Contents
- Introduction
- Integration Onboarding & Configuration
- Understanding & Managing Your Integration
- FAQs & Troubleshooting
Introduction
Centegra Plus has created an integration with QikServe, making it easier for users to avoid the hassle of manually entering orders. This also introduces a range of extra features, such as managing QikServe orders through the integrated KMS.
Order Integration Introduction
QikServe 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: QikServe orders become an integral part of standard Centegra Plus reporting.
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Kitchen Management Visibility: QikServe 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 QikServe orders is consumed in real-time.
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Revenue Tracking Excellence: Revenue generated through QikServe orders is tracked for users of the Revenue Management module through to reconciliation and GL extracts.
Menu Integration Introduction
QikServe 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 Qikserve platform.
In cases where locations are not integrated for menus, a manual mapping process is required. All products available for sale within Qikserve 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 QikServe 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 QikServe Order Integration, Centegra will do the configuration required for each location within Centegra Plus for you, and we'll liaise with QikServe to ensure that they have all the relevant credentials too. If you have not already discussed your new integration request with your Centegra account manager, Contact Centegra.
Menu Integration Onboarding
You can use Centegra Plus to build menus and publish them to QikServe. 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 Qikserve for the first time, you'll need a Qikserve menu destination assigning against your company. Contact Centegra and we can arrange this for you.
Once we've added the Qikserve 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.
Integrating Existing Menus
If you already have menus integrated to Qikserve for other locations, you can assign any new location to an existing menu for Qikserve in the standard way within the Sites & Destinations tab of a menu.
Understanding & Managing Your Integration
Understanding & Managing Your Order Integration
Centegra Plus has integrated with QikServe 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
QikServe orders are received into Centegra Plus at the point that the order is closed. The QikServe order is 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, net and tax values per product sold. (Tax is defined within QikServe.)
- Product modifiers.
- Discounts.
- Order pick up time.
- Order reference.
- Order and item notes.
- Service charge / tips (if applicable; requires configuration).
If your site has integrated KMS in place, the QikServe 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
The following elements of the QikServe Order Integration can be amended as required:
- Transaction source (per fulfilment type).
- Transaction price level.
- Transaction team member.
- Transaction payment media.
- Service charge / tips payment media (if applicable).
To update any of the elements above, Contact Centegra and we'll liaise with QikServe to arrange this where applicable.
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 Qikserve, 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 Qikserve 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 using Centegra Plus menus for QikServe, menus published to QikServe include:
- Product Names & Descriptions (Including overrides)
- Product Categories
- Product Prices & Tax
- Modifier Groups & Modifiers (Including Modifier Name & Price overrides)
- Product Images (Including links to hosted Images)
- Menu Availability
Information on building menus within Centegra Plus is available within the Menu Builder section.
Publishing Menus
Menus should be published to QikServe whenever any of the elements in the list above are updated and the updates need to be made live.
When publishing a menu to QiKServe:
- Menus are not published to QikServe via Centegra Plus. Instead, menus are fetched from Centegra Plus via QikServe, by using the Update External Menus option.
- You should update menus whenever any of the menu elements in the list above are updated and the updates need to be made live.
Not Menu Integrated
If you are not publishing menus to QikServe via Centegra Plus, all products available for sale within QikServe 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 QikServe, 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
For any inquiries or challenges, our Centegra support team is ready to assist. Click Here to speak with an advisor.
Troubleshooting
A Qikserve Order Does Not Show In Centegra Plus
If you're missing any Qikserve orders within Centegra Plus, Contact Centegra with details of the affected order(s) and we'll investigate further and liaise with Qikserve where appropriate to resolve this for you.
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