For stores that want to use the third party delivery service Uber Eats 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.

 

Uber Eats has now released a collect option for customers where the order is still placed through Uber Eats but collected at the store by the customer.

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

  1. Contact the Aura Support Helpdesk to set up the Uber Eats customers using one of the following methods:

  2. Aura Support will set up the customer entries in the way detailed below.

  3. Refer to the ‘Capturing Orders’ section of this guide for the correct method to capture orders from these services.


Initial Setup

Step 1: 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.


Uber Eats Delivery


Uber Eats Delivery will be used for customers placing the order through Uber Eats and the Uber driver collecting on behalf of the customers. For these types of orders, there is no need to capture any of the customer’s details as the store will not be dealing with the customers at all.


 

 

Capture the company name as the customer's first name. – “Uber Eats Delivery”

Note that no address details are required.

Note that only a first name and Phone number is required as the report extracts information using the customer first name.

Click Post to save the changes.



Uber Eats Pickup


Uber Eats Pickup will be used for customers placing the order through Uber Eats and the customer collecting the orders directly from the store. For these types of orders, you will need to capture the customer’s details as the store will be dealing with the customer directly.

 

When you ring up the order in Invoicing you can add an Invoice note with the Uber Eats order number and customer details.


 

Capture the company name as the customer's first name. – “Uber Eats Pickup”

Note that no address details are required.

Note that only a first name and Phone number is required as the report extracts information using the customer first name.

Click Post to save the changes.


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 installed by the service.

 

Uber Eats Delivery

 

Uber Eats Delivery orders must be captured in Invoicing as a Collect order!

 

This is done for several reasons: first, it avoids problems with using Yumbi’s call centre platform to send an order to Deliveree for the order to be delivered when it is not handled at all by the store.

 

Next, it allows the order to be held until it is collected by the Third-Party delivery company, as well as being linked to the Company’s customer entry.

 

  1. Click Collect
  2. Search for customer name: Uber Eats Delivery
  3. Select the Third-party service
  4. Click OK

 

 

After the order has been placed, you will 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.

 


Uber Eats Pickup

 

Uber Eats Pickup orders must be captured in Invoicing as a Collect order!

 

This is done for several reasons: first, it allows the order to be held until it is collected by the customer as well as being linked to the Company’s customer entry.

 

  1. Click Collect
  2. Search for customer name: Uber Eats Pickup
  3. Select the Third-party service
  4. Click OK

 

 

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

 

 


Completing the Order and Cashup

 

Uber Eats Delivery

 

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 order should then be completed as a Cheque transaction (F3).

 

 

When cashing up the till, these values can be seen in the Cheques field (F3). All cheque (Uber Eats payments) should be captured under cheques to make cash up easier.

 

 

Uber Eats Pickup


When the customer comes in to collect the order, the Cashier must Re-Print the invoice for the store’s reference, and make sure that the customer gets a slip as well.

 

The order should then be completed as a Cheque transaction (F3).

 

 

When cashing up the till, these values can be seen in the Cheques field (F3). All cheque (Uber Eats payments) should be captured under cheques to make cash up easier.