This page describes the Modifiers setting. This setting is located in the Point of Sales and Restaurant modules, but this description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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The Modifiers feature allows you to sell Items with connected accessories or additions. For example, in a restaurant, if a customer orders a meat dish, you can use Modifiers to offer a choice of vegetables and a choice of sauces.

To work with Modifiers, follow these steps:

In the Item register, enter separate Item records for the Main Item and for each of the Modifiers. Continuing the example, you will need separate Items for the meat dish, for each of the vegetable options and for each of the sauce options. You can specify a Base Price for any extra-cost options, or leave the Base Price empty for any options that are included in the price of the main Item.
The Modifiers setting is in the Restaurant and Point of Sales modules. Add a single record to this setting for each main Item:

Code

Enter the unique Code by which the Modifier is to be identified from elsewhere in Standard ERP. The Code can consist of up to twenty characters, and you can use both numbers and letters.

Main Item

Paste Special Item register

Use 'Paste Special' to choose the Main Item (the Item that is to be sold together with various options).

Description

The Item Description will be brought in from the Item register when you choose a Main Item in the field above.
Use the matrix to list the options that can be sold together with the Main Item. Each of the options should be a separate Item in the Item register.

As shown in the illustration, you can create different groups of options. For example, when selling a meat dish, you might create a group of vegetable options and a group of sauce options. When a Customer purchases the meat dish, they will be able to choose one option from each group i.e. one vegetable option and one sauce option. The Customer will not be able to choose more than one option from each group. In this example, we have added a blank option (with no connected Item) to each group, to allow Customers not to choose any option (i.e. to buy the meat dish with no vegetables and/or no sauces).

Group

Use this field to group different options together. Assign the same arbitrary numeric code to the options that should be grouped together.

To continue the example, the vegetable options should all have the same arbitrary numeric code, and the sauce options should have a different code.

Item

Paste Special Item register

Enter the Item Number of the optional Item.

Description

The Item Description will be brought in from the Item register when you specify an Item in the field to the left.

When a waiter or member of bar staff opens the 'Modifiers' window to select the options required by the Customer, this Description will be shown added to the phrase "Select Modifier for Item ".
Place a "Modifier" button in the Bar Tab or POS Invoice window (using the POS Buttons setting). In the Code column, enter the Code of the Modifier from step 2, and enter a suitable Label:

In the case of the Bar Tab window, do not add an "Item" button for the Main Item.
When a Customer purchases the Main Item, the waiter or member of bar staff should not explicitly add that Item to the Bar Tab or POS Invoice. Instead, they should click or touch the "Modifier" button. The window illustrated below will open:

In this window, there will be a separate row for each group of options, and each option will have its own button. The waiter or member of bar staff should click or touch one button in each row to select it. In this example, the waiter or member of bar staff has selected Green Salad, Red Wine Gravy and Roast Potatoes::

The waiter or member of bar staff should then press the [Paste] button to add both the Main Item and the selected options to the Bar Tab or POS Invoice:

You will sometimes not need to specify a Main Item in a Modifier record. For example, if an Item can be purchased in various sizes and the Customer must choose one, you can leave the Main Item field empty and list the sizes in the matrix. Each size should be a separate Item in the Item register:

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Go back to:

Home page for Settings related to the Restaurant module
Home page for Restaurant manual
Home page for Standard ERP manual

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