brands, Deliverect lets you centralise your management across multiple locations and sales platforms. 

This guide offers basic setup instructions. For help with any topics not covered, contact Deliverect support.

What’s in this guide?

What you'll need
Importing menu from an existing delivery channel
Syncing products to multiple sites
Fine-tuning your menu 
Setting user permissions 
Expanding to new locations 
Frequently asked questions

What you'll need

• A Lightspeed POS plan and a Deliverect subscription. 
• An account with Uber Eats, Menulog, or DoorDash. 
• A Deliverect contact to assist you with onboarding.

Importing menu from an existing delivery channel

Products on the delivery channels need to communicate with the products in Back Office, which is achieved by using the same Price Look-up (PLU) code. Without a menu built in Deliverect, your products in delivery channels will not be recognised by the POS and the order will fail.

One way to create a menu in Deliverect is by importing a menu that you have already created on a delivery channel (or are storing on a JSON file). 

Contact Deliverect to determine if this is the right solution for you. But before you decide to import a menu, ask yourself: Is my menu and menu workflows (i.e. modifiers) on the delivery platform greater than or equal to 95% the same as what I have on the POS?

If your answer is no: We do not recommend importing your menu. That’s because it is much faster to build the menu from scratch than to link all the products. And, the good news is, building a Deliverect menu from scratch is quick, easy, and painless!  As part of the set-up, you’ll import products from your Back Office into your Deliverect account.

If your answer is yes: Follow the steps below to import your menu.

1. From the Menus tab, hit + Add New Menu.
2. Select Import menu.
3. Choose the channel you’d like to import from. 

If you’d like to import from an UberEats menu, your channel needs to be connected before you begin the import. Reach out to Deliverect to request this service, it takes about 24 hours to finalise. For DoorDash, however, you can import the menu without connecting the channel.

Link products

Once you’ve imported your menu, you’ll see this error message: 'We could not link some of the imported products with the related products in your POS. Please manually link these before publishing the menu.’
Before you publish your menu, you will need to link your products in the Deliverect menu to the respective products on the POS. 

1. From the Menus tab, choose a product that is circled in red. 
2. In the Link product pop-up window, choose the relevant product from your POS menu. 
3. Click Link product.Products circled in yellow mean there’s an orphaned modifier/modifer group. Make sure that the modifiers in Back Office are accurate and delete the unlinked group.

Syncing products to multiple sites 

Once you have completed a Deliverect menu, if you make changes to your products in Back Office, you will need to sync your Deliverect menu. This will ensure that all changes are always reflected on your delivery menu.  

If you need to sync multiple sites, it doesn’t have to be done one after the other. Instead, you can sync your locations simultaneously.

1. From the Locations tab, select your location. 
2. Click Sync products.
3. While you wait for the sync to process, repeat steps 2 and 3 for each location.

If you have overridden fields, such as product name, description, price, modifier group rules, and modifier group availability, they will stay in place.

Fine-tuning your menu

The Fine-Tune feature allows you to make small changes to an existing menu that only affect one delivery channel and/or one location. See the example below.

For instance, you want to sell alcohol through DoorDash only, or perhaps you only want to sell alcohol from a specific store, or you would like to sell alcohol from a specific store and only on DoorDash. All of this can be achieved with the Fine-Tune feature.  

1. Go to the Menus tab, select the menu you'd like to Fine-Tune. 
2. Click Manage Menu Items.
3. At the bottom of your menu, click Fine-Tune Menu Per Location/Channel. The pop-up will remind you that these changes will affect only the selected channel or location
4. Select which location and/or channel you'd like to make the changes for.
5. Change images, prices, tax, and descriptions. These changes will not affect the original menu. It will only affect the menu for the location and/or channel you have selected at the top of the fine-tune page
6. Click Exit Fine Tuning at the bottom of your menu. 

Whenever you make any changes to your menus, remember to Push Menus Live to your delivery platforms to make sure the most up-to-date versions are available for your customers to order from and to prevent failed orders.

You can select Preview Menu and use the filters at the top of the preview to see channel/location-specific menus and all their fine-tuned changes. 

Setting User permissions

As your staff members grow with your business, you can assign permissions that are tailored to their responsibilities. If your organisation has a simple structure where one person is managing your Deliverect system, they will be assigned as the Deliverect Account Manager. All other staff can be assigned as an Employee.

Deliverect Account Manager: This is the person with the highest access rights to your data in our system, there can be multiple Account Managers. Account Managers can always (at the very least) view orders, control menus, and snooze products. Account Managers will have access to all locations. 

Employee: This is a basic user who, by default can see the incoming orders. However, there's a great deal of customisation possible, such as restricting access per location and allowing additional access and views. If you require this, please reach out to us. 

Expanding to new locations

There are several ways a brand can grow. Whether you are taking over a completely new location, or a location that already has a Deliverect account, to onboard the location with Deliverect, you will have to go through the account creation, menu build, and staging delivery channels process. 

Reach out to Deliverect to plan your next steps.

Frequently asked questions