This outlines how to configure Upselling in OrderAway using the Add-On option.
Subjects
What is Required?
- OrderAway must already be implemented at the Venue and functioning as expected. That is, it must be installed and operational.
- Identify those Items/Products that maybe displayed to patrons as Upsell Add-Ons when they proceed to either the Home Menu or the Checkout.
How To Configure Upselling for Add-Ons
To do this:
In Back Office
- In the SwiftPOS Keyboard Designer:
- Add a Keyboard Layout (for example, OA Upselling) to the OrderAway Keyboard currently in use.
Notes …
Take note of the ID of the Keyboard Layout created, as it will be needed when configuring Upselling later.
- In the SwiftPOS Keyboard Designer continued …
- Add the Items/Products identified above, to the Layout. The order in which they are added to the Layout will determine the order in which they are presented to patrons.
- Save the changes.
In OrderAway
- Access the OrderAway Settings menu for the Location (Client ID) for which the Upselling is going to apply.
- Select the POS Tab and in the Upsell section configure the following:
- Ensure the Enable Upsell option is selected. Once selected, either or both of the following options can be selected:
- Show on Home Menu – Select to ensure the Upsell option configured is displayed BEFORE the home menu is displayed. Once selected the following settings will be available:
- Using Layout – When entered, patrons will be presented with the Items/Products associated with the Layout based on the ID entered, before the Home Menu is displayed.
- Advertising Image – Refer to How To Configure Upselling for Advertising for more information.
- Show on Home Menu – Select to ensure the Upsell option configured is displayed BEFORE the home menu is displayed. Once selected the following settings will be available:
- Ensure the Enable Upsell option is selected. Once selected, either or both of the following options can be selected:
- Select the POS Tab continued …
- Ensure the Enable Upsell option continued …
- Show on Checkout – Select to ensure the Upsell option configured is displayed BEFORE the home menu is displayed. Once selected the following settings will be available:
- Using Layout ID – When entered, patrons will be presented with the Items/Products associated with the Layout based on the ID entered, before the Checkout is displayed.
- Advertising Image – Refer to How To Configure Upselling for Advertising for more information.
- Show on Checkout – Select to ensure the Upsell option configured is displayed BEFORE the home menu is displayed. Once selected the following settings will be available:
- Ensure the Enable Upsell option continued …
Example of an Add-on Keyboard Layout configuration for the Checkout
- DO NOT forget to select the SAVE button to ensure all changes are saved.
Notes …
If a Checkout Image is configured, it will be displayed BEFORE any of the Add-on Items/Products (included in the Layouts) are displayed.
This completes HOW TO CONFIGURE UPSELLING FOR ADD-ONS for OrderAway.
Notes …
When both the Layout and Advertising Image options are selected, then the Items/Products (included in the Layout) will be displayed AFTER the Advertising image. Patrons will need to scroll down to see these.
Example of what a patron sees when both a Layout and Advertising Image are configured for Upselling