Setting Up a Revel Integration at ADDITIONAL Locations

This article will help you setup your Revel integration at your 2nd location and beyond.

First, Some General Revel Notes

If you can do this in advance, request Revel (support@revelsystems.com) to do 2 things:

  1. Turn on “Web Orders” to enable online orders to come through to the tablet.
  2. Enable “Web Orders API Price Overrides” so that orders don’t fail when there are price discrepancies.

When turning on a Revel integration, you will need some support from the Paytronix team. You do NOT want to manually enter your subdomain and click Connect on the Receiving Your Orders page. This is something you only do for the first location (usually a lab). If you do this for a second location, it will break any locations already set up (because Revel generates a brand new API Key & Secret).

Instead, you should ask your Paytronix contact(s) to set the Revel db values on the backend in advance. Once those are set, you can switchover at any time.

Here are the internal instructions: https://paytronix.atlassian.net/l/c/qFEnSfoX

And, Then, Some Specifics for this Launch

Here are the steps to follow when turning on your POS integration to point to Revel:

  1. The first adjustments you need to make are under Settings > Receiving Your Orders
    1. Make sure the POS Type is set to Revel.
    2. Please make sure that the Enable Menu Synchronization checkbox is marked properly (checked if using sync and unchecked if not using sync).
    3. Click the List Establishments button and find the right location name in the list that is displayed. Type that number into the Establishment ID field.
    4. Click the List Users button and find the right location name in the list that is displayed. Type that number into the User ID field.
    5. Click the List Stations button and find the right location name in the list that is displayed. Type that number into the Station ID field. (this should be the main station at that location)
    6. Find the Local ID Prefix field. This field needs to be unique at each location. If you reuse the same prefix at more than one location, you will have some orders that do not go into your Revel system. We recommend using your store code or an abbreviation of the location name for this field.
    7. For all other fields, compare them to the original/lab location that you have tested at to make sure the values are the same.
  2. The next step depends on how you are managing your menu. There are 3 main possibilities:
    1. You are using Revel menu sync. This means each location in O&D links to that location in Revel to automatically pull the menu data, structure, etc. You manage your menu on each establishment in Revel.
    2. You are not using synch, but your menus are similar so you are using Enterprise Menu Management (EMM). In this instance, you will have a menu hierarchy and can make changes to your locations through the management of a master menu.
    3. You are not using synch, and your menus and POS databases are different at each location. In this case, you will need to manually build your menu and map it to that location’s POS database. It might make sense to start with the menu at one of the other locations as you might have some items that are the same, so it is better than starting from scratch.
      To do this, go to the Menu page of the new location. At the bottom, select to copy the menu from the lab location (or whichever location has the most similar menu or database). Make sure the Keep POS Mapping option is checked.

      Then, click the Copy Menu button.

  3. If you did 2a or 2b, you can skip this step. If you did 2c, you will need to complete these mapping steps:
    1. Once the menu copy is complete, please go to Settings > POS Settings and click the Refresh Menu button on the left.

      This may take a few minutes to finish processing, so please be patient. It is pulling all fresh POS data from Revel.

    2. Once you have the updated data, from the same page (Settings > POS Settings), click on the View Unmapped button.

      Change the category to All Categories so you can see if anything that was mapped at the original location is unmapped at this location. If you are using Barcodes and they are properly set at the Enterprise level, there should not be anything new popping up on this report.

  4. If everything looks good, it is time to place test orders!