Contents
- Introduction
- Integration Onboarding & Configuration
- Understanding & Managing Your Integration
- FAQs & Troubleshooting
Introduction
Centegra Plus has created an integration with Uber Eats, making it easier for users to avoid the hassle of manually entering orders. This also introduces a range of extra features, such as managing Uber Eats menus directly through Centegra Plus and handling Uber Eats orders via the integrated KMS.
Order Integration Introduction
Uber Eats orders seamlessly integrate into Centegra Plus, following the same processing pathway as orders from other sales channels and POS systems, bringing several operational advantages:
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Unified Reporting: Uber Eats orders become an integral part of standard Centegra Plus reporting.
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Kitchen Management Visibility: Uber Eats orders are displayed on the Kitchen Management System (KMS) alongside all other orders.
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Inventory Management Precision: For users of the Inventory Management module, stock for Uber Eats orders is consumed in real-time.
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Revenue Tracking Excellence: Revenue generated through Uber Eats orders is tracked for users of the Revenue Management module through to reconciliation and GL extracts.
Menu Integration Introduction
Uber Eats menus are integrated with Centegra Plus through using Centegra Plus Menu Management, bringing several operational advantages:
- Centralised Menu Management: With menus managed through Centegra Plus, you gain a centralised hub for managing your menus, simplifying the process and ensuring consistency.
- End to Product ID Mapping: Bid farewell to the tedious process of manually mapping products to product IDs on the Uber Eats platform.
In cases where locations are not integrated for menus, a manual mapping process is required. All products available for sale within Uber Eats menus need to be mapped against the Product ID of the corresponding product within Centegra Plus. A full list of Product IDs can be exported using the Product List Report in Centegra Plus.
Integration Onboarding & Configuration
Centegra will work with you when onboarding the Uber Eats integration for the first time, as well as any new locations in the future.
This section summarises the onboarding process and outlines any important information that you need to know to make the most out of your integration.
Order Integration Onboarding
For any new Uber Eats Order Integration, Centegra will do the configuration required for each location within Centegra Plus for you. We just need you to provide us with the UUID from Uber Eats for each restaurant requiring integration. If you have not already discussed your new integration request with your Centegra account manager, Contact Centegra.
You will also be provided with information on the Uber Eats Integration price level. Regardless of whether you use Centegra Plus or Uber Eats for building the Uber Eats menus, it is important that this price level has correct prices and tax rates for all products available for sale on Uber Eats, as the tax rate setting determines the net and tax values within integrated Uber Eats transactions in Centegra Plus.
Menu Integration Onboarding
You can use Centegra Plus to build menus and publish them to Uber Eats. The process in enabling this depends on whether this has been done previously for your account.
Integrating Menus For The First Time
If you are integrating Centegra Plus menus into Uber Eats for the first time, you'll need a Uber Eats menu destination assigning against your company. Contact Centegra and we can arrange this for you.
Once we've added the Uber Eats menu destination against your Centegra Plus account, you can start configure menus within the Centegra Plus Menu Management section. Contact Centegra to arrange training on this module if you've not used it previously.
Once your menus are ready, you'll be able to publish the menu to Uber Eats once you receive confirmation from your Centegra and/or Uber Eats account manager that the integration has been configured on both sides for the location.
Integrating Existing Menus
If you already have menus integrated to Uber Eats for other locations, you can assign any new location to an existing menu for Uber Eats in the standard way within the Sites & Destinations tab of a menu.
Once your menus are ready, you'll be able to publish the menu to Uber Eats once you receive confirmation from your Centegra and/or Uber Eats account manager that the integration has been configured on both sides for the location.
Understanding & Managing Your Integration
Understanding & Managing Your Order Integration
Centegra Plus has integrated with Uber Eats to streamline order management, eliminating manual input.
This article examines the details of this integration, its effect on user convenience, and the customisable settings in Centegra Plus for a personalised experience.
Order Integration Information
Uber Eats orders are received into Centegra Plus at the point that the order is accepted. The Uber Eats order is then normalised as it processes into Centegra Plus, so it reports alongside transactions from all sources in a familiar way.
Each transaction includes:
- Products sold within the order.
- Gross price paid. (Net price and tax are calculated as per the product tax setting in Centegra Plus.)
- Product modifiers.
- Discounts. (Order discounts are assigned at transaction level, with tax based on the average tax rate of items in the basket.)
- Meal deals. (Meal deals are not treated as a combo discount by default. If you'd like them to be treated as a combo discount (as per other transaction sources), Click Here for more details.)
- Order pick up time.
- Order reference.
- Order and item notes.
If your site has integrated KMS in place, the Uber Eats order is added to the KMS at the point that the order is received. (Or a specified number of minutes before the order is received, if a future order.)
Order Integration Management
You can manage certain aspects of the Uber Eats Order Integration for each existing integrated location within your company. To do so:
- Whilst logged into the relevant site, head to: Company Settings > Site Setup > Locations
- Against the relevant location, select [EDIT].
- Select the Remote Sales Integrations tab.
The following options are available:
- Till: Displays the virtual till that Uber Eats sales are assigned to.
- API Secure Key Owner: Displays the integration API secure key owner. (Centegra).
- Transaction Source: Displays the transaction source that Uber Eats sales are assigned to. This is directly related to the API key and so cannot be changed.
- Source Provider Name: Displays the source provider name as Uber Eats.
- Clerk: Select the virtual team member that Uber Eats sales are assigned to.
- Payment Media: Select the payment media that Uber Eats sales are settled against.
- Integration Price Level: Select the price level the items sold via Uber Eats are assigned to. Note that this does not determine the price paid by the customer; this does however determine the RRP and Tax Rate assigned to each item sold as it processed into Centegra Plus.
- Uber Store ID: Displays the Store UUID that this location is integrated to, as provided by Uber Eats.
- Enabled?: Displays whether the Uber Eats integration is enabled for this location.
- Enable/Disable: Enable or disable the Uber Eats integration for this location.
Understanding & Managing Your Menu Integration
Unlocking the full potential of your restaurant's digital presence requires seamless integration, and when it comes to elevating your online menu with Uber Eats, Centegra Plus offers a robust Menu Management solution allow you to manage multiple menus across your entire estate centrally.
If you'd prefer to manage your menus within Uber Eats directly, that's not a problem. Just ensure that all products within the menu are mapped accordingly against the corresponding product in Centegra Plus.
For full details, see the relevant section below.
Menu Integrated
Building Menus
If you are publishing menus to Uber Eats via Centegra Plus, menus published to Uber Eats include:
- Menu Title
- Product Names & Descriptions (Including overrides)
- Product Categories
- Product Prices
- Product Calories
- Product Allergens
- Product Dietary Tags (Gluten Free, Vegan, Vegetarian)
- Product Images (Including links to hosted Images)
- Modifier Groups & Modifiers (Including Modifier Name & Price overrides)
- Menu Availability
- Product Alcohol Attribute
Information on building menus within Centegra Plus is available within the Menu Builder section.
Publishing Menus
Menus should be published to Uber Eats whenever any of the elements in the list above are updated and the updates need to be made live.
When publishing a menu to Uber Eats the menus can be published to go live immediately (it can take up to 5 minutes to show) or they can be scheduled to be published in advance.
For more information on menu publication, see Menu Publications.
Additional Information
- If a store has multiple menus (e.g. separate Breakfast & Lunch menus), the menus must be published together at the same time.
- A menu must be available for at least 60 minutes on a day for Uber to accept the menu publication.
- You do not need to publish a menu when updating the tax rate assigned to a product, or when suspending a product from sale. (For more information on product suspensions, Click Here.)
- If you have multiple accounts within Uber Eats (i.e. different Brands), you'll need multiple Uber Eats menu destinations against your company in Centegra Plus. Contact Centegra and we can arrange this for you if required.
Not Menu Integrated
If you are not publishing menus to Uber Eats via Centegra Plus, all products available for sale within Uber Eats menus will need to be mapped against the Product ID of the corresponding product within Centegra Plus. You can obtain a full list of Product IDs from Centegra Plus using the Product List Report.
If any products are not mapped to a valid Centegra Plus Product ID within Uber Eats, sales of that product are recorded against a failsafe product within Centegra Plus called "REMOTE ORDER MAPPING ERROR". This ensures that the rest of the order can process into Centegra Plus for KMS requirements, and the overall gross, net and tax totals for the order are correct within Centegra Plus. For visibility of orders containing this failsafe product, Click Here.
FAQs & Troubleshooting
Frequently Asked Questions
How Are Cancelled Uber Eats Orders Handled?
If an Uber Eats order gets cancelled, the transaction that was created when the order was original accepted gets removed from Centegra Plus automatically.
Although the transaction is removed from Centegra Plus, if your site has KMS in place, the original order will have still sent to the kitchen when it was first received and so the cancellation will need to be communicated to the kitchen.
Note that orders placed far in advance may not send to the kitchen until a set number of minutes before the order pick up time. In this case, an order cancellation before that time will prevent the cancelled order from sending at all.
How Are Uber Eats Refunds Handled?
Information regarding orders that are refunded (or partially refunded) within Uber Eats is not available via Uber Eats' API, and therefore refunds are not automatically reflected within Centegra Plus.
To account for a Uber Eats refund within Centegra Plus, either:
- Reverse The Original Transaction - If a full order refund.
- Enter A Back Office Refund Transaction - If a full or partial order refund.
Note that if your site uses Periods, you cannot complete either of the above actions once the period that the refund date falls within has closed.
How Are Uber Eats Discounts Handled?
Discount applied against Uber Eats orders is assigned against a single dedicated "Uber Eats Discount" product within Centegra Plus, that reports alongside other discounts. Tax against the discount is based on the average tax rate across applicable items within the order.
Alternatively, Uber Eats discount can be configured to proportionally discount applicable items within the order instead. To enable this feature, Contact Centegra.
Troubleshooting
Meal Deals Are Not Reporting As A Combo In Centegra Plus
By default, meal deals are received into Centegra Plus from Uber Eats as a simple product sold representing the meal deal, with zero-priced modifiers representing the meal deal items. As a result, meal deals do not naturally report as combo discounts within Centegra Plus.
However, it is possible to reassign Uber Eats meal deals as combo discounts to report alongside other combos, by enabling the "Combo Reconciliation" feature for the integration.
For more information on this feature, Click Here.
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