Delivery portal item matching: Portal items in the Admin
What The portal items must be assigned to the products that are entered in SIDES. Portal items are the products that are transferred when orders are placed via delivery portals such as Lieferando, GoogleFood, UberEats, etc. Where Admin: External services > Delivery portal item matching. |
We recommend storing the item numbers from the system at the portals. The item numbers are then automatically assigned (matched), which no longer needs to be done manually. The item numbers can be exported under Admin: Item management > Item > Export sales items with details > Export.
Portal items are the items that are transferred from the delivery portals (Lieferando, GoogleFood, UberEats, Wolt, etc.) - if the interface is set up.
These portal items must be assigned to the products that are entered in SIDES. This is necessary to ensure that the correct tax is used for the orders and that the correct assignment is made when the receipt is printed. It also ensures that orders from this portal can be processed directly (i.e. a kitchen receipt and an invoice are printed directly, as with a normal recorded order) without the order having to be recorded again and transferred to the system.
Assign portal items
Go to Admin: External services > Delivery portal item matching.
At the top center of the overview, there is a drop-down menu with which you can choose between the different connected portals to be matched/assigned.
There, you will find a list of product names (at least during the initial setup). In the next step, these need to be mapped accordingly.
Edit portal items
Click on the "Edit" button and a new window will open. The following information can be seen there:
Portal name: The name of the delivery portal (Lieferando, GoogleFood, UberEats, Wolt, etc.).
Parent portal item name: The name of the item to be assigned.
Item does not need assigning: If this button is activated, the portal item is not assigned to the items in the system. This can have consequences such as missing names on the kitchen receipt or incorrect cashbook entries, so we always recommend that all items are matched/assigned.
Item: This is the item from SIDES that is to be assigned to the portal item. By entering the item number or by entering an item name component, a drop-down menu opens with a selection of items that match the entry. As soon as an item has been selected, the corresponding item number is displayed in the field.
Description: After selecting the item, the item name is displayed here.
The selection will be confirmed with the "Save" button. The portal item view is then displayed and the item you have just assigned disappears from the list of open items.
Show all portal items
When mistyping, or to view all items (including those already assigned), the "Show all" slider can be set to "Yes".
Parent portal item name
It may happen that the following description appears in the "Edit" window:
You will then see the "Parent portal item name" and the "Portal item name". This is a "Topping" that needs to be matched. This means that the "Angus Champignon Feta Burger" is not assigned here, but the "with Bacon XL".
Portal item fully assigned
If there is no longer a red item in the list, all items have been assigned.