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Creating Modifier Groups and Modifier Items

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Information

Title	Creating Modifier Groups and Modifier Items

URL Name	Creating-Modifier-Groups-and-Modifier-Items

Summary	For Point of Sale, learn how to create modifier groups and items.

Article Record Type	Help

Publication Status	Published

Validation Status	Not Validated

Last Modified By	Nihal Shah

Description

Modifiers exist to provide the kitchen or bar specific instructions for how to prepare an order. These can be a special request, such as ‘Lite Mustard,’ a requirement, such as meat temperature, ‘Steak– Medium Rare,’ or an option on a side, such as ’Salad– Ranch Dressing.’ Modifiers also allow you to charge extra for additional ingredients, such as ‘Bacon’ or ‘Extra Cheese.’ Modifier groups enable you to locate modifier items easily at the Point of Sale.

With Back Office, you can also price modifiers by variation. For example, you may want to charge different amounts for a modifier, such as ‘Extra Cheese,’ based on the size of the sandwich.

Modifier Groups

You can create as many modifier groups as necessary for your menu. When you configure a modifier group, you can define whether you want the prompt for the modifier group to appear when the parent menu item is selected. Additionally, you can rank the order in which modifier groups appear.

To create modifier groups:

Select MENU > MODIFIERS.
Click Add a Modifier Group.

Type a name for the modifier group.
(Optional) Assign an External ID number to the modifier group. It is not necessary to enter an External ID number.
- If you leave External ID blank, the system populates the External ID with a system-assigned Master Item ID when you save the item record.
- If you enter a number for the External ID, the External ID number for the item will be different than the Master Item ID number.
Enter a minimum quantity for the modifier group, to define a minimum number of modifier items a customer must select for the item.

A minimum of ‘1’ means the customer must select at least one modifier item from the modifier group.
A minimum of ‘0’ means the customer need not select a modifier item.

5. Enter a maximum quantity for the modifier group, which limits the maximum number of modifier items a customer can select for the item.

· A minimum of ‘1’ and a maximum of ‘1’ means you require a modifier, but the customer can only choose one modifier item. For example, meat temperature, such as ’Well Done’ or ’Rare,’ or a side choice, such as ‘Fries’ or ‘Chips.
A minimum and maximum of ‘0’ means you do not require the customer to make a modifier choice, but the customer can have unlimited modifier choices.
A minimum of ‘1’ and a maximum of ‘2’ means a customer must choose at least one modifier, but can select no more than two modifiers.

Click Show modifier group when item is added to force the system to display the modifier group options for an item without requiring the customer to select a modifier.
Click Save Changes.

To edit modifier groups:

In Back Office, select MENU > MODIFIERS.
Click to the right of the modifier group you want to edit. The Edit Modifier group dialog appears.
Make the desired changes.
Click Save Changes.

To rank modifier groups:

You can rank modifier groups to change order in which they appear.

1. In Back Office, select MENU > MODIFIERS.
2. Click Sort Manually.
3. Click User-added image

to move a modifier group up one level or click User-added image

to move a modifier group down one level. Repeat until you have the modifier groups ranked as desired.
4. Click Done Sorting.

Modifier Items

In Back Office, modifier items can be both menu items and modifiers items. Modifier items can be sold without variation and with variation of size. When modifier items are sold by variation of size, you can link the size of the modifier item to the size of the parent menu item. When you create modifier items, you must configure how you want to sell the modifier, price the modifier, and whether the modifier ought to be the default modifier item for the modifier group.

Modifier Items Without Variations

In some situations, you may not want to sell the modifier item by variation. In one scenario, for turkey sandwiches, you have ‘Tomato’ as a modifier item to enable customers to customize their sandwich. In a second scenario, for steaks, you want customers to determine the meat temperature of their steak, and you create the following modifier items: ‘Rare,’ ‘Medium,’ and ‘Medium Well.’

To add a modifier item without variations to a modifier group:

You must first create the modifier item as an item without variations.

Select MENU > MODIFIERS.
Select the modifier group for which you want to add a modifier item.
Select Add Modifier. The Add Modifier dialog appears.

Select the item from the drop-down list.

-OR-

Click ‘+’ to add a new modifier item. The Create Modifier Item dialog appears. Select a category from the drop-down list, type a name for the modifier item, and select a tax category from the drop-down list. Optionally, type a price for the item and an external ID number. You can leave the External ID blank and the system will assign a number to the modifier item. Click Save Changes.

Select Yes to specify a price for the modifier that is different from the menu item price and type a price for the item as a modifier.

-OR-

Select No to sell the modifier item with the default price.

(Optional) Select Yes to designate the modifier item as the default item for the modifier group. For example, if you cook all burgers to a medium well temperature unless otherwise requested, select medium well as the default choice.
Click Save Changes.

Modifier Items with Variations

You can also sell modifier items by variation of size. This allows you to price modifier items according to the size of the menu item. For example, for turkey sandwiches, you offer the modifier item option of ‘Extra Cheese.’ You may want to charge more for extra cheese on a large sandwich rather than a small sandwich.

To sell a modifier with variations, the modifier item must be assigned variations and be priced according to variations.

When you choose to sell the modifier by variation, you can elect to create a modifier variation link, which connects the modifier variation dimension (i.e., size) to the parent menu item variation dimension. This allows the system to automatically apply the correct charge for the size of the modifier dimension based on the selection of the parent menu item. Also, when you enable the modifier variation link, employees cannot change the size of the modifier at the POS, they can only change the size of the parent menu item, which automatically changes the size of the modifier variation.

For example, you offer the following menu item, ‘Turkey Sandwich,’ available in the following sizes, ‘S,’ ‘M,’ and ‘L.’ You also create a modifier ‘Extra Cheese,’ available in ‘S,’, ‘M,’ and ‘L.’ You then elect to sell it by variation and link the variation of the modifier to the parent menu item. When a customer orders a medium turkey sandwich with extra cheese, the system automatically applies the correct modifier dimension and any associated price. If the customer changes their mind and wants a small sandwich instead, the user changes the size of the sandwich and the system automatically changes the size of the modifier.

The system links the variation dimension (i.e., ‘Size’) of a modifier only when you configure the variation dimensions of the modifiers exactly as the variation dimensions of the parent item. Linking the dimension variations of the menu item and the modifier item requires they have the same dimension name, same number of options, and the option names must be the same.

The following table provides examples of menu and modifier items with variations and whether they can be linked.

To add a modifier item with variations to a modifier group:

You must first create the modifier item as an item with variations.

In Back Office, select MENU > MODIFIERS.
Select the modifier group for which you want to add the modifier item.
Click Add Modifier.
Select the modifier from the drop-down list.

-OR-

Click ‘+’ to add a new modifier item. The Create Modifier Item dialog appears. Select a category from the drop-down list, type a name for the modifier item, and select a tax category from the drop-down list. Optionally, type a price for the item and an external ID number. You can leave the External ID blank and the system will assign a number to the modifier item. Click Save Changes.

User-added image

Select the pricing for the modifier item. The system defaults to No, sell with the default item variation prices.

-OR-

Select Yes, use the following price. Type the price for which you want to sell the modifier item.
When you select 'Yes,' type the price for which you want to sell each variation for the modifier item.

(Optional) Select Yes to designate the modifier item as the default item for the modifier group.
(Optional) Select Link modifier variation to link the size of the modifier variation to the parent item. For example, you select a large sandwich and extra cheese. When you enable link modifier variation, they system automatically applies the large extra cheese modifier. When you change the sandwich to small, the system automatically changes the large extra cheese modifier to small. If you do not enable link modifier variation, you must manually change the size of the modifier item variation.
Click Save Changes.

Editing, Removing, and Sorting Modifiers

You can edit a modifier, remove it from a modifier group, and rank the appearance of the modifiers.

To edit or remove a modifier item from a modifier group:

In Back Office, select MENU > MODIFIERS.
Select the modifier group containing the modifier item you want to edit or remove.
Select the modifier item you want to edit or remove.
Make the desired edits and click Save Changes.

Click Remove Modifier to remove the modifier item from the modifier group. A prompt appears. Click OK.

To sort modifier items within a modifier group:

You can rank modifier items within a modifier group or sort them alphabetically.

In Back Office, select MENU > MODIFIERS.
Select the modifier group for which you want to sort modifier items.
Click Sort Alphabetically to sort the modifier items from A-Z.

Click Sort Manually to manually sort the items. Use the User-added image

and

arrows to move a modifier item one level, or drag and drop into place. Repeat until you have the modifier items ranked as desired. Click Done Sorting.