Let's start by getting the shop details and settings ready. As part of the service onboarding process, Taitori sets up the sales point based on the preliminary information form unless otherwise agreed. It will be the responsibility of the admin user to update the sales point details and settings (e.g., opening hours), and to keep them up to date. Please note that there are also some settings related to the sales point that are not covered in this guide as they are determined by Taitori's implementation team.
Table of Contents
1. An example of a Shop: Taitori Café
3. Complete the shop contact information
4. Define the settings related to order processing
5. Define the shops's visiting hours
7. Subscribe to email copies of order confirmations
8. Add a description and directions to the shop
9. Define the permissions for the shop
10. Remember to save the settings!
1. An example of a Shop: Taitori Café
Below, you can see an example of a shop from an end-user's perspective in Taitori Application. By clicking on "See more information," the end-user can access additional information about the sales point.
Kuva 1. An example of a Shop: Taitori Café
2. Edit the shop settings
To edit the shop settings, follow these steps:
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Log in to the Taitori PORTAL and navigate to "Shop" from the navigation bar.
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Click on "Shops" and then select the sales point you want to edit (see Image 2).
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Click on "Change" at the top of the page to make changes to the settings. You can expand different sections of the settings by clicking on the arrow icon in front of the section's title.
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Remember to save the changes by clicking on "Save" in the top-left corner of the page.
Image 2. Taitori PORTAL product management site.
3. Complete the shop contact information
After opening the shop settings and clicking the "Change" button, start by completing the sales point's contact information, including:
- Address, postal code, city, and country (physical location).
- Phone number.
- Email address.
The contact information will be visible to end-users in the Taitori Application (see Image 1) and will be included in booking confirmations. This allows customers to get in touch with the sales point if needed.
4. Define the settings related to order processing
Define the settings related to order processing in the "Order Processing" section:
- Work steps. Select the work steps associated with the orders (e.g., approval, preparation, cleaning). The chosen workflow will be visible in the order management page of Taitori Application. Each work step must be marked as completed to process the order and move it to invoicing.
IMPORTANT!- Always include at least the "Delivery" work step.
- If pickup orders are allowed, also select the "Pickup".
- If you, as the service provider, are responsible for cleaning the space after the order, select the "Cleaning".
- If you wish to have each order individually approved by the catering staff, select the "Approval". If "Approval" is used as a work step, orders must be separately approved in the order management page. The customer will receive a separate confirmation when the order is approved.
- If you want to track the order preparation as a separate stage, select the "Preparation".
Image 3. Work steps.
- Archiving. Determine how many days after completion the order is archived. Select zero if archiving is not done. Archived orders can be found in the order management page.
- Payment time. Set a deadline for completing the online payment, after which the order will be canceled. Leave it empty if the shop does not use online payment.
- Technical contact. Provide the email addresses to which important Taitori notifications, such as service disruption alerts, will be sent.
5. Define the shops's visiting hours
Generally, the visiting hours are determined based on the physical shop's on-site availability. If there are different delivery times available to end-users, they will be specified separately in section 6.
To set the visiting hours, open the "Visiting hours" section in the settings (click the "Change" button in the top-left corner if the fields are not editable). Check the weekdays when the sales point is open and specify the opening and closing times for each day.
You can also add exceptions to the general visiting hours by clicking on the "+" icon after selecting the specific date. Different user groups can have their own specific visiting hours.
The visiting hours will be visible to end-users in the Taitori Application (see Image 1). End-users can place orders through the Taitori Application 24/7, but the visiting hours and delivery times will influence the available delivery options for the basic users. However, admin users can place orders outside the standard delivery times.
The opening hours can be hidden from the application. Please see the instructions by clicking here.
Image 4. Defining the general opening hours
6. Define the delivery times
To define the delivery times that differ from the general visiting hours (defined in the section 5), go to the "Order Delivery" section in the settings and specify the "First Order" and "Last Order" times.
For example:
- First Order: 30 minutes after the opening time (the time when the first order can be delivered).
- Last Order: 30 minutes before the closing time (the time when the last order can be delivered).
These settings will determine the time frame during which orders can be placed for delivery, and it allows you to have specific delivery times that may differ from the shops's general opening hours.
Image 5. Defining the delivery times.
In Image 1, you can see how Taitori Application displays the visiting hours and delivery times. The visiting hours are defined as shown in Image 4, and the delivery times are set according to Image 5. For example, on Mondays, the sales point is open from 7:30 AM to 5:30 PM, and the delivery times are configured such that the first delivery time is available 30 minutes after opening and the last delivery slot is 30 minutes before closing. Therefore, the available delivery times for end-users on Mondays are from 8:00 AM to 5:00 PM.
7. Subscribe to email copies of order confirmations
If you want to receive a copy of each order confirmation, for example, in the kitchen's email, you can add the email address to the "Order Delivery" > "E-mail Address" field in the settings. You can add several email addresses and use comma to separate them. Enabling the order confirmation copy is optional. Leave blank if not in use.
8. Add a description and directions to the shop
Open the Text preferences section in the settings. Add a description and directions to your shop. You can use a text editor for text formatting. Remember to complete the different language versions as well. You can utilize the translation tool to automatically fill the different language version (remember to double check the translations).
The description and directions for your sales point will appear in Taitori application under the shops's additional information, which can be accessed by clicking on "See more information" (see image 1).
9. Define the permissions for the shop
To define the permissions for the shop, open the Permissions section in the settings. Check the user groups that should have the right to order products from the shop. Always grant permissions to the administrator user group, which includes the users responsible for product management. If there are upper and lower user groups for customers, it is sufficient to grant permissions to the upper user group.
Image 6. Permissions.
10. Remember to save the settings!
Remember to save the settings by clicking the "Save" button located in the top left corner of the page.
Image 7. Save -button.
11. Add an image of the shop
To add an image of the shop, follow these instructions.
Other instructions
Add a new shop
By default, Taitori creates the shop as part of the service on-boarding process. However, if it's agreed that the administrator creates the sales point, follow these steps. Note that creating a new sales point requires a separate micro-license, which can be obtained from Taitori customer service.
- Go to the PORTAL site's navigation bar and click on "Shop".
- Click on "Shops".
- Click on "Add a new shop".
- At this stage, define at least the sales point's name, country, and city. Additionally, open the "Permissions" section and select the user groups that should have access to the shop.
- Finally, click on "Save" at the top left of the page.
Hide opening hours
By default, opening hours are visible to the end-user in the application. However, you can hide this information in the settings section "Order delivery" > "Hide opening hours". This setting will hide both the visiting and delivery hours from the application.
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