Summary
The Flipdish portal is where you can setup and manage all your Flipdish services and view reports for your business. This article provides a high level overview, and describes where you can find things in the updated design from Nov 2024 onwards.
Access & Permissions
Depending on your teammate role in the portal, you may have access to all or some of the features listed below.
This helpdesk article shows you what teammates have access to what views and edit functionality.
Sections
Below is a list of screens covered in this article.
Sales
Reports
Properties
Marketing
Sales Channels
Pay Outs
Add-ons
Settings
Organisation
Subscriptions & Subscription Invoices
Advanced
Sales Channel Groups
Customer Messages
Settings > Sales Channel General Settings
Audit Logs
Account Structure
The old Flipdish Portal account structure consisted of white labels and stores and sales channel types.
These have been replaced and some new elements added. See the table below.
Account Item | Description |
Organization | The main account element for a Flipdish Client Account, where all of the properties, staff and teammates, brands, sales channels, add-on services, marketing and other services are at your disposal. |
Brand | Brand is where the primary brand elements are setup, such as name and logo graphics. Clients can have multiple brands now within their Organisation. |
Properties | This represents details of your real world restaurant. It contains details such as location, map pin info, contact phone number, contact email. All Sales Channels (Online and onsite) are linked to the property they send orders to. |
Sales Channel Types | You may have all or some of the following sales channel types active on your account: Web Online Order, Android Mobile App, iOS Mobile App, POS, Kiosk, QROP. |
Sales Channels | A Sales Channel represent online or onsite channels where consumers can order food. It can also have some specific configurations, and some shared configurations. |
Example diagram of a client
Below is a simplified diagram showing a typical single restaurant client setup.
Organisation Settings
You can find your Organisation settings in:
Settings > Organisation
Here you can change things like organisation name, charges configuration, localization, operating configuration, kitchen station profiles and terminology.
Properties
You can find your properties settings in properties tab on the left.
Here you can select properties to edit, or add a new one.
Editing a Property - Sales Channels
All the sales channels within your property can viewed and edited from this page under the sales channel tab.
Editing a Property - Devices
All your devices within a property are in one place, so you can manage them in the devices tab.
Editing Property Settings
All your property settings can be viewed and edited under Property > settings tab.
Sales Channels
This tab contains all your sales channel types, and the sales channels within them.
You can edit and view all your sales channel settings from in here.
For example, we will show below some screens in the Point of Sale Sales Channel type.
Point of Sale - Sales Channels Tab
In the view below, you can see all your Point of Sales (POS) sales channels.
There are two POS devices in the restaurant example below.
You can click into either Sales Channel to see and edit the settings and configuration.
You can also press "Add Sales Channel" to add a new POS sales channel.
Point of Sale - Devices Tab
All your POS devices are now listed in this tab.
Point of Sale - Settings Tab
You can view and configure all the relevant POS settings, such as address overrides, device network, guests, restaurant layout, payment methods, print settings and more. Screenshot below.
Sales & Orders
On the left there is a Sales tab where you can see all sales through your Flipdish services.
Note: Only clients with POS service subscription can view this for now.
For all other clients without POS, please see Reports and Orders Tabs as before.
Marketing
In the marketing tab, you can see options see tools for promoting and marketing your business and growing your customer loyalty.
Features and services here include:
Customers (Reports and data)
Campaigns (Loyalty)
Vouchers (Discounts and associated loyalty vouchers)
Phone marketing
Push notifications
Reports
The full set of reports can be found on this tab.
There are two tabs.
Main - Shows reports and custom reports for your Online Order, Apps, Kiosks and QROP.
RMS - Shows combined reports for your POS, Online order, Apps, Kiosks and Marketplaces.
Audit Logs
Audit logs track what settings have been changed and by which teammate in your account.
These can be found under Settings > Audit Logs.
There are two tabs.
Main - Shows Audit logs for items around the majority of the portal configuration, such as bank accounts, sales channels, teammates, online ordering, apps, kiosk configurations and settings.
RMS - Shows Audit logs for items around your organisation and your POS configuration and settings.
Audit logs can be viewed per property now, on a number of filters such as sales management, menu management, property management, staff management and more.
Settings
The settings tab has a number of key configurations new items moved into this screen.
Brands
Here you can also see all your brands.
Teammates
Here you can view and edit your teammates and permissions for users in your account.
Sales Channel Settings
A number of sales channel general settings have been moved to
Settings > Sales Channels.
Here you can find configuration for customer email user, address entry, legal document display, printing templates and more.
Sales Channel Groups
This is the new name for Storegroups. Here you can configure groups of sales channels that share currency, or which are grouped together to appear as options for consumers to select when ordering from nearest sales channel or restaurant near them.
These Sales Channel Groups are also used to display customer messages. https://portal.flipdish.com/settings/sales-channel-groups
Customer messages / Menu Messages
The collection and delivery message which is displayed on your menu in the online order or mobile apps can now be configured here.
Payouts
If you are looking to find your payouts and bank account information, you can find them under the payouts tab, formerly Finance tab.
Subscriptions & Subscription Invoices
These can be found in the “my account” dropdown at the top of the header.
Add-ons
A number of new features have now been made available in the main portal.
Depending on the services you have subscribed to with Flipdish, you will see some or all of these in the “Add-ons” tab on the left navigation panel.
A list of the add-ons are below.
App Store
Accounts
Documents
Food Safety
Inventory
Payroll
Signage
Central Kitchen
Terminals
Conclusion
We are sure these changes to the portal will make your lives easier to manage your service and grow your business with Flipdish!