Upvendo Knowledge Base

Appearance

How-To Guides ​

Step-by-step guides for common merchant tasks.

Setting Up Your Restaurant ​

How to Set Up a New Location ​

  1. Go to Settings → Locations
  2. Click Add Location
  3. Fill in required fields:
    • Location name
    • Address (use autocomplete)
    • Phone number
    • Email
  4. Set Business Hours for each day
  5. Set Prep Time (average minutes to prepare an order)
  6. Click Save

Next steps: Assign a menu, set up online ordering, configure payments

How to Set Up Business Hours ​

  1. Go to Settings → Locations → [Your Location]
  2. Scroll to Business Hours
  3. For each day:
    • Toggle ON if open
    • Set opening and closing times
    • Add multiple time ranges if needed (e.g., 11:00-14:00, 17:00-22:00)
  4. Click Save

Tip: Use Restricted Dates for holidays and special closures

How to Add a Holiday Closure ​

  1. Go to Settings → Locations → [Your Location]
  2. Scroll to Restricted Dates
  3. Click Add Date
  4. Select the date
  5. Toggle Repeat Yearly for annual holidays (Christmas, etc.)
  6. Click Save

Online Ordering Setup ​

How to Enable Online Ordering ​

  1. Go to Pickup & Delivery → Online Ordering
  2. Toggle Enable Online Ordering ON
  3. Configure:
    • Pickup: Enable and set delay time
    • Delivery: Enable and set delay time
  4. Set Accept Orders Until (closing time or closing minus prep)
  5. Click Save

Required: You must also set up a payment provider (Stripe)

How to Set Up Delivery ​

  1. Go to Pickup & Delivery → Online Ordering
  2. Enable Delivery
  3. Go to Delivery Settings tab
  4. Choose delivery region type:
    • Radius: Set km radius from location
    • Postal Code: Add specific postal codes
  5. Set delivery fee:
    • Free: No charge
    • Fixed fee: Same fee for all
    • Free over amount: Free if order exceeds minimum
  6. Optionally set Minimum Order Amount
  7. Click Save

How to Set Up Pickup ​

  1. Go to Pickup & Delivery → Online Ordering
  2. Enable Pickup
  3. Set Pickup Delay (extra minutes added to prep time)
  4. Go to Pickup Settings tab
  5. Optionally enable Pickup Instructions with placeholder text
  6. Click Save

How to Allow Scheduled Orders ​

  1. Go to Pickup & Delivery → Online Ordering
  2. Scroll to Scheduling
  3. For Pickup:
    • Toggle Allow Scheduled Pickup ON
    • Set Days in Advance (e.g., 7 days)
  4. For Delivery:
    • Toggle Allow Scheduled Delivery ON
    • Set Days in Advance
  5. Click Save

Note: Time slots are based on your Order Capacity settings

How to Create a Menu Item ​

  1. Go to Menus → Items
  2. Click Add Item
  3. Fill in:
    • Name: Item name
    • Description: What it is
    • Price: Base price
    • Category: Which category it belongs to
  4. Optionally add:
    • Image: Product photo
    • Allergens: Select applicable allergens
    • Dietary info: Vegan, gluten-free, etc.
  5. Click Save

How to Add Modifiers to an Item ​

  1. Go to Menus → Items → [Your Item]
  2. Scroll to Modifier Groups
  3. Click Add Modifier Group or select existing
  4. Configure:
    • Name: e.g., "Choose your size"
    • Required: Must customer select?
    • Min/Max selections: How many can they choose?
  5. Add modifier options with names and prices
  6. Click Save

Example: Size modifier with Small (+€0), Medium (+€2), Large (+€4)

How to Set Up Variants (e.g., Size/Color) ​

  1. Go to Menus → Variant Groups
  2. Click Add Variant Group
  3. Set Name (e.g., "Size")
  4. Add options (e.g., Small, Medium, Large)
  5. Go to your item and assign the variant group
  6. Set prices for each variant combination

Difference from Modifiers: Variants change the base item, modifiers add to it

How to Mark an Item as Sold Out ​

Temporary (Snooze):

  1. Go to Menus → Items → [Your Item]
  2. Click Snooze
  3. Select duration (30 min, 1 hour, 2 hours, etc.)

Manual Stock:

  1. Go to Inventory
  2. Find the item
  3. Set stock to 0

Automatic: Enable stock tracking and let system manage

Order Capacity ​

How to Limit Orders During Busy Hours ​

  1. Go to In-House → Settings or Online Ordering
  2. Scroll to Order Capacity
  3. Set Time Slot Duration (e.g., 15 minutes)
  4. Enable Limit Orders Per Time Slot
  5. Set maximum orders (e.g., 10)
  6. Click Save

Result: Only 10 orders can be placed for each 15-minute window

How to Set Different Limits for Lunch Rush ​

  1. Go to Order Capacity settings
  2. Scroll to Time Specific Rules
  3. Click Add Rule
  4. Configure:
    • Days: Select days (e.g., Mon-Fri)
    • Time: Set hours (e.g., 12:00-14:00)
    • Order Limit: Set lower limit (e.g., 5)
  5. Click Save

Result: During lunch rush, only 5 orders per slot instead of default

How to Limit Specific Categories ​

  1. Go to Order Capacity settings
  2. Enable Limit Specific Categories
  3. Click Add Category Limit
  4. Select category (e.g., "Pizzas")
  5. Set maximum items per slot (e.g., 8)
  6. Click Save

Result: Maximum 8 pizzas can be ordered per time slot

Payments ​

How to Connect Stripe ​

  1. Go to Settings → Payments
  2. Click Connect Stripe
  3. You'll be redirected to Stripe
  4. Log in or create Stripe account
  5. Authorize Upvendo
  6. Return to backoffice
  7. Configure payment methods:
    • Cards (Visa, Mastercard, etc.)
    • iDEAL (Netherlands)
    • Bancontact (Belgium)
  8. Toggle Live Mode when ready for real payments

Important: Test mode processes no real charges

How to Set Up Tips ​

  1. Go to Settings or Online Ordering
  2. Find Tips section
  3. Enable Collect Tips
  4. Set tip percentages (e.g., 10%, 15%, 20%)
  5. Choose calculation method:
    • Before Taxes: Tip on subtotal
    • After Taxes: Tip on total
  6. Click Save

Marketing ​

How to Create a Discount Offer ​

  1. Go to Marketing → Offers
  2. Click Add Offer
  3. Choose offer type:
    • Percentage off: e.g., 20% off
    • Amount off: e.g., €5 off
    • Free item: e.g., Free drink
  4. Set conditions:
    • Minimum order amount
    • Specific items/categories
    • Valid dates
  5. Set redemption limits if needed
  6. Click Save

How to Create a Coupon Code ​

  1. Go to Marketing → Coupons
  2. Click Add Coupon
  3. Enter Code (e.g., SUMMER20)
  4. Link to an offer
  5. Set:
    • Usage limit: How many times total
    • Per customer limit: How many times per person
    • Valid dates: Start and end
  6. Click Save

Share: Give code to customers to use at checkout

How to Set Up Loyalty Program ​

  1. Go to Marketing → Loyalty
  2. Enable Loyalty Program
  3. Configure earning:
    • Points per €: e.g., 1 point per €1 spent
  4. Configure redemption:
    • Point value: e.g., 100 points = €1
  5. Optionally add:
    • Welcome bonus: Points for signing up
    • Birthday bonus: Points or free item on birthday
  6. Click Save

Devices ​

How to Set Up a Kiosk ​

  1. Go to Devices → Kiosks
  2. Click Add Kiosk
  3. Configure:
    • Name: e.g., "Entrance Kiosk"
    • Location: Which location
    • Menu: Which menu to show
  4. Set display options:
    • Language
    • Idle timeout
    • Attract screen
  5. Get Pairing Code
  6. Enter code on kiosk device
  7. Click Save

How to Set Up KDS (Kitchen Display) ​

  1. Go to Devices → KDS
  2. Click Add KDS
  3. Configure:
    • Name: e.g., "Main Kitchen"
    • Location: Which location
  4. Set filters:
    • Order sources: Kiosk, Online, All
    • Categories: All or specific (e.g., only drinks)
  5. Set timers:
    • Caution time: When to show yellow
    • Late time: When to show red
  6. Get Pairing Code
  7. Enter code on KDS device
  8. Click Save

Integrations ​

How to Connect Deliveroo ​

  1. Go to Integrations → Deliveroo
  2. Click Connect
  3. Enter your Restaurant ID from Deliveroo
  4. Enter API Key from Deliveroo Partner Portal
  5. Configure:
    • Auto-accept orders: ON/OFF
    • Menu sync: Enable to sync menu
    • Prep time buffer: Extra minutes to add
  6. Click Save

How to Connect Square POS ​

  1. Go to Integrations → Square
  2. Click Connect Square
  3. Log in to Square account
  4. Authorize Upvendo
  5. Select Square Location to sync
  6. Configure sync options:
    • Sync menu: Push menu to Square
    • Sync orders: Send orders to Square
    • Sync inventory: Keep stock in sync
  7. Click Save

Note: When Square is connected, Square Payments is used instead of Stripe/Viva Wallet

Reports & Analytics ​

How to View Sales Report ​

  1. Go to Reports
  2. Select Sales Report
  3. Set date range
  4. Filter by:
    • Location
    • Channel (Online, Kiosk, etc.)
    • Payment method
  5. Click Generate

Export: Download as CSV or PDF

How to Check Order History ​

  1. Go to Transactions
  2. Use filters:
    • Date range
    • Status (Completed, Cancelled, etc.)
    • Customer name/email
    • Order number
  3. Click on order to see details

Troubleshooting ​

How to Check Why Orders Are Being Rejected ​

  1. Check Order Capacity - slots may be full
  2. Check Business Hours - may be outside hours
  3. Check Restricted Dates - may be a holiday
  4. Check Inventory - items may be out of stock
  5. Check Delivery Zones - customer may be outside area

Activity Log: Go to Settings → Activity Log to see recent changes

How to Refund an Order ​

  1. Go to Transactions
  2. Find the order
  3. Click Refund
  4. Choose:
    • Full refund: Entire order
    • Partial refund: Specific amount
  5. Enter reason
  6. Click Process Refund

Note: Refunds are processed through your payment provider (Stripe/Square)