Interact Web User Guide

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Interact Web User Guide 

About Interact Web

Interact Web is an app-less ordering solution designed to simplify the ordering experience and combat application fatigue. This web-based solution is responsive to all screen sizes and can be used by guests to place orders for pickup or in-house delivery.

Note: Interact Web must be enabled by a Connect Super Admin through Venue Settings.

Interact Web Settings

Once Interact Web is enabled, you can customize the settings in Connect.

To customize Interact Web

  1. In Connect, click Interact Web > Settings.
  2. On the Interact Web Settings page, enter the required information.
    • Interact Web URL: Customize the venue URL.
    • Theme: Select a light or dark theme.
    • Color Highlight: Select a highlight color for buttons and text.
    • Page Preview: Shows a preview of the selected theme and highlight color.
  1. Click Save Changes.

Here’s an example:

 

Adding a Venue Image

The Venue Image will display on the web page as the venue icon.

 

To add a Venue Image

  1. In Connect, click Settings > Venue.
  2. On the Venue page, under Venue Image, click the + symbol to add an image.

  3. In the file browser window, click the image you want to upload, and then click Open.
  4. Click Save Changes.

Vendor Roles

A Vendor Role is a group of settings used to configure the Interact Web options for a specific vendor.

Creating Vendor Roles

A Vendor Role should be created for each Vendor. After the Vendor Role is created, Vendors can be created and assigned to the Vendor Role.

To add a Vendor Role

  1. In Connect, click Options > Vendor Roles.
  2. On the Vendor Roles page, click Create.
  3. In the Add Vendor Role window, enter a name for the Vendor Role.
  4. Click Save.

Configuring Vendor Roles

After the Vendor Role is created, the Interact Web settings must be set.

To configure a Vendor Role

  1. In Connect, click Options > Vendor Roles.
  2. On the Vendor Roles page, click the Vendor Role you want to configure.
  3. Select the required options.

Adding a Vendor Role Image

The Vendor Role image displays on the Vendor Selection page in Interact Web.

 

To add a Vendor Image

  1. In Connect, click Options > Vendor Roles.
  2. On the Vendor Roles page, under Vendor Image, click the arrow symbol to add an image.
  3. In the file browser window, click the image you want to upload, and then click Open.
    A notification message (“Vendor role has been updated successfully.”) will display on the top-right of the Vendor Roles screen.

Note: The vendor image displays in the Web portal if the guest has the option to select a vendor.

Setting the Vendor Status

Here’s an explanation of Vendor statuses:

  • Open: Users can order items from the vendor.
  • Closed: The vendor is hidden on the app.

To change the status of a vendor

  1. In Connect, click Options > Vendor Roles.
  2. On the Vendor Roles page, under the Open column, click Yes (Open) or No (Closed).

OR

  1. Click the Vendor you want to open or close.
  2. Click the pencil icon under the Status option, and then click Open or Closed.

Adding Promo Codes

Add a Promo Code if you want to apply the following types of discounts to orders or items:

  • percentage off
  • flat dollar amount off
  • full comp

To enable Promo Codes on a Vendor Role

  1. In Connect, click Options > Vendor Roles.
  2. On the Vendor Roles page, click the Vendor Role you want to configure.
  3. Under the Promo Enabled option, click the pencil icon, and then click Yes.

To add a Promo Code

  1. In Connect, click Codes.
  2. On the Codes page, click Add Code.

  3. Enter the required information. 
  4. Click Save Changes. 

Configuring Promo Codes

Here’s a description of the settings for Promo Codes:

  • Code: Enter the code that will be typed in or displayed on the corresponding button in Activate.
  • Description: Enter a brief description of the code.
  • Status: Set the status of the promo code (if the code is active or not).
    Click Active to enable the code. Click Inactive to disable the code.
  • Awards Applied: Set whether or not to apply all created Award Types when using the code.
  • Conditions Met: Set if the code will function only when all created Conditions are met, or if any of the Conditions are met.
  • Use Limit: Set the number of times a code can be used ('-1' denotes unlimited use).
  • Void Group: Select the Void Group associated with the code.
  • Apply Only to Selected Types: Set this option to Yes if the code will only apply to the assigned item types (Food, Drink, Merchandise, etc.).
  • Code Type (Condition): Select the type of code and how it will be applied (Item level, order, etc.).
  • Code Value: Set the value or ID that applies to the selected Code Type.
  • Award Type: Select the type of award applied with the code (Percent off, Dollar off, etc.).
  • Award Value: Set the value or ID that applies to the selected Award Type.
  • Promo Applies To: Apply the code to any taxes, fees, none, or both.
  • Start Date/End Date: Set the parameters for when the code is valid. 

Assigning Promo Codes to Vendors

After creating and configuring Promo Codes, they should be assigned to Vendors.

To assign a Promo Code to Vendors

  1. In Connect, click Codes.
  2. On the Codes page, click the code you want to assign.
  3. Click the Vendor Assignment tab.
  4. Click Active for all the vendors that can accept this code.
  5. Click Save Changes.

Setting Vendor for Pickup or Delivery

The POS Pickup Vendor option should be set to pickup or delivery for Vendors.

To configure a vendor for pickup or delivery

  1. In Connect, click Options > Vendor Roles.
  2. On the Vendor Roles page, click the Vendor Role you want to configure.
  3. Under the POS Pickup Vendor option, click the pencil icon, and then click an option.
    • Yes: This vendor is set for Pickup.
    • No: This vendor is set for Delivery.

Configuring Alcohol Limitations

You can configure alcohol limitations for each location.

To configure alcohol limitations

  1. In Connect, click Options > Vendor Roles.
  2. On the Vendor Roles page, click the Vendor Role you want to configure.
  3. Click the Alcohol tab. Select the required options.
  • Alcohol Enabled: Governs whether or not the vendor is able to sell alcoholic beverages.
  • Drink Limit Per Event: Ability to set a specific amount of alcohol sales by item quantity.
  • Drink Limit Per Order: Ability to set a limit to the number of alcohol items per order.
  • Order: Ability to set a specific amount of alcohol item sales per order. 

Configuring Mobile Ordering Options

Each vendor can have customized settings for mobile ordering.

To configure Mobile Ordering Options

  1. In Connect, click Options > Vendor Roles.
  2. On the Vendor Roles page, click the Vendor Role you want to configure.
  3. Click the Mobile Ordering Options tab. Select the required options.
  • Wait Time: Enter the time interval (in minutes) in which an automated text message would be sent to the customer once the status of an order changes to ‘In Progress.’
  • Pickup Vendor: Click Yes if the vendor allows order pickups.
  • Pickup Text Message: Enter a custom message that includes pickup details that will be sent to customers. 
  • Pickup Location: Enter a pickup location. Once the order is ready, a text will notify the customer of where to pick up their order.
  • Type: Select if the vendor sells merchandise or concessions. 

Configuring Mobile Ordering Transactions

Each vendor can have customized settings for fees and tips.  

To configure Mobile Ordering Transactions

  1. In Connect, click Options > Vendor Roles.
  2. On the Vendor Roles page, click the Vendor Role you want to configure.
  3. Click the Mobile Ordering Transactions tab. Select the required options.
  • Convenience Fee: Click Yes to turn on a surcharge or delivery amount.
  • Fee Type: Select a fee type: Percentage or Flat Fee.
  • Fee Amount: Enter the amount of the desired fee.
  • Tip Enabled: Click Yes to give customers an option to leave a tip for the employees.
  • Require Seat Confirmation: Click Yes to prompt customers to confirm their seat selection after placing an order.  

Web Vendors

Web Vendors must be created to set menus for a specific location, identify what areas of the venue it serves, and to establish KDS routing to kitchens.

Creating Vendors

A Vendor is a location that is reconciled as a single revenue center.

To create Vendors

  1. In Connect, click Vendors.
  2. On the Vendors page, click Create.
  3. In the Vendor Settings tab, enter the required information, and then click Save Changes.

Note: Remember to add the corresponding Vendor Role.

Adding Tax Groups for Venues

Tax Groups can be created and applied on a Vendor level once the Tax Rate is active.

To add a Tax Group

  1. In Connect, click Options > Tax Groups.
  2. On the Tax Groups page, click Add Tax Group.
  3. In the Add Tax Group window, enter the required information, and then click Add Tax Group.
    • Name: Enter a name for the tax group.
    • Type: Select the percentage or flat rate type option.
    • Value: Enter the value.
    • Tax Group: Select the Inclusive or Exclusive tax type. 

Configuring taxes for Venues

Taxes can be applied to a Vendor Role so the tax will apply to the associated Vendors.

To configure taxes for a Venue

  1. In Connect, click Options > Tax Groups.
  2. On the Tax Groups page, click the Tax Group you want to configure.
  3. In the Edit Tax Group window, click Apply to All Items if this tax is applicable to all items.
  4. Click Save Changes. 

Layouts

A Layout is used to program seating charts into the system that can be used for Interact Web. When a guest logs into Interact Web they can enter their seat assignment and only the respective vendors will display for ordering.

Note: The system creates a Default Layout upon setup of a venue. All programming will correspond to this layout by default. The name of this layout can be changed if needed.

Creating Layouts

If only one layout is needed, you can edit the existing Default Layout. If multiple layouts are needed, you can create additional layouts.

To create a new Layout

  1. In Connect, click Layouts.
  2. On the Layout page, click Add Layout.
  3. In the Add Layout window, enter the required information, and then click Add Layout.
    • Name of Layout: Enter a name for the layout (e.g., 'Concerts' or 'Men’s Basketball').
    • As a Duplicate of: Select the Layout this one should duplicate. (Optional)
    • Section Title: Enter a section title.
    • Row Title: Enter a row title.
    • Seat Title: Enter a seat name.

Editing Layouts

After layouts have been created, you can edit the Layout options.

To edit an existing Layout

  1. In Connect, click Layouts.
  2. On the Layout page, locate the Layout you want to edit, and click Edit.
  3. On the Edit Layout page, make the necessary changes, and then click Save.

Note: The first level within the selected layout shows the defined sections. If you want to add a Level, see Adding Levels to Layouts.

Adding Levels to Layouts

After creating a layout, you can add Levels to the Layout.

To add a new Level to an existing Layout

  1. In Connect, click Layouts.
  2. On the Layout page, locate the Layout you want to edit, and click Edit.
  3. On the Edit Layout page, click Add Level.
  4. In the Add Level window, enter the required information, and then click Add Level.
  • Name of level: Enter a name for the level (e.g., Suites, 100 level, 200 level).
  • Type of sections: Select an option: Number or Alphabet (numbered or lettered).
  • Range of sections: Enter the starting and ending section for the level (e.g., 200 to 220).
  • Type of rows: Select an option: Number or Alphabet (numbered or lettered).
  • Average number of rows in each section: Select the row with the most sections and make that the average, then delete extra rows after level creation.
  • Type of seat: Select an option: Number or Alphabet (numbered or lettered).
  • Average number of seats in each row: Enter the average number of seats per row. Add/delete seats as needed after level creation.

 

Assigning Seating Charts to Vendors

Once the Levels have been created they can be assigned to their respective vendor.  

To assign a seating chart to a vendor

  1. In Connect, click Vendors.
  2. On the Vendors page, click the Vendor you want to modify.
  3. Click the Serves tab.
  4. Select a Level to enable for this vendor.  Multiple levels may be enabled per vendor.
  5. Select the specific rows and seats associated with the vendor or select Check All.
  6. Click Save Changes.

Items

Items are the goods (food, drink, and merchandise) that are sold through Interact Web. Items can be assigned to specific Vendors.

Creating Items

You can add a new Item or use an existing Item.

To create Items

  1. In Connect, click Items > Items.
  2. On the Items page, click Create.
  3. In the Add Item window, enter the required information, and then click Save.

Configuring Items

Once the Item has been created, you can select the Item to edit the Item information.

Details tab

  • Image: Upload a photo of the item.
    • Find a photo with a square aspect ratio (300 x 300 pixels) using an internet search engine.
    • Make sure the photo is at least 200 x 200 pixels to ensure the quality of the image.
    • The filename of the image should only be letters and less than 20 characters.
    The maximum file size is 4 MB.
  • Icon: Add a stock icon for the item, to be used instead of an uploaded image. If an item does not have an icon or an uploaded image, it will display as a black icon with the item name in the middle top area.
  • Name: Enter the name of the item.
  • Cost: Enter the full retail price for the item.
  • Type: Select the type of item (e.g., Hot Dog as 'Food,' Coke as 'Drink').
  • Unique ID: Enter a unique ID. Items with the same ID will be grouped together in reports.
  • Sort Order: Set the order in which the item will be listed on the menu.
  • Status: Click Active to make the item available for sale.
  • Calories (Number Value): Enter the number of calories in the item.
  • Calories (Display Label): Enter the serving size for the item.
  • SKU Number: If applicable, enter the item Stock Keeping Unit number.
  • Is Alcohol: Click Yes if the item is alcoholic.
  • Show Description/Description: Used for customer-facing scenarios (e.g., Kiosks and Mobile Ordering) where the item will show a description. If you select Yes, enter a description of the menu item.
  • Corporate Lock: Click Yes if the item should only be edited by a Corporate Account.
  • Track Inventory: Enables or disables the item as an inventory item. Click Yes to enable the item to be copied to the Inventory module of Connect.
  • Tax Group: Assign the item to a Tax Group.
  • Commission Group: Assign the item to a Commission Group.
  • Primary/Secondary/Third Report Category: Category Sales Report. Items can be assigned to multiple report categories to enhance reporting. 

Modifiers Tab

Modifiers are additional changes or options that can be selected when purchasing an item (e.g., a modifier for a cheeseburger could be the type of cheese).

  • Require Modifiers: Click Yes if a modifier is required. Click No if a modifier is optional.
  • Modifier Price Override: Determines if there is an additional charge for the modifier.
    • Select Yes if the price of a Modifier overrides the original price of parent item (e.g., if a burger started at $0 and the type of patty determines the cost).
    • Select No if the modifier adds to the price of the item. (e.g., if a burger started at $7 and you have the option of making it a bison burger for $3 extra, it would turn into a $10 burger).
  • Restrict Single Modifier: Click Yes to allow only one modifier from the Modifier list to be selected.
  • Custom Vendor: Set if a modifier is only offered at certain Vendors.

Here’s an example:

Assigning Items to Vendors

Items can be individually assigned to a Vendor by marking them as Active or Inactive.

To assign an item to a vendor

  1. In Connect, click Items > Items.
  2. On the Items page, click the Item you want to assign to a vendor.
  3. Click the Assigned Vendors tab.
  4. Click Add Vendor to assign the item to a vendor.

  1. In the Add Vendor window, click to Assign/Unassign Vendors.
    Note:     Items can be assigned to multiple vendors and subvendors.

Creating Modifiers

Create Modifiers for Items that have custom options. Those options can be selected when a user purchases an item (e.g., a modifier for a cheeseburger could be the type of cheese). Modifiers can be assigned to an Item at a specific Vendor.

To create Modifiers

  1. In Connect, click Items > Modifiers.
  2. On the Modifiers page, click Create.
  3. In the Add Modifier window, enter the Name and Cost of the Item, and then click Save.

  4. On the Modifiers page, click the modifier you created.
  5. Select the required options for the modifier.

 

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