Modifier Management on Dashboard & POS

Introduction:

Welcome to the guide on how to efficiently add and manage modifiers on the eatOS dashboard. Modifiers allow you to enhance your menu items and tailor them to your customer's preferences. Follow the steps below to effortlessly create and edit modifiers, ensuring a seamless ordering experience for your customers.

Key Elements on the Modifiers Page

Modifier Overview:

Modifier Name: Represents the name of each modifier (e.g., "100% Sweet," "1st Course").
Options: Indicates the number of options assigned to each modifier.
Date Created: Shows when the modifier was added.

Operations:

Create a New Modifier: Use the + New Modifier button to add new modifiers.
Filter Modifiers: Use the "Select Modifier Group" dropdown to filter and find specific modifiers.

Best Practices for Managing Modifiers:

Keep your modifiers clear and concise to make them easy for staff and customers to understand.
Frequently review and update modifiers to ensure they align with menu changes and promotions.
Ensure that options assigned to modifiers are consistent with the product offerings.

How to add or create new modifiers

Step 1: Select Modifiers in the menu management section.

Step 2: Tap +New Modifier .

Step 3: Enter the required information and tap the save button.

FIELD	DESCRIPTION
Modifier Name	Enter a name for the new modifier.
Modifier Group Name	Select an existing group or add a new one using the plus (+) icon.
Modifier Price	Set a price for the modifier, if applicable.
Select Order Type Applicable	Choose the relevant order type (e.g., dine-in, takeout).
86 this Modifier?	Toggle this option to temporarily disable the modifier if needed.
Modifier Options:
Can this Modifier be Served?	Indicate whether the modifier is available for serving.
Does this Modifier have Options?	Specify if there are additional choices within the modifier.
How many Options can the Customer Select?	Define the number of options a customer can choose.
Options Management
Option Name	Enter the name of the option (e.g., "Regular").
Price	Assign a specific price to the option.
Action	Use the pencil icon to edit or the trash icon to delete an option.

After configuring all necessary details, click Save to add the modifier to your system or cancel to discard changes.

Dashboard - How to edit and archive a modifier

Step 1: To edit a modifier hover over the modifier name and click on the Pencil Icon

Step 2: After clicking the pencil icon. proceed to make any changes to the modifier.

Note: Any changes made to the modifier will be saved automatically.

Step 3: To archive a modifier hover over and click the Archive icon.

Step 4: You will be presented with a prompt asking you to confirm your changes.

Step 5: Finally click on Yes, Archive it! to remove the modifier

How to Add and edit Modifiers on Point of Sale

This guide will provide you with the steps necessary to successfully edit and add a new modifier. Utilize this helpful resource to make any changes to your modifiers efficiently and effectively!

To make your menu items more versatile and appealing, you can easily add new modifiers. Follow these steps:

Step 1: Accessing the Modifiers Section ( 1a) or slide the setting bar down ( 1b):

New Order Screen

Step 2: Navigate to Menu Management - Tap on Menu Management to access the menu configuration options.

Menu Management Tab

Step 3: Select Modifiers - In the left-hand navbar, choose Modifiers to manage and create modifiers.

Step 4: Add a New Modifier - Click on Add to begin creating a new modifier.

Step 5: Input Modifier Details

Fill in the required information, including:

5a. Order type tag
5b. Modifier name
5c. Can this modifier be served?
5d. Does this modifier have options?
5fe Number of options customers can select

Step 6: Changes will be saved automatically

Editing or Deleting Modifiers

If you need to make changes to existing modifiers, follow these steps:

Step 7: Accessing the Modifier List - Under Menu Management, select the Modifier sub-tab to view the list of available modifiers.

7a. Editing a Modifier - Choose a modifier from the list and start editing its details as needed.

7b. Archiving a Modifier - Slide the modifier to the left to reveal the archive button. Tap to delete.

For a visual representation of how modifiers are integrated into your point-of-sale menu, refer to the following image:

Updated on: 12/06/2024

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