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# 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 utilising the POS system, understanding the process of creating and managing add-ons is essential for enhancing your offerings. 

### Table of Contents:

* [ **Key Elements on the Add-Ons Page** ](#3-key-elements-on-the-add-0ns-page) 
* [ **How to Add or Create New Add-Ons on the Dashboard** ](#3-how-to-add-or-create-new-add-ons-on-the-dashboard) 
* [ **Dashboard - How to Edit and Archive Add-On** ](#3-dashboard-how-to-edit-and-archive-add-on) 
* [ **How to Add and Edit Add-ons on Point of Sale** ](#3-how-to-add-and-edit-add-ons-on-point-of-sale) 

---

### Key Elements on the Add-Ons Page

1. **Add-Ons Overview:**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_vjc3vq.png)

* **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:** This shows when each add-on was created in the system.

2. **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

${vimeo}[Create a New Add-On](995794110)

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.**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1g4rg4n.png)

**Step 2:** Add New Add-On: Click on the  **+ New Add-ons** button, enter the necessary details, and save your changes.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_6alw3l.png)

**2a.** Add-on Name: Provide a descriptive name for the add-on (e.g., Add Bacon, Extra Egg, Add Onion).

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_18akgsm.png)

**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**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_q9yw4h.png)

**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.**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1q242za.png)

**Step 4:** A pop-up prompt will appear.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1df7b5d.png)

**Step 5:** Click on **Yes, Archive it!**, Alternatively, you can click **Cancel** to stop the add-on deletion process. 

[ **Back to Top** ](#3-introduction) 

---

### How to Add and Edit Add-ons on Point of Sale

${youtube}[Add-ons - POS](0zZO1keNwqU)

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!

**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 ( **1a** ) or slide down the settings bar ( **1b** ).

![New Order Screen](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1bqen2z.png)

**Step 2:** Open Menu Management: Tap on **Menu Management**.

![Menu Management](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_11mjp8m.png)

**Step 3:** Navigate to Add-Ons: In the left-hand navigation bar, select **Add-Ons**.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1xchalh.png)

**Step 4:** Add New Add-On: Click on the **+ Add** button.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1kooop3.png)

**Step 5:** **Enter the required information:**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_b3sfh3.png)

|| **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.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_mju7eq.png)
---

### 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. 

![Illustration](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/screenshot-2024-03-15-at-12155_32kfbz.png)

[ **Back to Top** ](#3-introduction)