1. Create a Vendor Role.
  2. Create a Vendor (and Subvendor, if desired).
  3. Create Permissions Sets for a KDS Account.
  4. Create an Employee Role for a KDS Account.
  5. Create a KDS sub vendor Account.
  6. Perform a test login to ensure it is set up correctly: log in to Activate, place an order, and then log in to the KDS app to see if the order appears.
  7. If the order does not appear on the KDS, check the settings to ensure it is properly configured. 

Create a KDS Vendor

Once the Vendor Role has been created, the KDS Vendor (or Subvendor) can be created.

  1. Log in to Connect and select Vendors from the left-hand menu.
  2. Select Add Vendor in the upper right corner. 
  3. Enter the name of the KDS Vendor and select the appropriate Vendor Role. 
  4. On the Vendor Settings tab, set AutoComplete to YES.
  5. Below that, please specify the number of minutes until it completes by selecting a number for Auto Complete Minute. Commonly used timeframes are 20 or 30 minutes. This will cause the order to remain Pending on the KDS until it is marked Complete or the specified timeframe expires.
  6. Select Save Changes at the bottom to create the KDS Vendor.

Create a Subvendor

If there is a Vendor that has both food and drink, and the food needs to be prepared in the kitchen and the drinks at the bar, there will need to be a Sub vendor for each location to separate the items.

Note: Once a Subvendor has been created, a Subvendor Account must be created to access it. This process is similar to creating a Vendor KDS account. However, for the Type, select Subvendor.

  1. Log in to Connect and select Vendors from the left menu.
  2. Find the KDS Vendor and select Add Sub next.
  3. On the Subvendor Settings tab, set AutoComplete to YES.
  4. Below that, please specify the number of minutes until it completes by selecting a number for Auto Complete Minute. Commonly used timeframes are 20 or 30 minutes. This will cause the order to remain Pending on the KDS until it is marked Complete or the specified timeframe expires.
  5. Once all the information has been filled in, select Save Changes at the bottom.Subvendor.png

Create KDS Permissions Sets

A KDS-specific Permissions Set will need to be created for the vendor and sub-vendor accounts.

  1. Log in to Connect, then select Options from the left menu.
  2. Select Permissions Sets from the Options dropdown and select Add Set in the upper right corner. 
  3. Add the name of the Permissions Sets, and then edit the KDS tab.
  4. Select Save, and the KDS Permissions Sets will be created.

Note: To edit additional KDS options within the Permissions Sets, select the KDS tab once it has been created.Permissions Sets.jpg

Autocomplete and Cell Timer Warning Notes

  • If AutoComplete is set to Yes and Auto Complete Minutes to 00, the order will not go to the KDS Pending tab and will auto-complete once the order has been placed. If the order must go to the KDS for a certain amount of time before autocompleting, select Yes for AutoComplete and set the Auto Complete Minute appropriately. If orders need to be manually completed, set Auto Complete to No.
  • Once an order has been placed, it will appear and print on the KDS and the paired printer. After the set time, the cell timer will let the employee know the order needs to be completed by blinking the time counter from yellow to red. 

Create a KDS Account 

Once the Permissions Set and Employee Role for the KDS have been created, the KDS Account can be created.

  1. Log in to Connect and select Accounts from the left-side menu.
  2. Select Add Account in the top right corner. 
  3. Fill in the Type, Login ID, and Password fields. Be sure to select Vendor or Subvendor as the Type to open more options.
  4. Enter the Admin PIN and select the Permissions Set.
  5. Select the Choose Vendor tab and use the toggle to Assign or Unassign Vendors.
  6. Select Save Changes, and the account will be active.