Omnivore Menu Integration: Aloha

Step One: Pre-Install

Prerequisites

This section may be skipped if you do not have or know this information, but skipping this section will likely prolong the process.

  1. Back of House POS server should meet the following requirements:
    1. 700 MB available/free memory on the system for Windows 7 or higher
    2. 1.8 GHz dual-core processor
  2. Add firewall exceptions to allow outbound TCP connections to the following addresses and ports:
    1. URL: https://connect.omnivore.io:443
    2. IP: 34.241.204.208/28
    3. IP: 13.228.64.144/28
    4. IP: 34.239.145.112/28
    5. IP: 34.216.110.112/28
  3. Check Firewalls
    To test whether firewall access is allowed open a web browser (Internet Explorer, Google Chrome, Mozilla Firefox) and navigate to https://connect.omnivore.io/files.
  4. If security software runs on the BoH POS server it may interfere with Omnivore’s software package. Add the following executables to your security software’s exception list:
    1. C:\Program Files (x86)\POS Agent\pos_agent.exe
    2. C:\Program Files (x86)\POS Agent\agent_updater.exe
    3. C:\Program Files (x86)\POS Agent\init.exe
  5. Please have the following Test Plan filled out and ready:
    1. Which Revenue Center should Bbot orders be categorized in?
    2. Will Bbot orders be dine-in or takeout?
  6. POS Specific Requirements:
    1. NCR Aloha: The Agent needs to be installed on the back of the house computer. The details and requirements below apply to that system within the merchant environment. Make sure the locations Aloha vendor has properly licensed and configured these items:
      • Aloha Connect License
      • 2 EIT license (or licensed interface terminal) - If you do not have these, please contact your NCR Reseller to purchase;   Not having these can cause a delay in the onboarding process
      • Set of credentials that have the ability to edit/create terminals, employees, and menu items
      • Versions - Omnivore supports NCR Aloha: 12.3+


Get Omnivore Installed on POS Computer/Server

This section is NOT optional. All steps must be completed to move forward setting up Omnivore.

  1. Create an Omnivore account at panel.omnivore.io/register and make sure to take note of your credentials
  2. Invite Bbot to your Omniore account
    1. Click 'Account > Settings' in the upper right corner
    2. Expand 'Users' and click 'Add'
    3. In the 'Email Address' field enter 'omnivore+[venue name]@bbot.menu' where '[venue name]' is the name of your venue
    4. Select 'Yes' for 'Admin'
    5. Click 'Add User'
  3. On your POS computer follow this link to download the Omnivore installer: https://connect.omnivore.io/invite/BBOTINVITE
  4. Download and run the installer
  5. Once installed, please reach out to your Bbot Implementation Specialist to finalize the setup
    1. Note: You do not need to schedule a time with Omnivore and may close the Omnivore app after install


Information to Provide to Bbot

In an email to your Implementation Specialist, please provide the following:

  • TeamViewer
    • Please download and install TeamViewer on your POS Computer/Server
    • In TeamViewer you will need to provide us:
      • Partner ID
      • Password: This password will change daily unless a permanent password is set up in Teamviewer
  • POS Computer/Server Login Credentials
    • Username
    • Password
  • POS Manager Login
    • Username
    • Password
  • IT Contact that is onsite in event of the computer/server going down


Step Two: Omnivore Menu Setup

How Omnivore Pulls Your Menus and Creating Categories

  1. Omnivore pulls specific endpoints from Aloha. These items are grouped inside "Categories" which are set up in Aloha.
    1. Your categories should be created to mimic the front of house "Submenus" to easily identify inside Bbot
    2. You can find your "Submenus" at Maintenance > Menus > Submenus in Aloha

    3. You can find "Categories" at Maintenance > Menus > Categories in Aloha

    4. Here inside "Categories" you will want to click "New - General" or use a Category already properly named after the "Submenu"
    5. You will see a tab titled "Items" where you will insert the corresponding items into each category - these items should be the exact same items that are listed inside the "Submenu"
    6. Note: Item pricing is pulled from the item itself, the categories will not adjust or manipulate any pricing points

    7. Once done with the category creation, make sure to SAVE.


Step Three: The Omnivore Installation

Scheduling the Meeting

  1. Bbot will need to remote into your POS system in order to install the Omnivore agent and begin the integration process
  2. Please choose a time when your onsite IT or Manager with POS access can be available during this portion in the event that the system closes down or resets

The Install

  1. The Bbot tech will download and install the Omnivore agent and set up the interface terminals inside Aloha


Step Four: Bbot Menus

Creating Your Bbot Menus & Syncing

  1. Create a CSV menu to upload to your Bbot owner panel. When doing so, you will need to create a new column for 'POS ID' in which you will need to add the POS ID for each individual item.
  2. Log in to your Bbot owner panel and navigate to the Menus page
  3. Under  the "Menus" tab, create a new menu by selecting the blue + sign, then add the new menu name in the popup that appears

  4. Upload your CSV menu to the new menu you've created.
  5. Force sync your menus to make your new menu go live. To do so, click the 'Check Omnivore 3 Menu Sync Status' button.

    Then select the 'Sync Now' option to begin the sync. Depending on the size of the menu(s), this may take

  6. Once menus are synced over you will need to make sure all items are enabled. Go to "Menu Items" in the owner panel and select all items, and check the "Enabled" boxes next to the items.

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