Overview

The Locations page is used to manage individual store business and contact information, configure store images and other settings, and control what is displayed on the ordering platforms. Continue reading to learn about the functionality of this page in detail.

Find a Location

Depending on their role, users can view a single location or select a location to view its details. If the user manages multiple locations, they can easily navigate between them.

To find a location we want to configure, log into the Admin dashboard and in the left sidebar:

Select Operate
Select Locations
Select a location from the list or select the available one.

Depending on the role, the location page view can contain one or more locations. For example, this is the view of a store manager in charge of one location.

This view shows the Chain Admin experience, where a list of all locations is available for management. From this page, users can add new locations, edit or delete existing locations, and update statuses across multiple locations. This article covers the full functionality of the Locations page. Some features described are available only to users with the highest permission levels within the restaurant organization.

For easier location finding, we can use the Search option to look up a location by name. We can also use the Status option to filter locations by their current status (Suspended, Offline, Approved, Live, Live - Need Paperwork, Canceled, Closed, Activation Requested, New, Temporarily Closed).

Also, we have an option to Sort the locations list by ID or Name (ascending or descending)

Create a location

💡 Most often, Location Details are synced from the POS and will be overwritten on the next POS sync.

To create a new location, in the left sidebar:

Select Operate
Select Locations
Select the + Add Location button
Fill out the location details
Select Save
The pop-up window will open with location information input fields:

Store ID is the unique system identifier for this store. It's often referred to as Store number. This ID is visible in the URL of the ordering page
Store Name is the unique name of the store location
E-mail Address for Orders is the unique email address per store
The Address field is for the location's physical address that guests have access to
Address Details is an optional input, and the entered text is internal-facing, not guest-facing.

Announcement is a text field used most commonly for menu announcements

Subtitle is a location-specific text field used to display an additional announcement. This text appears on the location card, on the map, and in the Menu page header.

The Store Image is the image presented on the location card, on the ordering platforms. Image Dimensions should be 2000W x 1000H pixels. Limited to 2MB. Format must be PNG, SVG, GIF, JPEG, JPG

The Store Marker is a custom location icon used as a pin to indicate a store's location. It appears on the map on the web home page and on the Locations page in the mobile apps. Accepted Image Dimensions are 74W x 100H pixels; the size is limited to 2MB. The format must be PNG, SVG, GIF, JPEG, JPG.

IMPORTANT NOTE: If the restaurant partner wishes to have one store marker per location, we use the local settings Store Marker above. The local setting will ALWAYS override the global setting. To set up a Global Store Marker for all locations, follow the Web Design: Map Style.

The Hero Image is the banner located on the location's menu page

The Phone Number field is reserved for the location phone number guests can use to contact the store. Internal phone numbers should not be listed here. This input is required as guests must have a quick way to reach out to the store.
- Restrict orders to users with Call Center access: TBD

Fax number is an optional input in case the store accepts orders via fax.
- Fax Notification toggle TBD
- Temp Fax Notification toggle TBD

The Owner's Name is the name of the location owner. This information is helpful for Franchises.

In the Configuration section, we can view and make changes to the configuration info, such as:
- Loyalty provider: Lunchbox, Beanstalk or Paytronix (currently available)
- Setup Type (PC or Fax if no POS is used and only Agent is used or we can select a POS from the list: Iris, Maitre'd, Iris with drivers, Northstar, Brink, Revel, Aloha, Toast, GoTab, Deliverect, NCR BSL, Micros 3700, or Micros Symphony)
- Option: Order Based, Order Based Flat Discount or Standard
- Subscription Fee: ACH or Check
- Organization (name): client's name available in the dropdown
- Order Reimbursement: ACH or Check
- Requested Live Date
- Initial Live Date
- Checkin spaces: available parking spaces for curbside checkin
- Status: Live, Suspended, Offline, Approved, Live - Need Paperwork, Canceled, Closed, Activation Requested, New, Temporarily Closed
- Time Zone: select from the drop-down
- Location observes DST - toggle can be set to active/ inactive
- Allow Group Orders - toggle can be set to active/ inactive
- Test Store - toggle can be set to active/ inactive