Getting Started

Sign in to the merchant portal

Your back office lives at merchant.mypreorder.com.au. Sign in 1. Open merchant.mypreorder.com.au in a browser. 2. Enter your Username and Password. 3. Tick Remember me if this is your own device. 4. Select Login. The Merchant Login: Username and Password boxes, Remember me, the Login button, and "Forgotten your password or username?" below You land on the Dashboard. Note that the field is Username, not your email address. It is the user name that was created for you, and it may be a short word rather than an address. Already signed in If you open the login page while a session is still active you see your store name and You are already logged in!, with two buttons: Dashboard to carry on, and Logout to sign out so somebody else can log in. Signing out Select Logout at the top right of the portal. On a phone, open the menu button first — Logout is at the bottom of that list. If your password does not work Below Login it says Forgotten your password or username?: - password: enter your Username and select Email me a reset link. The link goes to the email address on your login. It works once, for 60 minutes, and opens the merchant portal to set a new password. - username: enter your email address and select Email me my username. The email lists every username that address has, with its store. Either way the screen says the email is on its way if that account exists. It says the same when there's no such account, so check the username or address you typed if nothing arrives. Look in your junk folder before asking again: only two requests go out in 30 minutes. If the email can't reach you: - A colleague who signs in as an Admin user can set your password for you. See Add a backoffice login to the merchant portal. - If nobody can get in, contact support. If you can sign in and simply want a new password, see Change your merchant portal password. The Forgot password link your customers use when signing in to order does not reset a merchant portal login — they are separate accounts.

Find your way around the merchant portal

The portal is one page with tabs across the top and a grid of shortcut tiles on the Dashboard. Both do the same thing — the tiles are simply larger. The tabs | Tab | What it opens | |---|---| | Dashboard | The tile grid and your setup checklist | | Orders | Live orders awaiting fulfilment, with a count badge | | Catering | Catering orders, if catering is switched on for your store | | Menu Builder | Menu items, groups, modifiers, promotion codes, trading hours, order types and payments | | Customers | Your customer list, plus Add Customer, Import and Export | | Reports | Sales Summary, order reports, transactions, invoices | | Customer Announcements | Push, SMS and email campaigns | | QR Codes | Table and promo QR codes | | Users | Backoffice logins, staff PINs, and POS, Kiosk and kitchen display logins | | Settings | Everything else | Customer Announcements, QR Codes, Users and Settings are not in the tab bar until you open them once — reach them from the Dashboard tiles the first time. The tile for Users is called Users & Devices. The status bar Along the top of every screen: - Your store name and suburb, which returns you to the Dashboard. - A badge reading OPEN or CLOSED. Select it to reveal Open Store or Close Store — see Open or close your store for online orders. - The current date and time as the portal sees it. - Launch Kit, which opens your launch kit in a new tab: everything for telling customers you take orders online. It has your ordering link (and your App Store and Google Play links, if you have your own app), print-ready table tents, a window decal, a counter card and a receipt footer, QR codes, social media posts with captions, a banner for your website, and two emails ready to send to your customers. If your kit hasn't been made yet, ask us. - Help, which offers Knowledgebase — this help centre — and Contact Support. - Logout. The portal's top bar and tab bar: Cafe Demo Perth, the OPEN badge with its dropdown, the date and time, Launch Kit, Help and Logout; under it the mypreorder logo and the tabs Dashboard (the house), Orders with a count of new orders, Menu Builder, Customers and Reports Most tabs also have a green Help button at the top right. It opens the help article for that tab in a new browser tab. Why your portal may look different to another merchant's Most of the portal is switched on per store. Two things decide what you see. Your modules. Catering, delivery areas and slots, pickup locations, stock control, wholesale ordering, standing orders, customer import and export, QR codes, promotion codes, loyalty schemes, kiosk ordering, the POS and each printer type are all enabled per store. Where a module is off, the screen usually still exists and shows a note such as "The Customer Import module is not enabled on your account" with a contact us link. Whether you are an Admin. A user whose Admin setting is No never sees Settings, Users, Billing, POS Integration, printers, email and SMS settings, or the setup checklist. Those controls are removed from the page entirely rather than greyed out, so there is nothing to click. The Dashboard shows such a user a Change Password tile where an admin sees Users & Devices. The portal version is shown in the footer next to Merchant Portal V. Quote it when you contact support.

Work through the Complete your setup checklist

New stores get a Complete your setup card at the top of the Dashboard, with a green progress ring and a list of what is still outstanding. Each row has a Fix link that jumps straight to the screen that clears it. The Complete your setup tile on the Dashboard, open: 9 of 12 done with a progress ring and bar, then Get paid (Add your payout account, PAYOUTS HELD, Fix), Look the part (your storefront as customers see it), Reach your customers (Send email as your own business and Add your website and socials, each with Fix), Ask us about (Kitchen Display System, Request access) and 9 completed Get open Everything that stops customers ordering. - Add your store details — name, address, suburb and postcode, under Settings → About. - Add items to your menu — Menu Builder → Menu. - Set your trading hours — Menu Builder → Menu Settings. See Change your trading hours. - Publish your menu — your store is not yet live to customers. This row carries a Not live yet chip. See Publish your menu so customers can find you. - Set your delivery areas — shown only if your menu offers delivery. Get paid - Add your payout account — your bank details under Settings → Billing. Until they are in, the row carries a Payouts held chip. Look the part - Add your logo and Add a banner photo — Settings → Brand. - Show your product photos — the Display Images preference in Menu Builder → Menu Settings. - Add photos to your menu items. This group also shows a storefront preview — the same banner and logo a customer sees, with the caption "This is your storefront as customers see it." An image that fails to load there is the check failing; a missing banner shows as No banner photo. Reach your customers - Send email as your own business — see Send email from your own business address. If you have saved settings but never tested them, the row instead reads Finish setting up your email service, with the note "Your settings are saved but not switched on yet. Send a test email to activate them." - Add your website and socials — Settings → About. Ask us about - Kitchen Display System — this row has a Request access link. It opens the Kitchen Display System (KDS) dialog, where Request a licence key asks us for the key that activates a screen. See Set up a kitchen display with a licence key. If you cannot see the card Two reasons, both normal: - You are not an Admin user. The checklist is built only for admins, because most of the fixes live behind admin-only settings tabs. - Your store is an established one. The card is currently shown only to newer stores. If you have been trading for years you will not see it, and nothing is wrong. Rows that are already done drop off the list, and a group with nothing left in it disappears entirely.

Open or close your store for online orders

The badge at the top of every portal screen shows whether customers can order right now. It reads OPEN or CLOSED. Close the store immediately 1. Select the OPEN badge at the top of the screen. 2. Select Close Store. The OPEN badge in the portal's top bar, with its menu open on Close Store The badge turns red and reads CLOSED. Customers can no longer place an order. On a phone, open the menu button first — the same control sits at the top of that list. Open it again Select the CLOSED badge, then Open Store. The kitchen display can open and close the store too, with the store button in its sidebar. See Open or close the store from the display. Let it open and close itself Most stores never touch the badge, because the trading hours in Menu Builder → Menu Settings do it for them. Under Trading Hours there, beside Online Store: - Automatically open online store — opens just before the day's From time. - Automatically close online store — closes just before the day's Until time. - Online store always open (ASAP orders at any hour) — leave this unticked. While it's ticked, the store never opens or closes by itself, and whenever it is OPEN customers can order ASAP at any hour, even on days you're closed. The help text under the two automatic boxes says what they do: "Opens and closes your store just before the From and Until times in Trading Hours, early by your standard pickup lead time, so ASAP orders are ready from the From time until the Until time. It's the same as selecting Open Store and Close Store at the top of the page. Without them, your store stays OPEN or CLOSED until you change it." See Change your trading hours to set the grid, and Close for a public holiday or special date for one-off dates. Which one wins Closing by hand stops orders now. It does not change your trading hours, so an automatic open will bring the store back at the next scheduled From time. If you are shutting for tomorrow as well, add a Special Date rather than relying on the badge.

Publish your menu so customers can find you

Building a menu does not make your store visible to customers. Publishing does. Publish 1. Open Menu Builder. 2. Select Menu Settings in the left-hand list. 3. Select Publish Menu at the top right. The top of Menu Settings: Publish Menu, then View Menu and Help, at the top right You get a Menu published! notification and the button disappears — it is only shown while a menu is unpublished, so its absence means you are already live. Preview first View Menu, next to it, opens your store exactly as a customer sees it, in a new tab. Check it before you publish, and again afterwards. The setup checklist Until you publish, the Complete your setup card on the Dashboard shows Publish your menu with a Not live yet chip. Publishing clears it. That item depends on two others being done first — Add your store details and Add items to your menu — so clear those before reaching for the button. After publishing Being published is not the same as being open. Customers still cannot order unless: - The badge at the top of the portal says OPEN, or your trading hours have opened you automatically. See Open or close your store for online orders. - Today is ticked in the Trading Hours grid. See Change your trading hours. If the button is not there Two reasons: the menu is already published, or you are a non-admin at a store where only admins may change the menu — in which case the New and Save buttons are missing throughout Menu Builder too.