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Back Office Modifier Groups

April 12, 2024

Description

How to create modifiers and modifier groups in the Back Office

What's in this article?

Typically used for food items, modifiers allow a server or cashier to give special instructions to the kitchen or bar about menu items and how they should be prepared. Modifiers are set up in the Back Office and provide a quick way to specify options and prep instructions when ringing up items at the POS. Each modifier item can be assigned a price. For example, adding the modifier “bacon” to an item adds an extra $2 to the item price, while adding mustard costs nothing. 

Modifier items are organized into modifier groups. They are created separately from items so any item can use them. For example, the modifier group “condiments” is created once and then used by all burgers and sandwiches.

  • Once you create your modifier groups and modifiers, these will be available on the POS. 
  • You can select which modifier groups are displayed at the POS for each item.
  • If you do not have any modifiers set up in the Back Office, you can only add kitchen notes.
  • If you have set up modifiers and you do have a kitchen printer, you can use the kitchen notes and modifiers.
  • If you have modifiers set up, but you do not have a kitchen printer, the modifiers will only print on the customer's receipt (but the kitchen notes will not print).

NOTE:
Modifiers are not available in Essentials Light.

To create a modifier group
  1. In the Back Office, select the Menu or Inventory tab, depending on your business type.
  2. Select the Modifiers subtab.
  3. Click Add a Modifier Group.
  4. Enter a Modifier Group Name.
  5. (Optional) Enter External ID.
  6. Enter minimum and maximum quantities for the modifier group, which limits the maximum number of modifier items a customer can select for the item.
    • A minimum of 1 and maximum of 1 means that the modifier is required but only a single modifier may be selected. For example, meat temperature, such as ’Well Done’ or ’Rare,’ or a side choice, such as ‘Fries’ or ‘Chips.

    • A minimum of 1 and maximum of 2 means a customer must choose at least one modifier but can select no more than two modifier choices.

  7. (Optional) Select Auto-show modifier group when item is added to a ticket.
  8. Click Save Changes.
To add an item to a modifier group 
  1. In the Back Office, select Menu.
  2. Select the Categories & Items subtab.
  3. Search for the item and select it.
  4. Select the Modifier Item and the Menu Item option checkboxes.
  5. Click Assign Modifier Groups, check the desired modifier group, and select Done.
  6. Click the Assign to Groups button, check the desired modifier group, and select Done.
  7. Click Save.

Assign modifier groups to an item

All modifier groups and modifier items can be available for all items—they do not have to be tied to a specific item. For example, you could use a modifier group of Sandwich Toppings for turkey burgers, beef burgers, turkey sandwiches, chicken sandwiches, etc. So, just create them once and use them for any item. 

You can limit the modifier groups that are available with items. For example, let's say you have a cafe, but you also sell t-shirts with your logo on them. The modifier groups you might set up for your sandwiches, such as bread, cheese, etc, wouldn't make much sense when associated with t-shirts. You could then choose to not have any modifier groups tied to your t-shirt item.

To assign a modifier group to an item
  1. In the Back Office, select the Menu or Inventory tab, depending on your business type. 
  2. Select the Categories & Items subtab.
  3. Select the desired item.
  4. Click Assign Item Modifiers.
  5. Select the modifier groups that you want to be available for the item.
  6. Click Done.
  7. Click Save to save the changes to the item.
To edit or remove modifier in a group

You can edit a modifier or remove it from a modifier group.

  1. In the Back Office, select Menu.
  2. Select the Modifiers subtab. 
  3. Select the modifier group containing the modifier item.
  4. Select the modifier item.
  5. Do one of the following:
    • Edit the modifier: Make the desired edits and click Save Changes.
    • Remove the modifier: Click Remove Modifier to remove the modifier item from the modifier group. Click OK to confirm.

Rank modifier groups

You can rank modifier items within a modifier group or sort them alphabetically.

To sort modifier items within a modifier group
  1. In the Back Office, select Menu.
  2. Select the Modifiers subtab.
  3. Select the modifier group.
  4. Sort the modifiers:
    • Click Sort Alphabetically to sort the modifier items from A-Z.
    • Click Sort Manually and use the arrows to move a modifier item one level or drag and drop into place.
  5. Repeat until you have the modifier items ranked as desired.
  6. Click Done Sorting.
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