Heartland Integration to Spillover Online Ordering

Heartland Integration to Spillover Online Ordering

General Settings

Locations Setup > Settings
Location Info > Location Number
 

Online Ordering & Catering Settings

Locations Setup > Online Ordering

Menu Availability

Account Menu > Items, Sections, Groups, etc.

Toggle all to "Available Online"


Then click "Save" and "Close"

Items

Toggle all items to "Available Online"

Sections

Toggle all to "Available Online"


Groups

Toggle all to "Available Online"


Sizes

Toggle all to "Available Online"


Modifiers

Toggle all to "Available Online"


Ingredients

Toggle all to "Available Online"


Online Order Settings

General

Location Setup > Online Ordering > General
  1. Assigned iPad: select the device to receive and process orders.
  2. Send Tickets Unassigned: sends with no assigned server; automatically assigns to the first server that opens the check.
Always "Save" your settings after making changes.  


Online Ordering

Location Setup > Online Ordering > Online Ordering
  1. Ticket Prefix: designate a prefix for online order tickets; like WEB, OLO, or SPO.
  2. Auto Close: select this box to automatically close a ticket after it's paid (online).  

Carryout

Location Setup > Online Ordering > Online Ordering > Carryout
  1. Carryout Supported: include Carryout as an order option, and activate the other controls in the Carryout Settings area.
  2. Carryout Active: display and enable controls that customers can use to order items for carryout service.
  3. Carryout Room: associates the orders and sales from carryout orders to a specific room. (Online Orders)
  4. Print Checks Immediately on Received Orders: enable so the POS will print checks for carryout orders immediately upon receiving them from the Online Ordering site.

Delivery

Location Setup > Online Ordering > Online Ordering > Delivery

*If we are sending delivery orders: 
  1. Delivery Supported: check box to ensure the Online Ordering webpage will include Delivery as an order option, and activate the other controls in the Delivery Settings area.
  2. Delivery Active: check so the Online Ordering webpage will display and enable controls that customers can use to order items for delivery service.
  3. Delivery Room: enable and associate with "Online Orders" or other specific order room. 
  4. Print Checks Immediately on Received Orders: the POS will print checks for delivery orders immediately upon receiving them from the Online Ordering site.

Catering

Location Setup > Online Ordering > Online Ordering > Catering
  1. Ticket Prefix: (CATR) designate this prefix for all catering tickets so they're easily identified. 

Rooms

Online Order Room

Location Setup > Rooms > Online Orders

If needed, create rooms for "Online Orders" and "Catering Orders"


Payment Types

"Check" Tender

Location Setup > Custom Tender
-Set up "Check" custom tender
-check "Active" 
-check "Tips"
-check "Requires Reference"


Tax Setup

Setup in SpillOrder

Make sure the first tax listed in SpillOrder settings is the aggregate of all taxes pulled from Heartland: 
 

Catering Integration

Create group called "Catering" and assign the necessary sections (which is the HL name for categories): 
*Note the group name must* be "Catering" but the section names can vary

Assign any catering "Sections" to this group:


***Make sure to remove these "Sections" from the main menu if you intend to separate to catering only.

Order Fee

Under "Service Charges / Fees" 
Make sure the Order Fee is NOT checked "apply post tax" (this will tax our order fee)



Service Fee

Under "Service Charges / Fees" 
Create this fee to pass the Spillover "service fee" which adds a percentage of sale as revenue on top of order total. 
Check to apply post-tax. (see J&S setup for example)