Back to Olo.com

Basic Menu Testing for POS Integrations


Audience:

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

Objectives:

This article provides a checklist of basic menu testing to see how the integration behaves within the POS. This is an important step in the deployment process. This checklist is to be used as a guide based on Olo features. Please be sure to test all features, if applicable, to verify they work as expected in Olo as well as in the POS. This includes POS level printing and reporting. 

Note: This checklist should only be used after the Company menu programming has been completed, the menu has been added to the testing store(s), all mismatches have been resolved, and the Price Updater has been run. Not all Olo features can be tested if they are not applicable for the POS or brand. There is a PDF download of this article attached below. 


Helpful Articles:

Find your store URL address Fixing Menu Mismatches Running Price Updater

 

Pay close attention to POS reporting and kitchen printing on ALL test orders. These are controlled solely by the POS. Any issues or changes would be addressed by the POS Provider. 

 

MENU
DONE
  Submit an order with a menu item.  mceclip2.png
  Submit an order with a menu item with a non-priced and priced modifier.  mceclip2.png
  Submit an order menu item with a modifier code. (no, add, sub, etc.) mceclip2.png
  Submit an order with a Combo Meal. mceclip2.png
  Submit an order with an item with a type reference. mceclip2.png
  Submit an order with a quantity of an item.  mceclip2.png
  Submit an order with a modifier with a quantity. mceclip2.png
PRICING
 

Verify all prices match on the ordering site compared against the POS.

- This includes the main items as well as priced modifiers. 

mceclip2.png
 

Manually change a price in the POS, manually run the price updater, and confirm the price has been updated on the ordering site.

mceclip2.png
TENDERS
 

Submit an order using the "In-Store" payment type.

- Did the order appear open on the POS?

mceclip2.png
 

Submit an order paid by Visa & check for correct POS reporting.

- Mock Vendors use card #4111111111111111 / Any Exp Date, CVV, & Zip

mceclip2.png
 

Submit an order paid by Mastercard & check for correct POS reporting.

- Mock Vendors use card #5555555555554444 / Any Exp Date, CVV, & Zip

mceclip2.png
 

Submit an order paid by Amex & check for correct POS reporting.

- Mock Vendors use card #370000000000002 / Any Exp Date, CVV, & Zip

mceclip2.png
 

Submit an order paid by Discover & check for correct POS reporting.

- Mock Vendors use card #6011111111111117 / Any Exp Date, CVV, & Zip

mceclip2.png
 

Submit an order paid by Gift Card & check for correct POS reporting.

- Please reach out to your 3rd party Gift Card provider for test cards.

mceclip2.png
 

Submit an order paid by a Loyalty Redemption & check for correct POS reporting.

- Please reach out to your 3rd party Loyalty provider for test cards.

mceclip2.png
 

Submit an order paid by each marketplace & check for correct POS reporting.

- Please reach out to each Marketplace for their testing websites.

mceclip2.png
HANDOFF MODES
  Submit an order using Pickup. mceclip2.png
  Submit an order using Delivery.  mceclip2.png
 

Submit an order using Curbside.

- Confirm custom fields (Make, Model, & Color) record correctly. 

mceclip2.png
  Submit an order using Carry Out. mceclip2.png
 

Submit an order using Dine In.

- Confirm applicable custom fields record correctly.

mceclip2.png
 

Submit an order using Drive-Thru.

- Confirm applicable custom fields record correctly.

mceclip2.png
  Submit one order per Marketplace per handoff mode. mceclip2.png
  Confirm POS level reporting is accurate per handoff mode. mceclip2.png
DISCOUNT
  Submit an order with a coupon and confirm it posts to the POS property, including an accurate subtotal in Olo and in the POS. mceclip2.png
DISPATCH
  Submit a Dispatch order with a fee and tip and confirm it is posting to the POS correctly. mceclip2.png
RAILS
  Submit a Rails order from EACH Marketplace and confirm it is posting to the POS correctly. mceclip2.png
IN-HOUSE DELIVERY
  Submit a Delivery order with a fee and tip and confirm it is posting to the POS correctly.  mceclip2.png

 

Pay close attention to POS reporting and kitchen printing on all test orders. These are controlled by the POS. Any issues or changes should be addressed by the POS Provider. 

 

 

Didn't find what you need?

Submit a request to our Help Team and someone will
get back to you shortly.

Submit a request

Copyright © 2020 Olo. All rights are reserved.