Third Party Delivery Plugin configuration and processing
For stores that want to use third party delivery services such as Mr Delivery or UberEats, Aura has introduced an update that helps staff process these orders quickly and efficiently.
Requirements
In order to use this function, the following are required:
Invoicing version 6.4.0.23
aaSO_SalesChannel.dll file in the root Aura directory
A customer for both Uber Eats and Mr Delivery created with the “3RDPARTY” grid reference name.
Initial Setup
Step 1: Create Streets
This step is an important part of being able to track the sales processed via these services.
In Backoffice, click Lists > Streets, then click Delivery Areas to add a new Map reference.
The Grid Reference must be called 3RDPARTY
The remaining settings should be left as default.
Click Suburbs. Capture the name of the service as a suburb:
Click Street Names and add a new entry with the name of the services
On the main street list page, find the new street in the list (Use Filter and filter by streetname if necessary)
Link the street to Map Ref 3RDPARTY, the Suburb to Mr Delivery (or UberEats)
Post the changes by clicking the tick mark [✔]
Step 2: Create Customers
Each Third-Party Delivery company needs to be set up as a Customer in Aura, so that orders can be assigned to them. In Backoffice, click Lists > Customers, then click [+] to add a new entry.
Capture the name of the delivery platform under F/Name, and then select the street bearing the name of the delivery platform. Confirm that the Grid Reference field reads “3RDPARTY”
Post the changes by clicking the tick mark [✔]
Note: Stores that use the Shooshi service will need to add a “Shooshi” customer in the same way as Mr D and Uber.
Configuring the Plugin
Once Invoicing has been updated and the aaSO_SalesChannel.dll file has been placed in the Aura directory, the plugin will need to be enabled.
In Invoicing, click Settings, and on the Invoicing Settings tab click Configure Special Orders:
This will open the Plugin Settings.
Click the aaSO_SalesChannel.dll on the left, then tick Use this plugin.
Click Save. You will need to close and re-open Invoicing before changes take effect.
Capturing Orders
When orders are placed from a Third Party service, the order will come through via an in-store tablet or printer installed by the service.
This order must be captured in Invoicing using the SPECIAL ORDER button!
This will open a prompt of what type of special order to capture.
Click Third Party Orders.
Select the Third Party service you want to process. You will then be prompted to capture the reference number for the invoice from the third party tablet or printed slip.
Click OK. This will launch you into the menu item selection screen where you can then ring up the order. Note that you cannot change the transaction type on this screen.
Once done, click Send to send the order to the kitchen.
Completing the Order and Cashup
When the Third Party Delivery Service driver comes in to collect the order, the cashier can select the order from the Outstanding tab and click Pay [F6]
On the payment screen, you can see that the order payment has been automatically captured under “Other Payments”. Click OK to complete the order.
Cashup
Note that all third party payments made this way will reflect on the till cashup as an Other Payment, and can be viewed by pressing [Ctrl +F3].