Assign a Modifier Collection to a Product

A modifier collection is a group of predefined product customization options.

The order taker at the Ordering application can apply the modifier items in a modifier collection to a product during the order taking process.

To assign a modifier collection to a product:

Xenial PortalData ManagementOrdering SettingsProductsProduct List

  1. On the Build page of the product record, select the modifier collection from the Modifier Collection dropdown menu.

  2. From the Display Modifier Selection Screen dropdown menu, select the desired option.

    • Use Company Preference - If selected, the Display Modifier Menu on Item Add setting value defined in the Company or Site Preferences editor is respected with this product.

    • When Product Is Added to Order - If selected, the modifier menu for the product is automatically opened when the product is added to an order.

    • Do Not Display Automatically - If selected, the modifier menu for the product is NOT automatically opened when the product is added to an order.