Integrated online ordering sends guests' orders placed online (for pickup or delivery) directly into the MicroSale POS system. The online order automatically appears in the POS and sends to the kitchen. The online orders appear the same as if an employee directly entered it in the system.
Pre-requirements before getting started:
- Site has a static public IP range
- The Online Ordering module has been purchased and enabled in the license (please place your order in writing via email or the dealer portal)
- You have signed up with an integrated online ordering provider. Didn't sign up yet? Please see the list of partners here.
- Getting your router ready to accept online orders
- Testing the router changes before moving on (testing the port forwarding)
- Downloading the online ordering install files
- Setting up the online ordering install
- Getting MicroSale ready to accept online orders
- Ensuring your menu items are set with PLU numbers matching the online ordering menu
Having problems after setup? Troubleshooting Help
Router Setup
- Before getting started, forward Port 32112 (on the router) to the local IP address of the terminal that will be hosting the online order server. If you have more than one terminal, choose the main terminal (file server) or use the back office computer, if applicable. The router address can be obtained by looking at the IP configuration and using the default gateway. Enter this IP address in Internet Explorer/Google Chrome to gain access into the router. You will need the user name and password to configure the port forwarding in the router. Typically, there is a tab for port forwarding in the router, if you are unable to find this, you can always google the router with port forward to find the location.
If you have two routers, you must choose 1 of the following three options:
- Forward the port from the first router to the second router(You may need to use DMZ mode on router #1, and then on router #2, set the IP that is used on the terminal)
- Set the second router for "pass-through mode"
- Eliminate one of the routers
Test Port Forwarding
Run this test off-site or run the test using a device that is not connected to the restaurant's wifi.
- Go to Internet Explorer or Google Chrome
- Type in: http://Public IP for Site:Port Forwarded
If the port is forwarded correctly, the online order company will be able to connect. If there is a firewall only allowing the Online Ordering Company to connect, ask the Online Ordering Company to verify that they are connecting to the Online Order Server.
Online Order Server Setup
Edit: As of Version 10, the online ordering server comes pre-installed, eliminating the need for downloading the software before setup.
- Go to C:\ > Program Files (or Program Filesx86) > Micro$ale > double click on "OnlineOrderServer.exe" the following windows opens:
- In the HTTP Connect field, enter the public IP address. To obtain the IP address, launch Internet Explorer or Google Chrome and visit www.ipchicken.com. Copy the IP address or type in the IP address into the HTTP Connect field
- The Connection Port must be set to 32112
- Next to Path for Local Directory, type in: C:\Program Files (x86)\Micro$ale\Online Order\
- The information saves automatically. Select Stop
- After selecting "Stop", re-launch "OnlineOrderServer.exe"
- Select Setup
- Within the setup window, tick the option "Log Order Txt" > Save > Exit
- Back on the Web Order Screen, select "Start" (in place of "Stop")
Getting MicroSale Ready to Accept Online Orders
- Go to Managers Menu > Register Setup > Terminal Configuration > Register Options > Phone Orders
- Tick the option, "Call In Orders"
- Tick the option, "Auto Release Pending Orders". Make sure this option is only set on this ONE terminal (if it is set on multiple terminals, the orders will print multiple times in the kitchen).
- Next to "Time Required to Produce an Order in Minutes", set the appropriate amount of minutes before the order releases to the kitchen.
- -if this is set to 20, the order releases 20 minutes before it is due (due meaning the time of scheduled pickup)
- -if this is set to 0, the order releases automatically as soon as the order is received
Optional "Auto Release" Setup (when the online ordering server is installed on a back office computer)
Only follow this section if the online ordering server is installed on a back office computer (or computer that is not regularly used for order entry).
This optional auto release service takes the place of the MicroSale register option, "Auto Release Pending Orders". This is used when you are installing online ordering on a back office computer that is not used for order entry (a computer only used for back office functions and running reports).
- Go to the FTP site and login with your dealer credentials
- Navigate to msaledealer > $M$CD > Install Files > Interface Install Files > Web Order
- Copy the zipped folder, "Online Order Server - Auto Release (Only for idle terminal)" or copy the three files within the folder, AutoRelease.dll, AutoReleaseInstall.msi, setup,exe.
- Paste the folder (or individual files) anywhere on the computer (suggestion: paste the folder on the desktop for easy acccess).
- Double-click on setup.exe to run the installation
- When the installation is complete, right-click on My Computer > Manage
- Go to Services and Applications > Services
- Right-click on "AutoReleasePhoneOrder" > and click Properties. If you do not have the user account information, you can set the service to the local account. If you have the user account information, please complete the following: Log On Tab > Browse > Advanced > Find Now > Select Windows User Account > OK > Back to Log On Tab > Enter Password > Start the Service
- Right-click on My Computer > Manage
- Go to System Tools > Event Viewer
- Select Windows Logs
- Right-click on Application and then select Properties
- Make sure 'When maximum event log size is reached', it is set to "Overwrite events as needed (oldest events first)".
Menu Requirements (These are required for site using above store processing, i.e. EMV):
When tips are accepted, please set up the following:
A tip item is needed in order to pass an entered tip from the online ordering side to the MicroSale system.
There are two options for setting up tips through online ordering:
If you are using pick up only, or in-house delivery but do not want to pass the tip directly to the driver:
- Create a “Non-Sales Revenue Department” called "Service Charge"; by going to Manager Menu > Register Setup > Terminal Configuration > Misc. System Configuration Page > Non Sale Revenue Setup
If you are using in-house delivery and want to pass the tip directly to the driver:
- Create a “Non-Sales Revenue Department” called "Tip"; by going to Manager Menu > Register Setup > Terminal Configuration > Misc. System Configuration Page > Non Sale Revenue Setup
- Create a “Non-Sales Revenue Department” called “Service Charge” (or "Tip") by going to Manager Menu > Register Setup > Terminal Configuration > Misc. System Configuration Page > Non Sale Revenue Setup
- Create a Category called “Tip”, by going to Manager Menu > Menu Maintenance > Menu Category
- Create menu item called "Tip" and assign the previously created department and category
- This item must be non-taxable and set to open price
- Assign the menu item a unique PLU and let the Online Order Company know what the PLU is, i.e. ‘8888’.
When in-house delivery is used, please set up the following:
A delivery fee item is needed in order to automatically charge the appropriate delivery fee to the ordering customer.
-
- Create a “Non-Sales Revenue Department” called “Service Charge” by going to Manager Menu > Register Setup > Terminal Configuration > Misc. System Configuration Page > Non Sale Revenue Setup
- Create a Category called “Delivery”, by going to Manager Menu > Menu Maintenance > Menu Category
- Create menu item called "Delivery Fee" and assign the previously created department and category
- This item must be non-taxable and set to open price
- Assign the menu item a unique PLU and let the Online Order Company know what the PLU is, i.e. ‘9999’.
Shift Level Items (This part is handled by the online ordering company, just let them know you are using shift levels inside of MicroSale):
- Shift level menu items are available with online ordering. Notify the Online Ordering Company that shift levels are used (shift levels are sizes that prompt before a menu item is entered; such as "Small" Pizza, "Small" Coke, etc.
- Site will need to use “- “ after the shift name for MicroSale to accept the shift level name. Again, the online ordering provider will do this for you.
FAQ:
Q: How does the online ordering menu use MicroSale’s menu?
Online ordering uses the PLU numbers from MicroSale. The PLUs on the online ordering side much match those within MicroSale.
Q: Do modifiers use PLUs for Web Ordering?
A: No, the modifiers do not have PLUs, and instead will follow the main item and the printer routing cannot be modified.
Q: How are prices, taxes, and printers used with a Web Order?
A: The prices within MicroSale will be overwritten by the web order price. However, the taxes and printers will be assigned to the Web Order from the specifications set up previously within MicroSale. If the customer prepays through web ordering, the sales tax will be applied from what the specifications are within the Web Ordering.
Q: Can you recover orders if the system goes down?
A: Yes, you will need to locate the TraceLog.txt file and rename it to Order.txt file. This will allow you to retrace back through orders.
Q: How do I retrieve orders when the customer arrives?
A: Web Orders are stored in the Access Phone Orders menu. Simply click on the Phone Orders button, from the ordering screen, and select Access Phone Orders. The column named ‘Order For’ will depict ‘Web Order’.