How to Create, Assign and Use Food & Beverage Modifiers

Overview:

Food & Beverage Modifiers are a great way to add many different customization options to a F&B Inventory item without creating additional items. 

• Part One: Creating a Modifier.
• Part Two: Assigning Modifiers to F&B Inventory Items (Individually & Bulk Edit).
• Part Three: Using Modifiers in the F&B module.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the following modules:
  • Food & Beverage
  • Inventory: Food & Beverage

Steps: Part One

Follow the below steps to create a modifier:

1. Go to Inventory > Food & Bev.
2. Click on "Modifiers".
3. In the Manage Modifiers screen, enter in the information for your modifier:
   • Modifier Name: The name of the modifier which can show up on kitchen receipts.
   • Options:
     • Label: The different modifications offered with the current modifier. Click "Add Option" to create more options. 
     • Price: The cost to the customer to add the option in the modifer.
   • Category: You can organize your modifiers into three different categories that show up when selecting the modifiers in the F&B module.
     
     • Customize: (Example; Add Bacon, Add Guacamole, Add Grilled Onion, etc. options for a burger)
     • Condiments: (Example; Ketchup, Mustard, Mayo, etc.)
     • Cook Temperature: (Example; Rare, Medium, Well Done)
   • Multi-Select: Allows multiple options to be selected from a modifier.
   • Required: Requires an employee to select an option in a modifier before the food can be ordered and sent to the kitchen printers.
4. Click "Add Modifier". Your Modifier will be saved in the Manage Modifiers screen in the Modifiers list.

Steps: Part Two

Follow the below steps to assign modifiers to F&B inventory items:

• Option 1: Assigning modifiers to F&B inventory Items Individually:

1. 1. Go to Inventory > Food & Bev
   2. Select the F&B Item you will be adding modifiers to and click on the "Modifiers" tab.
   3. Click on the "Add New Modifier" drop-down to reveal a list of your already created modifiers. Select the modifier from the list that will be added to the current items modifiers options.
   4. All selected modifiers will appear in the Modifier view list.
   5. A Default Modifier Option can be selected from your modifier options (Example Below: The allergies modifier has been defaulted to "None" which will be updated by servers if advised by the customer)
   6. Click "Save Changes"

• Option 2: Assigning modifiers to multiple F&B inventory items using 'Bulk Edit':
  1. Go to Inventory > Food & Bev
  2. Click on the "Checkboxes" next to all the F&B items you want to add modifiers to in bulk.
  3. Click "Bulk Edit" near the bottom right of the screen. (NOTE: you can not bulk edit from the "All" Inventory tab)
  4. On the Bulk Edit screen, scroll down and click the "Modifiers" checkbox.
  5. Using the Drop-down menu, select what type of change you will be making to the current selection of F&B inventory items in bulk;
     • Replace All With - Will replace the F&B items currently assigned modifiers with the new selection of modifiers.
     • Add to Existing - Will add the current selection of modifiers to the F&B items without changing any already assigned modifiers on the item.
     • Remove from Existing - Will remove the current selection of modifiers from the F&B item.
     • Clear All - Will remove ALL modifiers from the selected F&B items.
  6. After you have selected which type of edit you will make, click on the Modifiers Drop-down menu to see a list of your already created modifiers.
  7. Select the options from the Modifiers Drop-down menu and they will appear in the "Modifier View". (A Default Modifier Option can be selected from your modifier options. Example Below: The allergies modifier has been defaulted to "None" which will be updated by employees if advised by the customer)
  8. After all applicable modifiers have been added, click "Confirm". (You will have one more opportunity to verify your changes on the next page before the bulk edit begins) 
  9. Review the changes you are making to the current F&B item selection and click "Start Edit".
  10. Your Bulk Edit will begin. (You can close this page and work on other things while the bulk edit works in the background)
  11. Once the Bulk Edit is completed the bulk edit screen will update with a message that says, "Bulk Edit Complete!" (Refresh your chrome browser to see the update on the items)

Steps: Part Three

Follow the below steps to use modifiers in the F&B module:

1. Using the top-left module drop-down menu go to F&B.
2. Open a new tab or select an already open one.
3. Add an item to the Ticket.
4. Click on the "Pencil Icon" to open up the F&B items options and attached modifiers.
5. Select any needed modifiers and click "Save Order".

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737