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:

Key Elements on the Add-Ons Page
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

Key Elements on the Add-Ons Page

Add-Ons Overview:



Add-On Name: Displays the name of each add-on (e.g., "Add Almond Milk," "Add Avocado").
Options: Indicates the number of options assigned to each add-on.
Date Created: Shows when each add-on was created in the system.

Operations:

Create a New Add-On: Click on + New Add-Ons to add new customizable options.
Search and Filter: Utilize the search bar to quickly find specific add-ons.

Best Practices for Managing Add-Ons:

Use add-ons to offer customers additional choices that can personalize their orders.
Regularly update add-ons to reflect seasonal changes or new ingredients.
Ensure add-on names and descriptions clearly convey what they offer to avoid confusion.

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.

Back to Top

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 + Add 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: Tap the archive button and confirm.

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.



Back to Top

Updated on: 12/06/2024