Getting Started with SauceyDirect
First steps in getting your store setup for delivery.
46 articles
🚀 Prepare for Onboarding
📌 Merchant Partner Guidelines for Delivery Success
How Do I Access the Merchant Dashboard?
Adding billing information for your Direct subscription
Setup Store Settings
User Management
Setting Delivery Fees & Minimums
Self-Delivery Option (Cartwheel)
How to Add a Homepage Description to Your Store Website
How to Switch Between Stores Under the Same Account
🖥️ Supported POS Integrations with SauceyDirect
🛡️ Fraud Management and Customer Ban Tools
🛡️ Recommended Fraud Settings for High-Risk Stores
Compliance & Age Verification: Merchant Responsibilities
Pre-Launch Checklist: Is Your Store Ready to Go Live?
How to Pause or Temporarily Close Your Store
Managing Multiple Locations with SauceyDirect
How do I add products to my menu with SauceyDirect?
Creating Custom Products
Creating and Managing Custom Categories
Bulk Edits & Updates
Discounts, Sales & Deals
🧾 How to Upload Your Menu to SauceyDirect
Making the Most of Custom Categories
🛒 Understanding Publish, Unpublish, and Deactivate
📤 How to Upload a Certificate of Analysis (COA)
📦 How to Manage Inventory Levels
Best Practices for Product Photos & Descriptions
Processing Delivery Orders
🧾 How to Accept an Order
How to Cancel an Order
❌ How to Cancel an Order
✏️ How to Edit an Order
🚚 Delivery vs. Pickup Orders
❌ What Is a Failed Delivery and What Should I Do?
What to Do When a Driver No-Shows or Doesn't Pick Up an Order
What Does 'Pending Payment Auth' Mean on an Order?
How to set up payouts for completed orders
How do I set up Stripe?
Onboarding to Green Payment Solutions
💳 What to Do After Being Onboarded to Green Payment Solutions
🧪 What Is a Certificate of Analysis (COA)?
How to Add a User to Your NMI Payment Gateway
How Chargebacks and Disputes Affect Your Payment Account
📄 What To Do When You Receive a Chargeback
Use Your Existing Payment Processor with SauceyDirect via NMI