Modifiers are used to add variations and flexibility to your product offering without creating an excessively large menu.
You are able to create modifiers manually or en masse using Excel. This article will walk through the process of adding and editing your modifiers using the Import/Export feature.
Please Note: Import/Export is only possible with Excel.
- Exporting the Modifier Spreadsheet
- Working in the Modifier Spreadsheet
- Importing the Modifier Spreadsheet
Exporting the Modifier Spreadsheet
The first step to add/edit modifiers via a spreadsheet is to export the sheet. To do this:
- On the Management Console ([yoursubdomain].revelup.com), go to the Products tab.
- Click Import/Export in the bottom left corner. Choose Modifiers from the menu:
- You will now be on the Export Modifiers page. For Export Type you can select Basic, Advanced, or Empty Template:
- Basic: This spreadsheet contains the minimum level of modifier details like name, price, cost, and active status. The basic export will contain your existing modifiers. You can edit your existing modifiers or add new modifiers with this spreadsheet.
- Advanced: This spreadsheet contains all of the columns in the basic export plus Additional Fields like color code, kitchen print name, and printers. Just like the basic spreadsheet, this will export your existing modifiers so you can edit them and/or add new modifiers with this sheet:
- Empty Template: This spreadsheet contains all of the columns in the basic export, but it does not export your existing modifiers. This is the best export type to use if you only want to add new modifiers and you do not want to edit your existing modifiers. This selection also lets you choose Additional Fields if you want to add advanced details to your modifiers:
Working in the Modifier Spreadsheet
The basic exported modifier spreadsheet works as so:
- Lines 1-19 in the spreadsheet provide instructions on how to use the sheet. You can leave them there or delete them, but no action is required for those lines.
- Modifier Class Name: Column A; This is the grouping that your specific modifiers will fall under. For example, Cheese Types, Size, and Dressing Choice could all be modifier classes.
- Modifier Name: Column B; This is the name of the specific modifier. For example, Pepper Jack, Medium, and Ranch.
- Description: Column C; Here you can provide more details about the specific modifier. The modifier description is accessible on the Point of Sale. This is an optional field.
- Price: Column D; The amount the customer will be charged upon purchase of the modifier. The price can be left at 0 if it is a free modifier.
- Cost: Column E; The amount it cost your business to purchase one single unit of this modifier.
- SKU: Column F; If the modifier has a specific Stock Keeping Unit associated with it, put that here.
- Barcode: Column G; If the modifier has a specific barcode associated with it, put that here. Please Note: Modifiers MUST have a barcode or a SKU. If your modifier does not need a specific SKU or barcode, it can be an arbitrary number.
- Active: Column H; If the active status is Yes, the modifier will be available for use on the Point of Sale. If the status is No, it will not appear on the Point of Sale but can still be accessed on the Management Console.
- Sort Order: Column I; The order in which the modifiers will appear on the Point of Sale within the modifier class:
In order to successfully upload your modifier spreadsheet, the Modifier Class Name, Modifier Name, Price, Cost, SKU OR Barcode, and Active fields MUST be filled out. All other fields are optional.
Importing the Modifier Spreadsheet
Once you have filled out the spreadsheet following the instructions in the above section, save your file. Then, follow these steps:
- On the Management Console, go to the Products tab.
- Click the Import/ Export button and choose Modifiers.
- You will be back on the same screen from which you exported the list. Scroll down to the Import Modifiers section.
- Click Choose File and attach your spreadsheet.
- Then, click Import:
- The upload process occurs offline. You will receive an email with the results of the import. If the email states any errors occurred, fix the issue in the spreadsheet and upload it again.
Please Note: New modifiers that have been added through an import are NOT attached to products. To attach modifiers to products, you can do so: