When selling items that can come in many ways, its best to use modifiers. Modifiers are used as child items to a parent item. Example: A hamburger usually has several topping options(lettuce, onion, mayo, etc.), and these would be the child items for a hamburger. These child items are what we describe as 'Modifiers'.
Setting up and using Modifiers is pretty simple:
On a sheet of paper, write down quick list of names/categories that represent the different groups of Modifiers your business currently uses. (i.e.: Pizza Toppings, Burger Toppings, Cook Temperatures, Combos, Meal Sides)
2. Click Inventory from the top navigation options.
3. Select Departments from the Inventory Menu on the left.
4. Create Departments
for each of the groups of Modifiers your business items or entrees have available.
5. Select Inventory Items from the Inventory Menu on the left.
6. One at a time, create
all of the modifiers as individual items that exist in each of the Departments (Modifier groups) you created. (i.e.: Tomato, Onions, Ketchup, Cheese)
*Make sure to select the correct Department (Modifier groups) for each one your create, and that you enter the price of any modifiers that cost extra to add to an entree (i.e.: Cheese or Guacamole commonly cost extra $ to add to an item.)
7. Click on the Item ID of an Entree or item that has modifier options. This will open the details for this item/entree.
8. Edit the Modifiers section of an item/entree by adding up to 3 groups of Modifiers that come on or with this item/entree.(i.e.: Add the group of Burger Toppings, such as lettuce and tomato, as one of the 3 Modifier groups for all of the Hamburgers you sell)
a. Type a Description
b. Click the Mod. Item Lookup
button, this will open the Item Search pop up window.
c. Click the Dept. option, then from the drop-down arrow, choose the Department group of modifiers we'd like to add from.
d. A list of items in that Department will be displayed. One at a time, click the Item # to add each modifier you'd like as a modifier for this entree. (i.e.: Lettuce, Tomato, Cheese etc.)
9. Click the Red X icon in the top right corner of that popup window.
10. Click the Update button toward the bottom of the item creation form to save these changes.
*Each modifier Group has (2) options available, which can be used individually, concurrently or not at all:
Modifier Required: A Server must select (1) of the modifiers listed in that group.
Multiple Select: A Server has the ability to select any number of modifiers listed in the group.
When both options are checked, a server must select one (1) to unlimited modifiers, but when neither check boxes are selected the server will have one opportunity to select a modifier, or select done, and be moved to the next screen
*Note: All modifiers must be created as inventory items before they can be applied to a parent item. Also, inventory items used as modifiers will carry over the price listed with the item.
Example Entree with Modifiers - Burger Combo:
When a customer orders Burger Combo, servers and the chef will want to know how the guest would like it prepared.
The first modifier might be the Burger Toppings toppings (ketchup, onion, lettuce, tomato, pickle and types of cheese).
The second modifier could be the type of Beverage customers would like.
The third modifier set may represent the available side dishes for the combo, like french fries, mac & cheese, or a side salad.
An item can only have up to (3) groups/levels of modifiers, but there is no limit of how many items are added to each group, and even those items may have their own set of modifiers setup.
Any Selected modifiers will be added below the item on the order/ticket.
Touching the NO button, before choosing a modifier will indicate it is unwanted by the customer and will appear on the display/receipt with *NO* next to the unwanted modifier.
A modifier may or may not have a price, which will be indicated next to the modifier on the display.
- Example: Adding or removing Cheese from a Burger will increase or decrease the cost of the burger accordingly if Cheese has a price.