Online Ordering Setup Guide

Introduction

Learn how to set up your eatOS dashboard account and configure your restaurant's online ordering platform with our comprehensive guide. From creating your dashboard account to setting up online ordering storefront settings and integrating delivery services, we cover each step in detail to ensure a successful account build-out. Plus, troubleshoot any issues you encounter with our troubleshooting tips.

Table of Contents

Key Features

Guide to Setting Up Online Ordering: General Settings

Follow these steps to customize your online restaurant portal's general settings, ensuring an engaging and informative customer experience.

How To Set Up Online Ordering General Setting using eatOS Dashboard myeatOS

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i. Welcome Banner - Upload welcome images or videos shown on your online store.

ii. Theme selector -Choose a color theme that matches your restaurant’s branding.

iii. Restaurant Logo - Upload the logo using .jpg or .png formats, max size 200KB, resolution 500x500px.

iv. Restaurant Navigation bar logo - Upload a logo for your navigation bar, with the same format and size requirements as the main logo.

i. Restaurant Name - Enter your restaurant's name.

ii. Phone- Provide a contact number for orders and inquiries.

iii. Address- Fill in your restaurant's address details, ensuring accuracy for delivery services.

iv. Create your own URL - Customize your restaurant’s URL to make it easily recognizable and accessible to customers.

v. Cuisine- Select the type of cuisine your restaurant offers from the dropdown menu.

vi. Once done, it will automatically save the changes made.

Guide to Setting Up Online Ordering Storefront Settings

Enhance your restaurant's online portal by configuring storefront settings. Follow these steps to customize order types, notifications, and more

Online Ordering Storefront Setting eatOS

i. Accept Order Type - Toggle options for Dine-in, Pickup, Delivery, and Curbside.

ii. Order Prep Time - Adjust prep time using the slider to reflect accurate preparation estimates.

i. Send Orders to QSR - Enable this if you prefer to send orders directly to a Quick Service Restaurant (QSR) system.

ii. Fire directly to Kitchen - Toggle on if orders should be sent directly to the kitchen upon receipt.

i. Select a revenue center for the online store.

ii. Assign Transaction to Employee - Choose which employee role will handle transactions (e.g., Account Manager).

i. When Order is Ready - Toggle on to notify customers when their order is ready.

ii. When Order is Cancelled by the Restaurant - Enable notifications for canceled orders.

iii. When Order is Accepted- Notify customers when their order is accepted.

This feature allows you to integrate your online store into your website. Paste the code to embed the content into your website.

You can generate a custom or predesigned embedded code before copying the code to your website.

Dine-In Settings

i. Pause Order - This will temporarily disable the ability to accept “Dine-In” orders.

ii. Allow User to Order without Paying - Grants guests the convenience of placing online orders and deferring payment until later.

iii. Allow Cash Payments - Offers guests an alternative payment method. If disabled, customers will only be able to pay using a card and digital payment options.

iv. Allow Order as Guest - Allows guests to place orders without the need to sign up for your online store.

v. Auto Accept Order - If enabled automatically accept orders.

i. Set the online store active time by tapping on the “+ Add hours”

ii. Click on the ellipsis or 3 dots icon to change the settings.

Guide to Setting Up Online Ordering Delivery Settings

Enhance your restaurant's delivery efficiency and customer satisfaction with these streamlined delivery settings. Follow the steps below to configure zones, fees, and partnerships.

Guide to Setting Up Online Ordering Payment Settings

Optimize your restaurant's online payment options for a seamless customer experience. Follow these steps to configure your payment settings.

Guide to Setting Up Online Ordering Schedule Settings

Manage your restaurant's delivery schedules efficiently with our intuitive scheduling tools. Follow these steps to configure your schedule settings.

i. Parent Category Name: Select the parent category (e.g., Bakery).

ii. Required Time: Set the required time for scheduling this category (e.g., 1 Day).

iii. Tap Add to confirm

Guide to Setting Up Online Ordering Support Settings

Effectively manage and access support tickets through your online portal. Follow these steps to handle customer inquiries and issues seamlessly.

Best Practices:

Step 7: QR Code at Table

7a. Logo Settings

i. Logo

ii. Restaurant Name

iii. Theme Selector

iv. Welcome Message

Input a welcome message or tap generate ai description to auto-generate your welcome message.

v. Export Settings

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Testing

To test the online ordering, you may follow these steps.

Test for QR Dine-n Orders

Step 1: Go to your preferred table.

Step 2: Scan the QR code. Make sure that the table number reflected is the same as the table you scanned the QR code.

Step 3: If successful, it will redirect you to the menu page.

Step 4: Select the preferred items from the menu, then proceed with checking out.

Step 5: If Successful, your order will be reflected on the POS and KDS.

Test for Online Ordering

Step 1: Go to your online ordering web page.

Step 2: You will be redirected to the main menu page. You will have the option to sign in or order as a guest.

Step 3: If successful, it will be able to see the menu page.

Step 4: Select the preferred items from the menu and proceed to checkout.

Step 5: If Successful, your order will be reflected on the POS and KDS.

Troubleshooting

. For this error message, follow these steps to check your active menu.

Step 1: First, go to your side navigation bar and select Menu Management.

Step 2: Next select Menu

Step 3: Check if the menu is “On”

Step 4: If it’s “On” but the menu is still not showing, hover over the “Date Created Column” and select the “Edit” icon or the “Pencil” icon.

Step 5: On the settings make sure that the “Online Ordering” is marked checked

Step 6: And lastly, make sure that the availability of the Menu is set up properly to the store hours.

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Updated on: 11/24/2025

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