Setting up Item Modification
Table Of Contents
Chapter 1. Video Tutorials
Chapter 2. Step by Step Instructions
You have your sales and menu categories set up and you’re probably primed to start editing your menu. But there’s one more step you want to do before entering your menu. You will probably need to set up modifiers. Modifiers are common ways patrons might want to modify a food or drink item. For example, if you serve steak you would have modifiers like rare, medium, and well done. Drinks might be ordered with or without ice, with/without a lemon. TouchBistro provides a large number of modifiers by default. Review them and add your own.
1. Tap on Item Modifications.
2. You will see a list of all of your current modifier groups. You can tap the modifier’s associated Information icon to edit or assign it to multiple menu items.
3. To add a new modifier group tap on the blue and white Add icon.
4. Name the modifier group. For example, if you serve specialty coffees like cappuccinos and lattes, you might give your customers milk options (do they want it with soy milk? Whole milk?). So in this example we’re adding a Milk Options modifier.
5. For forced modifiers, change the minimum number of selections required per menu item to 1 (or higher, depending on how many forced options you would like). You would create a forced modifier to ensure the order taker always asks the customer how he or she wants the item. In this case, what kind of milk. If you have steak on your menu you would set the Cooking modifier to 1 to force the order taker to ask “how do you want it done” before being able to add the item to the table.
6. For optional modifiers, keep the minimum number of selections required per menu item at 0.
7. Tap on the Add icon, then tap Add Text Item to add modifiers.
8. Name your first modifier (e.g., Soy Milk).
9. If the modification comes with an additional cost, adjust the price (i.e., how much the modification adds to the base price). If not, leave it at zero.
10. If you want this modifier to always be added whenever the menu item is ordered, slide Mandatory to the green position. For example, let’s say in your jurisdiction, selling a drink in a bottle comes with a mandatory deposit. You could add a deposit modifier that automatically adds a 10 cent deposit.
11. Tap Save.
12. Continue adding modifiers (e.g., types of milk) under the specific group (e.g., Milk Options).
13. Finally, tap on the blank icon to associate this Modifier Group with a representative icon.
14. Once you have added all the modifier groups, tap Save. You can attach them to menu items.
Chapter 3. Add Menu Item
If you remember, when you tapped the Add icon to add a text modifier (e.g., a soy milk option), you also got an Add Menu Item option. You can only use this option when you’ve set up actual menu items. You can use this to add a menu item as a modifier. That sounds a little complicated but imagine you have Mains and Sides. A Main always comes with a choice of a Side (fries, salad, soup, etc.) but you also offer those Sides for separate order under an Appetizer Menu Category. As part of a main, the side is free or comes with a small upcharge. If ordered a la carte, it’s charged at the full menu price. So, you can use Menu Item modifiers to add other menu items as sides, which are including with the main’s price or added for a small upcharge.
After tapping Add Menu Item, tap the items you want to offer as Menu Item modifiers and then tap Save.
Note: If your Menu Item, used as a modifier, itself has modifiers (for example, you have a Caesar Salad with a chicken/no chicken modifier), TouchBistro will prompt for the menu item’s modifier. So for example, if a person orders a Main, TouchBistro will prompt for a side modifier.
In the example above, the customer selects Caesar Salad, TouchBistro will then prompt for chicken/no chicken.
Note: If a menu item used as a modifier has an upcharge, TouchBistro will use its configured tax setting to calculate the upcharge. For example, suppose you sell olives as a menu item and they are tax-free because they are defined as a grocery product. You also use it as a menu modifier for your mains and you’re offering it as an optional side with a $1 upcharge. Since the olives have been marked tax free, TouchBistro will not tax the $1 upcharge.
For a detailed guide on using Menu Modifiers, especially if you use the inventory system and/or food cost reporting, see this guide. You may also want to create menu item modifiers that are hidden (unavailable for order) but reflect accurate inventory usage and food cost reporting. If so, see this guide.
Chapter 4. Modifier Order
Modifier options will appear in the order you add them. However, you can customize the order by tapping the Sort option.
Tap and hold an option and use the pickup bars to change its order. Tap Done Sorting and then Save.
Chapter 5. Assign Modifiers to Multiple Menu Items
If you add a new modifier later (after you’ve created your menu) and need to assign it to multiple menu items, you don’t have to edit every menu item to include the new modifier.
Simply create the new modifier and from the Add Modifier Group screen, tap on the new modifier’s associated Information icon. Tap Assign to Menu Items.
Tap the menu items this modifier should be valid for. Use the Category bar at the top to select menu items from different categories. Tap Done when you’re done associating this modifier with your menu items.
Chapter 6. Setting Modifier Sort Orders
By default Modifier Groups are presented to the server in the order you attached them to the menu item. In the example above, our Modifier Groups for a submarine sandwich menu item were added in alphabetical order (Additions, Bread, Condiments, Meat). This, however, may not be the preferred order. Your workflow would query the customer about sub toppings (meat and vegetables) before asking them for their preferred condiments.
To customize the Modifier Group order for a menu item, tap on the menu item’s associated Modifier Groups.
You can use the pickup bars associated with the Modifier Groups to arrange them into your preferred order. Tap Done Sorting and then tap Save.
Repeat these steps for other menu items that may require a customized sorting of Modifier Groups.
Chapter 7. Deleting a Modifier
To delete a modifier, swipe left on the modifier and tap the Delete button.
Chapter 8. Deleting a Modifier Group
To delete a modifier group, swipe left on the modifier group and tap the Delete button.
Chapter 9. Modifier Reporting
Modifiers used can be tracked via the Menu report’s Modifier report.