Restaurant QR Ordering User Manual for Sales 360

1. System Overview and Core Components

The QR Ordering System relies on several standard and custom components within the Sales 360 environment.

2. Admin Configuration (QR Order Settings)

Configuration is managed by the System Administrator or Restaurant Manager within the core Sales 360 interface.

2.1. Basic Settings Configuration

1. Navigate to Setup $\rightarrow$ Custom Metadata Types $\rightarrow$ QR Order Settings.

2. Edit the primary record to configure the following:

2.2. Menu Builder

This tool selects which items from your complete Product Catalog are available on the QR menu.

1. Navigate to the Menu Builder tab (a custom Lightning Component/Flow).

2. A list of all active Product2 records will display.

3. Select the checkboxes next to each product you wish to include in the QR menu.

4. Click Save Menu to finalize the selection. Only these products will be shown to customers using the QR system.

2.3. Payment and Checkout Settings

Customize the checkout experience:

3. QR Code Generation and Deployment

3.1. Generating the QR Codes

1. In the QR Order Settings console, click the Generate QR Codes button.

2. The system will create the number of QR codes specified in the settings (e.g., 20).

3. The output displays a grid of QR images, each uniquely linked to the Experience Cloud Menu URL with its specific table number (&table=X).

4. Download the QR images (e.g., table_1.png, table_2.png).

3.2. Deployment

• Print the downloaded QR codes and place them prominently on their corresponding tables.

4. Customer Ordering Process (Experience Cloud)

4.1. Scanning and Accessing the Menu

1. The customer uses their mobile phone camera to scan the QR code at their table.

2. The QR code directs them to the Experience Cloud Menu site.

3. The system captures the Table Number from the URL and saves it to the session.

4. A Welcome Message confirming the table number is displayed (e.g., "Welcome to Table 5!").

4.2. Placing the Order

1. The customer browses the simplified Menu (only products selected in the Menu Builder are shown).

2. Items are added to the cart.

3. At checkout, the customer provides required contact information (if configured to require phone number).

4. The customer selects a payment option: Pay at Table or Online Payment (if enabled).

5. Upon order confirmation, the transaction is finalized.

5. Staff Order Management (Sales/Service Cloud)

Restaurant staff monitor and manage incoming orders using the standard Sales 360 Order management features.

1. Incoming Orders: New orders are created automatically as a Standard Order record.

2. Identifying Location: The Order record will have the custom field Table Number populated with the number captured from the QR scan.

3. Processing: Staff view the order in the Sales Console and update the order status lifecycle (e.g., New $\rightarrow$ Preparing $\rightarrow$ Ready for Delivery $\rightarrow$ Completed).

4. Payment: If Pay at Table was selected, staff must process the cash or card payment manually using the POS terminal before marking the order as Completed.