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Using the Self Service Ordering Widget with Transact API

This article walks through the steps of setting up the Self Ordering Widget for integration with Transact.

  • Before this integration can be set up, please connect with your Transact representative to obtain the IP address of your KDS system. 
  • If at anytime your IP address changes, it is important that you inform Spectrio Tech Support and Transact of this change. 

Setting Up Surveys

1) The IP Address(es) of each KDS system will be needed.

2) A Survey needs to be created for each KDS system. From the navigation, click on ‘Surveys‘:

3) Click on the “Create New‘ button and set the following fields in the Survey:

Name – The Survey’s must be named to match the IP Address(es) of the KDS system (see example below).

  • Name
  • Details
  • Phone
  • Status
  • Order Number

4) Save the Survey. You will see Surveys listed by name:

Example:

Adding the Self Service Ordering (Customer Queue/Order Status) Widget from the Store

5) From the navigation, click on the ‘Store‘ icon and search for the “Self Service Ordering” widget and locate the Self Service Ordering (Customer Queue/Order Status) widget, then click ‘Next’:

Screenshot 2024-02-14 124743.png

 

2) Click “Add to my Network‘ to add the widget to your Assets Library:

3) From the Layouts section on your navigation, create a new layout or open and existing layout and add the Self Service Ordering widget by click on the ‘Add Widget‘ icon from the Designer toolbar:

4) Click on the properties (gear icon) from the widget zone, this will open the widget properties to edit the fields. Example:

5) Click ‘Save‘ when done.

 

Please note: If at anytime your IP address changes, it is important that you inform Spectrio Tech Support and Transact of this change. 

Updated on February 15, 2024

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