Enterprise Configuration Management, or ECM, is a feature we can enable through the GRUBBRR Cloud Console for version 14+ of our Kiosk software. With ECM, users can create custom Menu and Kiosk Datasets, and then share those configured datasets to locations or location groups within their organization. In this guide, we'll walk you through the basic processes needed to use ECM for an organization.
Phase 1: Ingesting POS Data
1. POS Data is pulled at the Location level
2. Click "Kiosk Settings"
3. Click "Integration"
4. Click "POS"
5. Enter the location's API tokens to connect to the POS
6. Click "Save"
7. Click "Sync" to pull all menu data
Remember to repeat this process for all locations- this will provide us the information we need to configure our Master datasets
Phase 2: Creating a Master Menu Dataset
Once we've pulled POS data from our locations, we can switch over to Enterprise configurations and update our Master Menu Dataset. This will be the "base" that we use to build any other menu sets for the client's locations.
1. Click here to open the Scope Selection Menu
2. Switch to Enterprise Management
3. Click "Menu Datasets"
4. Click "Edit Master Dataset"
5. Configure the Menu...
6. ... Upsells...
7. ... and any POS Discounts for use on GRUBBRR Kiosks
This can include adding new menu images, remapping categories/modifiers, etc., depending on the specific integration
8. Click "Back" once the Master Dataset is Kiosk-Ready
Phase 3: Creating Custom Menu Datasets
Individual Menu Datasets are used to define which categories, items, modifiers, etc. will be included in the menus we push to locations through ECM.
1. Click "Create Menu Dataset"
2. Give the Dataset a clear, easily identifiable Name
3. Click "Edit"
4. From this menu, you can use "Select All" to add the entire menu to the dataset...
5. Or you can select individual categories, items, etc.
6. Click "Save" to finalize your changes
7. Click "Publish" to activate the dataset
Phase 4: Creating a Master Kiosk Dataset
The Master Kiosk Dataset allows us to define a Kiosk configuration template including branding, custom images, screensavers, tip settings, etc., which we can then modify to suit the needs of different regions or locations. To create a Master Kiosk Dataset:
1. Click "Kiosk Datasets"
2. Click "Edit Master Kiosk Dataset"
3. Select which synced POS will serve as the "Master" for Kiosk settings and order types
4. Define the client's default appearance...
5. ... Order Type...
6. ... and Kiosk Customization settings
7. Click "Save" to apply your changes
Phase 5: Creating Custom Kiosk Datasets
Once we've created a master kiosk dataset as a template, we can create custom Kiosk datasets that can be rolled out to specific locations or location groups. This allows us to override the client's "defaults" and deploy custom graphics, screensavers, etc. to specific locations or location groups.
1. Click "Create Kiosk Dataset"
2. Give your custom dataset a name
3. From here, you can override any settings previously configured in the Master Dataset
Note: All Kiosk datasets must have at least one properly configured order type and the client must have a tender selected for tips if they are using them
4. Click "Save" to apply your changes
5. Click "Publish" to activate your dataset
Phase 6: Deploying Datasets to Locations
When we publish a new dataset, we don't immediately push the datasets to all locations. Instead, we create a Deployment Task, which allows us to select which locations we want to update and how we want those changes to be applied.
1. Click "Deployments"
2. Click "Create Deployment Job"
3. Give the Deployment Job a recognizable name
4. Determine whether you want to deploy ASAP, or schedule the deployment for the future
5. You can also configure how and when the updates will be activated at the assigned locations
6. Select which Locations you want to push your datasets to
7. Select which menu dataset you want to deploy...
8. ... and which Kiosk settings
9. Click "Create" to save the deployment job
This will mark the Deployment Job as a "draft," which we can publish immediately or after a delay
10. Click "Publish" to finalize deployment
If you selected "ASAP" as your Deployment Option, the changes will be pushed immediately; otherwise, the system will wait until the scheduled time (in the UTC Timezone) to push updates to the client's locations
Note: If you selected "Manual" as your activation method, users will need to access the Kiosk's internal admin settings to apply your changes
