Define General Settings for a Modifier

Open the General page of the Modifier List editor to define general settings about a modifier, including:

  • Modifier Naming - Define how the modifier is identified by name in the Ordering application.

  • Reporting Categories - Assign modifier records to reporting categories to group associated modifiers together on reports.

  • Tags - Tag modifiers with descriptive terms to group similar modifiers together.

  • Tax Groups - Assign a tax group to a modifier to define the tax rate that is applied to the modifier price during the order taking process.

  • Options - Define general options for a modifier.

Modifier Naming

Define how the modifier is identified by name in the Ordering application.

Xenial PortalData ManagementOrdering SettingsModifiersModifier List

  1. Locate the General section of the General page of the modifier record.

  2. In the Modifier Name field, type the name of the modifier.

  3. In the PLU field, type a price look-up code (PLU).

    • The PLU is an identification code used to improve the accuracy of inventory control.

Modifier Reporting Categories

Assign modifier records to reporting categories to group associated modifiers together on reports.

To assign the modifier to reporting categories:

Xenial PortalData ManagementOrdering SettingsModifiersModifier List

  1. Locate the Reporting section on the General page of the modifier record.

  2. From the Major Category dropdown menu, select the primary reporting category.

  3. From the Minor Category dropdown menu, select the secondary reporting category.

Note

The dropdown menus are populated with records created using the Reporting Categories editor, which is accessible from the Ordering Settings>Products menu.

Modifier Tags

Tag modifiers with descriptive terms to group similar modifiers together. Examples of modifier tags include: Condiments, Sauces, and Dressings.

Identify a group of modifiers by their tag when configuring modifier groups, pricing rules and many other record types.

To assign tags:

Xenial PortalData ManagementOrdering SettingsModifiersModifier List

  1. Locate the Modifier Tags section on the General page of the modifier record.

  2. From the Tags dropdown list, select the tags.

Tip

To quickly locate an existing tag, type the name in the Tags field.

To add a new tag:

  1. Type the name in the Tags field.

  2. Select (Add New).

Note

Review the tags to ensure that the new tag is needed and that it conforms with the naming convention of other tags.

Assign a Tax Group to a Modifier

Assign a tax group to a modifier to define the tax rate that is applied to the modifier price during the order taking process.

To assign a tax group to a modifier:

Xenial PortalData ManagementOrdering SettingsModifiersModifier List

  1. Locate the Taxation section on the General page of the modifier record.

  2. From the Product Tax Group dropdown menu, select the tax group.

Note

The dropdown menu is populated with records created using the Product Tax Groups editor, which is accessible from the Ordering Settings>Taxes menu.

Define General Options for a Modifier

To define general options for a modifier:

Xenial PortalData ManagementOrdering SettingsModifiersModifier List

  1. Locate the Options section on the General page of the modifier record.

  2. Set the respective toggle to On to enable the following options:

    • Always Print in Red (Where Available) – Print the modifier item in red ink on receipts and grill tickets to highlight and emphasize the modifier for the kitchen staff.

    • Allow Modifier Quantities to Change – Allow the order taker to change the modifier quantity.

      • When this option is enabled, the Increment Modifier Quantity by setting is displayed. See Fractional Modifier Quantities below for more information about this setting.

    • Include in Plain Builds – Include the modifier with a product when that product is converted to its “Plain” build.

Fractional Modifier Quantities

In the event a customer requests half the standard serving of relish on their hamburger or one-third the amount of BBQ sauce on their pork sandwich, order takers have the ability to enter these fractional modifier quantities at the Order Entry screen.

Fractional quantities are printed on the kitchen ticket and displayed in the preparation instructions to ensure the kitchen staff prepares the product ingredients in accordance with the customer's request.

The following describes the behavior of the Ordering application when the Allow Modifier Quantities to Change toggle is set to On for a modifier record:

  • Select the "+" or "-" rocker on the modifier button to increment or decrement (respectively) the modifier quantity by the Increment Modifier Quantity by value, except for the following case:

    • If Increment Modifier Quantity by is set to 1, and the current modifier quantity is fractional, select "-" to decrement the quantity to the closest lesser integer (2¾→2). Select "+" to increment the quantity to the closest greater integer (2¾→3).

  • If Increment Modifier Quantity by is set to 1, long press the modifier button to open a popup menu that contains fractional quantity options. Select a fraction from the popup to adjust the current modifier quantity by that fractional amount. The available fractions are determined by the Secondary Increment value (described below). If Increment Modifier Quantity by is <1, the popup does not contain fraction buttons.

The following setting is only available when "1" is selected from the Increment Modifier Quantity by drop-down menu.

  • Secondary Increment - Select the desired value from the dropdown menu. The selected value determines the fractional quantity buttons that are available for selection by the order taker on the modifier popup menu.

The following table specifies the fractional quantity options that are available on the modifier popup menu on the Ordering application for each Secondary Increment value.

Secondary Increment

Fraction Options

None

  • None

1/4

  • 1/4

  • 1/2

  • 3/4

1/2

  • 1/2

1/3

  • 1/3

  • 2/3