Alright so the next thing that we want to discuss here is how we might add a
little bit more elaborate selection process to this cafe latte latte item.
Let's say that we want to add size selections 8 ounce and 12 ounce to it
instead of just having a standard item on top. In order to do that we're gonna
use what we call modifiers and modifier groups. So let's go up to manager here
and we're gonna create a couple of departments for these modifiers and
modifiers groups because they're programmed similar to standard items and
we don't want them to show up in our coffee department and clutter up the
screen for our cashier. So we're going to go back to administrative number 5
category here, we're gonna click on letter B, which is department maintenance
and let's add department. We're gonna make a department called modifier, and
let's save that, and we're gonna add one more called mod groups. Save that, we're
done. We're going to exit here and we're gonna still be in the administrative
section number 5. We're gonna go to letter A, which is
inventory maintenance, and we're gonna create an 8 ounce and a 12 ounce item
then we're gonna attach to this selection process.
Let's click add item. Now we're gonna create a modifier here, but it starts out
creating it the same way as we would a standard item, so let's click standard
item — and the first thing we want to do when we get into the record screen here
is we want to select the modifier department for this item. This is not
gonna be a standard item, it's not gonna be a copy — we want to sort it in this other
department so it doesn't clutter up the screen. So let's call this item
8 ounce latte — the description definitely can be a little bit longer if
we want, and let's set a price that we charge here for $2.50. We're gonna do the
same settings as we did previously. We're going to set 0 in stock, we're going to
uncheck the count this item box, and we're going to check the box here that
says modifier item. And this is really what
makes this item a modifier instead of a standard item. It's just this little
checkbox here, it's very easy, and if there's questions about the printers and
such keep in mind this is a modifier, this is not a standard item. Standard
items have to be routed to printers. Modifiers don't have to be routed to the
printer because they're going to piggyback onto that standard item when
it's forced to the printer. So we're done here on this item, let's go ahead and
click save. And this is a perfect example where we can demonstrate how to use the
duplicate last feature since I've already assigned the appropriate
department and generally the other settings are very similar to my 12-ounce
cafe latte. Let's go ahead and use this button and see how it allows us to start
off with about the same settings as we previously had. Here we'll just make a
few edits to the screen and we'll have our 12-ounce latte, and we'll go ahead
and charge a price of $3.50 this time instead of $2.50 and really everything
else is already set up. All we had to do is change the item number description
and the price and we're done. So let's click save, we're gonna say no
because we're not gonna duplicate right now, but we're gonna hop right back in
because we've made two modifiers but we can't attach the
modifiers directly to the item. What we have to do is we have to create a
container of those modifiers. It's called a modifier group, and that container then
can be attached to the standard item. So in order to create the modifier group
let's click add and, this time, instead of standard item, we're going to click
modify our group for the options and you'll notice that the screen looks
slightly different but it's the same basic programming principles. We're gonna
start out by signing this modifier group to the modifier group's department. We're
gonna give it a name, I'll call this one latte size, and then it's going to ask
us for a prompt. The prompt is what the cashiers are gonna see that tells them what
this selection process is all about. So I'm gonna put a little message in here
that they'll understand.
Please pick a size. Now at this point we're gonna add modifiers and we'll be
able to pick from a list of all the modifiers that exist in our menu. In this
case, we only have two at the moment, 8 ounce and 12 ounce cafe latte, and those
are in here. Now, if I want to change the position of these buttons, we'll
notice that we have the 8 ounce latte on bottom and the 12 ounce on top that
corresponds on the main cashier screen from the top left-hand position going to
the right and down just like when you read a book. So let's say that we
actually want to start from the smallest and go to the highest. We're gonna
actually click on the 8 ounce cafe latte here and push the up arrow to position
it in the first place. Now that we're done with that we'll click save, and we'll
say no here, we're not going to create any additional items at this time. Now
the next thing we need to do is actually go attach this new modifier group that
we've created to our standard item. So to do that, let's click the lookup button to
go find our standard item. When we come to the lookup screen, let's just take a
moment here and discuss how this works as well.
Lookup screen allows us to filter down through all the items that we have in
our system to find the few items that we're trying to work on, and there are
several powerful tools here to just help the process of sorting and finding items.
You'll find out when you have a big menu and lots of items, these tools become
very handy. If I want to sort by items that are only in a certain department
then I can just go down here to, let's say, Coffee Department — and when I click
that button it's only going to reveal the items that are in the Coffee
Department. And you'll notice that this is one time where it becomes really
handy that we created mod groups and modifiers in their own little
departments, that way, if we need to go back and modify a modifier, change the
setting, change a price, or we need to modify the modifier group and change
which items are attached to it, then we can quickly go find those on the fly now.
The other thing that we can do if we don't want to sort that way, we can click
on the modifiers button over here and instead of sorting by Department it's
just going to show us the items that are modifiers. Same thing here if I want to
use the modifier groups, I can sort and just find the items in the system that
are modifier groups. The last way that we can really search that, very flexible and
powerful, is by doing a text search down here at the bottom right hand side and
that's really powerful because I can type in even just a partial string of
the text that I'm searching for and click search and it's gonna narrow down
the list of items that I'm seeing on the screen. So I'm gonna go ahead and find my
cafe latte item and let's click select so that I can actually edit it. What
I need to do here is, I have my standard item. I've created modifiers in
mod grips. I need to attach the mod group to the standard item so that I'll get a
picking process from my cashier. To do that, we're gonna go to the modifiers tab
and we're going to click on the option here to add modifier group. Now, we can
see that I only have one mod group available right now, and that's the one
that I need. So I'm gonna check on it and it's gonna ask if we want to charge for
items in this group and we're gonna say yes, because now our selection process
determines the price, whether they're choosing an 8 ounce or a 12 ounce drink.
So just a quick word here on some of these settings on the mod groups that we
can control. These allow us to control the logic that the cashier goes through.
First question is are we charging. We're currently set to YES on this and the
nice thing is that we can actually adjust this without going back out and
re-picking the mod group and attaching it by just checking this box
down here that says charge for modifiers. If we check and it says yes, if we
uncheck it, it says no, and that allows us to have modifiers that we don't want to
charge for, even though, if they have a price assigned to them, the next option
is number to select and this setting is right here, we can actually control and
adjust it. What this means is we may have a picking process where the cashier can
pick more than one option for the item that they're ordering, and in that case,
we might want to bump this up to two or five or however many selections that
they could possibly pick from. In our case, we want it to be a size that
they're picking. They can only pick one size so we're gonna leave this set to one.
And the last piece we want to discuss here real quick is the option for force,
yes or no. We can adjust the force option right here with the checkbox and what
that means is if we have it set to force the cashier, they cannot bypass this
screen and move on, they can't leave it blank, they must pick at least the numbers
that are set up here. So we definitely want to force this particular selection
because this is the size, which ties into the price of the item that we're
selecting and we can't allow the cashier to skip that screen. Now that we've got
those settings done, let's go ahead and click Save and let's go test our
workflow out here and see how it looks. So we're going to go back and find our
cafe latte item and let's click it, and now this time it brings up a picking
process for us. And let's go ahead and pick the 8-ounce latte option. Now we're
gonna see a couple of things here to point out, number one, the item in bold
black here is the cafe latte. That's a standard item, and then you'll notice in
red, that the actual size that we picked, is called the modifier. This is how
it shows up on the invoice screen. The only problem I see here is that we've
charged $2.50 for the latte standard item and we've charged $2.50 for the modifier
as well so we're actually getting charged $5 to our customers right now
which isn't really what we were trying to do. We were trying to just charge them
$2.50. So let's go back to the item and we're actually going to remove the price
from the standard item because now we want the pricing to only be based on
which modifier they pick. Let's go ahead and void this out. Before we do that,
we're gonna click on edits here and we're gonna go to avoid invoice. That
just clears the screen so we can start over. We're gonna go back to manager. go
back into inventory maintenance, and let's go look up our latte item again.
This time I'll search by department, there's my item selected now, all we need
to do to change this right now is we're gonna change the price you charge on the
standard item to be set to zero. If we go back to the modifiers we'll see that we
are still charging for modifiers, so when they pick eight ounce or twelve ounce
it's still going to apply a charge of $2.50 or
$3.50 respectively. Let's click save and go back out here and see how
these changes have affected our cashier. Alright, you can see now that we've
added the standard item cafe latte. We've picked an 8 ounce size
and we can see that we're only charging $2.50, which is what we were trying to do
in the first place.