Connect - Modifiers

What is a Modifier?

Modifiers are additional changes or options that can be selected when purchasing an item. An example would be the type of cheese on a cheeseburger or the mixer for a liquor.  

Create a Modifier

1. Log in to Connect and click Items in the left side menu.
2. Select Modifiers from the Items menu.
3. Click Create in the upper right corner.
4. Fill in the modifier details.
   • Name: Enter a name that will identify the modifier when selecting to add to an item. 
   • Cost: Enter the cost of the modifier (enter 0.00 if it does not have an additional cost).
   • Status: The status will be active by default so it will be available once assigned.
   • External_ID: Add an external ID to use with other systems (not required). 
5. Click Save.
   
   

Details

After the Modifier has been created, select it from the Modifiers page to edit the details. 

• Image: Upload a photo of the item.
  • Find a photo with a square aspect ratio (300x300 pixels) using an internet search engine. 
  • Make sure the photo is at least 200x200 pixels to ensure the quality of the image.
  • The filename of the image should only be letters and less than 20 characters.
• Icon: Generic item icon in lieu of an uploaded Item image. Uploaded Images take precedence over the selected Icon.
• Name: Name of Modifier.
• Price: The price if there is an up-charge or price override for the item.
• Commission On: If a Commission is associated with the item Modifier.
• Commission %: Set the percent of Commission, if applicable.
• Unique ID: Modifiers with the same unique ID will report on Corporate and Venue category sales reports.
• Sort Order: Set the order of the item as it will appear in the Modifier list in Activate.
• Status: Make the item Active or Inactive.
• Sold Out:  Set the item as sold out.
• Default track inventory value: If an inventory item needs to be tracked within the inventory module, select Yes. This will assign the modifier from the parent item.
  
• Exclude Item From Category Sales Report: Enabling will remove the Modifier from appearing as its own line item on the Category Sales Report.
• Calories: Number of calories in the item.
• Calorie Label: The label that appears next to calories (ie: calories, calories per serving, etc).
• external_ID: A user-defined field for 3rd party integrations.
• Sku Number: Enter the item Stock Keeping Unit number.
• Display Name: Additional naming field that will override the Primary Name setting at the POS terminal.
• Production Unit: If this is a Mandatory Modifier for a Suite item, configure the production unit. 
• Is Allowed Modifier: If enabled, this modifier can be available for all Items without making individual assignments. 
  • The Allow All Modifiers must be set to Yes on the Item to use the Allowed Modifier. 
• Taxable: Determine if the Modifier will have the tax applied. 
• External Class: A user-defined field for 3rd party integrations.
• Primary Report Category: Custom classification categories that will help filter reports (1st level).
• Secondary Report Category: Custom classification categories that will help filter reports (2nd level).
• Third Report Category: Custom classification categories that will help filter reports (3rd level).
• Allow Instructions: Enable to allow the user to add instructions for the modifier. 
• Allow Quanity: Enable to add a quantity for the modifier at the POS. 
• Recipe Id: This is an upcoming feature.

Prices

The Modifier's price can be changed for each Price Level. If a Price Level isn't set, the price will be the default Price Level. For more information on Price Levels, go here.

1. Log in to Connect and click Items in the left side menu.
2. Select Modifiers from the Items menu.
3. Click on a specific Modifier and go to the Prices tab.
   • Prefixes Enabled: Enable to display additional options when assigning the modifier to an item.
     • Add: Configure a price if there is a charge for adding the modifier to an item.
     • No: Configure a price if there is a charge for not adding the modifier to an item.
     • Sub: Configure a price if there is a charge for substituting the modifier for another on the item. 
     • Extra:  Configure a price if there is a charge for adding an extra amount of the modifier to the item. 
4. All of the Price Levels will also be displayed.
5. To edit the Price, click the Pencil to the right of each level.
6. Hit enter to save the new price.
7. To edit all levels, click the Pencil in the upper right corner. 
8. Click the green Checkmark to save the changes.

Assigned Items

Modifiers can be assigned to specific items.

1. Log in to Connect and click Items in the left side menu.
2. Select Modifiers from the Items menu.
3. Click on a specific Modifier and go to the Assigned Items tab.
4. Click on Add Item to pull up a list of all items
5. Select Assign next to those that will use the Modifier.

Assigned Modifier Groups

Modifier Groups are used to group common Modifiers together. When assigning multiple Modifiers to an item, select a Modifier Group instead of selecting each modifier individually.

1. Log in to Connect and click Items in the left side menu.
2. Select Modifiers from the Items menu.
3. Click on a specific Modifier and go to the Assigned Modifier Groups tab.
4. View any modifier groups that Modifier has been added to previously.
5. Select Add Modifier Group.
6. Click Assign to add the Modifier to a new Group. 

Barcodes

To add a barcode to a modifier, follow these steps: 

1. Log in to Connect and click Items in the left side menu.
2. Select Modifiers from the Items menu.
3. Click on a specific Modifier and go to the Barcodes tab.
4. Select Add barcode.
5. Enter the code (ex: 123443950).
6. Click Save.

Configure the Modifier on an Item

The Item settings will determine if the modifiers are required, the pricing and if more than one can be selected. The Modifiers can also be assigned to specific vendors for the item.  

Modifiers Settings for an Item

1. Log in to Connect and click Items in the left side menu.
2. Select Items from the menu.
3. Search for and select the item.
4. Click on the Modifiers tab. 
   • Require Modifiers: If a Modifier is required or optional to purchase the item. 
   • Modifier Price Override: Determines if there is an additional charge for the modifier.
     • Yes: The price of a Modifier overrides the original price of parent item.
       • Ex: if a burger started at $0 and the type of patty and bun determines the cost.
         • Beef Patty $5.00 + Pretzel Bun $2.00 = $7.00 burger
     • No: The modifier adds to the price of the item.
       • Ex: if a burger started at $7 and premium meat or toppings adds to the base cost. 
       • Burger $7.00 + Bison Patty $3.00 = $10.00 burger
   • Restrict Single Modifier: Allows only one Modifier from the list to be selected.
   • Allow All Modifiers: All modifiers that are set to be Allowed will be available to select on this item. 
   • Custom Vendor: Assign a Modifier to specific Vendors. 
     
     

Assign a Modifier to Specific Vendors

1. Log in to Connect and click Items in the left side menu.
2. Select Items from the menu.
3. Search for and select the item.
4. Click on the Modifiers tab. 
5. Click on Add Modifier.
6. Select Assign to all that apply. 
7. Once the Modifiers have been assigned to the Item, click on Custom Vendor.
8. The modifier is assigned to all Vendors by default. 
9. If it will only be available at specific vendors, click Assign on the appropriate vendors. 
10. To remove the modifier from a vendor, click Unassign.