Integrating Preoday with Kobas

Preoday is a third-party online ordering platform. This article explains how to integrate it with Kobas, so you can push menus and receive your orders in-venue.

Last updated 08 May 2024

Jump to:

• Introduction
• Setting up the integration
• Using Preoday and Kobas together
  • Publishing Menus
  • Receiving Orders
  • Tab closure and discrepancy

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Introduction

The integration allows you to publish a chosen menu (one per venue) on the Preoday platform. Your customers can then place orders on the Preoday online ordering platform. The orders are then pushed in real-time from Preoday onto the Kobas EPoS.

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Setting up the integration

This needs to be set up in Administration > Integration Settings > Online Ordering and then scroll down to the Preoday box.

Make sure to tick the checkbox for Preoday and we can enter your Preoday Authorisation Username and Password. 

The Venues then have to be configured individually by going to Administration > Venue Settings > Settings and then going to the Sales & Marketing tab and check the Enable Preoday Ordering button. The following settings items will appear:

• Preoday Venue ID - enter the unique ID for the venue, as provided by Preoday.
• Preoday Menu - choose from the available menus which one to publish on Preoday.
• Preoday Menu ID - enter the unique ID as provided by Preoday.
• Preoday Price Band - choose from the available Price Bands which one to use to set menu item prices.
• Work Dockets print for Preoday Orders? Ticking this setting will make sure that dockets for Preoday Orders print in the same manner as EPoS orders.

For reference, these are equivalent terms between Kobas and Preoday:

 

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Using Preoday and Kobas together

Publishing Menus

Once the integration and venue settings are in place, the menu needs to be published from Kobas onto Preoday. This isn't a live feature, and therefore this will need to be manually pushed when the menu has been updated in Kobas.

This is done by going in the cloud to EPoS > Menu Administration and choosing Sync on Preoday. This option will become available on menus that have been assigned to a venue on Preoday using the Venue Settings.

Receiving Orders from Preoday

When our system that an order has been made through Preoday, this will be passed down to your EPoS server, where a tab will be created, named after the Preoday Order’s ID.

Orders can be paid in two different ways on Preoday; either prepaid via Stripe or paid in person with cash. The image above shows a Stripe payment, hence the Due amount being £0.00. All that remains to be done is to Settle.

For cash payment, the Due amount will match the total needing to be paid. Pressing Settle in this case will bring up the usual Take Payment screen.

Please note that Preoday supports two different types of discounts. For Cash payments, this will affect the amount due at the point of collection.

• Fixed Discounts: £x Off the Total Bill
  • This will remove £x from the due amount.
• Percentage Discounts: % Off the Total Bill
  • This will take the percentage from the total amount.

Because these discounts aren’t Kobas discounts, these will be displayed with the spanner icon that denotes a manual price change, rather than with a visible discount.

Tab closure and discrepancy 

Tabs will automatically close if the payment on the order matches the sales items. The tab will remain open if there is either a credit (where payment exceeds sales) or a balance (where sales exceed payments).

Here are some possible issues and their respective solutions: