This is a guide on how to set up third party delivery services, such as, Uber Eats, Deliveroo, EASI, Menulog, DoorDash and alike. Shopfront treats these services as an account customer, as there is no direct integration at this point in time.

Selling at the normal price will result in higher profits being reported than what will be received from the delivery service. If you wish to sell the products at the same price you will be receiving from the delivery service, this can be achieved by creating a price list.

Create a Price List

These services usually charge a fee, Shopfront can manage this calculation to help with profit/reconciliation by assigning a price list to the previously created account customer.

Navigate to Menu > Customer Management > Price Lists
Click + Add Price List
Name the new price list by typing
Click New to create the list
Select Add Fallback Rule
Set the rule to Discount by %
Type the fee the service will be charging eg, a 30% fee as "-30" into the percentage text box
Toggle on Allow Higher Price
Finalise by clicking Save

Note; for a more in-depth guide on price lists please see the linked article on Price Lists. Products can also be set to a specific price to match the expected received amount from the third-party service for the products listed on their site.

Create a Customer Group

To process a delivery service as an account customer follow the instructions below.

Note, if you plan on adding customers to this group who you don't want the price list prices applied, you will need to add the price list to the specific customer, in this case, skip steps 4 and 5.

Navigate to Menu > Customer Management > Customer Groups
Select Add Customer Group at the top left of the screen
Name the group by typing and selecting Create
To apply a price list to the customer group select the Special Pricing tab on the left or scroll down to this section and select the previously created price list
Optionally, enable Disable Promotions
Select the Account Sales tab on the left or scroll down to this section
Enable the Allow Account Sales toggle
Click Save to finalise

Create a Customer

The instructions below will show how to create a customer and apply it to your already created customer group.

Note, if you have already applied a price list to the customer group skip steps 4 through to 6.

Navigate to Menu > Customer Management > Customers
Select Add Customer at the top left of the screen
Follow the creation wizard to name the customer and select the previously created customer group
To apply a price list to the customer you will first need to select Override Customer Group
Select the Special Pricing tab on the left or scroll down to this section and select the previously created price list
Optionally, enable Disable Promotions
Select Save to finalise

Create a Sales Key

Optionally, a sales key can be created to automatically add the delivery service customer to the sale, see the instructions below to set this up

Navigate to Menu > Setup > Sales Keys
Select the sales key folder you want the customer sales key to appear in
Rearrange existing keys to make space for a new key
Create a new key by clicking + Add Sale Key
Select the Action Add Customer to the Sale
Select the Customer
Type a name into Normal Text or alternatively, find the logo online and add it as a Normal Image to populate the sales key (see below screenshot)
Finalise by clicking Save

Note; For a more in-depth guide on sales keys please see the linked article on Sales Keys.

How to Process a Delivery Service Customer Sale

The instructions below show how to select your customer and process the sale on the account.

Add products to the sell screen
Click on the customer sales key or add the customer by searching
Finalise the transaction by selecting the payment method On Account

How to Pay off Outstanding Delivery Service Sales

Outstanding sales which have been put on an account can be paid off by following the steps below.

Navigate to Menu > Customer Management > Customers
Search for the customer by typing into the text box and click View once located
Select the Balances & Payments tab on the right
Select the Make Payment button at the top
Enter the received amount into the Payment Amount (optional) text box
Optionally enter a Payment Reference
Select a Payment Method from the options
Either enter amounts manually into the Allocation column text boxes to allocate specific payments to invoices
Or select Autofill to automatically populate the Allocation column
Select Complete to apply the payment
Click Yes in the following confirmation box if the details are correct

Note; See the following article for more information on How to pay off customer account.

Note; Please visit the website of your third-party delivery service or contact their support for further details on how best to receive sales.