Ordering Setup

Ordering Setup

🌐 Backend — EQuipWebRetail ModeQR Online Ordering Setup

Chapter 9: QR Online Ordering — 9.3 Ordering Setup

Use Ordering Setup to turn on QR ordering for each of your outlets and configure how it works — order availability, table numbers, pickup options, and more. Each outlet can have its own settings.

When to use this: When you want to enable or configure QR ordering for an outlet.

Prerequisites

  • Online Menu configured
  • Outlet Setup completed

Ordering Setup List

📝 General Description

The Ordering Setup list shows all outlets with their current QR ordering configuration. Each row displays the outlet name and its dine-in, takeaway, and QR ordering status. Click on an outlet name to configure its ordering settings.

⚙️ UI Elements

ElementTypeFunction
Outlet NameLinkClick to open the outlet's ordering configuration form

9.3.1 Data Grid Columns

ColumnDescription
Outlet NameOutlet name (clickable → opens ordering setup form)
Dine InWhether dine-in QR ordering is enabled for this outlet
Take AwayWhether takeaway QR ordering is enabled for this outlet
QR Ordering StatusCurrent ordering availability status (Active / InActive / Hidden)

9.3.2 Outlet Ordering Configuration Form

Clicking on an outlet name opens the configuration form with the following sections:

Ordering Settings

FieldTypeDescription
OutletText (read-only)The outlet being configured (e.g., "Jay")
Ordering AvailabilityDropdownControls the ordering page visibility: Active (live for customers), InActive (disabled), or Hidden (URL exists but not visible)

Ordering Mode

ToggleWhen ONWhen OFF
Enable dine in in QR OrderingCustomers can place dine-in orders via QR codeDine-in option is hidden from the ordering page
Enable take away in QR OrderingCustomers can place takeaway orders via QR codeTakeaway option is hidden from the ordering page

Order Type

FieldTypeDescription
TypeDropdownSelect the order processing type for this outlet

9.3.3 How to Enable QR Ordering for an Outlet

  1. Navigate to QR Online Ordering Setup → Ordering Setup.

2. Click on the outlet name (e.g., "Jay").

3. Set Ordering AvailabilityActive.

4. Toggle Enable dine in in QR Ordering → ON (if offering dine-in).

5. Toggle Enable take away in QR Ordering → ON (if offering takeaway).

6. Select the appropriate Type from the dropdown.

7. Click Save.

Expected Result: The ordering settings are saved.

9.3.4 How to Temporarily Disable QR Ordering

  1. Click on the outlet name.

2. Set Ordering AvailabilityInActive or Hidden.

3. Click Save.

4. Customers scanning the QR code will see an unavailability message.


9.3.5 Ordering Availability Options

StatusCustomer Experience
ActiveQR ordering page is live — customers can browse menu and place orders
InActiveQR ordering is disabled — customers see an "ordering is not available" message
HiddenQR ordering page URL exists but is not publicly discoverable (useful for testing)

💡 Example

Scenario: A restaurant chain has 4 outlets. They want to enable QR ordering only for the main branch (Jay) with dine-in and takeaway, while keeping other branches inactive.

Setup:

  1. Click outlet Jay → Ordering Availability: Active, Dine In: ON, Take Away: ON → Save.

2. Click outlet Bandung → Ordering Availability: InActive → Save.

3. Click outlet Bogor → Ordering Availability: InActive → Save.

4. Click outlet Warehouse → Ordering Availability: Hidden → Save.

[!TIP] Use Hidden status when testing QR ordering before going live. The page works but won't appear in public listings.

[!IMPORTANT] Both the Ordering Availability and the individual dine-in / take away toggles must be configured. Setting availability to Active but leaving both mode toggles OFF means the ordering page loads but customers cannot place any orders.


Access & Permissions

RoleViewCreateEditDelete
AdminYesYesYesYes
SupervisorYesYesYesNo
CashierNo backend access

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.


Business Rules

  • Records that are linked to active transactions or other modules cannot be permanently deleted
  • Changes made here will take effect on POS terminals after the next sync
  • Deleted records can be restored from the list using the Show Deleted filter
  • All changes are logged with the user who made them and the timestamp

How to Edit Ordering Setup

  1. Navigate to Ordering Setup from the sidebar menu.
  2. The current settings are displayed on the page.
  3. Modify the fields you want to change.
  4. Click Save to apply your changes.

Expected Result: Settings are updated immediately. Changes sync to POS terminals on the next data refresh.


FAQ

Q: Why is the QR menu not updating for customers? A: Changes to the online menu require a save and may take a few minutes to propagate. Clear the browser cache if testing.

Q: Can I have different menus for different outlets? A: Yes. Each outlet can have its own menu configuration in Menu Setup.

Q: How do I temporarily disable QR ordering? A: Toggle the ordering feature off in Ordering Setup for the specific outlet.


Troubleshooting

IssuePossible CauseSolution
Cannot save the recordRequired fields are empty or invalidCheck all fields marked with * and fill in valid data
Record not appearing in POSPOS terminal has not synced yetWait for the next sync cycle or manually trigger sync from Terminal Status
Cannot delete the recordRecord is being used by other modulesCheck if the record is linked to active transactions, products, or other settings
Changes not taking effectBrowser cache showing old dataRefresh the page (Ctrl+F5) or clear browser cache
"Duplicate" error on saveA record with the same name/code already existsSearch the list (including deleted records) for duplicates
Page not loadingSession expired or network issueLog out and log back in. Check your internet connection

  • Product Setup > Product List — menu item source
  • Sales Setup > Payment Gateway — online payment setup
  • Master Data > Outlet Setup — outlet-specific QR settings
  • Menu Management > Menu Builder — kitchen display integration

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

  • Exact permission settings depend on your Privileges Setup configuration
  • Sync timing to POS terminals depends on network conditions and sync schedule
  • Some features may require additional licensing or module activation
  • Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.

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