Overview
In order to make sure Appfront and Toast are connected in the best way, we will need to make sure to set up the following configurations in the Toast backend.
The setup will cover the following configurations in your Toast POS:
Menus
Service Charges
Discounts
Payment Options
Process, or what are we doing?
For each one of those parameters, we will create a new parameter in Toast (either menu item, service charge, discount or payment option), and will link it into a parameter in Appfront. Meaning:
Menu Item (Toast) <-> Paramater in Appfront
Service Charge (Toast) <-> Service Charge (Appfront)
Discount (Toast) <-> Discounts (Appfront)
Payment Options (Toast) <-> Payment Options (Appfront)
How does it work?
Step 1: Create all parameters in Toast
You will need to create all of those parameters in Toast, and then (VERY IMPORTANT) you will need to SAVE and PUBLISH (in Toast). Otherwise, Appfront won't be able to pull it.
Step 2: Save and publish all paramaters
Example of a new service charge:
Step 3: Link all parameters in Appfront
When you add a new location - need to link manually all parameters
IMPORTANT
Please make sure ALL of the mandatory ones are created and not removed or archived from Toast at any time.
IMPORTANT: Removing this setting may cause order failures, rewards to stop working, gift cards to become non-functional, and other issues.
In the bottom of this article you can find a list of all fields and their types that will need to be created in Toast during the setup process.
Set Up Toast Parameters Process
Appfront e-gift Card and Comments
Overview
Setting up e-gift card integration requires adding items into your Menu Set up.
Appfront uses menu items in Toast for adding general comments to an order, or for capturing payment on "out of store transactions" such as gift cards or subscriptions.
How to set up ?
Edit Toast Menus (Click the link to Toast Menu)
Step 1: Go to Toast menu and create a new menu named:
Appfront Menu Items - DO NOT REMOVE!!!This menu should be marked as visible to "Toast"
Step 2: Create Group named Appfront Items - DO NOT DELETE
Under this menu you can create a category named
Appfront Items - DO NOT DELETE
Step 3: Add the following items and their specified prices:
App Comments - $0
Gift Card - Open $ amount
This is how it should look:
eGift Card Item
eGift Card Item - in its own menu and category -which will be visible to the POS visibility. This item will make it possible to send e-gift cards from your in-store POS. To learn more, please check out this link: e-gift cards
Service Charges
( link to Toast Service Charges)
Overview
Setting up Service charges will be used for the following purposes:
Delivery fees - connected to the fee of the delivery set in the Appfront portal
Delivery Tips - will separate out the tips for delivery and not accumulate tips for delivery in your in-store tipping pool
Sales Tax Adjustment** - the adjustment stated above used in rare cases of price mismatches between Appfront and Toast
Online Service Fee - for a separate service charge on the Appfront platform you will need to set it up for any serving options, you will need to link this service charge to a service charge in Toast, so you will need to create on like this in Toast.
*** A little about sales adjustments: in some cases there can be different scenarios where there is a small difference in price of an order (due to additions of discounts between different items, or rounding of different items and taxes) which needs to be adjusted when sending in an order, the service charge for sales adjustments is used to make these minor adjustments ***
Service Charges Setup in Toast:
For each of the following fields, a service charge needs to be set up as shown in the image below:
Appfront Delivery fees
Appfront Delivery Tips
Appfront Sales Tax Adjustment
Appfront Online Service Fee
Discounts
( link to Toast Discounts)
Overview
There are 2 discount that should be configured in Toast:
App Rewards Discount - this discount will be connected to ALL online order discounts. Toast does not give the option to dynamically create discounts according to different scenarios, amounts and names. So all online order discounts are connected to this one discount created in Toast.
Sales Tax Adjustment - in a similar explanation to the "Sales tax adjustment service charge" we may have a higher price on Appfront order, and therefor will need to send a discount on the order in order to lower the price and make it match the Toast calculated order total.
How to set up Discounts?
Both discounts should be configured with these params:
And in Advanced Settings (at the bottom of the page)
(Other) Payment Options
( link to Payment Options in Toast) - go to here:
Overview
Payment Option set up purpose is to support Gift Cards integration into Appfront's platform.
For that purpose, we will need to add a gift card payment option. This payment option will be sent as the payment option in an order where a gift card is redeemed. In such an order, we close the check out on a "Appfront Gift card payment"
How to set up?
Create the following field under payment options:
Appfront Gift Card Payment
The payment should be setup as follows:
Fields checklist that need to be created
Appfront Portal filed | Toast Field name (Copy Paste) | Type in Toast | Description |
PickUp Dining Option | App PickUp | Dining Option |
|
Delivery Dining Option | App Delivery | Dining Option |
|
Catering PickUp Dining Option | App Catering | Dining Option |
|
Catering Delivery Dining Option |
|
|
|
Rewards Discount | App Rewards Discount | Discount |
|
Sales Tax Adjustment Discount | Sales Tax Adjustment | Discount |
|
Sales Tax Adjustment Service Charge | Sales Tax Adjustment Service Charge | Service Charge |
|
Gift Card Other Payment |
|
|
|
Delivery Fee Service Charge |
| Service Charge |
|
Delivery Tips Service Charge |
| Service Charge |
|
Gift Card Other Payment | Appfront Gift Card Payment |
|
|
Testing and Verification
This is a critical part of the process.
In order to run a test you will need to cover all serving options and all parameters we just connected