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Creating Modifiers

Modifiers are a great way to add variations to menu items without having to create a separate item each time. For example, if you are selling a sandwich, you may want to give your customers the option to customize their sandwich toppings. 

  1. Navigate to your Management Console, and select Products > Modifiers.
  2. To create a new Modifier Class(group name), click Add Modifier Class.
  3. Right under the class you just created, click Add Modifier (this is the actual choice or customization to your items). Then type in the name of your modifier.
  4. The price field is an additional charge on top of the price of your item. Put in a cost to track the value of your modifiers.
  5. To create additional modifiers, click Add Modifier. 

  6. Then click Save.

Associating Modifiers with Products

Now that you have created Modifier Classes and their Modifiers, the next step will be associating Modifiers with individual Products.

  1. From the Products tab, locate the item that you would like to associate a modifier to. 
  2. On the left side of the item name, click the M for Modifiers.

  3. Under Select Desired Settings, find the modifier section. You should see a list of all the modifier classes you previously created. Check the box for the modifier class that you would like to link to this item.
  4. On the right side of the page, find the modifier class that you would like to edit. To link the modifiers to this specific item, check the check box for Active.

    Setting Description
    Free This signifies the number of free modifiers for this group.
    Free Type You can set a quantity amount or price value for free modifiers.
    Maximum Modifiers per Group Customers can choose at most a certain number of modifiers. Example: at most six kinds of donuts for a half-dozen.
    Minimum Modifiers per Group Customers have to choose at least a certain number of modifiers. Example: at least one flavor for a smoothie beverage.
    Jump to next group when maximum modifiers selected After the maximum amount of modifiers have been selected, this feature will automatically add the item to your order screen.

Modifier Options

Free Type

For some businesses, some modifiers (usually toppings) are sold at an additional price of, say, $0.50 or $1.00. However, oftentimes there are a certain number of toppings that clients that choose from that come free with the product (e.g. first three toppings are free, additional toppings are $0.50). In order to set these free quantities, the parameters for these free amounts have to be set during modifier association.

To set up free amount, first select the kind of Free Type you would like to apply to these modifiers. There are currently two types:

  • Quantity type – the maximum number of modifiers within that class that you would like your customers to be able to order.
  • Price type – the maximum dollar amount that you would want discounted from the total of all modifiers chosen.
  • In the example above, the customer will be given the first three modifiers/toppings for free, and all other toppings will be charged at the price listed for that particular modifier. If the Type had been set to Price, then up to $3 worth of modifiers would be given for free.

Forcing a Minimum/Maximum Amount of Modifiers

In some cases, you might need the ability to restrict the amount of modifiers than can be ordered along with an item. In this case, you are able to set a minimum amount, a maximum amount, or both. Instances in where this would be used is:

  • Minimum – Customers have to choose at least a certain number of modifiers. Example: at least one flavor for a smoothie beverage.
  • Maximum – Customers can choose at most a certain number of modifiers. Example: at most six kinds of donuts for a half-dozen. Any more modifiers chosen past the sixth donut is not allowed.
  • Min & Max – Customers have to choose at least a certain number, but no more than a higher or equal number. Example: Choosing at least and at most one temperature for meat (e.g. medium).

Copying Modifiers to Multiple Products

If you want to have those same options available across multiple products, you can use this copy modifiers functionality. For example, a Ham and Swiss sandwich may have the options of lettuce, tomato, onion, and pickles, but the same can also be applied for different sandwich items. 

    1. To copy modifiers onto multiple products, go to the Menu screen, and search for the Product containing the modifier class and associated settings that you would like to copy over.
    2. On the right-hand side, click on the double M icon, and a window will appear which will prompt to select a modifier class to copy over.

    3. This will take you to the Copy Modifiers screen. Select the desired modifier class to copy under Copy Settings From and any associated the setting of that modifier to push to other products.
    4. To quickly select all settings, check the box marked Select/Deselect All. The selected settings and modifiers will be outlined in blue.
    5. On the right, the product tree allows you to pick the products to copy the modifiers to. Note that you are able to select an entire Category, an entire Sub-Category, or an individual Product.

Once you are done, click Copy at the bottom of the page. You will receive an email once the process is complete.

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