Configuring and processing in Aura POS



For stores that want to use third party delivery services such as Mr Delivery or UberEats, but are set up in such a way that their deliveries are typically handled by Yumbi, Online Ordering and Deliveree, there is a particular way that the third party delivery orders need to be handled so that they don’t interfere with the other delivery systems.


This guide will detail the proper procedures for capturing these orders .


If you need assistance with the setup or have questions on the procedure, please don’t hesitate to contact the Aura Support Helpdesk on 0860 994 155


Intro

You will be recording all the orders for Mr D and Uber Eats as collect orders with the customer's name as either Mr D or uber Eats. These customers need to be setup before you start taking orders. You will take all the orders under the same customer name.



Initial Setup


Step 1: Create Streets


This step is an important part of being able to track the sales processed via these services.

  1. In Backoffice , click Lists > Streets , then click Delivery Areas to add a new Map reference.

            a. The Grid Reference must be called 3RDPARTY

            b. The remaining settings should be left as default.



        2. Click Suburbs. Capture the name of the service as a suburb:



        3. Click Street Names and add a new entry with the name of the services



        4. On the main street list page, find the new street in the list (Use Filter and filter by street name if necessary)



        5. Link the street to Map Ref 3RDPARTY , the Suburb to Mr Delivery (or UberEats)



        6. Post the changes by clicking the tick mark [✔]



Step 2 - Create Customers


Each Third-Party Delivery company needs to be set up as a Customer in Aura, so that orders can be assigned to them. In Backoffice , click Lists > Customers , then click [+] to add a new entry.


The two customer names should be "Uber Eats" and "Mr Delivery" You should use the local phone number for the relative supplier in your area.



Capture the company name and telephone number. Note that no address details are required. Click Post to save the changes.


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Capturing Orders


When orders are placed from a Third Party service, the order will come through via a Phone call to the store or a printer or tablet installed by the service.


This order must be captured in Invoicing as a Collect order!


You will place the order as a collect order with the supplier name being either Uber Eats or Mr Delivery.


Collect orders are not sent to Deliveree. You are not delivering them so you don't want them on Deliveree. They are being collected by either Mr D or Uber Eats.


Assigning a Reference Number


After the order has been placed, you will often receive a reference number for the invoice from the third party service agent or printed slip. This reference number must be captured by pressing the Note button in invoicing so that the

reference number will appear on the slip.



Completing the Order 


When the Third Party Delivery Service driver comes in to collect the order, the Cashier must Re-Print the invoice for the store’s reference and make sure that the driver signs the slip, which will then be kept in the till drawer for proof.


The collect order must be paid off as a cheque payment by pressing F3 on the payment screen. This must be done when the driver collects the food. That way you know that the orders that have been marked as paid have been collected and which ones have not been collected.


Press "Capture" or  F3 on the keyboard


Ask the driver his name and type it in

Enter the amount


The completed order should show no change



Cashup


When you pay an order using F3, the details are entered automatically into that till's cashup for you.  They will appear in the Cheque section.


Payment showing in "Cheques" in the cashup


Pressing F3 in the cashup will show the detail of all the orders


The details of each order will also be in all the cashup reports. These can be used to reconcile with the statement from the service supplier.

You can see a daily breakdown on the "Complete Cashup Summary" report


The last page of the "Complete Cashup Summary" report will give you the total figure if you run it for a month. This can be compared to the supplier's statement.


Note that the banking slip above includes cheques, thus making the assumption that the supplier has paid you. You still need to obtain payment yourself.