Audience:
Technical Teams, Account Managers, POS Administrators
Description of Issue:
There is a need to set up an "Item" in POS to allow communication from Olo that an order is for Curbside pickup. The consistent External ID must be communicated to your contact at Olo to complete configuration for Curbside. Without this item, there will be no notation of "Curbside" on your POS check even if a guest selects "Curbside" as their handoff mode.
Solution:
In Silver Pro BO, set up an Item:
- Navigate to Menu > Categories & Items
- Choose the Category on the left panel that you want to add this item to.
- Add Item using this button (top right)
- Add Item using this button (top right)
- Name the Item accordingly.
- This will show on your guest check.
- We recommend "Curbside Pickup".
- Set routing if you want "Curbside Pickup" to print on your prep chits.
- Specify Print Priority as a high number so this will print at the bottom of your checks/chits.
- Make the Item available at POS.
- This is an "Menu Item" type. Please flag that.
- Specify an external ID for Olo to use to send this item to the check.
- You can use the system generated ID or enter one yourself if you prefer.
- Set Sales Price a 0.00.
- Select appropriate No Tax for the Item.
- Save
In Silver BO, set up an Item:
- Navigate to Inventory > Categories & Items
- Choose the Category on the left panel that you want to add this item to.
- Add Item using this button (top right)
- Name the Item accordingly.
- This will show on your guest check.
- We recommend "Curbside Pickup".
- Make the Item available at POS.
- Set Sales Price a 0.00.
- Select appropriate No Tax for the Item.
- Complete Basic Item Setup, then select "Extended Item Setup"
- Name the Item accordingly.
- Add Item using this button (top right)
- Specify an external ID for Olo to use to send this item to the check.
- You can use the system generated ID or enter one yourself if you prefer.
- Set "Printer Group" for routing if you want "Curbside Pickup" to print on your prep chits.
- Flag as Non-Revenue (Exclude from Sales)
- Save
This is how checks will appear in POS:
Caveats
To enable Curbside once these configurations are in place in Silver Back Office, reference this article
The Special Instruction Notes may not be visible in KDS or on receipts until Silver's release of 5.2.1, which is anticipated to be released 4/20; however, they are visible on the POS and kitchen prep chits.