Modifier Group Management on Dashboard and POS

Introduction

This helpdesk article guides you through the process of adding, editing, and deleting modifier groups in your Point-of-Sale (POS) system. Modifier groups allow you to customize products to meet your customers' preferences, enhancing their overall experience. Below, we'll explore how to create new modifier groups on the dashboard and perform group management tasks within your POS system.

Table of Contents

Creating a New Modifier Group on the Dashboard
How to Add a New Group from your Point of Sale
How to Edit and Delete Group

Creating a New Modifier Group on the Dashboard

Creating a new modifier group on the dashboard of your Point-of-Sale (POS) system is a straightforward process that allows you to tailor product offerings to meet the unique preferences of your customers. Here's a step-by-step guide to help you through the process:



Creating a New Modifier Group on the Dashboard

Step 1: Accessing Modifier Groups: To create a new modifier group, start by selecting Modifier Groups in the menu management section.



Step 2: Adding a New Group: Click on the "+ New Modifier Groups" button.



Step 3: Provide Group Details: Enter the required information and then click Save. Here are the details you need to fill in:

FIELD	DESCRIPTION
Modifier Group Name*	Name of the modifier group
Modifier Group Position*	Set the position of the group to determine its display order in the POS
Modifier Group Type*	Choose between Add-ons or modifiers.
Modifier Group Display Name*	Enter a group display name to be shown in the product customization screen
Modifiers	Select the modifiers that will be associated with the group modifier.
	Checked-mark the box to set the modifier as a default modifier
Advanced Settings
Does this Add-on have options?
How many modifiers must customers select?	Enter a number of how many modifiers a customer “MUST” – This makes the modifier a forced/mandatory modifier. The customer must select before being able to add an order
How many modifiers can the customer select	Enter a number of how many modifiers can the customer selects

Advanced Settings:

Does this Add-on have options?
How many modifiers must customers select?: Define the minimum required modifiers for customers.
How many modifiers can the customer select?: Set the maximum allowed modifiers.



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How to Add a New Group from your Point of Sale

The following article will teach you how to create a new group from your Point-of-Sale system. Follow the steps for an easy setup process.

Elevate your customer experience with our point-of-sale group modifiers. Easily create and edit your modifiers to ensure your customers get exactly what they want. Enjoy a seamless customer experience with our simple and intuitive POS system.

Step 1: From your new order screen tap the drop-down arrow (1a) or slide the setting bar down (1b):



Step 2: Tap on Menu Management



Step 3: On the left-hand navbar tap on Groups



Step 4: Tap "Add"



Step 5: Enter the required Information (Field with = Mandatory)*

FIELD	ACTION
a. Group Name*	Enter the group name i.e, Cheese
b. Group display name	Enter a group display name
c. Group Type	Select group type (modifier/Add-on)
d. Modifiers	Select the modifiers to be applied to the group i.e, Almond Cheese,Mozzarella
e. Modifier Group position	Enter the modifier group position
f. Modifier group advance	Marked if modifier group is mandatory- If marked select how many modifiers a customer “MUST” select
	Mark and select how many modifiers customers can select.
g. Tap X and your changes will be saved automatically.

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How to Edit and Delete Group:

Step 1: From Menu Management, tap on the Group sub-tab and proceed by selecting a group from the list available



1a. Edit Group - Begin to edit and make changes to the Group.
1b. Archive Group - Scroll down and tap on Archive to Archive Group

Tap " X " and your changes will be saved automatically.

Point-of-Sale (POS) Menu Illustration:

The provided illustration demonstrates the placement of group modifiers within your point-of-sale system once you have configured your POS menu group settings.



By following these steps, you can effectively manage modifier groups in your Point-of-Sale system, ensuring a smoother customer ordering experience.

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Updated on: 04/04/2024