Beruflich Dokumente
Kultur Dokumente
BeyondMenu.com
CONTROL PANEL
SOFTWARE
This reading material is designed to teach BeyondMenu.com
Customer Support Agents how to monitor troubled orders, take incoming
phone calls, check billing history, make quick changes to restaurant-
related information and create tickets for further work.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
Table of Contents
1. Overall Structure of the Software.......................................................................................3
1.1 This section identifies all Troubled Online Orders.......................................................4
1.2 This area displays information about the Present Incoming Phone Call.....................4
1.3 This space records the history of all Incoming Phone Calls Received Today.............5
1.4 This final section contains Statistics and Function Buttons.........................................5
2. System Log In....................................................................................................................5
3. Troubleshooting Techniques..............................................................................................7
4. Troubled Orders Stack.......................................................................................................7
4.1 Payment Methods........................................................................................................9
4.2 Fraud and Chargeback...............................................................................................12
5. Methods to Receive Orders.............................................................................................13
5.1 Fax..............................................................................................................................13
5.2 Fax with Pin................................................................................................................13
5.3 Thin Client Software...................................................................................................15
5.4 Email...........................................................................................................................15
5.6 SMS............................................................................................................................15
5.7 Owner App..................................................................................................................16
5.8 Back Office Link..........................................................................................................16
6. How to process troubled orders.......................................................................................16
6.1 Fax TO........................................................................................................................16
6.2 Wrong Pin TO.............................................................................................................18
6.3 Thin Client TO............................................................................................................19
6.4 No Fax Number TO....................................................................................................20
6.5 Fax/ Fax Pin TO.........................................................................................................20
7. Reading orders to restaurant...........................................................................................21
8. Back Office Navigation.....................................................................................................24
8.1 Phone Panel and Back Office....................................................................................24
8.2 Back Office.................................................................................................................25
8.3 Adding notes...............................................................................................................26
8.4 BM Phone Panel........................................................................................................29
8.5 What happens when a customer calls our phone number?.......................................31
8.6 How to add a new phone number to restaurant.........................................................31
8.7 What if the phone number is associated with multiple restaurants?..........................33
8.8 Unassociated calls.....................................................................................................34
8.9 Replay Button.............................................................................................................34
9. Function Buttons..............................................................................................................35
10. Billing..............................................................................................................................38
10.1 Different commission plans......................................................................................38
10.2 Where to check the commission rate in BO.............................................................38
10.3 Types of Restaurant Account...................................................................................39
10.3.1 Non Prepaid Restaurants..................................................................................42
10.3.2 Prepaid Restaurants..........................................................................................45
10.4 Billing System Navigation.........................................................................................46
10.5 Restaurant Billing Disputes......................................................................................48
10.6 Payment via Credit Card for Restaurants................................................................51
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
Beyond Menu - BM
Restaurant - RT
Customer - Cx
Troubled Order – TO
Credit Card – CC
Customer Support Agents - CSA
ST – Store
Pay On Line – Prepaid
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
With the thousands of transactions we send to restaurants every day, there are
orders that will not reach the intended restaurant. There are numerous reasons that
might account for such transmission failures. For example, fax machines can be
broken, restaurant staff may have forgotten to start our thin client software to accept
online orders, paper tray might run out of paper and etc. Whatever the reasons may
be, we identify these as “Troubled Orders” here so that our support staff can call the
restaurant or the customer to resolve the issue.
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1.3 This space records the history of all Incoming Phone Calls
Received Today
Most of the columns in this section are self-explanatory. You will be taught later how
to process and document specific information associated with each call.
2. System Log In
When you click the BM Control Panel, a Log In window will appear as displayed
below:
After entering your log in credentials, the screen below will pop-out.
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At this point agents assigned to take incoming calls are now logged on to the phone panel
and can start taking phone calls.
IMPORTANT: You must make sure the “Ready” sign is visible as this means that you
are now ready to take calls.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
3. Troubleshooting Techniques
In rare situations, the “Ready” sign may not appear as expected on your phone panel.
You must immediately implement troubleshooting steps, whatever it takes – check
devices, reboot the computer, inspect Windows device manager, restart BM Control
Panel software -- to correct the situation.
1. Since you might have multiple, specialized software applications installed on your
computer, competing software could attempt to access your microphone and audio
device. In addition you also may use several different micro/speaker devices;
therefore, it is essential to double check your computer to make sure the proper
audio and microphone devices have been selected.
2. You also need to be aware that some Windows software setups may lie beyond our
control. If you are working from a remote location, please be prepared to contact a
local professional technician to double check your computer should such a situation
arise.
3. As soon as an incoming call arrives, our software uses Adobe Flash Player Plugin
to ring your audio device. If your Flash Player is not installed or not updated
properly, you may be unable to accept calls.
4. Every time an incoming call arrives, regardless if the “Ready” sign appears, you
should be able to see the caller’s contact numbers displayed at the left corner of
your screen.
IMPORTANT: if you do not hear the ring tone but do see this event window, then it is
probably time to restart the BM Control Panel.
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Type There are many ways a restaurant can receive an order from Beyond
Menu. Below are the different order notification methods they can use:
FAX
Fax / Pin
Wrong PIN
No Fax
Status There are only 2 ways to determine the current standing of a Troubled
Order:
Active
Resolved
If you have not completely settled the issue, then keep the status
Active
Type Customers have different options on what they want to do with the
order. Examples are the following:
Pick Up
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Delivery
Express Dine In
Reservation
Note This is where agents can add notes, create tickets, refer or resolve
issues
Add Time (US Central) when Trouble Order entered the TO stack
Order Area where you can find all the information about the order details. This
is also how an order would look like when received by the restaurant.
BO Tab where you can go to Back Office and update or view details
about a certain order or check restaurant information
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Customers have two options to pay for their orders online: pay by cash or pay via credit
card. Let’s talk about each method in depth.
For pay by cash orders, customers pay for their food either at the restaurant or through
the delivery driver.
Example Scenario:
Lily ordered food for China Hut online. What are her payment options?
This scenario is like the messenger mode, BM doesn’t have anything to do with the
money as it is the restaurant staff that collects payment from the customers.
Our role in this case is to mainly forward the orders to the restaurant. If customers
complain about the food and ask for a refund, BM has nothing to do with it.
For credit card payments, customers have 3 options: pay through BM’s website, pay at
the store and pay thru the delivery driver.
Example scenario:
Annie ordered food for her parent’s to celebrate their anniversary. However, she doesn’t
have enough cash. What are her payment options?
In this set-up, Annie can enter her cc details on our website and she’s good to go. If it’s a
pick-up order, she can swipe her credit card at the restaurant’s credit card machine. Lastly,
for delivery orders she can pay through the delivery driver and swipe her card as some
stores have portable wireless credit card machines. Either way, everything is paid via
credit card.
However, for option A, it is important to note that it is Beyond Menu who charges the
customer’s credit card. This method is like a broker mode. We collect the money
FIRST, hold it for 15 days and then we send out payments to restaurants via check or
direct deposit. Payments are sent to restaurants every two weeks, every 1 st and 16th of the
month. Check payments sent via postal mail typically arrives in the restaurant within 7-10
business days.
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Take note that we will only deduct our share of commission plus the credit card
processing fee before we send payments to them. The rest of the money is sent to the
restaurant.
It can be an advantage for us because this can ensure timely payments for BM as some
restaurant owners are delinquent payers. However, this set-up can be a huge
disadvantage for BM especially for charge back orders. This will be discussed in the next
chapter.
If restaurant owners prefer to receive payments via direct deposit, they need to provide
their account information, specifically the bank’s routing number and the restaurant’s
checking account number. We recommend that the restaurant e-mail or fax us a
business void check (blank or empty check). Taking the information via phone call
is not recommended. Please see the sample check below for reference:
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
In the world of business, fraudulent transactions are very common. When it comes to
fraud, credit card companies will always protect the customers putting business owners at
a vulnerable situation.
Take for example a dishonest customer, they can tell the bank that food was cold, that
delivery was late, there were missing items or food wasn’t delivered at all etc., they then
dispute the charges with the bank . At this point, it is usually the restaurant owner or
Beyond Menu who will suffer the financial loss. In addition, credit card companies also
collect a fee for the disputed charge called “charge back”. A typical charge back fee
is around $25 to $35. It does not matter who won or who lost, the things is there is always
a fee for charge disputes.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
To make things worse, a customer often disputes a charge after 2 to 3 months. By that
time most restaurants no longer have the receipt with them any more. Regardless if they
do, the process is long and tedious as most of the time credit card companies do not give
a clear resolution right away. In the end, they just deduct the charge without informing the
concerned party.
Pay special attention to this kind of order. If you see this kind of troubled order in
the TO stack make sure to call restaurant immediately and get it resolved.
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and just hangs up the phone, this order enters the TO stack and becomes a Wrong
Pin troubled order. This will be discussed in the following pointers.
Firstly, our system generates a unique pin number for this restaurant’s online order. These
are usually the last two digits of the order numbers.
Then we send the fax to the restaurant. The PIN number is printed on the Fax sheet.
A telephone notification call is sent to the restaurant and will prompt the RT staff to type in
the PIN number on the FAX sheet.
How do we the enable pin option for fax orders? Check the steps below.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
5.4 Email
Restaurant can also receive online orders by email. When customer places an order, BM
sends order link to RT owner’s email address. After restaurant receives the telephone
notification call, they can check their email to view the online order.
One disadvantage about the email is that it is not real time. Email typically has delays, and
sometimes, it is hard to know how long the delay could be. Some restaurants complain
that some email orders are delayed for about 10 minutes. Nonetheless, this is an easy way
for restaurants to receive online orders.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
5.6 SMS
Just like the email, BM sends order link to owner’s cell phone numbers via text or SMS.
Most restaurant owners have iPhone or 3G phone. They can easily check the online order
from a mobile back door URL link. It’s also convenient and can be used as a backup
method.
Upon installation, there will be a one-time log in for RT owners that they have to enter so
they can get in to the system. It is the responsibility of the agent to send the link to the RT
owners via SMS so they can download it.
All of the methods mentioned above are considered as thin client method (Email,
SMS, OwnerApp). Our software can monitor whether the restaurant has downloaded the
online order. If order is not downloaded in 10 minutes, this order will be pushed to the
troubled order stack. This time, it will be the CS responsibility to investigate why this is the
case and inform restaurant about the situation.
When processing a Troubled Order, it is easier to check the details of the order if
you click the “Order” tab from the control panel main page.
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It will then route you to the order detail page. See image below:
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6.1 Fax TO
If a restaurant receives orders by Fax or Thin Client by the time this troubled order shows
up, it is already 6 to 10 minutes late.
If a fax failed because status says “Busy signal, too many attempts to dial” it’s ok to
resend the fax to restaurant, and hopefully, it will go through. But if Long Status is “No
Answer” or “No Carrier Detected” or other troublesome error messages, it’s time to call
restaurant right away, or read order to them and ask them to check fax machine or fax
line.
Call restaurant first and inform them the situation. If restaurant did not turn on Fax
machine, or forgot to check the internet, the support personal can just resend the fax.
In addition, fax resend is not always the BEST option as it will make the restaurant owners
dependent on the CS staff to keep calling RT to confirm an order.
It is always best to ask restaurant owners if they have an alternative method of receiving
orders e.g. via email, thin client, etc. If none, it is strongly recommended to emphasize the
importance of having a back up method in cases of emergency.
If restaurant is having difficulty for any of the above methods to receive online order, read
the order to restaurant
If there is no answer from restaurant, try to call restaurant owner’s cell number or any other
contact numbers. If this fails, wait for 5 minutes and call back restaurant again on a 5
minute interval and see if restaurant picks up phone. Remember it is your responsibility to
make sure issue is resolved, “I called no answer” is simply not enough”.
Finally, if restaurant cannot be reached, call customer and check with them if they got the
delivery or if they were able to pick up the order. If none, cancel the order accordingly then
send a reference email. Apologize for the inconvenience and advise them about the refund
timeline of 3-5 business days or 7-10 business days depending on the bank’s policy.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
Non-Prepaid Orders
Go to the Store’s Back Office by Clicking on the BO link on the far right side of the Control
Panel.
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After a couple of minutes, go to the Fax Phone Report and check the status of the pin.
If PIN was successfully confirmed by store, it should say Success under Pin S, then your
name beside it. For this example, it was confirmed successfully by store so we can already
resolve TO.
Prepaid orders
For Wrong Pin prepaid orders, regardless of the status you see on the Fax Phone Report,
ALWAYS call the restaurant to confirm the order.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
After receiving the phone call, if RT owner complains that they still haven’t received the
order after checking their emails and SMS, simply click the send restaurant order email
or send restaurant order text message. In the above picture, SMS order notification is
not enabled which explains why option is grayed out.
This usually happens to new restaurants who just set-up their account with BM. When
the Fax notification is enabled in the store settings, our system will assume that RT can
receive orders via Fax however, they don’t have a fax machine set-up. This order
automatically becomes a No Fax Number TO. There’s only one resolution for this, CALL
the restaurant to confirm order and clarify with them their method of receiving orders. If
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they don’t have fax machine, offer to set-up email, SMS, or Owner App etc. for them to
avoid another trouble order.
This type of trouble order is a combination of the Fax and Wrong Pin Trouble Orders.
A Fax/Pin trouble order is where the system detected that the store did not receive the fax
order, so we address this issue first by checking the Fax status then process it as a Fax
TO. After the fax is sent and received by the store, we need to make sure that the staff
confirms the pin by sending a pin confirmation request to the store.
Non-Prepaid
Go to the Store’s Back Office by clicking on the BO link on the far right side of the Control
Panel.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
Remember, we only resend a fax order if status says Busy signal detected; too many
attempts to dial. For other status not mentioned, call the store immediately.
Prepaid Orders
If Busy Signal Detected and Too Many Attempts to dial status, resend Fax first.
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If status is NOT Busy Signal Detected, call store immediately. In general, it is always
BEST to call the store to confirm an order for prepaid orders.
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Below are examples of a Delivery order, Pick-Up order, Pay by Cash and Prepaid Orders:
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
It’s always a good idea to go through the fax sheet line by line to understand the structure
of the order details. So please spend time to familiarize with the content of the fax.
When reading an online order to restaurant, it’s important to follow the steps below as a
general guideline.
1. At first, tell customer what kind of order this is, delivery, or pickup, or express dine
in, or reservation.
2. Give customer’s phone number to restaurant. This is one of the most important
information to a restaurant, in case they need contact customer.
3. If it is a future order, make sure let customer know when the customer wants it. Make
sure that restaurant does not rush to make a future order.
4. If it’s delivery order, read the name and address to restaurant. Normally, you do
not need read the city, state and zip code. If it’s a pick up order, it is important to
mention the customer’s name and the pick-up time.
5. Read items one by one, clearly and swiftly. If some menu items are not clear, note it
down and check the menu items on the restaurant’s website after finishing the call to
check for comparison.
6. Read the order amount. If there are tips and delivery fee, make sure to read those for
them.
Our control panel allows us to call restaurants smoothly. The steps are simple: Copy and
paste the restaurant’s phone numbers from the TO stack in the space above the “Ready”
button, click the small blue telephone icon then click ‘Call” and you’re good to go.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
It is important to note though that our control panel does not have a dial pad, thus it will not
allow us to input a certain number for those restaurants that require callers to enter a
number. In this case, we need to use Google Hangouts.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
Notice the image below. If this restaurant has 3 or more stars, this is a really good
client. More stars mean this restaurant is a highly valued client. So, please give more
attention to restaurants with three stars or higher.
Below is an example of how the “Note” field looks like for both TOs and phone calls.
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Double click the note field and it will route you to this area.
If you click the buttons on the right side, it will allow you to automatically fill in these
procedures to the note area. The same follows for the “Note” field in phone calls.
Additionally, the TO and PH buttons circled in red is very helpful. If you are adding notes
and you notice that these buttons are in red, it means to say that the contact you are
working on is associated to a certain TO or a phone call. Clicking that button will route you
to that TO or phone call so you can resolve it accordingly or use those associated TOs or
phone calls as a reference.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
Notice the play button, this is useful if you want to review a certain call to check on some
details. If you want to listen how tenured agents manage their calls, you can also check
this button.
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This section is simple. You just have to work on your computer and make sure the “ready”
sign is there so you can take incoming calls. If for whatever reason you are unable to see
the “ready” sign, do all you can to bring it back.
Note that we don’t charge customers every time they place phone calls to our hotline
numbers. However, it will depend on their network provider. Some customers make calls
using a different network from the one that we are using and these calls are charged
accordingly by their phone company.
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Status Active or Resolved. If the issue is not resolved, please leave the entry
as Active state.
Note By clicking this area, user can add notes, create ticket, and resolve the
issue. You can always play back each conversation since each one is
recorded.
info Click to bring up detailed restaurant information in the info section of the
middle panel.
Note Area:
You can click the note area to add comments, change the status of a call, create tickets
and etc.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
Notice the area above the “note field”, these are the selections you need to choose before
you resolve a call. This will mainly give a brief description on what transpired during your
call. For this above scenario, restaurant called about an order related issue so CS agent
selected Order Issue field.
When a customer calls us using a registered phone number that is linked to our system,
this is how it will look like in the phone panel. You will see an ‘Active” status in red and
beside it is the restaurant’s information.
Currently, our system can save 8 restaurant phone numbers: 4 regular landline numbers, 4
cell numbers, and one fax number. If the incoming phone number is linked and registered
to the RT’s account in back office, system be able to pull out the restaurant’s information.
Here, you will see the restaurant ID, related restaurant information, and back office link
button.
When RT owner calls in and phone numbers are not associated to his restaurant, it’s
important to associate the phone numbers to his account in BO. This way, when customer
calls again using this number we can easily locate the restaurant and find related
information.
After accepting the call, we need to click the ‘Find Restaurant Tab’.
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It will route you to this page. Ask for the caller’s main restaurant phone numbers and enter
it in the “phone field” and then it will pull up the restaurant’s information. Make sure to
check with caller the restaurant’s address, City and State to make sure it is the correct
restaurant.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
Below is how the phone panel would look like on an active call:
Sometimes a phone number can be linked to multiple restaurants. This usually happens
when the restaurant owner has more than two stores. In this case, no restaurant
information will pull up in the search restaurant tab.
Scenario:
He has 3 stores in Illinois namely: Panda Inn, China King and Great Wall. If the cell phone
number he is using to call Beyond Menu is saved in all 3 stores, no store information will
show up in control Panel.
In this scenario, it is very important to ask which store he is calling for. DO NOT CLOSE
STORE right away without verifying which restaurant he is referring to.
Basically, the steps are just the same with pointers 8.6, but for numbers associated with
multiple restaurants, you have to be extra careful when you link a phone call. You
have to make sure it is linked to the correct restaurant as this can be very tricky.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
When a call comes in, and no number is associated with the restaurant at the same time
no restaurant name is displayed. Most of the time, this could either be just customers
calling to check an order status or a restaurant owner using unregistered phone numbers.
In this case, the restaurant ID will look like this “-1”. If it is a customer checking an
order, no need to associate the call. If it is a restaurant owner, follow the process for
8.6.
When you pick up the phone, and start to talk to customer, everything is recorded. All
these information includes when the customer called in, and what they said etc. This way,
if we missed anything, we can always go back, replay the recording, and find out missed
information. Just click the “play” button.
This is also is a good way to learn how experienced employee answers incoming phone
calls.
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9. Function Buttons
The bottom section has several useful buttons:
The “ticket” button is a quick link to bring you the ticket system. When you click the button
and log in to the ticket system, you will see the screen like below.
If you need check a certain day’s failed order history, you can always click the “order
history” to bring up order history window to check them.
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You can find out specific troubled order by providing the search criteria.
The call history window is similar to the “order history,” it gives you the chance to find a
call within 30 days, and bring the conversation back to life If you forgot the details for that
certain call.
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At the bottom of the back office, there are also several function buttons:
The “Billing” button gives quick access for this customer’s billing statement.
Note: the “refresh” button is very important. If you click it, system will refresh and update
all related information on screen.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
10. Billing
10.1 Different commission plans
First, go to the billing system, then click “restaurant” tab at the right top corner, then click
the “restaurant setting” dropdown menu, and try to find the restaurant by ID, name, etc.
Click the “edit” button to modify the billing setup for this restaurant.
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Here we can setup everything about the billing rates for the restaurant, commission
charges and etc. everything about billing.
For non-prepaid account holders, they usually collect the customer’s money first either via
cash or via credit card and then they pay us our share of commission.
For prepaid accounts, customers pay the order online through BM by using their credit
cards. We collect the money online first and we pay the restaurant owners every half of the
month either through check via post mail or direct deposit to their bank accounts. This will
be their choice.
We send them their billing statement every half of the month and let them know how much
we will pay them. A sample of such statement is shown below:
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
Once we send out payment checks to restaurants, we fax or email them a letter to inform
them that a check is on its way.
Below are two sample letters. The first one is for check payments via post mail while the
second one is for direct deposit, also called ACH. By the way, Automated Clearing
House (ACH) is an electronic network for financial transactions in the United States.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
In this case, we typically Fax or email invoice to restaurants at the first day of the month.
(That is why we are very busy the first few days of the month.)
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
Restaurant can pay us by check or credit card. If they pay us by credit card, they call us
and give us their card information. We save their card info into our system, will charge
them for the following months. If they pay us by check, we expect them to send us the
check every 15th of the month.
Recently there have been new updates on BM’s payment system. Restaurant
owners now have the option to do Auto Pay. Since the process of calling BM every
15th of the month can be such a hassle, we make it easier for them by registering
their online checking account to our Auto Pay system. In this case, every 15 th of the
month, our system deducts payment for them.
After we charge restaurant credit card, we will send a thank you letter to inform them that
we have charge them certain amount of money. A sample letter is shown below:
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This letter also serves the purpose of the receipt . The disclaimer at the bottom informs
the restaurant that if they do not want us to charge them the credit card, they can call us
and we will refund them right away. If they do not call us and dispute the charge, the
additional $35 charge back fee will be applied to them.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
After we receive restaurant’s check, we also send them a thanks letter. A sample letter is
attached below:
As discussed previously, for prepaid restaurants we collect the money first and then
typically pay the restaurant every half of the month, either by online bank check or ACH
direct deposit.
When you get into a restaurant’s back office, the top line is an important summary line for
this restaurant.
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The red “Prepaid” sign on the image above should alert you that restaurant is a prepaid
account.
If you check a “Prepaid” restaurant’s billing statement, you should see a negative number
which is also an indication that we owe money to the restaurant.
There are some restaurant owners who prefer us to collect the money first to save their
management a headache. This type of restaurant is typically bigger, and owners are not in
restaurant all the time. Most of them are fed up with customer charge back.
There are also some restaurants owners who are delinquent payers or sometimes never
pay us at all. For these restaurants, we recommend them to switch to a prepaid account so
we can avoid the hassle of collecting money.
Therefore, if would benefit BM more if we collect the money first so we can ensure that we
get paid for our commission on a timely basis. This is important especially for restaurant
owners who do not pay monthly dues on time. This is something we want to avoid.
When you get into a restaurant’s back office, you can click the “billing” button at the bottom
to launch the billing page as below:
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
This screen shows restaurant ID 21086 (Saigon 48) payment history. You can always type
in different restaurant ID or name to find out corresponding restaurant’s payment history.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
Most of our billing disputes arise from certain situations where orders were cancelled by
customers or some restaurants do not like reservation orders.
For orders cancelled before the bill was generated, it will no longer show on the current
bill.
Orders listed on the billing statement are active orders.
Lots of restaurant owners do not know that we charge $0.25 per person for reservation
order. If they do not like this service, we can always turn it off as shown below.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
If a restaurant wants to pay credit card, please write down credit card information and fill
into the above screen. Then we will be able to charge customer credit card later. We will
need following credit card information:
Card number
Card expiration date
CVV number (or security code)
Card holder name
Billing Zip Code
Billing street address
Double check the credit card information that you wrote down with card owner, then fill
them into the form as shown above. At the same time, create a ticket, management team
will charge the credit card later. Remember, if nobody can charge the card right away, a
ticket must be created.
For prepaid accounts, we need to pay our credit card company certain transaction fees.
These fees are shouldered by the restaurant owners.
Below are the standard transaction fees that apply in case customer asks:
As you can see, Amex payment scheme is slightly higher if you compare it with the others.
That’s why most restaurant owners will not choose Amex.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
When you answer an incoming phone call your opening spiel should brand the call
and mention your name. Make sure to be friendly, efficient and listen carefully to the
customer’s concern.
“Thanks for calling Beyond Menu, this is Yujie speaking, how can I help?” You can
be creative in making your own spiel so as long as the call is branded and your
name is mentioned.
Always ask for the restaurant’s phone number first, since the caller sometimes is
calling from their cell phone and or a second business line.
When a restaurant owner or a staff asks if they can put us on hold, set expectations
that we can only wait for them for about 2-3mins as we have other calls to attend to.
If it’s a billing issue, it’s okay to wait for over 3-5mins. Otherwise, advise them to call
us back.
If a restaurant is not answering their phone, please call them several times. If you
cannot reach the restaurant call the customer to cancel the order.
Create a ticket if the issue is big enough. When you create a ticket, write as much
detail’s as you can. The more detailed, the better because other people may work
on the ticket too and may use your notes as a reference.
For old customers it is important to emphasize that we don’t do menu updates via
fax as they tend to become blurry and may deter us from updating the menu
accurately. Always recommend sending menu updates via email as it is faster and
more accurate.
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Beyondmenu.com/Kydia Incorporated. Phone: (630) 776 3590
Menu updates usually take 24-48 hours to accomplish. When someone calls to ask
for an update about their menu make sure to set expectations by mentioning the
timeframe.
Additionally, ask what method they used to send us the menu. If they sent it via email,
always ask for the owner’s email address so we can check from our system.
Restaurant owners can send menu updates on this email: info@beyondmenu.com
The best way to update a menu is to offer Owner App. The following are the
benefits:
1. Owner can just take a screenshot or picture of the menu and upload in on Owner
App gallery.
2. User friendly: as some owners don’t have the time to scan it or send it via email.
1. Creating a ticket
3. Reading the menu updates over the phone if less than 10 items.
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