The Direct Ordering Admin Panel is the management portal for a Direct Ordering site. It provides access to orders, reporting, customers, loyalty, marketing, stores, menus, pages, design, and settings. This article is an orientation to the Admin Panel and points to the dedicated articles that cover each area in detail.

Getting Started

Accounts are created by the Direct Ordering team. Activation instructions are sent to the provided email address so a password can be set and the Admin Panel can be accessed. For login steps, password resets, account deactivation, and automatic logout, see Logging In and Managing Admin Account Access.

Home and Navigation

After logging in and selecting a brand, the portal homepage appears. The home screen and the left-hand navigation panel provide access to every section.

• Portal navigation: Sections appear on the home page and remain available in the left-hand navigation panel.
• View live site: Selecting the order site URL in the top-right corner opens the guest-facing ordering site.
• Dark and light mode: A toggle in the bottom-left corner switches between dark and light mode.
• Logout: Logout is available in the bottom-left corner of the portal.
• Submenu access: Any submenu opens from the left-hand navigation bar or by selecting the corresponding tile on the home dashboard.

Orders

The Orders section is used to review and manage existing orders and to create new ones. A New Order action is available to create an order directly from this section. The section contains two areas:

• Orders Overview: Provides an overview of all orders, including today's orders, upcoming orders, and held orders.
• Order Management: Manages open and upcoming orders at the store level.

Detailed filtering, search, and export steps are covered in the dedicated Order Management article.

Reporting

The Reporting section monitors real-time performance and historical trends across stores. Each report provides insight into sales, tenders, payments, delivery, and guest feedback.

• Receipts: Lists all orders with a status of Closed and Paid within a selected time period.
• Tenders Summary: Summarizes tenders by type for each store during a specific time period.
• Tenders: Lists individual tenders over a given timeframe, optionally filtered by tender type.
• Product Mix: Reviews quantities sold and total sales for menu items and modifiers over a specified time range.
• Credit Cards: Summarizes credit tenders by card type for each store during a specific time period.
• Order Ratings: Reviews order ratings and feedback submitted by customers.
• Delivery: Reviews delivery order data for orders fulfilled through a delivery provider.
• CSV Downloads: Downloads data from different reports for recordkeeping or offline analysis.

Each report is covered in detail in the dedicated Reporting & Analytics articles.

Customers

The Customers section is used to view and manage customer data, including profiles, house accounts, statements, blocked records, and imports.

• Customer Management: View and manage customer information, including profiles, contact details, and account settings.
• House Accounts: Manage house accounts and create new ones as needed.
• Statements: Review outstanding statements associated with house accounts.
• Blocked Customers: View and manage customers designated as blocked.
• Blocked Emails: View, edit, or remove email addresses blocked from placing orders.
• Blocked Phone Numbers: View, edit, or remove phone numbers blocked from placing orders.
• Bulk Customer Imports: Upload customer data in bulk using a CSV file, or view the status and results of previous imports.

Loyalty

The Loyalty section manages programs and promotions related to customer rewards, including loyalty programs, rewards, events, deals, promo codes, and gift cards.

• Loyalty Programs: Configure general settings for each loyalty program, including status tiers, bonus periods, and points thresholds.
• Rewards: View and manage rewards granted to specific customers or customer segments.
• Reward Events: Manage special reward events that grant benefits to designated customers or segments.
• Deals: Create and manage broad-based offers redeemable by all customers or limited to selected segments.
• Promo Codes: Manage discount-based promo codes redeemed online or scanned in-store.
• Gift Cards: View outstanding gift cards, including status, associated orders, remaining balance, and last-used date.

Marketing

The Marketing section is used to create and manage marketing campaigns, audience segments, and reusable content.

• Campaigns: Create and manage marketing campaigns.
• Segments: Create and manage customer segments.
• Saved Content: Create and manage reusable saved content.

Stores

The Stores section is used to view, group, and manage settings for all store locations. Each store record contains its own configuration for menus, payments, delivery, and other operational settings.

• Stores: View all stores, filtered by open or closed status or by store group.
• Store Groups: Group stores by shared attributes such as city, state, owner, or franchisee to manage configurations and reporting more efficiently.
• Regions: Manage pricing across multiple stores or groups of revenue centers for consistent menu and payment settings.

Store Settings

Opening a specific store displays settings that apply only to that location, shown in the panel on the left side of the screen. These include Settings, Address, Images, Revenue Centers, POS Integration, Menus, Payments, Gratuity, Email Settings, Order Throttling, Delivery Integration, Delivery Service Provider Setup, Prep Stations, and Initialize Kiosk. For example, Order Throttling limits the number or total dollar amount of orders placed within specific 15-minute time slots, and POS Integration manages how orders sync with the POS through Checkmate.

Menus

The Menus section manages the content that appears on the customer-facing ordering site for all order types, including regular in-store, catering, and merchandise.

• Menus: View and manage menus for all order types. Each revenue center should have at least one assigned menu to ensure accurate order flow and customer visibility.
• Publish Menus: Publish menu changes to the customer-facing website for one or more revenue centers, so new or modified items, descriptions, and images become visible to customers.

Pages

The Pages section is used to view and edit the content of each page of the Direct Ordering website or mobile app. Each page corresponds to a part of the guest-facing experience and can be customized for content, layout, and display options. Pages include the guest and account landing pages, checkout and confirmation, the menu and locations pages, loyalty and rewards pages, policy pages such as accessibility and refunds, and the mobile app tabs. For example, the Checkout page controls the layout and text shown while a customer completes a purchase, and the Confirmation page controls the screen displayed after an order is placed.

The full list of individual pages and their settings is covered in the dedicated Pages article.

Design

The Design section controls how the Direct Ordering website and mobile app look and feel, so the ordering experience aligns with brand identity. It covers typography, colors, layout, button and link styles, forms and inputs, menu and item card styling, tags and categories, and mobile app components such as bottom tabs and the loyalty layout. For example, the Colors page manages the palette for backgrounds, text, and UI elements, and the Typography page sets font styles for headings, body copy, and subheadings.

The full list of design options is covered in the dedicated Design article.

Settings

The Settings section contains the configuration options that affect the site's functionality, communications, and integrations. Settings are grouped into categories for easier navigation.

User Experience

Controls site setup and presentation, including Website Configuration, Logos & Favicons, Service Types, Order Types, Google Maps (API keys for displaying locations), Locations, UI/UX Settings, Checkout Fields, reCAPTCHA, Fonts, and Image Sizes.

Communications

Controls customer messaging, including Announcements, Email Design, Confirmation Emails, Order Ratings, Comms Settings, Comms Preferences, and Loyalty & Marketing Settings.

Operational

Controls fulfillment and operations, including Ops Notifications, Curbside Pickup, Order Notifications, Wait Times, Surcharges, Advanced Delivery, Taxes, Prep Stations, and Invoice Settings.

Miscellaneous

Includes General Settings, Tags, Allergens, Item Types, and API Clients.

Integrations

Manages connected services, including Payments, Valutec, DoorDash Drive, Relay, Uber Direct, Twilio, and OneSignal.

Users

Manages Admin Panel access through Users (user accounts with access to the Admin Panel) and User Permissions (roles and permission levels for each user). User access is covered in detail in the dedicated User Management article.