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MICROS: Enabling New Hand-off Modes


Audience:

Technical Teams, Customer Success Teams, and Brand's POS programmer 
 

Objective:

The purpose of this article is to provide the necessary steps for a brand to enable a new hand-off mode for their online orders.  There are several hand-off modes available on Olo.  The brand portion of this setup is basically the same regardless of the hand-off mode.  Olo hand-off modes are Pickup, Delivery, Dispatch, Curbside, and Drive Thru.  

Solution:

The solution includes the steps to enable this new hand-off mode and the details that the brand needs to provide to Olo before they can begin this process.

Step 1

Request Olo to enable the desired hand-off mode for your brand.  This request should include the following information depending on the desired hand-off mode.
  • Pickup - please provide the desired Order Type number for this hand-off mode

  • Delivery - please provide the desired Order Type number for this hand-off mode

  • Dispatch - please complete this Dispatch Variable Form

  • Curbside - please complete this Curbside Variable Form

  • Drive Thru - please provide the desired Order Type number for this hand-off mode


Step 2

Enable items for curbside on the Company Menu.

  • Open the Company Menu on the Olo Dashboard

  • Click on the item name (to edit/check the settings)

potato_salad.png 

  • Scroll down to the Hand-off Modes to enable curbside for all vendors

curbside_new.png


Step 3

Enable items for curbside on the Store Menu.  You may do this for one or many stores.

  • Open the Store Menu Admin on the Dashboard

  • Click on the item name (to edit/check the settings)

pot_salad_SM.png

  • Select Edit under the Hand-off modes



Click 2 times on the desired hand-off mode to enable it.  One click disables it from being available for this hand-off mode.  

before_sm.png

after_SM.png

 

  • Save this change and repeat for all desired items.

Step 4

Set desired hand-off mode hours for each vendor (the screenshot are for Curbside).

  • Open the Store Settings on the Dashboard


store_hours.png

  • Select Store Hours

curside_hours.png

  • Set Curbside Hours

curbside_hours_3.png

curbside_4.png 

  • Confirm hours are correct and place a test order

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