Vendor Roles

What is a Vendor Role?

A Vendor Role is a set of permissions configured and applied to each Vendor (Ex: Concessions, Bar, Time Clock, KDS, etc.).

Note: A Vendor Role needs to be set up prior to creating or assigning a Vendor. 

On the main Vendor Roles page, there are three toggles available for quick edits:

• Promo Enabled: Promotion codes can be enabled or disabled.
• Alcohol Enabled: Alcohol can be enabled or disabled.
• Open: Any vendor assigned to this role can be opened or closed. 

How to create a Vendor Role

1. Login to Connect and click on 'Options' in the left side menu.
2. Select 'Vendor Roles' from the Options drop down and then click 'Create' in the upper right corner. 
3. Type in the name of the Vendor Role and click 'Save.'

General

Once a Vendor Role has been created, click on the existing role to configure the settings.

• Role Name: The name of the location or based on stand usage (Ex. Concessions, Bar, Time Clock, KDS, etc.). 
• Status: Set the Vendors to open or closed.
• Void Group: If Void reasons need to be created, they can be assigned here.
• Promo Enabled: Determines if the vendor would accept an ongoing promotion.
• Show Catalog: The KDS Catalog function allows enabling or disabling of items depending upon availability of Inventory.
• Login Required: When using Mobile Ordering feature, 'Login Required' forces the guest to create an Account through Appetize and does not allow the customer to submit orders as a guest.
• POS Pickup Vendor: Relates to Mobile Ordering and notes the location of where an order can be picked up.
• Vendor Image: If using a Mobile Application, this is the image a guest will see when using the application.

Alcohol

• Alcohol Enabled: Determines if a Vendor is allowed to sell alcoholic beverages.
• Drink Limit: Set a limit of alcoholic drinks to be purchased per event or order.

Taxes

• Tax Charge After Discount: Enable to apply the tax after a discount has been added.
• Apply Tax to Total: Enable to apply the tax to the customer total.
• Apply Tax to Tip: Enable to apply tax to the tip amount.
• Apply Tax to Fee: Enable to apply tax to any fees added to this Vendor. 
• Tax Level: Add a tax level once configured in the 'Tax Level' tab from Options.

Printing

• Auto Print: Determines if the order receipt will automatically print after an order is complete.
• Printed Receipt Text: Add a custom message on the receipt (Ex: 'Thanks for your order!').
• Order Number Barcode: Enable to include the barcode.
• Custom Barcode Text: A custom set of numbers can be added here.

Mobile Ordering Options

• First Screen: Set the default type of items the user will see on the initial page of the Mobile App.
• Additional Info: Enter any additional notes.
• Receipt Text: Customized text on emailed receipt.
• Wait Time: Determines the time interval in which an automated text message would be sent to the customer once the status of an order changes to ‘In Progress.’
• Temporary Wait Time (in minutes): A wait time added for busy hours.
• Temporary Wait Time Duration (minutes left): How long the temporary wait time will be active.
• Pickup Vender: Determines if this vendor allows order pick up.
• Pickup Text Message: Customize the text that will be sent to customers with pickup details.
• Pickup Location: Once the order is ready, a text would notify the customer of where to pick up their order.
• Type: Clarifies whether the vendor sells merchandise or concessions. 
• Quick Order: Determines if users can use Quick Order from mobile ordering.
• Quick Order image: Vendors can have unique images. 

Mobile Ordering Transactions

• Convenience Fee: Turn on a surcharge or delivery amount.
• Fee Type: Percentage or Flat Fee.
• Fee Amount: The amount of the desired fee.
• Fee Text: An explanation of the fee for customers. 
• Tip Enabled: Provides the customer an option to leave a tip for the employees.
• Require Seat Confirmation: After selecting the seat location and placing an order, a prompt will have the customer confirm their seat again.