Self-Ordering Setup
Who is this article for?
Account owners, or team members whose role has:
- Locations and terminals set to Manage
Set roles in All apps > Setup > Roles.
Self-ordering lets guests scan a QR code at their table, browse your menu on their phone, and place an order without waiting for staff.
Enabling self-ordering
- Go to All apps > Setup > Sales channels
- Pick your store with in the app bar
- Open Self-order
- Turn on Enable self-order
Required configuration
When self-ordering is enabled, the Self-order part asks for:
Business information, shown to guests and needed for online payments:
- Logo
- Business name and address
- Company number
- Phone and email
Cover image: shown at the top of the self-order page
Brand color: the color of the self-order page. The pickup screen uses it too, unless you pick another color for it
How self-ordering works: pick how your store serves
- Counter service: guests scan, order and pay before the food is made
- Table service: guests scan their table, order through the meal, and pay once at the end
- Table service, staff seat guests: staff open the table and hand over a code. Then pick How guests reach their table: Staff give them a code, The QR already on the table, or Either
Guests pay with: how guests can pay
- Pay at counter (in table service, Guest can ask staff for the bill)
- Dojo (online card payment) or SumUp (online card payment), when the store takes payments with them
Service charge (%), if you add one
Floor plan for dine-in
Dine-in self-ordering requires a floor plan with tables already set up. Each table gets its own QR code, so the system knows which table the order is coming from.
Menu assignment
Your store needs at least one active menu assigned to it. The menu also needs to have the correct order methods turned on (dine-in, take-away, or delivery) to match what you've enabled for self-ordering.
You can assign menus in All apps > Setup > Sales, under Menus (see Menu configuration), and create menus in All apps > Menu & Products > Menus.
Publishing
When you save with self-ordering enabled, the Publish self-order dialog asks you to publish. After confirming, the self-ordering goes live immediately.
QR codes
After publishing:
- Go to All apps > Setup > Sales channels and pick your store with in the app bar
- Tap Preview: and pick a table to see its QR code
- Tap Download all QR codes to get them as image files
- Print and place them on tables
Each QR code links to your menu for that specific table (dine-in) or a general takeaway page.
Note: QR codes are only available after saving the store.