Connecting to Third Party Marketplaces
In order to connect to third party marketplaces, you will need to have the Marketplace Management product enabled by Paytronix. Once Marketplace Management is enabled, you should see a ‘Marketplace Management Settings’ option in the ‘Publish’ dropdown at each of your Online Ordering sites. You will want to use this page to connect Online Ordering to third party marketplaces and configure any markups to the Online Ordering menu before pushing to the marketplaces.
The process of initially connecting Online Ordering is different for each third party marketplace. Information on the process for each provider is listed below.
NOTE: Before you begin connecting sites to third party marketplaces, please ensure that you have accounts for each provider and that they are up to date. This will save you time and headache. Additionally, if you currently use a different aggregator service to push your menu to these marketplaces, please ensure that your current provider is disabled before enabling Paytronix Marketplace Management. Having two providers enabled at the same time will result in conflicting menu data and guest orders failing to make it to your POS.
Once the marketplace is connected, you can configure any markups that you would like. Instructions on how to do this are at towards the end of this document.
Confirming Your Sales Tax Rates
With some point of sales, Online Ordering collects sales tax from the POS during the order process. In these instances, there not be any sales tax set on the General Settings page. This will result in third party marketplaces not collecting tax on orders once Marketplace Management is enabled. For this reason, it is critical you review and confirm that the correct tax rate is configured at all sites before enabling Marketplace Management.
Before you can enable individual Marketplace Management providers, you will need to go to the Publish > Marketplace Management Settings page at each site and confirm that the tax rate for the site is correct. Once the tax rate is verified at the bottom of the Marketplace Management Settings page, you can follow the instructions below to turn on each individual provider.
Uber Eats/Postmates
Navigate to the Publish > Marketplace Management Settings page at one of your sites in Online Ordering.
Hit the ‘Onboard’ button to the right of Uber Eats.
You will be brought to the Uber Eats login page. You will want to log into your master account for Uber.
Once logged in, you should see all available Uber stores in a list. You will want to hit the ‘Connect' button to select the site that you’re currently configuring in Online Ordering.
Configure any markup settings and hit ‘Save Settings'. This should push the Paytronix menu to Uber.
From there, you will want to repeat this process at each additional site. You should not have to log into Uber again, you should automatically be prompted with the list in step 4 after hitting ‘Connect’.
* After logging into Uber for the first time, the next time you hit the ‘Connect’ button, you will automatically be signed into the same account. If you find that you logged into the wrong account, you will need to log out of Uber entirely and hit the ‘Connect’ button again. If you log out of Uber and are still automatically being brought to the same list of stores, the next step would be to close out of your browser entirely or open an Incognito window and that should reset things.
DoorDash
Navigate to the Publish > Marketplace Management Settings page at one of your sites in Online Ordering.
Hit the ‘Onboard’ button to the right of DoorDash.
You will be brought to the DoorDash login page. You will want to log into your DoorDash account.
* The account used here should have 'Business Admin' level access within DoorDash. There is a commonly used 'Business Group' level of access within DoorDash that grants access to multiple businesses at once. Logging in with an account that has 'Business Group' access will generate the following error "There were no stores available to onboard with DoorDash, please sign up for a DoorDash account or add stores to your existing account". If you see this error, your account does not have the correct permissions assigned within DoorDash and you need to use an account with 'Business Admin' level access.Once logged in, you should see all available DoorDash stores in a list. You will want to hit the ‘Connect' button to select the site that you’re currently on in Online Ordering.
Configure any markup settings, hit ‘Save Settings’. This should push the Paytronix menu to Uber.
From there, you will want to repeat this process at each additional site. You should not have to log into DoorDash again, you should just be prompted with the list in step 4 after hitting ‘Connect’.
* After logging into DoorDash for the first time, the next time you hit the ‘Connect’ button, you will automatically be signed into the same account. If you find that you logged into the wrong account, you will need to log out of DoorDash entirely and hit the ‘Connect’ button again. If you log out of DoorDash and are still automatically being brought to the same list of stores, the next step would be to close out of your browser entirely and that should reset things.
Grubhub
Paytronix and Grubhub have a shared spreadsheet that tracks all sites launching each week. Paytronix can add your sites to the shared spreadsheet. Sites launching in the upcoming week will need to have their info added to the shared sheet by Friday at the latest to support a launch the following Wednesday morning.
* For Paytronix to add sites to the spreadsheet, you will need to obtain your Grubhub location IDs and share them with Paytronix. These IDs can be found on the ‘Profile’ page in the Grubhub portal. If you click on a user with access to multiple sites, you should see the Grubhub store IDs listed.
Markup Handling
By default, Paytronix will push your Online Ordering menu as-is to each third party marketplace. To help offset the commission fee that most third party marketplaces charge, you are able to markup your Online Ordering menu by either a flat rate or a percentage. This can be configured on the store’s Publish > Marketplace Management Settings page.
Percentage:
Amount:
Currently, the markup can be passed to some point of sales but not all. Some POS’s will not allow an item to be passed with a different price than what is configured in the POS. If passing item-specific markups to the POS is a feature that you’re interested in, please talk with your Solutions Consultant to see if this feature is available for your POS.
Markups, Taxes, and Your POS
If you are passing an increased price to the Marketplace Management marketplaces, you may want that higher price to be reflected in you POS. By default, Order & Delivery will pass the pricing without the markup to your POS. If you’d like the increased pricing to be reflected in the POS, you can check the ‘Pass Markup Prices Through to the POS’ box at the bottom of the Marketplace Management Settings page. Depending on the POS, these markups could potentially be passed multiple ways. Options may include: through a service charge, through an open item, or overriding the POS pricing and sending a higher item price.
When it comes to tax, there are two different boxes that can be checked on the Marketplace Management Settings page. The first is the ‘Overwrite POS Sales Tax Calculation on Marketplace Management Orders’ box. With this box checked, Marketplace Management will overwrite any POS calculated tax and inject it’s own calculations to your POS.
When the ‘Overwrite POS Sales Tax Calculation on Marketplace Management Orders’ box is checked, you will also see a new option labeled ‘Send Zero for Marketplace Remitted Sales Tax’. With this option checked, Marketplace Management will pass through zero sales tax to the POS for orders where the third party marketplace is remitting the sales tax for you.
Additional POS Settings
For each point of sale, we have some control over how orders are sent to the POS. For many point of sales, we are able to specify a tender/payment type as well as a dining option/order type to send for each third party marketplace. After you’ve enabled a new third party marketplace, you will want to go to the Settings > Receiving Your Orders page at each site to configure these fields. These should be fairly easy to find as they will typically have the providers name within the field label.