How to properly set up a Menu for WooCommerce (ECM)

 Summary

In order to make our WooCommerce site usable and ready to order, it is necessary to have our products available. Also, Always make sure that the categories needed for the menu are selected and the items are active for the selected menu.

First Steps

1. Enter the ECM instance to check the new OE Site.

   1. Reference guides:

      1. WooCommerce Admin Guide

      2. ECM Instances by Customer

2. Then, go to Home > Dashboard.

   Open

   

3. In this dashboard, go to World View > Sites.

   Open

   

4. Click on the “edit“ button on the desired site.

5. Since the WooCommerce connection uses the WOAPI, we need to make sure this service is running correctly by clicking on the “Check Web Ordering Connection“ button.

6. Once we make sure the WOAPI is healthy, we can move on to the next section.

ECM Menu Configuration

1. Still, in ECM, go to Order Entry Dashboard > Sites > Sites and Groups.

2. Click on the “edit“ button on the desired site.

3. Then go to Integrations > Web Ordering API, and make sure of the following.

   1. The “Enable web ordering” checkbox should be checked.

   2. On the “Web Ordering Menu” dropdown, an “All Day Part“ menu should be selected.

   3. On the “Web Ordering Areas“ section, the default/available area should have the same “All Day Part“ menu previously selected.

4. It is important to verify that the area that has been configured complies with the following.

   1. On the Areas tab, click on the “edit” button of the desired Area.

   2. Then ensure the “Finalize check(s) automatically when paid in full“ checkbox is checked.

   3. Then on the locations tab, make sure the majority of locations (or all locations) comply with the following.

      1. The “Active” checkbox is checked.

      2. The “Print after pay” checkbox is checked.

      3. On the “Available Order Type“ list, Delivery, Dine-In, and Takeout checkboxes are checked.

5. Once completed, save and deploy the site.