OrderOut POS Integration: Frequently Asked Questions

Although installing, onboarding, and using OrderOut to integrate third-party food delivery services is fast and simple, you may have general questions from time to time. Some of the most frequently asked questions we receive from restaurant owners who have OrderOut installed on their Clover POS involve performing a specific task. These tasks are often straightforward, like how do I add a user to my OrderOut account or how do I update my billing information? Fortunately, OrderOut POS integration comes with a user-friendly interface that makes general updates, maintenance, and reporting order issues easy for anyone who has access to the account within your establishment.

How do I update my OrderOut billing information and account details?

Log in to your OrderOut account and from the “reporting” page locate the navigation menu on the left side. Click “settings”. After the page loads, you will see a section for “account details” and a section for “billing”. Select which area you wish to update and click the pencil icon to edit existing data. Add the updated information in the pop up box and click “update”. This will successfully change your billing information and account details.

How do I add a user to my OrderOut POS integration account?

To add a new user to an existing OrderOut POS integration account, log in to your account. Upon logging in, you will find yourself on the “reporting” tab. On the left-hand side of your screen, you will see a navigation menu. Select “settings” from this menu. On the right side of the screen, you will now see a blue button that says “add new user”. This will launch a new box that prompts you to enter the user’s first and last name, phone number, e-mail, and role. You can also determine whether or not they will receive notifications to their e-mail address. After this information is entered, select “save”. You should receive confirmation that the user has been added.

Note: When selecting the new user’s role, keep in mind that the role selected may limit the capabilities of the user. For instance, a manager or admin can change billing addresses, but a general user cannot.

How to View Your Sales Report on OrderOut

After logging into your OrderOut account, you will be redirected to the “reporting” section. Here, you will find all of the information regarding your recent sales. You can view the total number of sales, the dollar amount and even sort sales by date to gain access to all of the third-party food delivery service data collected through OrderOut integration.

How do I report an issue with an order?

When providing a plethora of food deliveries each day, you are sure to run into an issue with an order here or there. In this instance, be sure to report an issue through the OrderOut integration platform. To get started, log in to your OrderOut POS integration account. You will begin on the “reporting” tab. On the left-hand side of the platform, you will note a navigation menu. Select “orders” and you will be presented with a list of orders and information about each one including the date, the third-party food delivery service used, and the total price. You are able to sort orders based on any of these features, whether the order was through UberEats, GrubHub, or DoorDash or by the date of the order.

On the right side of each order listed, note the red “report an issue” button.

Locate the order you encounter an issue with and select this button. This will prompt you to enter more details regarding the issues you encountered. Click “submit” and a member of the OrderOut team will quickly review the information and reach out to you regarding a resolution.

Other Questions and Concerns Using OrderOut

Have other questions about using OrderOut POS integration for third-party food delivery services? Contact OrderOut today; we’re happy to help!