eCommerce Express

Product

How to Enable the E-Commerce Express Online Ordering?

  1. Login to the Quantic back-end portal.
  2. Click the Hamburger button to open the left Navigation menu and click Module.
  1. Scroll down to locate the Quantic Modules section.
  2. Click the Get button on the E-Commerce Express Module.
  3. A new pop-up appears; click Get again and click Settings to begin setting up your online ordering site.
Note: If you cannot see the E-commerce Express module, click the Settings button on the E-commerce module you have subscribed to and click Unsubscribe on the next screen. This will enable you to see all the available E-commerce modules.

How to enable the COD or Pay at pickup?

You can let the customers opt for COD for delivery orders or Pay at pickup for Online Pickup orders. Here are the steps to do that.
Open the eCommerce Express module and click the Configuration tab as shown in the screenshot.
  1. Enable COD/Pay at pickup: Tap on the toggle button to enable or disable the Cash on Delivery or Pay options at the checkout. If it’s red, the setting is enabled, and if it’s grey, the setting is disabled.
  2. Once done, click Next.

How to enable the web inventory?

Enabling the web inventory means the number of items sold from the online portal will be deducted from the in-store inventory. It will ensure the appropriate inventory management.
  1. Go to the Settings tab in the eCommerce Express module.
  2. Tap the checkbox adjacent to the Enable Web Inventory and click Next, that’s it. From now onwards the number of items sold from the online portal will be deducted from the in-store inventory.

How to set up the Time Schedule for a service area?

You can set up the service area start and end time from the Time Schedule tab. Doing this will let your guests know about the time schedule within which the guests will be served for a specific service area. Here are the detailed steps.

Open the eCommerce Express module, navigate to the Time Schedule tab as seen in the illustration, and follow the below steps.

  1. Click the Service Area field: This shows the service area for which you want to set up the time schedule. Select the service area for which you want to set up the start and end times.
  2. Click the Order Time Interval: Here, you can set the time interval (in minutes) for order pickup.
    • So, if you’ve set the order time interval as 30 minutes and if one order picks up at 6:30 am, the next available time to pick up the next order will be 30 minutes later, i.e., at 7:00 am.
    • The same is reflected at the checkout page of Online Pickup in the Pickup Date & Time section in the Select Time drop-down.
  3. Day: It shows all seven days of a week. You can set the store’s time schedule for every day from this section.
    • Enter your store’s Start Time and End Time for that day.
    • Uncheck the box adjacent to a day to disable orders for that day.
  4. Click Next.

How to set up the holidays?

Besides setting up the time schedule for the service area, you can also set up the holidays. On these days, the customers won’t be able to place orders.
  1. Click the Time Schedule tab and tap the Holidays tab to set up the closure days.
    • Name: Enter the occasion.
    • Start Date and End Date: Select the start date and end date from the date picker.
    • Start Time and End Time:  Select the start time and end time from the time picker.
    • Status: Check the box if you want to activate the holiday for this occasion or uncheck if you want to deactivate it.
    • : Click the bin icon to delete the holiday.
    • Add Row: Click ➕ Add Row if you want to create a new holiday.
    • Once done, click Next.
  1. Under the Generate Link settings, you can select your Site Layout from the given options.
  2. Button Link: Click the Copy button to copy this code and put it in the body of the script.
  3. Script Link: Click the Copy button to copy this code and put it in the footer after the jQuery Link.
  4. Click the Online Preview button to see how your online ordering page is set up.
  5. Click Next.

How to configure and generate the QR Code?

It allows you to generate the QR Code directly from the Quantic back-end portal. QR Code comes with an order-and-pay feature that lets your guests order and pay by scanning the code from their phones. Before generating the QR code, the backend portal allows you to configure the QR code from the Configuration tab under the Generate QR Code section. Here are the steps.
  1. Go to the Generate QR Code setting.
  2. Click the Configuration tab to customize the QR Code for your restaurant. Here you can add your brand logo, colors and download the QR Code in a printable PDF file.
  1. Tap the toggle switch to turn it red to enable the QR Code configuration.
  2. Click the Template field and select the QR code design template from the drop-down.
Simple template QR code
  1. A Simple template will appear like the one in the screenshot, with just a simple QR code and table number.
Minimalist design colorful QR code
  1. The Minimalist Design Colorful template will appear a bit flashy with options to add restaurant logo and color.
  1. You can choose a color to compliment your QR code, giving it a more aesthetic feel.
  2. Use a color picker or enter the Hex code to choose the color you want for the QR code.
  3. Mark the checkbox on the logo to print in at the bottom of the QR Code.

Once you have designed the QR code, you can generate a generic QR code that you can apply at any corner of your restaurant or create a table-specific QR code. Follow the below steps.

  1. Click the Generate tab to generate the preferred QR code type.
  2. Under Select QR Code Type, select the Generic QR Code if you want to create a general QR code for your restaurant.
  3. Click Generate QR Code.
  1. You can click the Download PDF button, print to QR code, and fix it at any place in your restaurant, which your guests can scan to order and pay.
  1. Select Table QR Code under the Select QR Code Type if you want to generate the QR code for a specific service area and table.
  2. Select the service area for which you want to generate a QR Code.
  3. Click Generate QR Code.
  1. Here is an example of the Main Dining service area.
  2. Select the table(s) for which you want to create the signs for.
  3. Click Generate QR Code.
  1. The QR codes for selected tables are generated.
  2. Click the Download PDF button to save these codes in a pdf format on your PC. You can print these signs and paste them to the tables.
  3. Now click Finish to save the settings.

Taking Orders Online

The online ordering screen appears soon after your guests scan the QR code from their phone. The items are listed on the left with the Order Summary on the right side of the screen. You can simply select the items, add modifiers, add special notes and proceed with the checkout process.

Adding items to the order

  1. Tap the order type from the top of the screen. Guests can choose Main Dining, Online Delivery, or Online Pickup.
  2. Now select the items from the menu.
  1. Customize the order by adding modifiers and entering any special request for this order.
  2. Add the quantity by clicking the ➕ icon at the bottom left.
  3. Click Add to Order on the right.
  1. Verify the items in the Order Summary.
  2. Add special instructions for the restaurant by clicking on ➕ Special Instruction.
  3. And click Checkout at the bottom right.

Checkout page

  1. If the guest has not signed in to the order page, they’ll have to manually fill up the personal information on the checkout page like name, email address, and mobile number.
  2. They can choose to Pay at Store or via the Online Payment method.
    • If the guest chooses to pay at the store, he doesn’t have to do anything else. Just enter the coupon on the right and click Pay at Store on the bottom right.
    • If the guest has chosen to pay via online payment, the Add Tip section will appear. Here they can choose from the pre-defined tips or add a custom one. Finally, click Pay at the bottom right and proceed with the payment.
  3. Alternatively, the guest can also pay via a gift card.
  • To redeem a gift card, go to the Gift Card section.
  • Enter the gift card number.
  • Enter the gift card security pin.
  • Click Apply.
  • Once the gift card amount is applied, the balance amount will appear on the screen. You can choose the apt payment method to pay the remaining amount.
Note: Please be aware that the tips cannot be paid via a gift card.
  1. The order confirmation receipt will be generated. It consists of the items added and the amount paid or to be paid.
  2. The same receipt will be forwarded to the email that you have provided initially in the configuration section.

How to turn off the item pricing?

You can hide the item price on the website by enabling the View Only feature from the backend portal. It allows your guests to just see the item image, item name, and description. Enabling View Only would debar the guest from viewing the item price and adding an item to the cart. The View Only feature can be enabled for any service area from the Service Area configurations section on the backed portal. Below are the detailed steps on how you can turn off the item price on the express module.
  1. Log in to the Quantic backend portal.
  2. Click the Hamburger button on the top left and tap on Configurations.
  1. Expand the Setup menu on the left navigation bar.
  2. Click Service Area.
  3. On the Service area configurations screen, click the button on the top right as shown in the screenshot.
  1. Tap on the View Only checkbox adjacent to the service area for which you want to disable the item pricing.
  2. Once done, the “Changed Successfully” pop-up will appear on the screen.
View Only disabled
View Only enabled
  1. Now you can refresh your website, tap on any item and see the item price has been turned off as shown in the above illustration. The screenshot on the left is taken when the View Only feature is disabled. As soon as it is enabled, the item quantity and Add to Order button disappears as shown on the right screenshot.

How to create a meal period-based menu and enable it for online ordering?

A typical meal period could be breakfast, lunch, dinner, Sunday brunch, happy hour, etc. You can even create special meal periods for special events like new year, valentine’s day, etc., and enable those meal periods to show online during a particular period. Suppose you want to create a special Dinner meal period, and you want the server to see it only on Saturday between 09:00 PM and 10:00 PM; here is what you need to do:

  1. Go to the backend portal.
  2. Create a meal period and set the start and end timings. 
  3. Enable it for E-Com.
  4. Associate the items with that meal period. 

That’s it.

Check out the detailed steps below.

Create a Meal Period

  1. Login to the Quantic backend portal.
  2. Tap the hamburger icon to open the left navigation menu.
  3. Click the Configuration as shown in the screenshot.
  1. Expand the Setup menu.
  2. Scroll down and click the Meal Period.
  1. Here appears the Meal Period screen, where you can add a new meal period and edit or delete the existing ones.
  2. To create a meal period, click the button.
  1. Click the button as shown in the screenshot.
  1. A new screen will open; here you can name the meal period and set the start time and end time.
  2. Tap on the toggle switch next to the day for which you want to enable the meal period. symbol means the meal period is disabled for a day, and symbol means the meal period is enabled.
  3. The Start Time and End Time fields will open next to it. Tap on the Start Time field and select the time at which you want the meal period to begin. Similarly, you can choose the end time as well. Or, you can enter the time manually in HH:MM AM/PM format.
  4. Once done, click Save.
  5. For example, in the above screengrab, we named the meal period “happy hour” and set its availability for Friday and Saturday from 8:00 pm to 10:00 pm.
  6. Repeat steps 7-12 to create a new meal period.

Enable a Meal Period for online orders

Once you are done with creating the meal period, you can enable it for online orders. Here are the steps.
  1. The above screen will appear, once you have created the meal period.
  2. Click the button and tap the checkbox under E-comm Enable in front of the meal period for whom you want to enable the online orders.

Associate the meal period with an item

Note: You can associate multiple meal periods with an item, but please make sure that you have added all the needed meal periods by following the steps explained above.
  1. Click the Hamburger icon and tap Catalog on the left navigation. Check the screenshot.
  1. Click the Items tab.
  1. Click on the item that you want to associate the meal period with.
  1. Tap on the Additional Settings tab as shown in the screenshot.
  1. Locate the Meal Period field, click on it.
  2. Select the meal periods from the drop-down to associate them with this item. Click Select All to associate all the available meal periods with this item.
  3. Once done, click Save at the bottom right corner.

In this example, we have associated the “Well Whiskey” drink with the “Happy Hour” meal period. Doing this will make the Well Whiskey drink be available during the Happy Hour meal period only, on Friday and Saturday from 8:00 pm to 10:00 pm. Similarly, you can create a unique meal period for some special events like New year, Valentine’s day, etc.

Associate the meal period with a category

  1. Click the Hamburger icon and tap Catalog on the left navigation. Check the screenshot.
  1. Click the Category tab.
  1. Click on the category that you want to associate the meal period with.
  1. Tap on the Additional Settings tab as shown in the screenshot.
  1. Locate the Meal Period field, click on it.
  2. Select the meal periods from the drop-down to associate them with this category. Click Select All to associate all the available meal periods with this category.
  3. Once done, click Save at the bottom right corner.

In this example, we have associated the “Bottled Beer” category with the “Happy Hour” meal period. Doing this will make the Bottled Beer category be available during the Happy Hour meal period only, on Friday and Saturday from 8:00 pm to 10:00 pm. Similarly, you can create some unique categories and make them available for specific meal periods.

Note: Please note that the meal period setting for an item will override the category’s meal period setting for this specific item.

Customer Management

Guests can edit their profile, add a new billing or shipping address, change password, view reward points, and much more from the customer profile. Check out the details below.

Editing customer details

  1. Click the icon on the top-right corner of the eCommerce Express portal.
  2. Tap Edit your profile option.
  1. To change the profile, click the icon on the top right corner.
  2. Now all the fields will be editable. You can edit your name, phone number and add an alternate email address. Please be informed that the primary email ID cannot be changed because you have used this email address to log in to the portal.
  3. Once done, click Save on the top right corner.

Changing portal password

  1. Enter the existing password.
  2. Enter a new password. Please make sure it is highly secured and non-guessable.
  3. Confirm the new password and click Change Password.

Reviewing the previous orders

This section gives a glimpse of all the previous orders that a customer has ordered in the past. It shows the order date, order number, total amount, and order type. Customers can also track the undelivered orders directly from here by clicking the Track link in front of the order.
  1. Under the Customer profile section, click Previous Orders.
  2. The list of orders will be displayed on your screen.
  3. Click the order number to view the order details like delivery address, item price, paid-by, etc.
  4. You can also track the undelivered orders by clicking the Track link adjacent to the order number.

How to set up the loyalty rewards program?

Let your customers earn loyalty points with every purchase. They can redeem these points on their next purchase. You can customize the loyalty program as per your business needs. Set loyalty points conversion rate, accrual rate, and accrual target all from the backend portal. Please follow the below steps to set up and start using the loyalty program in the Quantic online ordering.

Subscribe to the Loyalty module

  1. Sign in to the location’s back-end portal and click Module on the left navigation.
  2. Scroll down to locate Loyalty and click Get over it.
  1. Click Get again on the Loyalty pop-up, that same button will turn into a Setting button.
  1. Click Setting.
  1. Great! You have just subscribed to the Loyalty module.
  2. The Loyalty Setup screen will appear where you will be prompted to add other settings. Their descriptions are as follows:
  • Name of the Reward Program
  • Conversion Rate: How much discount will be given for each point? For eg. If we want the customer to be able to redeem 10 points for 1 dollar, the value of conversion will be $0.1
  • Accrual Rate: How is each point earned? For eg. If we want the customer to get 2 points for every dollar spent, the accrual rate will be $0.5
  • Accrual Target: The threshold/min. value of points before they can be redeemed by the customer.
  • Sign up Bonus: Bonus points when a customer enrolls with the business. Tap button to enable the signup bonus.
  1. Once done, click Save at the bottom.
  2. The customers will now earn the points according to the set accrual rate for both Online and POS orders.
  3. The loyalty points can be redeemed from the online ordering platform.

Redeeming Loyalty points from the online portal

Once you have subscribed to and set up the loyalty program, the guests can earn and redeem the loyalty points for the purchase made on the eCommerce Express portal. Here are the detailed steps.
  1. Guests can redeem loyalty points from the checkout screen.
  2. Once the item is added to the cart, the guest can enter the loyalty points at the bottom of the checkout screen.
  3. Enter the loyalty points and click Redeem as shown in the screenshot. The balance left can be paid by card. Please note, to redeem the loyalty points you must have the accumulated points.
  1. To check the balance loyalty points, you can visit the Rewards section. Click the profile icon and tap Edit your profile.
  2. Click Reward on the left navigation.
  3. The Total Points, Redeemed Points, and Balance Points will be displayed on the screen.
  4. Also, you can see the order number where the points have been redeemed till now.

Setup a Gift Card

Guests can send a Gift Card directly to their family and friends from their eCommerce Express portal. The Gift Card module needs to be subscribed to the backend to allow the guests to redeem it and send the one to their acquaintances. This guide will walk you through the detailed steps on how you can create a gift card, enable gift card item, and how guests can send a gift card to an email address. 

Subscribed to the Gift Card module

Before heading straight to the gift card setup, make sure you have subscribed to the Gift Card module. Follow the below steps. 

  1. On the Quantic backend portal, click Module on the left navigation menu.
  2. Scroll down until you see the Gift Cards.
  3. Click Get on the Gift Cards module.
  1. A popup will appear, click Get and click Settings on the same popup.
  1. Turn on the settings as shown in the screenshot. The setting marked red are on while the grey symbol indicates the setting is off.
    • Enable digital gift cards: Enabling this setting will allow you to issue a digital gift card.
    • Enable Online GC issue from POS: Enabling this setting will allow the server to see the Unissued Cards in the POS under the Gift Card Balance.
    • Show gift card balance inside menu: Enabling this setting will allow the server to see the balance remaining in the gift card.
    • Enable Metis gift payment gateway for eCommerce: Enabling this setting will activate the Metis gift payment gateway allowing the entire gift card payment functionality to work hassle-free.

Create a gift card category

  1. Go to the Catalog section in your Quantic backend portal.
  2. Make sure you have a Gift Card added to the Super Categories tab. Or you can follow this path to create a Gift Card super-category – Super Categories > enter Gift Cards in Enter Super Category field > select an apt tax class and click +Add.
  3. Tap the Categories tab.
  4. Enter Gift Card under the Category field. Or you can assign any name to the gift card category.
  5. Tap the Super Category drop-down and select Gift Card.
  6. Select the tax class. In this example, we have selected the default tax.
  7. Click .
  1. On the Detail screen, the assigned category name will appear. In this example, we have created a Gift Card category and the same is appearing in the Category Name field.
  2. Click and upload an image you would like to assign to the gift card category.
  3. You can customize the other fields if you wish to.
  1. Go to the Online Ordering tab.
  2. Turn on the Enable Web to create a gift card category in the eCommerce Express portal. You can keep it disabled if you do not want to create a separate category for gift cards on the web portal.
  3. Tap the Web Name field and enter a new name for the gift card category to appear on the web portal. Here, we have kept the name as Gift Card only.

Create a gift card item

Gift cards of any value can be added from the Item’s section of the Catalog. Here are the steps to create one.

  1. Go to the Catalog section and tap the Items tab as shown in the screenshot.
  2. Enter the gift card name under the Item Name field. Here we are creating a $25 Gift Card.
  3. Enter the gift card value under the Sale Price field. Since, we want to create a gift card valued at $25, so we have put 25 here.
  4. Select Gift Card in the Category drop-down.
  5. Select the appropriate tax class and click .
  1. All the prefilled details will display under the Detail tab.
  2. You can customize the gift card by adding more details.
  3. Click button and upload an image that you would like to display on the Gift Card.
  1. Click the Online Ordering tab.
  2. Turn on the Enable Web to show this gift card on the web portal. Guests will be able to see and buy it from the portal.
  3. Put the name of the gift card that you would like to display on this gift card on the eCommerce portal.
  1. Go to the Additional Settings tab.
  2. Now mark the checkbox adjacent to Enable Gift Card Item and click at the bottom right corner.
  1. Similarly, you can create multiple gift cards and allow your guests to choose from multiple gift card options.
  2. Check the screenshot. Here we have created two gift cards worth $25 and $50.

How can guests buy and send a Gift Card online?

Guests can buy and send a Gift Card from the eCommerce Express online portal. They just need to log in to their account on a web portal, select the required gift card, enter the receiver’s details, pay for the gift card and that’s all. The receiver will receive a gift card on their email address that they can redeem by clicking on the Redeem Your eGift button. Here are the steps for guests to buy a gift card from the web portal. 

  1. Guests visit the eCommerce portal.
  2. Log in to the account using the email address and password.
  3. Tap on the Search for item field and enter Gift. Make sure the category is set at All.
  1. The list of available gift cards will appear.
  2. Since we have added two gift cards in the backend portal, you can see a $25 gift card and a $50 gift card.
  3. Tap on the gift card that you want to buy and send.
  1. A new screen will appear where you can enter the recipient details.
    • Recipient’s Name: Enter the recipient name to whom you want to send the gift card.
    • Recipient’s Email: Enter the complete email address of the recipient.
    • Sender Name: Put the sender’s name.
    • Sender Email: Put your email address.
    • Message (optional): Put the message here. The recipient will see this message on the digital gift card.
    • Once all the details are filled in, click the Checkout button.
  1. Clicking the checkout button will forward you to the checkout screen.
  2. Review the order details and click the Pay button at the bottom.
  1. Fill in your card details.
  2. Click Submit.
  3. The order receipt will be generated and the recipient will receive the gift card at his email address.
  1. This is an illustration of a $50 gift card received in an email.
  2. The recipient can click the Redeem Your eGift button to redeem the gift card.
  1. Guests can take this gift card to the participating store and get it scanned by the servers to pay for the orders.
  2. Or, they can note the gift card number provided at the bottom and use it at the checkout screen on participating store’s eCommerce portal to pay for the order. The password is the last four digits of the gift card number.

How to check the gift card balance?

Servers can check the gift card balance from the location’s POS terminal. It is also significant to note that gift card balance can only be checked from the location’s POS that created it. Below are the steps to get it done.

  1. Open the left navigation menu in the location’s POS.
  2. Tap the GiftCard Balance.
  1. Tap the Balance button as shown in the screenshot.
    • If a guest carries a gift card number – Tap the Manual Enter button, enter the gift card number. Enter the last four digits of the gift card numer in Enter Pin field and click Done.
    • You can also scan the barcode on the gift card to accept the payment.
  1. The balance remaining in the gift card will be displayed on your screen.
  2. You can also print the report by clicking the .