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Add-On Management on Dashboard & POS

Managing and Creating Add-Ons: A Step-by-Step Guide



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

Edit Icon

Step 2: Proceed to make any changes.

Note: Any changes made will be saved automatically.

Edit Page

Step 3: To Archive the Add-on tap on the Archive Icon.

Archive Icon

Step 4: A popup prompt will appear.

Popup Prompt

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. Start exploring the possibilities today and discover the exciting world of add-ons.

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 ).

New Order Screen

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

Menu Management

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

Left hand navbar

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

Add Tab

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.

How many options can the customer select? (Select how many options a customer can select)

Information Field

Step 6: Save Changes: Tap the X** and your changes will be saved automatically.

Saving

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.

Add-ons

7a. Edit Add-On: Make desired changes to the add-on details.
7b. Archive Add-On: Scroll down and tap "Archive" to remove the add-on.

Edit Add-Ons


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

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Updated on: 03/15/2024

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