Our Salido integration is designed to prevent you from having to manage two separate menus (one for the POS and one for online orders). Rather, Salido serves as the source of truth, and your Open Tender menus are synced automatically overnight.
This means that the first step is to set up your menu in Salido the way you want it to show up in Open Tender and import everything when you're ready.
On Open Tender, we give you a page where you can see all of the entities that are available for online ordering. You can use this page to preview the menu BEFORE it gets imported into Open Tender for the first time.
It's very important that you connect with your Salido reps to make sure you're properly filtering out and / or removing menu items and modifiers that you don't want customers to see. If you don't, you'll import a bunch of entities that then need to be hidden in Open Tender, which will create two layers of hiding and make things VERY confusing for ongoing menu management.
Adding, Removing, or Reorganizing Items
All of this should be done in Salido first. This is where you should add or remove items or modifiers or move them between categories or modifier groups.
Once you've made the changes in Salido, then you can review these changes in Open Tender via the Review Menus page (Integrations > POS > Salido), which can be found here:
PLEASE NOTE: It sometimes takes Salido several minutes or even hours to make menu changes available to us via their menus API. If you do not see the new / updated items on the Review Menus page, that means that they can't be imported into Open Tender, so there's no point in moving onto the Update Menus step until you see all of the updates on the Review Menus page. PLEASE MAKE SURE TO CHECK BOTH SERVICE TYPES (Delivery and Pickup).
Once you've verified that all of the new items, modifiers, and prices are showing up on the Review Menus page, you can pull these updates into Open Tender via the Update Menus page, which can be found here:
Lastly, after you've pulled in the latest updates, YOU MUST REGENERATE YOUR MENUS IN OPEN TENDER. Regenerating means that the menu updates will be published to your customer-facing site. If you don't regenerate, then the updates won't show up on your site, and your menu will be out of sync with Salido. This can lead to mapping issues, which will prevent orders from being accepted by Salido (very disruptive).
You can regenerate your menus from this page here:
To recap, following these 4 steps is key to keeping your menus in sync between Salido and Open Tender:
Update your menus in Salido
Review your updates in Open Tender via the Review Menus page
Update your menus in Open Tender via the Update Menus page
Regenerate your menus in Open Tender via the Regenerate Menus page
PLEASE NOTE: If you remove items from Salido but do NOT follow the steps above to update your menus in Open Tender, then your customer-facing site will have "invalid" items, which will be rejected by Salido when ordered by customers. Therefore, it's important to follow the steps above whenever you make updates to your menus in Salido.
Adding Additional Descriptive Info in Open Tender
Once your items have been imported or updated from Salido, then you can additional descriptive info (a customer-facing name, description, photos, allergens, tags, nutritional info, etc.).
However, it's very important that you DO NOT do any of these things in Open Tender - doing these things will BREAK the integration.
Change the Internal Name for any menu categories, menu items, modifier groups, or modifiers
Move menu items or modifiers between categories and groups
Add or remove modifier groups from menu items
Change prices for any menu items or modifiers
Remove modifiers from modifier groups
If you want to do any of the above, please do it in Salido, and then re-sync your menus in Open Tender.
Here's a list of things you CAN do:
Change the Name for any menu categories, menu items, modifier groups, and modifiers (i.e. the customer-facing "Name", not the employee-facing "Internal Name")
Reorder menu categories, menu items, modifier groups, and modifiers so that they are in the order you'd like them to be displayed in
Add descriptions and images
Make changes in the Advanced Settings tab (allergens, tags, etc.)
Make categories or groups inactive to hide them from customers
Use the Menus by Location page to hide menu items and modifiers from customers
We know this is a lot to digest! If you run into any issues or roadblocks, please do not hesitate to reach out to our team for assistance.