Classic Portal
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Login to Classic Portal
Software configurations, site-specific data, and detailed reporting are all accessed through Classic Portal.
From an internet-enabled device, open the preferred web browser.
In the address bar, type the client-specific Classic Portal URL.
From the device keyboard, select Enter.
On the Classic Portal Login Page, from the language dropdown, select the Preferred Language.
In the email address field, type the registered Email Address.
In the password field, type the Password.
At the bottom of the login area, select Log in.
Menu Maintenance (MM)
Menu Maintenance allows sites to manage aspects surrounding the product menu including product pricing, product availability, discounts, taxes, and button availability.
Manage Price Groups
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Use the Manage Price Group utility to create or update product price groups. The Product Price Groups created in this utility are assigned in the Manage Restaurant Group utility.
Perform the following tasks in the Manage Price Groups utility.
Manage Price Groups Utility Overview
# | Name | Description |
|---|---|---|
01 | New | Select New to create a new price group. |
02 | Delete | Select Delete to delete a price group |
03 | Save Changes | Select Save Changes to save price group changes to Classic Portal. Saving Changes is not the same as Syncing Changes. |
04 | Reset | Select Reset to revert changes. This feature is only able to revert changes made prior to saving changes. |
05 | Navigation Buttons | Use First, Previous, Next, and Last to navigate through the Price Group list. |
06 | Search Field | Use the Search Field to search for and select a Price Group. |
07 | Price Group Header | Select this to reorder the price group list. |
08 | Selected Group | The selected price group is highlighted and also appears in the Name Field. |
09 | Bottom Navigation | Use these buttons to navigate through the Price Group lists. |
10 | Name Field | The selected price group name appears in this field. |
11 | Do Not Delete | Use this option to prevent the deletion of the price group. This is especially helpful if the price group is not yet completed or assigned. |
Create Price Group
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To create a Product Price Group:
On the upper-left of the Manage Price Groups panel, select New.
Directly under the Manage Price Groups title, in the Name field, type a descriptive Name.
[Optional] Select the checkbox for Do Not Delete.
Use this option to prevent the deletion of the price group. This is especially helpful if the price group is not yet completed or assigned.
Select Add Record.
Edit Price Group
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To edit a Product Price Group:
From the Price Group list on the left, select the Price Group.
Directly under the Manage Price Groups title, in the Name field, edit the descriptive Name.
(Optional) Select/unselect the checkbox for Do Not Delete.
Use this option to prevent the deletion of the price group. This is especially helpful if the price group is not yet completed or assigned.
Select Save Changes.
Delete Price Group
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To delete a Product Price Group:
From the Price Group list on the left, select the Price Group.
At the top of the Manage Price Groups panel, select Delete.
On the Delete Price Group confirmation message, select OK.
Alternatively, select Cancel to exit without changes.
A reminder message appears on the Manage Price Group panel if the selected Price Group is flagged as Do Not Delete.
Select Save Changes.
Note
It is necessary to remove the Do Not Delete flag from a Price Group before attempting to delete.
For more information, see Edit Price Group.
Price Cap Feature
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The Price Cap feature is available in the Manage Price Groups Utility. To enable/disable the Price Cap feature, contact the support team.
Reach the support team through the following channels—use the table to identify the best channel for your inquiry.
Web to Case/Web Chat: support-request.
SMS: 1-612-587-7845
Phone: 800-547-4266 or 215-489-2500
Manage Product Prices
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Use the Manage Product Price utility to update product prices across Product Groups.
Perform the following tasks in the Manage Product Prices utility:
Manage Product Prices Utility Overview
# | Name | Description |
|---|---|---|
01 | Product Category Search | Use the Product Category Search field to search for product categories. |
02 | Product Category Header | Select this to reorder the product category list. |
03 | Select All Categories | Select this to display all product categories in the product view. |
04 | Selected Product Category | The selected product category is highlighted. The products contained within this category appear in the product view. |
05 | Bottom Navigation | Use these buttons to navigate through the Product Category lists. |
06 | Product Search | Use the Product Search Field to search for a product. |
07 | Select All | Use Select All to select all products displayed. |
08 | Select None | Use Select None to clear selected products. |
09 | Selected Product | The selected product is highlighted. The product name and PLU is listed. Press and hold CTRL to select to select multiple products. |
10 | Product Price | Product price(s) appears to the right of the product name and PLU. If multiple prices exist, both the upper and lower limit appears. |
11 | The Price Adjustment Section | The Price Adjustment Section provides the ability to change prices by:
For more information, see Price Adjustment Options Overview. |
Price Adjustment Options Overview
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# | Name | Description |
|---|---|---|
01 | Set a Price | Select Set a Price to change the price of the selected product(s) to a specific amount. |
02 | Adjust by % | Select Adjust by % [Percentage] to change the price of the selected product(s) by a specific percentage. |
03 | Adjust by $ | Select Adjust by $ [Amount] to change the price of the selected product(s) by a specific amount. |
04 | Select All Checkbox | Select the checkbox at the top of the column to select all available options. |
05 | Price Group List | Lists all price groups that contain the selected product(s). |
06 | Price List | Lists the price of the product(s) for each price group. |
07 | [New Price] | [Optional Field] The New Price field appears with populated values when either Adjust by % or Adjust by $ is selected. Use this field to view how adjusted amounts affect the price(s). |
08 | New Price, Value, Percent | Use the New Price, Value, or Percent field is available to type the adjusted price(s). The field name depends which adjustment type is selected, either Set a Price, Adjust by %, or Adjust by $. Type "-" in front of a percent or value to decrease the product price(s) by that percent or value. |
09 | Search Field | Use the Search Field to search for specific prices or price groups. |
10 | All Selected | Use the All Selected field to adjust all selected price groups with a set value, percentage, or an amount. |
11 | Reset Changes | Use Reset Changes to revert changes. This feature is only able to revert changes made prior to saving changes. |
12 | Save Changes | Select Save Changes to save price changes to Classic Portal. Saving Changes is not the same as Syncing Changes. |
13 | Bottom Navigation | Use these buttons to navigate through the price groups. |
Change Price(s)
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To change the price of the selected product(s):
In the Product Category column, select the product category.
Alternatively, use the Search field to search and select the product category.
Select Product Category to sort in ascending or descending order.
Select Show all Products to display all product options.
In the center Product area, select the product(s).
Alternatively, use the Search field to search and select the product.
Press and hold CTRL to select to select multiple products.
Use Select All to select all available options.
Use Select None to clear selection(s).
On the right of the Manage Product Prices panel, select Set a Price.
On the right of the Manage Product Prices panel, select the checkbox of the Price Group(s).
Alternatively, use the Search field to search and select the Price Group(s).
Select the checkbox at the top of the column to select all available options.
On the right of the Manage Product Prices panel, in the New Price field, type the new price. Select Tab or Enter after each entry.
Alternatively, on the upper-right of the area, use the Set selected groups to field to type the new price for all price groups.
If each price group needs a different price, use that price group's New Price field to type the new price.
On the upper-right of the Manage Product Prices panel, select Save Changes.
[Optional] Repeat Step 1 to Step 6 to make additional changes.
From the menu list on the left of Classic Portal, select Sync Changes to Restaurants.
For more information, see Sync Changes.
Adjust Price(s) by a Specific Amount
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To adjust price(s) by a specific amount:
In the Product Category column, select the product category.
Alternatively, use the Search field to search and select the product category.
Select Product Category to sort in ascending or descending order.
Select Show all Products to display all product options.
In the center Product area, select the product(s).
Alternatively, use the Search field to search and select the product.
Press and hold CTRL to select to select multiple products.
Use Select All to select all available options.
Use Select None to clear selection(s).
On the right of the Manage Product Prices panel, select Adjust by $.
On the right of the Manage Product Prices panel, select the checkbox of the Price Group(s).
Alternatively, use the Search field to search and select the Price Group(s).
Select the checkbox at the top of the column to select all available options.
On the right of the Manage Product Prices panel, in the Value field, type the adjusted value. Select Tab or Enter after each entry.
Alternatively, on the upper-right of the area, use the Set selected groups to field to type the adjusted value for all price groups.
If each price group requires a different adjustment, use that price group's Value field to type the adjusted value.
Type "-" in front of an adjusted value to decrease the product price(s) by that amount.
On the upper-right of the Manage Product Prices panel, select Save Changes.
[Optional] Repeat Step 1 to Step 6 to make additional changes.
From the menu list on the left of Classic Portal, select Sync Changes to Restaurants.
For more information, see Sync Changes.
Adjust Price(s) by a Percentage
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To adjust price(s) by a percentage:
In the Product Category column, select the product category.
Alternatively, use the Search field to search and select the product category.
Select Product Category to sort in ascending or descending order.
Select Show all Products to display all product options.
In the center Product area, select the product(s).
Alternatively, use the Search field to search and select the product.
Press and hold CTRL to select to select multiple products.
Use Select All to select all available options.
Use Select None to clear selection(s).
On the right of the Manage Product Prices panel, select Adjust by %.
On the right of the Manage Product Prices panel, select the checkbox of the Price Group(s).
Alternatively, use the Search field to search and select the Price Group(s).
Select the checkbox at the top of the column to select all available options.
On the right of the Manage Product Prices panel, in the Percentage field, type the percentage. Select Tab or Enter after each entry.
Alternatively, on the upper-right of the area, use the Set selected groups to field to type the percentage for all price groups.
If each price group requires a different percentage, use that price group's Percentage field to type the percentage.
Type "-" in front of an adjusted value to decrease the product price(s) by that percentage.
On the upper-right of the Manage Product Prices panel, select Save Changes.
[Optional] Repeat Step 1 to Step 6 to make additional changes.
From the menu list on the left of Classic Portal, select Sync Changes to Restaurants.
For more information, see Sync Changes.
Side Price Analysis Report
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The Side Price Analysis Report displays a list of product prices based on the selected content pack, product category, and the company/franchise.
The Side Price Analysis Report:
From the Content Pack dropdown, select the content pack.
Content pack availability depends on the parent brand.
From the Product Category dropdown, select the product category.
Product category availability depends on the selected content pack.
From the Company dropdown, select the franchisee of the Valued Brand.
Company availability depends on the selected content pack and product category.
From the PLU dropdown, select the product.
Product availability is dependent on the selected product category and company.
To the right of the dropdowns, select Run.
The report displays on the screen below the dropdowns.
Optional. To the right of the dropdowns, select Download to download the report as a CSV file.
Sync Changes
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After configuration changes or updates, Classic Portal requires a site-level sync in order for changes to take effect.
Important
If changes were made to multiple products, it is necessary to perform a sync for each product.
To sync updates to the site(s):
At the top of Classic Portal, select the appropriate Product Tab.
On the left of Classic Portal, select Sync Changes.
From the Restaurant List, select the site(s) to sync.
(Optional) At the top of the Sync Changes panel, adjust the Effective Date. The default is the current date.
(Optional) At the top of the Sync Changes panel, adjust the Effective Time. The default is the current time.
On the Sync Changes panel, select Sync Selected Restaurants.
Important
The Manager's Terminal checks for updates every 15 minutes. For example, a sync performed at 04:50 AM on Classic Portal is processed between 05:00 AM - 05:15 AM by the Manager's Terminal.