Online Ordering Quick Start

March 25, 2024

Description

Watch a video on how to set up Online Ordering for your POS solution

What's in this article?

Watch the video

Online ordering and website visibility are more important than ever for the success of your business.
In this video, you will learn how to
Set up your website navigation categories.
Set up your website logo.
Set up your store's hours.
Set up site discounts.
Design ordering settings and content pages for your customer facing website.
Add Google Analytics website tracking.
And add a site link to social media sites and social media sharing on your website.
To begin, go to pointofsale.bofamerchantservices.com.
Then log in to Bank of America Essentials Solution Back Office.
To set up website navigation categories for your website,
click on the "Online Order" tab.
Under "Global Settings" in the left hand column,
click on "Site Navigation".
Next, in the upper right hand corner,
click on "Add Category". A new screen will appear
where now enter the title of that category.
Check the box if this is an active category.
Active categories will show up on your online ordering website
where customers can see, click, and order from it.
You can add an image for your category
by clicking on "Select Image" to upload an image from your device.
You can also create a category assignment from the dropdown menu
and add search engine content with metadata for the category.
The metadata will be coded into your webpage
and not visible anywhere on your page.
Once you have finished entering the category information,
click "Add" to create the category.
To begin setting up your store's logo,
click on the "Online Order" tab.
Under "Global Settings" in the left hand column,
click on "Site Logo".
Next, you can import a site logo by clicking on "Add Image"
and upload an image from your device.
Once you have imported your site logo, click "Save".
To set up your store's hours,
click on the "Online Order" tab.
Under "Global Settings" in the left hand column, click on "Store Hours".
In the new window, the store hours will appear.
You can use the provided check boxes
to indicate if the store is open all day or closed all day
for any day of the week.
You can also click on the store hours
for each day of the week, and edit the time the store opens and closes.
Once you have finished updating your store's hours, click "Save".
In this section, you will learn how to design your customer facing website
by using style controls, add paging and sorting,
and add content pages to your customer facing website.
To begin, click on the "Online Order" tab.
Next, in the left hand column under "Site Design",
click "Style Controls".
In the new page, all editable options appear
in the style they are currently set to.
To make changes to the available options,
click on the pencil shaped Edit icon.
Dropdown menus allow you to change
the look and feel of the editable options.
Your new changes will appear in the Back Office screen
for you to preview before saving.
Once you have reviewed your changes, click "Save".
And your changes will go into effect automatically.
If your customer facing website
was open during style control editing,
hit refresh to view your newly updated changes.
Paging and sorting will allow you
to set how many products
appear on each listing page
and sort the order of those products.
To add paging and sorting, select the "Online Order" tab.
In the left hand column under "Site Design",
click "Paging and Sorting".
First, you will need to select the number of products per page
from the dropdown menu.
Next, select the sort order from the dropdown menu.
When you are finished, click "Save"
and the changes will update automatically.
To start adding content pages,
select the "Online Order" tab.
In the left hand column, click on "About Us",
"Terms and Conditions",
or "Privacy Policy".
Now a text editor will open.
The text editor has a toolbar
with a range to functionality to format your text.
If you hover your mouse over an icon in the toolbar,
you will see the function it performs.
After you have entered and formatted
the text for your content page, click "Save"
and the corresponding section
on your online ordering website will update.
To add Google Analytics website tracking,
click on the "Online Order" tab.
In the left hand column under "Global Settings",
click on "Google Analytics".
To set up the analytics feature, open a new browser window
and navigate to the Google Analytics homepage.
Once there, click the "Sign In" button in the upper right
and click "Create a New Property" for tracking.
Once a new property for tracking has been completed,
a tracking code and tracking ID will be provided.
Copy your tracking code and tracking ID.
Next, return to the Back Office
Google Analytics page,
and paste your Google Analytics
tracking code and tracking ID into the text box.
Click "Save" to save your changes
and initiate Google Analytics.
To set up social media sites and share buttons
on your customer facing website,
click on the "Online Order" tab.
Next, in the left hand column
under "Social Media", click on "Social Media Sites".
Copy and paste URLs
for your social media accounts,
and select the check boxes
for each social media site you want to connect
to your customer facing website.
Click "Save" to apply the social media sites
to your webpage.
To add share buttons to your website,
select the "Share Buttons"
under the "Social Media" in the left hand column.
Here, you can check the boxes for the platforms
that you will allow customers to share on.
Click "Save" to apply the share buttons to your website.
To learn more, visit bankofamerica.com/MerchantHelp.