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Setting up a Limited Take out Box Menu

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Chapter 1. Introduction

A great number of venues these days are turning to pick up. Many, however, are not set up for a high-volume takeout business. The venue has a single phone line and needs to turn phone orders quickly so others can get through. For health reasons venue need to keep staffing to a minimal level.

To meet these challenges, many venues have turned to offering a subset of their menu, offered as a combo set. For example, a venue might offer three items only: a Meal for 2, a Meal for 4, and a Meal for 6. Each meal offers a reduced selection of items from your mains, appetizers, and desserts.

This guide will show you how to use your existing menu and Menu Item modifiers to create these kinds of combo meals.

Chapter 2. Understanding Menu Modifiers

Menu Item Modifiers allow you to use menu items as modifiers. Imagine you have a Salad menu category and a Sides menu category. Customers can order these items a la carte. For example, they can order a Garden Salad a la carte for $8.99 or Sweet Potato Fries for $5.00. However, you may also want to offer these as part of a Main menu item. If a customer orders a Main, he/she may pick a salad or side as part of the main’s price (or with a small additional upcharge).

For example, if the customer orders a sandwich main, TouchBistro can be set up to offer salads or side menu items included in the price of the main or for a small additional upcharge.

Using Menu Item Modifiers has the advantage of keeping your food cost reporting accurate as well as your inventory (either the simplified inventory or the ingredient inventory system) accurate. We can also leverage Menu Item Modifiers to quickly build our pickup menu offering.

Chapter 3. Create Your Combo Menu Category and Menu Items

The first thing to do is map out your basic combo item offering.

1.  Log in as Admin and tap Admin | Admin Settings.

2.  Tap Menu.

3.  Tap Menu Categories.

4.  Tap the Add + icon at the top right to add a new Menu Category.

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5.  Give you Menu Category a name to represent the combo items you’ll be offering as part of your limited pickup menu. For example, Pickup Boxes.

6.  Set the default ticket printer and taxes. If you have configured multiple taxes, the Menu Category only defaults to including Tax 1. So make sure you tap Default Taxes and review if your taxes are correct.

7.  Tap Icon and Color to give this category its own unique category icon and color.

8.  Tap Done when you’ve made these settings.

9.  Return to the Menu screen and tap Menu Items.

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10. Tap the category you just created (e.g., Pickup Boxes).

11. Tap the Add + icon at the top right to add a new Menu Item.

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12. Create your first combo pickup item. Set a price. Since we’re going to build this from existing menu items, if your menu items already have costs set, leave the Cost field blank.

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13. You might also have a limited number of such combo meals available each evening. These combo boxes are largely prepped during the day and once they’re sold out, you close up for the night. In this example, each night we are only selling ten Meal for 2 boxes. If you plan to do that, tap Countdown and set the limit and warning details.

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14. In the Description field, you might want to indicate what kind of menu categories build out this combo and the number of selections from each. This will be helpful later when you set Forced Modifiers for each of these combo meals.

15. Tap Done to save this menu item.

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16. Repeat these steps for additional combo items you wish to add on your pickup menu.

Chapter 4. Create Your Modifier Groups

1.  Return the Menu screen and tap Item Modification.

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2.  Tap the Add icon at the top right to add a new Modifier Group.

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3.  Create your first modifier group for the Mains you wish to be part of your pickup combos. These will be forced modifiers. Put a 1 in the Minimum number box right now. Later we will see how to customize the minimum for each specific combo (Meal for 2, Meal for 4, Meal for 6). Select an icon as well.

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4.  Tap the Add icon and tap Add Menu Item to add which mains you want to offer as part of your combo box.

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5.  Locate the Menu Categories across the top that you want to build your Mains selection. In this example, our pickup box sets offer only three of our sandwich offerings. By not offering, say, the Cold Cut Comb and the Smoked Salmon Bagel, we can keep our protein and bread inventory simple. Tap each you want to include and then tap Done.

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6.  Tap Done.

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7.  Repeat the process for your Combo Sides and Combo Desserts modifier groups. Tap the Add icon at the top right to add your second combo modifier group.

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8.  Create your Combo Sides modifier group with the same settings as previous. Select your Menu Items. Again, we’ll select a limited set of our apps. Tap Done. Finally, if tap a side if some of the have upcharges. For example, sweet potato fries and onion rings can be added to the combo set but at for upcharge. Tap Done.

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9.  Finally, repeat for Combo Desserts. Select your Menu Items. Again, we’ll select a limited set of our desserts. Tap Done.

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10. Now that we have our modifier groups to build out our pickup boxes, we have to associate them with the actual pickup menu items we created above. Tap the Information icon associated with the first combo modifier group you created (e.g., Combo Desserts). Tap Assign to Menu Items.

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11. Tap the pickup category you added in the steps above and then select each of your Meals. Tap Done.

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12. Repeat for the remaining combo modifier groups (e.g., Combo Mains, Combo Sides).

13. Tap Cancel and return to the Menu screen.

Chapter 5. Fine Tune Your Combo Modifiers

If you remember in the steps above, all our modifier groups were set with 1, that is the forced modifier would normally close after only 1 selection.

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However, in our combo meal description fields we indicated the maximum number of selections from each category. In these steps we’ll set the specific selection criteria for each modifier group.

1.  Tap Menu Items.

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2.  Tap the category you created (e.g., Pickup Boxes).

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3.  Tap one of your menu items.

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4.  Scroll down to your Modifiers option. You’ll see the combo modifier groups you added to these in the previous section.

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5.  Your modifier groups may not appear in the best order. For example, we want the person taking the order to ask the customer for main selection, then sides, then desserts. Currently, TouchBistro would prompt first for mains, then desserts, then sides. So, tap Sort.

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6.  Click on a pickup bar and drag the modifier group to its proper place in the order. For example, we’re dragging and dropping Combo Sides after Combo Mains.

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7.  Tap Done Sorting.

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8.  Next tap your first modifier group to set up the specific selection criteria.

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9.  In our Meal for 6 menu item, we noted the customer can pick 4 mains.

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10. Enter 4 in the Forced Modifier Count field and tap Done.

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11. Repeat for the other modifier groups. For example, set Combo Sides for a Forced Modifier Count of 6 items and Combo Desserts for Forced Modifier Count of 3 items.

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12. Repeat these steps for the remaining menu items.

Chapter 6. Creating Your Pickup Menu

1.  Return to the Menu screen and tap Menus.

2.  Though you can add your pickup menu category to one of your existing Menus, you will probably want to create a new Menu. So tap the Add + icon at the top right.

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3.  Give your Menu a name like “Pickup Menu”.

4.  Ensure its enabled and then tap Add Menu Category.

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5.  Tap your combo menu category (e.g., Pickup Boxes) to add it.

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6.  If you are using online ordering and want this category to be used as your new online ordering menu, enable Online Ordering.

7.  Tap Done to save.

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8.  If you’re using online ordering, tap Upload Menu to upload your new Pickup Menu.

Chapter 7. Using Your Combo Meals

1.  If a customer phones in an order, tap Orders.

2.  Tap the Delivery/Takeout tab and tap Takeout.

3.  Complete the Takeout details.

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4.  Tap the Pickup Menu tab.

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5.  Tap your Pickup Boxes menu category.

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6.  Select the desired menu item, for example Meal for 4.

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7.  You will now see the preprogrammed modifier groups. The red numbers indicate the total number of choices per meal combo. In the pictured example, the customer can pick three sandwiches, four sides, and two desserts.

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8.  After you select the preprogrammed number of selections, TouchBistro will advance to the next modifier group.

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9.  After completing all the forced modifier groups you set up, you can either take payment over the phone or exit from the order screen.

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10. Your order will be on the Takeout screen waiting for payment when the customer arrives for pickup.

Chapter 8. What If Your Menu Items Already Have Forced Menu Item Modifiers?

If you add a menu item as a modifier and that menu item already has a menu item modifier, the menu item selected as a modifier will trigger its own modifier pop up. In our example, before our venue went pickup only with the reduced pickup box menu offering, all our sandwiches had a Sides menu group. When you added a Turkey Bacon sandwich a Sides forced modifier would invoke and prompt the server to ask the diner’s choice of sides. If this is the case, you will need to turn off your existing forced modifiers.

This guide will walk you through how to turn off forced modifiers for menu items.