Add-On Management on Dashboard & POS
Introduction:
Welcome to our comprehensive guide on managing and creating add-ons both in the dashboard and on your Point-of-Sale (POS) system. Whether you're operating from the dashboard or utilizing the POS system, understanding the process of creating and managing add-ons is essential for enhancing your offerings.
Table of Content:
How to Add or Create New Add-Ons on the Dashboard
Dashboard - How to Edit and Archive Add-On
How to Add and Edit Add-ons on Point of Sale
How to Add or Create New Add-Ons on the Dashboard
To make the process of adding new add-ons to your menu seamless, follow these steps:
Step 1: Access Add-ons: Navigate to the menu management section and select Add-ons.
Step 2: Add New Add-On: Click on the + New Add-ons button, enter the necessary details, and save your changes.
2a. Add-on Name: Provide a descriptive name for the add-on (e.g., Add Bacon, Extra Egg, Add Onion).
2b. Add-on Group: Choose an appropriate group for the add-on.
2c. Options: Indicate whether the add-on has options:
Select "Yes" for add-ons with options.
Select "No" for add-ons without options.
2d. Multiple Options: If the add-on has multiple options, specify if customers can choose more than one.
2e. Number of Options: Enter the count of options available for customers.
2f. Option Details: Enter option names and corresponding prices.
Example:
Add On Name - Add Fries
Option - Large or Medium
Value - $5 - $4
Dashboard - How to Edit and Archive Add-On
Step 1: Hover over the add-on name and click the Edit Icon
Step 2: Proceed to make any changes.
Note: Any changes made will be saved automatically.
Step 3: To Archive the Add-on tap on the Archive Icon.
Step 4: A popup prompt will appear.
Step 5: Click on Yes, Archive it!, Alternatively, you can click Cancel to stop the add-on deletion process.
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How to Add and Edit Add-ons on Point of Sale
If you want to start adding and editing Add-Ons from your Point-of-Sale device, then this article is a great way to understand how. We have outlined the steps for you below, so let's get started!
Create and edit delicious add-ons with ease. Unleash your creativity and let your ideas come to life.
How to Add and Edit Add-Ons on the Point of Sale
If you're looking to add and edit add-ons directly from your Point-of-Sale device, follow these steps:
Step 1: Access Menu Management: From the new order screen, tap the drop-down arrow ( 1 a ) or slide down the settings bar ( 1 b ).
Step 2: Open Menu Management: Tap on Menu Management.
Step 3: Navigate to Add-Ons: In the left-hand navigation bar, select Add-Ons.
Step 4: Add New Add-On: Click on the plus (+) button.
Step 5: Enter the required information:
Note: If no order types are specified, the modifier will be available for all orders.
5a. Order Type Tag: Select the applicable order type for which the add-on will be displayed.
5b. Add-On Name: Provide a name for the add-on (e.g., French Fries).
5c. Options: Indicate if the add-on has options.
5d. Number of Options: Specify how many options customers can select.
5e. Add-On options: Add the options and the price.
How many options can the customer select? (Select how many options a customer can select)
Step 6: Save Changes: Tap the X and your changes will be saved automatically.
Editing and Deleting Add-Ons
To edit or delete existing add-ons, follow these steps:
Step 7: Access Menu Management: From the Menu Management tab, select Add-Ons and choose the add-on you wish to modify.
7a. Edit Add-On: Make desired changes to the add-on details.
7b. Archive Add-On: Slide the add-on to the left to reveal the archive button. Tap to delete.
Point of Sale Illustration
The illustration below demonstrates how add-ons appear in your Point-of-Sale after configuring your POS menu add-on settings.
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Updated on: 09/19/2024
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