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ADM - ReadyTouch / 365Dining - Create and Link Modifiers
Updated

Table of Contents

 

Purpose

This guide will walk you through how to create modifiers and attach them to items. A modifier will allow you to add any additional items to a product which allows consumers to customize their orders. Modifiers can be used for ReadyTouch / 365Dining setups.

 

Creating Modifier

A modifier will allow you to add any additional items to a product which allows consumers to customize their orders. An example of a modifier would be toppings. The consumer would see something like "Choose a topping" and then they would be able to select or de-select toppings such as ketchup, mustard, pickles, etc. In order to configure a modifier, both a modifier tab and modifier need to be created in ADM. Once those are created, the modifier and modifier tab can be linked together, and then linked to a product.

  • Modifier Tab: This contains individual modifiers under one category. You can choose to have multiple modifiers under one tab or just a single modifier. The modifier tabs will always be needed as a place for the individual modifiers. The tabs are what you will link to your products.

  • Modifiers: These are the actual customization's you can start creating for your products.  For example, you can have a modifier that says "Choose a Topping" and in that modifier can be a list all the toppings a customer can choose to add to their order.
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Create a Modifier Tab

  1. Click the Product tab at the top of the page, then click Modifier.

  2. Click Create New.

  3. Type in a name and display name for your tab. (The consumer will see the Display Name.)

  4. Click Save when finished.

  5. Once the modifier tab has been created, then create the modifier.

 

Create a Modifier

  1. Click the Product tab at the top, then click Modifier.

  2. Click Create New.

  3. Type in a name for the modifier. For example, if this modifier is supposed to show different choices for toppings, you can call it "Toppings".

  4. Type in an instruction. Your consumers will see these instructions when ordering. For example, "Choose your Toppings".

  5. Choose the type.
    • Value will allow you to add custom modifiers and assign a dollar value to each.
    • Product will link back to your product database and allow you to choose an item to be a part of a modifier.
  6. Keeping with the toppings example, here are a few examples you can start typing into the fields - Pickles, Olives, Peppers, Mushrooms, etc. These are going to be everything you will want your consumers to be able to choose when adding to their order. You can add as many options as needed.

  7. Assign a dollar amount to each field if needed. Keep the dollar fields blank if there are no additional charges for the options.

  8. Choose whether to Force the consumer to choose an option or not. If an option must be chosen as part of the order, then check Force so the consumer will not be able to skip making a selection.

    Here is an example of when you may want to force an option:
    If coffee is on your menu and the price of the coffee is determined by its size, you can use modifiers to display different size options associated with their specific price. The coffee product itself would be set at $0.00 as the price will be determined by the size (the modifier) the consumer chooses after selecting to buy a coffee. If the Force option is selected, the customer will be forced to choose a size (modifier).

    Note:
    Be careful when forcing a modifier that has a price associated with it for products that have a price set as well, as forcing a modifier will add on to the initial price of the product. For example, if the product is set to $4.00 and has modifiers with associated prices (cheese as a topping for an additional $0.50), the modifier will add on to the initial price of the product - so the total would be $4.50 before taxes.

  9. Next choose the maximum amount of selections the consumer can choose. If you have 10 different options and the maximum selection is set to five, then the customer will only be able to choose up to five options.

  10. Click Save when finished.

  11. Once the modifier and modifier tab have been created, you will need to link it to a modifier tab

 

Linking a Modifier to a Modifier Tab

  1. Click the Product tab, then click Modifier.

  2. Click in a modifier tab that you have already created.

  3. Click on add existing modifier.

    Note:
    You can also click on create new modifier from here to create a modifier. This is a shortcut to creating the modifier on this screen.

  4. Click on the drop-down menu to choose your existing modifier that you had previously created. The name you gave the modifier and the instructions will display in parenthesis.

  5. Click Add next to the drop-down menu after you have made your selection.

  6. Your modifier will populate the screen. You can continue to add more modifiers under this one modifier tab if needed.

  7. Click Save when finished.

  8. Once the modifier and modifier tab have been linked together, you will need to link the modifier tab to the product.

 

Linking a Modifier Tab to a Product

  1. Click the Product tab at the top, then click Global Products.

  2. Choose the product to which you want to add the modifier.

  3. Scroll down the Product Summary screen until you see the Modifiers section.

  4. Click on the plus (+) symbol to add a modifier tab.
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  5. All of the modifier tabs you have created will display. Choose the one you need for that product. The modifier will populate the screen.

  6. You can add additional modifier tabs to the item by clicking on the plus (+) symbol again.

  7. Click Save when finished.
  8. Run a full sync to make the new modifier(s) immediately available for the product(s). To do so, click the Location tab in the upper, left corner.

  9. A complete list of all your locations will display. Click the desired location name in the Location Name column. The Location Summary page for the selected location will display.
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  10. Scroll to the bottom of the page where you will see these four buttons. Click the Update Prices & Full Sync button.
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