Add an Item Offer to a Bundle

Xenial PortalData ManagementOrdering SettingsProductsProduct List

There are two methods to create an item offer:

Add an Item Offer to a Bundle - Product Tag

Xenial PortalData ManagementOrdering SettingsProductsProduct List

To create an item offer by product tag:

Define Component Options

To define options for an item offer component:

  1. Locate the Bundles section of the Build page of the product record.

    • This section is only available when the Enabled toggle in the Bundle Configuration section is set to On.

  2. From the Add dropdown, select Create Custom Component. The Component Options form opens.

  3. From the Component Type field, select Item Offer.

  4. In the Label field, type a name for the bundle component.

  5. Set the Enabled toggle to On if this component is currently available for the bundle.

  6. (optional) In the Description field, type a description of the component.

  7. In the Offer Question field, type a question for the order taker to ask the customer at the Ordering application. For example, "Would you like to add an Ice Cream?"

  8. From the Destinations dropdown, select the allowed order destinations for this component.

    • For example, if the component is only available when the product is ordered for Eat In, only select the Eat In order destination.

    • All order destinations are selected by default.

Add Products

To select products for an item offer:

  1. From the Item Selection Type field, select Manual Selection.

  2. From the Products Tagged With dropdown, select the product tag(s).

  3. In the Min field, type the minimum number of products quantity for the offer. The default is 1.

  4. In the Max field, type the maximum product quantity for the offer. The default is 1.

  5. From the Products field, configure the specific products to include in the item offer.

    • Select and drag the control to the left of the listed products to sort them in the desired sequence.

    • In the Default Quantity field, type the default quantity of the respective product to include in the offer. The defined quantity cannot exceed the Max value defined in step 4.

    • Set the Enabled toggle to Yes to enable the product for the offer.

    • Select Add Products to add additional products to the product list.

Create an Item Offer - Menu Category

Xenial PortalData ManagementOrdering SettingsProductsProduct List

To create an item offer by menu category:

Define Component Options

To define options for an item offer component:

  1. Locate the Bundles section of the Build page of the product record.

    • This section is only available when the Enabled toggle in the Bundle Configuration section is set to On.

  2. From the Add dropdown, select Create Custom Component. The Component Options form opens.

  3. From the Component Type field, select Item Offer.

  4. In the Label field, type a name for the bundle component.

  5. Set the Enabled toggle to On if this component is currently available for the bundle.

  6. (optional) In the Description field, type a description of the component.

  7. In the Offer Question field, type a question for the order taker to ask the customer at the Ordering application. For example, "Would you like to add an Ice Cream?"

  8. From the Destinations dropdown, select the allowed order destinations for this component.

    • For example, if the component is only available when the product is ordered for Eat In, only select the Eat In order destination.

    • All order destinations are selected by default.

Add Products

To select products for an item offer:

  1. From the Item Selection Type field, select Menu Category.

  2. From the Menu Category dropdown, select the menu category.

  3. In the Min field, type the minimum number of products quantity for the offer. The default is 1.

  4. In the Max field, type the maximum product quantity for the offer. The default is 1.

  5. From the Products field, configure the specific products to include in the item offer.

    • In the Default Quantity field, type the default quantity of the respective product to include in the offer. The defined quantity cannot exceed the Max value defined in step 4.

    • Set the Enabled toggle to Yes to enable the product for the offer.