Contents
- Introduction
- Integration Onboarding & Configuration
- Understanding & Managing Your Integration
- FAQs & Troubleshooting
Introduction
Centegra Plus has created an integration with Deliveroo, making it easier for users to avoid the hassle of manually entering orders. This also introduces a range of extra features, such as managing Deliveroo menus directly through Centegra Plus and handling Deliveroo orders via the integrated KMS.
Order Integration Introduction
Deliveroo 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: Deliveroo orders become an integral part of standard Centegra Plus reporting.
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Kitchen Management Visibility: Deliveroo 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 Deliveroo orders is consumed in real-time.
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Revenue Tracking Excellence: Revenue generated through Deliveroo orders is tracked for users of the Revenue Management module through to reconciliation and GL extracts.
Menu Integration Introduction
Deliveroo 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 Deliveroo platform.
In cases where locations are not integrated for menus, a manual mapping process is required. All products available for sale within Deliveroo 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 Deliveroo 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 Deliveroo Order Integration, Centegra will do the configuration required for each location within Centegra Plus for you. If you have not already discussed your new integration request with your Centegra account manager, Contact Centegra.
Once configured within Centegra Plus, you'll be provided with a Location ID which you'll need later for configuration within Deliveroo.
You will also be provided with information on the Deliveroo Integration price level. Regardless of whether you use Centegra Plus or Deliveroo for building the Deliveroo menus, it is important that this price level has correct prices and tax rates for all products available for sale on Deliveroo, as the tax rate setting determines the net and tax values within integrated Deliveroo transactions in Centegra Plus.
Once you have the Location ID, and have assigned product prices and tax against the integration price level, you can configure the Order Integration within Deliveroo.
Menu Integration Onboarding
You can use Centegra Plus to build menus and publish them to Deliveroo. 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 Deliveroo for the first time, you'll need a Deliveroo menu destination assigning against your company. Contact Centegra and we can arrange this for you, but before you do that, we'll need your Brand ID from Deliveroo.
You can get your Brand ID with the Deliveroo Restaurant Hub by heading to the Integrations section and scrolling down to the "How to connect your menu to your own system section" like so:
Once we've added the Deliveroo 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.
You'll be able to publish the menu to Deliveroo once the Centegra Plus Location ID has been assigned against the location within Deliveroo, which is covered as part of the Order Integration process.
Integrating Existing Menus
If you already have menus integrated to Deliveroo for other locations, you can assign any new location to an existing menu for Deliveroo in the standard way within the Sites & Destinations tab of a menu.
You'll be able to publish the menu to Deliveroo once the Centegra Plus Location ID has been assigned against the location within Deliveroo, which is covered as part of the Order Integration process.
Deliveroo Configuration
To hook up the restaurant within Deliveroo against a Centegra Plus location, log into your Deliveroo Restaurant Hub account and head to Integrations in the main menu.
If there are any restaurants within your Deliveroo account that are not current integrated, you'll see this shown at the top of the page.
Select [CONNECT SITES].
When asked which POS system do you use, select "Centegra V2".
Then when asked which sites you would like to connect, select the checkbox against the relevant sites and then enter the Location ID as provided by Centegra as part of the Order Integration onboarding process.
Confirm that you have completed the product mapping, then select [CONNECT YOUR TILL (POS)]
If you are using Centegra Plus to build the menus, now that the Location ID has been assigned against the restaurant within Deliveroo, you can publish your menu from Centegra Plus.
Once menus are published to the new location, the order integration can then be enabled within Deliveroo to start the process of posting orders into Centegra Plus.
Understanding & Managing Your Integration
Understanding & Managing Your Order Integration
Centegra Plus has integrated with Deliveroo 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
Deliveroo orders are received into Centegra Plus at the point that the order is accepted. The Deliveroo 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 accepted time and order pick up time. (You can select which to use for the transaction.)
- Order reference.
- Order and item notes.
If your site has integrated KMS in place, the Deliveroo 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 Deliveroo 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 Deliveroo sales are assigned to.
- API Secure Key Owner: Displays the integration API secure key owner. (Centegra).
- Transaction Source: Displays the transaction source that Deliveroo 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 Deliveroo.
- Clerk: Select the virtual team member that Deliveroo sales are assigned to.
- Payment Media: Select the payment media that Deliveroo sales are settled against.
- Integration Price Level: Select the price level the items sold via Deliveroo 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.
- Deliveroo Date Used: Select whether the transaction date for Deliveroo sales in Centegra Plus should be based on the order Pick Up time or order Accepted/Acknowledged time.
- Deliveroo Remake Product: Select the tracking product to be used for Deliveroo Remakes. The product is added at zero value into remake transactions to help track remake transaction quantity.
- Deliveroo Remake Payment Media: Select the payment media to be used for Deliveroo Remakes.
- Deliveroo Discount Product: Select which product should be used to record Deliveroo order discount within Centegra Plus reporting.
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 Deliveroo, 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 Deliveroo 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 Deliveroo via Centegra Plus, menus published to Deliveroo include:
- Menu Title & Subtitle
- Product Names & Descriptions (Including overrides)
- Product Categories
- Product Prices
- Product Calories
- Product Allergens
- Product Dietary Tags (Diary Free, Gluten Free, Halal, Keto, Paleo, Plant Based, Vegan, Vegetarian)
- Product Images (Including links to hosted Images)
- Modifier Groups & Modifiers (Including Modifier Name & Price overrides)
- Hero Image
- Menu Availability
Information on building menus within Centegra Plus is available within the Menu Builder section.
Publishing Menus
Menus should be published to Deliveroo whenever any of the elements in the list above are updated and the updates need to be made live.
When publishing a menu to Deliveroo 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. The menu that is available latest in the day is designated as the out of hours menu which shows then the site is closed on Deliveroo.
- Different products cannot exists on different menus using the same name.
- 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.)
- When publishing menus via Centegra Plus for the first time only, any active offers or promotions on Deliveroo will need to be recreated.
- If you have multiple accounts within Deliveroo (i.e. different Brand IDs), you'll need multiple Deliveroo destinations against your company in Centegra Plus. Contact Centegra and we can arrange this for you if required.
- Publishing menus via Centegra Plus will disable the "Menu Manager" connection within Deliveroo.
Not Menu Integrated
If you are not publishing menus to Deliveroo via Centegra Plus, all products available for sale within Deliveroo 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 Deliveroo, 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 Deliveroo Remake Orders Handled?
As part of the Deliveroo Sales Integration, from you may come across a Deliveroo Remake transaction. A Deliveroo Remake transaction occurs when Deliveroo resubmit an order due to an issue with the original order (e.g. driver error). Once accepted, items within the order will send to the kitchen as normal.
For reporting purposes, there are a few differences to note when it comes to Deliveroo Remake transactions:
- Within the header of the remake transaction, a notification is shown to show which original transaction this one is a remake of.
- All items within the remake transaction are sold with the original order quantity to account for additional consumption of those items. They are also sold with a gross value of £0.00 to avoid inflating total daily sales revenue. An additional "Deliveroo Remake" product is included within the remake transaction too, to help track the quantity of remake transactions that occur.
- The total payment value against the transaction is £0.00. To track remakes through payments, the original "Deliveroo" payment is shown as a negative value and this is offset against a "Deliveroo Remake" payment to balance the payment total.
How Are Cancelled Deliveroo Orders Handled?
If a Deliveroo 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 Deliveroo Refunds Handled?
Information regarding orders that are refunded (or partially refunded) within Deliveroo is not available via Deliveroo's API, and therefore refunds are not automatically reflected within Centegra Plus.
To account for a Deliveroo 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 Deliveroo Discounts Handled?
Discount applied against Deliveroo orders is assigned against a single dedicated "Deliveroo 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, Deliveroo 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 Deliveroo 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 Deliveroo 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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