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

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.
    modifier.gif
  3. The Modifier Create page will display. The fields may change depending on the Type of modifier chosen, so we will set this field first. Choose the Type - the options are:

    1. Values
    2. Products
    3. Free Text

    Each Type and its associated fields are explained in the subsections below.

    values.png

 

Type = Values

This will allow you to add custom modifiers and assign a dollar value to each. The "Values" type modifier adjusts prices to be inline with the meal selection on the ReadyTouch display, while "Products" modifiers display an additional line in the shopping cart.
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  1. The Name field is required. Type a name for the modifier. For example, if this modifier is supposed to show different choices for toppings, you can call it "Toppings".

  2. The Instruction field is optional. Type in an instruction and your consumers will see these instructions when ordering. For example, "Choose your Toppings".

  3. You will see a Forced checkbox. If an option must be chosen as part of the order, then check Forced 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.

  4. In the Max Selections field, set 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.

  5. When Values is set as the Type, you will see a Default checkbox, a free text field for you to type into, a dollar amount field for you to enter an amount into, and add/delete options.
    • If the Default box is checked for the specific line item, that line item will be added as a modifier automatically but the consumer can choose to remove it. For example, Pickles could be a line item Toppings modifier - a sandwich could come with pickles by default but the consumer can choose to have them removed. 
    • In the free text field to the right of the Default field, type the name o f the line item. 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 desired.
    • Assign a dollar amount to each field if needed. Keep the dollar fields blank if there are no additional charges for the options.

  6. If you'd like to add more line items, click Add. Click Save when finished.

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

Values Modifier Example

The Values type modifier adjusts prices to be inline with the meal selection on the ReadyTouch display.

valuesmod2.gif

valuesmod.gif

 

Type = Products

This will link back to your product database and allow you to choose an item from the Global Products list to be a part of a modifier. The price of the product in the Global Products list will be the price set to the modifier. The "Products" modifier type displays an additional line in the shopping cart, while the "Values" type modifier adjusts prices to be inline with the meal selection on the ReadyTouch display.
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  1. The Name field is required. Type a name for the modifier. For example, if this modifier is supposed to show different choices for toppings, you can call it "Toppings".

  2. The Instruction field is optional. Type in an instruction and your consumers will see these instructions when ordering. For example, "Choose your Toppings".

  3. You will see a Forced checkbox. If an option must be chosen as part of the order, then check Forced 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.

  4. In the Max Selections field, set 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.

  5. When Products is set as the Type, you will be able to select any product from the Global Product list from the drop-down. The selections in the drop-down all generate from the Global Product List, so if something is not showing, verify it is in Products > Global Products within ADM first. The price of the product in the Global Products list will be the price set to the modifier.

  6. If you'd like to add more line items, click Add. Click Save when finished.

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

 

Products Modifier Example

The Products modifier type displays an additional line in the shopping cart.

prodmod3.gif

prodmod2.gif

 

Type = Free Text

Used with 365Dining only. This will provide a way for the consumer to enter free text as the modifier information upon placing an order. Free text will be limited to 50 characters or less.
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  1. The Name field is required. Type a name for the modifier. For example, you can provide a free-text field to the consumer named "Other Instructions" to modify the item for anything that might not have been listed as an option.

  2. The Instruction field is optional. Type in an instruction and your consumers will see these instructions when ordering. For example, "Type any special instructions here" could display as the Instruction and the consumer would have the free-text field to enter the special instructions in manually. Free text will be limited to 50 characters or less.

  3. Click Save when finished.

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

 

Free Text Modifier Example

The text entered in the free text field will appear on the receipt and on the KDS.

receipt.png

freetext2.jpg

 

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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