Revel - Direct Sync by Checkmate Settings Checklist – Checkmate

Menu & Menu Settings
- Create a Menu For Online Ordering Platforms (if different from the in-store menu)
Items
Modifiers
Publishing Changes
General Settings in Revel Back End

Please review and complete the checklist below to prepare your Revel Point-of-Sale for syncing with your Ordering Platforms.

Create a Menu For Online Ordering Platforms (if different from the in-store menu)

Go to Products → Custom Menus → ‘+Add Custom Menu’
Enter Menu Name → Select Application Type ‘Mode’ → Mode/Station ‘Online’
Click Save Icon
Follow the instructions in the next section to add specific categories/items/modifiers to your Menu.

Note: Menu Name will default to “Menu” on all integrated Ordering Platform menus

Items

Enable Items To Be Visible Online

All categories, items, and modifiers that need to be included in the ordering platform menu(s) must be enabled by doing the following:

Go to Products → Custom Menus → Find your online ordering menu(s) → Click on the Pencil icon on the right-hand side
Scroll to Included Products
Select the Subcategories and Items you want to be visible on ordering platform menus.
Save changes

Reconcile Menu Items To Have Unique Names

Review the menu for items with the same name but different item IDs – Unique menu items must have unique names. If you are integrating more than one menu and there are duplicate items across multiple menus, please update the items to have unique names.

Add Menu Item Descriptions & Images

To add menu item descriptions as you would like them to appear online:

Go to respective Items under Products → Click on the pencil icon next to the Item for which you would like to add a description

Scroll down to Description
Add the description exactly as you would like it to appear on your online ordering menu
Click Save

To add menu item image as you would like them to appear online:

Within the item, select Display/Print Options in the left-hand sidebar
Scroll to Display/Print Options → Browse & Upload image
Click Save

Tag All Menu Items (For Customers Selling Alcohol Online)

Do you sell alcohol? If so, the following tags must be used for tagging ALL items in your menu:

TAG	ITEM TYPE
alcoholic drink without food	Alcoholic drinks sold on their own
alcoholic drink, including food	One item including an alcoholic drink with a food item
non-alcoholic food item	Regular food items sold on their own
non-alcoholic drink item	Non-alcoholic drink items sold on their own
non-edible item	Items that are neither food nor drink (Ex. Retail, Gift Cards, Paper Supplies, etc.)

Add items in the Product Group

To create PRoduct Groups, Go to Products → Product Groups → Select ‘+Add Product Group’ → Create a Product Group for each Tag listed above.

Once completed, Product Groups should look like this image – ensure the Active box is checked

Click on the Pencil icon next to the Product Group you wish to edit → Scroll down to Included Products → Check the box next to each item you would like to include in the Group → Click Save

Repeat these steps for each Product Group

Modifiers

Reconcile Modifier Names To Have Unique Names

If you must include same-name modifiers within a shared modifier group, differentiate between same-name modifiers by adding a punctuation mark or number in front of or after the modifier name

For Example: To differentiate between two modifiers with the name “Steak”, name the modifiers as the following:

Modifier 1: Steak Or 1. Steak

Modifier 2: Steak. Or 2. Steak. Or Add Steak

Remove Default Modifiers

If you have any modifiers marked as default modifiers, these must be removed since the integration currently does not support them.

Go to any modifier group with default modifiers and UNCHECK the default box next to all modifiers (see example below)

Remove All Nested Modifiers (modifiers with modifier groups)

	Example	Correction
Item	Burger	Burger
Modifier Group	Cheese	Choose your cheese
Modifier	Choose your cheese	Swiss American Cheddar
Nested Modifier	Swiss American Cheddar

Publishing Changes

After all menu changes/settings have been completed, the final step is to Publish Changes.

Click on Settings Icon → Click on Clear Selections → Check the Online Ordering Settings → Click on Refresh Menu → Click OK.

General Settings in Revel Back End

Ensure Prevailing Tax Rate is set under Taxes → Advanced Tax Settings
Set Payment Options (each ordering platform must have a unique payment option set for it) – Go to Settings → Payments → Scroll down to Payments/Customizable Payment Types and add a payment option for each ordering platform
Set Print Settings – Under Settings → Kitchen View/Kitchen Print
Set Receipt Settings – Under Settings → Receipts → Scroll down to Receipt Options and make sure Notes Is highlighted → Click Save

Once you have completed these steps, please notify your Onboarding Specialist so we can complete the process and schedule the integration to go live as soon as possible.

Menu & Menu Settings