Adding a Zuppler Device

This article talks about adding a Zuppler device to an account and what all happens behind the scenes when you add one.

• How to add a device
• What happens after adding a device
• Device Management
• Device Status Tracking

How to add a device

Zuppler Chef now lets you add a device to a restaurant's account. There are 3 devices (POS, Kiosk and Tablet/Printer) and all these devices can be added while creating an account with Zuppler or later on if it's not added initially. More than one same device can be added to an account as well. There are two ways to add a device to a restaurant:

• The restaurant can add it themselves during the self onboarding process or later on from their restaurant management portal in Chef.
  
• A Zuppler onboarding team member can add it from Device Management section in Chef.
  

What happens after adding a device

Once a device is added to an account, the onboarding team is notified so they contact the restaurant and begin the onboarding and shipping process. The account is also added to the following channels based on the device type:

• FH External Orders Channel: This channel is designated to manage accounts which will be using the Zuppler devices. This channel is responsible for triggering automatic account creation on FH’s end when an account adds a Zuppler device. Once the account on FH is created, a store ID is returned which you can find as the integration remote id in the channel. This ID helps in integrating the Zuppler account with FH so the menu and orders can flow. Every account using a Zuppler device be it POS, Kiosk or the Tablet/Printer will be added in this channel. If an account is already added in this channel and a restaurant orders more devices the account creation on FH won't trigger again. The same FH account can be used for every device. 
• POS Call In and POS Instore Channel: Once a POS device is added for the first time in an account, two channels named <RestaurantName>POS Call in & Instore are created and the account gets added to these channels. These channels help in reporting POS orders in Zuppler. Delivery and pickup orders which were called in to the restaurant will be assigned to the POS Call in channel and Instore orders will show up under the POS Instore channel.
• Kiosk Channel: Once a Kiosk device is added for the first time in an account, a channel named <RestaurantName>Kiosk is created and the account gets assigned to this channel. Orders placed on the Kiosk will be reported under this channel on Zuppler Chef and reports.

NOTE: Adding a Zuppler Printer/Tablet does not create an order source channel as the POS and Kiosk because the Printer does not send any orders to Zuppler, it only receives and print them.

Device Management

Zuppler Chef has added a new tool to manage new device purchases from the portal itself. The device role provides view access to the 'Devices' section and the device_admin role provides the edit access. Only the onboarding and shipping team members will have the device_admin role, other internal teams and restaurants will have the device role.

A new record is created in the 'Pending' section of the Device Management tab when a new device is added in an account. The onboarding team email group is notified with an email if the device is added by the restaurant in Chef restaurant management portal. 

• Pending: A new record/purchase is listed under the 'Pending' section. The record will contain the restaurant contact details so an onboarding team member can reach out to the restaurant and confirm the device model they want to go with. Once the restaurant confirms the purchase and device model, onboarding team needs to specify the device model and price so that the device can be marked as ready to be shipped.
• Ready: Once the device is marked 'Ready' the team responsible for shipping the devices to the restaurant is notified with an email. The shipping manager is then responsible to ship the device and enter the device serial number, tracking id and shipping price in the device record. The restaurant subscription is automatically charged the Device Price+Shipping Price once a device is marked shipped.
• Shipped: All the shipped devices will show under this section.

There's an option to cancel a device order on every step. The cancel action refunds the device and shipping fee to the restaurant. This action can't be undone so we need to make sure it's only taken when necessary.

Device Status Tracking

The restaurant would be able to see the device status in the 'Devices' section as well as the 'Restaurants' section from where they added the device. They would see the status updates when it is changed from pending -> ready -> shipped. The device tracking ID provided by the shipping manager would also show up in Chef so the restaurant can easily track the shipment.

NOTE: The restaurant won't be sent any email notifications, they can log on to chef to check the device status. The onboarding team member should actively notify the restaurant of updates if possible.