Groups 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.

Key Elements on the Groups Page
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

Key Elements on the Groups Page

Group Overview

Groups (Modifiers/Add-Ons): Lists the name of each group (e.g., "Add Avocado," "Add Cheese").
Type: Identifies the group as an Add-On or Modifier.
Modifiers/Add-Ons: Shows the number of modifiers or add-ons assigned to each group.
Date Created: Indicates when the group was added to the system.

Operations

Create a New Group: Click + New Groups (Modifiers/Add-Ons) to add new groups.
Search and Filter: Use the search bar to find specific groups or filter by categories.

Best Practices for Managing Groups:

Ensure groups are clearly named and organized for easy identification.
Keep groups updated to match menu changes and ensure alignment with seasonal offerings.
Use groups to provide various options catering to diverse customer tastes.

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 your customer's unique preferences. 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 Groups (Modifiers/Add-Ons) in the menu management section.

Step 2: Adding a New Group: Click on the "+ New Groups (Modifiers/Add-Ons)" 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
Name	Name of the modifier group
Position	Set the position of the group to determine its display order in the POS
Type	Choose between Add-ons or modifiers.
Display Name	Enter a group display name to be shown in the product customization screen
Select Add-Ons	Choose add-ons from the available list.
Add-On Name and Price	Manually enter the name and price for new add-ons.
Action	Use options to edit or remove add-ons as needed.
Are Options Mandatory	Decide if selecting an option is mandatory (Yes/No).
Minimum/Maximum Number of Selections	Define how many options a customer can or must select.

Navigating the Groups section on the Point of Sale

The main display shows the Group Name and Type.
Use the search bar for quick access to specific groups.
To archive a group, click the dropdown icon next to the group and tap Archived to confirm

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.

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

Setting Dropdown

Step 2: Tap on Menu Management

Step 3: On the menu management section tap on Groups

Step 4: Tap + Add button to add new groups

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.

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 - Tap the Archive button and confirm

Tap X and your changes will be saved automatically.

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: 12/12/2024

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