DoorDash Marketplace - Integration Onboarding

Updated

 

How the integration works

Menu:

  • Restaurant updates Third Party Menu in Tabit Office
  • Tabit automatically sync’s menu with DoorDash Marketplace (real time & daily every morning)
    • Includes:
      Items with images and descriptions
      Item availability (86 item status)
      Menu Hours
      Special Hours and Closures
  • Items and Modifier availability is sent automatically to DoorDash when items are 86'd and 68'd

Ordering:

  • Customer places order in DoorDash Marketplace. Tabit PAD displays order and automatically sends order to Kitchen
  • Marking an order Prepared on PAD, updates DoorDash that the order is ready for Pickup
  • Use DoorDash Order Manager to manage active delivery orders
  • Receive Cancel Order notification if Customer or DoorDash Support cancels order
  • If Restaurant is unable to fulfill order, cancel order in Tabit to update DoorDash and Customer that order is cancelled and will not be fulfilled

Store:

  • Pause or Resume Service (marking store unavailable/available for customers to place order

 

 

Connect your Tabit Store to DoorDash Marketplace

Complete the following steps to enable a DoorDash Marketplace integration

  1. Configure Prerequisite settings
  2. Set up Third Party Menu
  3. Onboard & Activate Integration

 

Configure Prerequisite Settings

Complete the following settings before starting onboarding

 

1. Workflow Profiles

Create a TD Workflow Profile. This is the profile that the restaurant will use to access DoorDash orders on PAD.

Set Order Types as both TA and Delivery

NOTE: If Delivery is not configured in a Workflow Profile, Delivery Orders will NOT show on PAD

? Setting up a Takeaway and Delivery Workflow Profile
 

2. Site Parameters


Enable Print Spooler to Auto Execute for Online Orders

  1. In Tabit Back Office, go to Settings > Site Parameters > Print Spooler
  2. Search Execute
  3. Change Tablet used to auto execute ONLINE Tabit Orders site value to TRUE
  4. Save Print Spooler

Enable Prepared status to send order ready status to DoorDash

  1. In Tabit Back Office, go to Settings > Site Parameters > Base
  2. Search Prepared
  3. Change TD Enable "prepared" status to TD screen site value to TRUE
  4. Save Base

Disable Address requirement for Delivery Orders

  1. In Tabit Back Office, go to Settings > Site Parameters > Base
  2. Search Delivery
  3. Change TD Address required for Delivery site value to FALSE
  4. Save Base

 

Enable Diners view on PAD for TA & Delivery Orders

  1. In Tabit Back Office, go to Settings > Site Parameters > Base
  2. Search Delivery
  3. Change TD Manage Diners in TA & Delivery site value to TRUE
  4. Save Base


     

3. Pre-Configure Integration Settings

When configuring settings in DoorDash Integration Settings, you will need to have the following set up ahead of time.

  1. Charge Account - charge account that will be used as payment for the orders
  2. Tax Rate - tax rate that will be used for the order
  3. Discount Reason - discount reason that will be used if order includes a discount
  4. Fee - fee that will be used if order includes a fee
  5. Menu Item (for Unmapped/Unknown items) - menu item to be used when there are mapping issues with an item in the order

 

4. Enable Third Party Order Sources

Enable ALL of the following order sources for this integration

  • DoorDash - used for DoorDash Marketplace orders (should always be enabled)
  • DoorDash Storefront - Used if a restaurant has their restaurant's online ordering through DoorDash
  • Caviar - Another Third party ordering marketplace that Doordash owns

 

In Tabit Back Office, go to Third Party > Third Party Setup > Sources

Use the Integration Settings in previous step to fill out source configuration

 

 

Set up Third Party Menu

Configure a Third Party Menu that will be sent to DoorDash Marketplace

Menu Hours (Time Slots)

  1. In Tabit Back Office, go to Third Party > Time Slots to create Menu Hours
  2. Select Add Time Slot
  3. Enter the Time Slot Name (this will be the Menu name visible in DoorDash Marketplace)
  4. Set the default hours
  5. If a day has different hours than what is defaulted, select the drop down on that day
  6. Change Default to Custom, and set the hours for that day
  7. If the menu need to show "closed" on a specific day of the week, uncheck the box next to day

 

Third Party Menu

  1. In Tabit Back Office, go to Third Party > Third Party View
  2. Select Add Menu Folder to create a Menu category (ex: Appetizers, Entrees, Desserts)
  3. Select the Menu Folder and select Add Items to add the menu items to the category folder

     
  4. Continue building Menu Folders and adding Items

  5. Once complete, select Save & Publish

     

Onboard & Activate Integration

**Configure Prerequisite Settings and Set up Third Party Menu must be complete before starting this step**

  1. In Tabit Back Office, go to Integrations > DoorDash Marketplace

     
  2. Configure the Integration Settings


     
  3. Select Save

    **Configuring & saving the Integration Settings allows the DoorDash integrator tag to be added 
    to the Third Party View Menu Folders
     
  4. In Tabit Back Office, go to Third Party > Third Party View
  5. Select each Menu folder and add the DoorDash integrator tag

     
  6. When finished, Save & Publish

     
  7. Go back to Integrations > DoorDash Marketplace
  8. Scroll to the bottom of the Page
  9. Menu Build will show green check marks for the menu and timeslot validations

     
  10. Select Next

  11. Select Log in to Doordash
    (New to DoorDash? select the Click Here to continue onboarding setup of a new account)

    *Important: Business Admin DoorDash credentials must be used to connect your Tabit store to a DoorDash store

  12. Confirm Tabit can have access to your DoorDash account
  13. Select Next
     
  14. Select Store to connect your Tabit location to

    *Note: Proceeding with this selection will discontinue any existing integrations the DoorDash store is using

    If store is "grey" and unable to select, this means the DoorDash store is not eligible to onboard with Marketplace.
    DoorDash Stores that have DoorDash Drive connected can NOT be used for Marketplace. The restaurant must create a new DoorDash store for Marketplace, this can be done in their DoorDash Merchant Portal.
     
  15. Select Next
  16. The menu will be sent to DoorDash and now wait for the menu acceptance 

    *Note: Exiting the page will save your place in onboarding
     
  17. Select Refresh icon to get updated Onboarding Status
  18. Menu have been accepted and you are ready to activate the integration

     
  19. Select Next
  20. Select Activate to enable the integration and make the store available in DoorDash Marketplace for customers to place order

     

 

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