Differences

This shows you the differences between two versions of the page.

--- admin:storesettings [2026/04/06 21:42] – [New Store] mrjim
+++ admin:storesettings [2026/04/12 23:03] (current) – [Delivery Zip Codes] mrjim
@@ Line 35: / Line 35: @@
   * Time Zone: - Select correct time zone from the list.
   * Default Pick-Up Time: - 15
-If editing a current store's General Settings, you will also see these 2 additional choices.
-  * Day Starts: - 4:00 am
-  * Hidden: - No. Hiding a store stops the store from appearing in any customer facing aspect of the JOES web presence.
   * POS Enabled: - Set as needed.
   * Minimum Wage: - The minimum wage for employees for that store.
@@ Line 50: / Line 46: @@
 ===== After you click on a store =====
+===== Store City and Franchise ID =====
+===== General Settings ======
+  * Franchise Number: - The assigned Franchise ID for this new location. It is an integer and no leading zeros are needed.
+  * Owner Name: - This is the owner name that appears in all customer facing uses of store information.
+  * Mgr (If different): - If this store is being run by someone other than the owner enter the name of the manager here.
+  * Store Email: - The store's email address. This is a list address usually formatted as 0XXX@mrjims.pizza. Owners can decide who is on the list email address and all those on the list will get these emails.
+  * Printer Email: - There was a time when online orders were sent by email to a printer in the store. It is not in use at this time.
+  * Street Address: - The primary location identifier, including the house/building number, directional (N, S, E, W), street name, and street suffix (Ave, St, Blvd).
+  * Suite/Bldg: - Used for specific locations within a larger building. Like Suite (Ste) or Unit.
+  * City: - City - Add "(Inactive)" after city name to hide it from the Admin location list.
+  * State: - Full state name from the pulldown list.
+  * Zip Code: - 5-digit zip code
+  * Store Phone: - The main published number for the store. Must be entered as XXX-XXX-XXXX.
+  * Store Fax: - No longer used but must have 999-999-9999 entered.
+  * Direct Phone: - The Direct Inward Dial number of a single phone in the store. This is used for Online order reminders.
+  * Manger Phone: - The cell phone of the owner or manager.
+  * Delivery fee taxable: - Select whether the delivery fee must have sales tax added. In Wyoming the delivery fee is not taxable.
+  * Online Order Fee: - A hold over from 20 years ago where a fee was added to Online orders.
+  * Tax Rate: - Enter the sales tax rate percentage as whole number with up to 3 decimal places like 8.25.
+  * Time Zone: - Select correct time zone from the list.
+  * Default Pick-Up Time: - 15
+  * Day Starts: - 4:00 am
+  * Hidden: - No. Hiding a store stops the store from appearing in any customer facing aspect of the JOES web presence.
+  * POS Enabled: - Set as needed.
+  * Minimum Wage: - The minimum wage for employees for that store.
+  * Pay Service ID: - The payroll service ID assigned to the store by its payroll processing service.
+===== Online Settings =====
+Click on the plus sign on the left of the Online settings icon to view the current Online Settings. Right click Online Settings, click Modify Online Settings to open the Online Store Settings window.
+  * Online Ordering: - Enabled/Disabled This is a manual setting and must be Enabled if ever Disabled. There are 2 tools to change this in the OIC as well as here.
+  * Disabled Reason: - Put the reason that it is disabled here. You don't want customers to think it's a permanent decision. This can also be done in the OIC.
+  * Order Relay Method: -
+    * Fax - Back in the day all online orders were sent to the store only by fax
+    * POS - Now all Online orders come into POS like any other order.
+    * Email - Some owners like to get an email for each orders.
+    * Fax AND Email - There are still a few stores using a fax machine and the owners want to have the email sent as an additional safety measure.
+    * POS AND Email - I think we have one or two stores where there is a POS terminal for Online orders, and the owner wants an email for his use.
+  * Voice Notification: - Enabled/ Disabled Some owners want a phone call reminder for every Online order to alert the staff. An automated call is made to a single phone in the store 5 minutes after the Online order is placed.
+  * POS System: - There was a time when we were adding stores to POS. We had a "None" setting for stores using their own POS. There are still 5 stores that have not migrated to POS.
+===== Payment Settings and Availability =====
+Click the plus sign left of the $ icon to see the payment method options. These are the available payment methods for Online/Web or POS/In Store. Green check means it's enabled and red X means disabled.
+  * +$ Cash
+    * Cash (In Store)
+    * Cash (Web) - There are 2 stores that never allow cash payment Online/Web.
+  * +$ Check - We no longer need a to take checks. If a check is accepted for payment it can merely treat the rare check payment as cash. It does not need to be an available payment method.
+    * Checks (In Store)
+    * Checks (Web)
+    * Check Policy (Shown to Web Users): *UNSET* [A common setting here was "local checks only with name and address printed on them."]
+  * +$ Credit Cards
+    * Credit Cards (In Store)
+    * Credit Cards (Web)
+    * Visa
+    * MasterCard
+    * American Express
+    * Discover
+    * Processor Settings - Right click to see "Edit the settings for you credit card processor." Click that to open Credit Card Processor Settings window
+      * Processor: Choose processor in pulldown menu.
+      * Merchant ID: ID assigned by processor.
+      * Username: Assigned by Processor
+      * Password: Assigned by Processor
+  * +$ Del Service - No longer used. When Third-party Online Order Systems orders were not printed from POS, they had to be manually entered and use this payment method. There are still a couple stores using Slice.
+    * Del Service (In Store)
+    * Del Service (Web)
+===== Store Hours =====
+These are the posted store hours for each day of the week. The hours set here determine when customers can place Online and TOOS orders. If Online is Off no orders can be entered or scheduled. Online can only be set to Off in emergencies.
+At the bottom is the legacy version of Holiday Hours. Now the OIC Store Info> Online Status is the best place to set Holiday Hours. Clicking the + to the left of the calendar icon next to Holiday Hours lists the Holiday Hours set for that store. Right click Holiday Hours to see "+ Add a holiday for this store." click on that to open Store Holiday Hours window.
+  * Holiday Date: The date of the Holiday. There can be only one Holiday Hours set per date.
+  * Opening Time: The time the store will open on the holiday date.
+  * Closing Time: The time the store will close on the holiday date.
+  * Web Cutoff (Delivery): Must be set to 0.
+  * Web Cutoff (Pick-Up): Must be set to 0.
+The Store Hours and Holiday Hours are published throughout the web to many websites, including Google and Apple Maps, Yelp and many others.
+===== Delivery Zones =====
+Do not use this tool to edit Delivery Zone settings, use the OIC tools for editing Delivery Fee, Minimum, and Reimbursement.
+**Caution: Only persons who have been coached on how to use this tool by direct interaction with someone trained in its use should ever add a delivery zone.**
+Right click on Delivery Zones to see "+ Add a delivery zone for this store." click on that to open the Delivery Zones window.
+  * Zone Name/Identifier: The zone must always be named "Zone X"
+  * Zone Delivery Fee: The fee the customer will pay to have the order delivered.
+  * Zone Delivery Minimum: The minimum order subtotal, after any discounts, that must be met for the order to be delivered.
+  * Delivery Reimbursement: The payment given to the driver for each delivery taken into that zone.
+Right click a delivery zone name to display the Edit this delivery zone/ Delete this delivery zone. Click Edit this delivery zone to open the mapping tool.
+==== Delivery Zone Boundary Instructions ====
+To define the boundaries for this delivery zone, start by clicking on the map. This is your starting point. For best results, work either clockwise or counterclockwise from your starting point. The direction is not important, as long as you continue to work in that direction. Be as detailed as you like, but note that the more points you add, the longer it takes to update the map. In short, if you add a lot of markers, be patient between each one as it may take a few seconds to show up.
+If you make a mistake, you can click and hold the point to drag the erroneous point to the correct location. (If you drag a point, you will need to make sure it doesn't violate your counter/clockwise direction that you have been following.) You can delete a point by clicking the black dot that appears in the center of the pin. If there is no pin; click "Update Data." After the update go to the details tab again and reopen the map, there will be pins on all points.
+When drawing the map you may want to periodically "Update Data" to save your work. Also, if the map drawing tool does anything weird just "Update Data," go back to the details tab, and reopen the map.
+You may set the delivery fee and delivery minimum for this zone by clicking the "Delivery Zone Properties" entering the value(s) into the appropriate box(es). You can also use OIC "Online Status."
+When you are finished, just click the "Update Data" button.
+**NEVER adjust the boundaries during open hours. When you "Update Data" all the addresses assigned to that zone are deleted, then each address' geocodes are compared to the new boundaries and only added back if within the new boundaries.**
+===== Delivery Zip Codes =====
+Right click Delivery Zip Codes to see "+ Add a zip code to this store." Click on that to open the Zip Codes window.
+It is vital that the zip code for any delivery address must be listed here. The first thing POS and Online does is look at the address zip code. It the address' zip code is not in this list, the address is rejected. The map is not referenced. The address is rejected at that moment.