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    Setting up POS Menu Item Modifier Management
    • 31 Oct 2024
    • 2 Minutes to read
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    Setting up POS Menu Item Modifier Management

    • Updated on 31 Oct 2024
    • 2 Minutes to read
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    Article summary

    POS Menu Item Modifier Management is a POS integration configuration that may, depending on the needs of your organization, help ensure the accuracy of recipes and actual usage for POS modifiers, assisting with order planning and inventory management.

    Currently, POS Menu Item Modifier Management is available for the following POS systems:

    • Toast

    • Revel

    • Brink

    • More Coming Soon!

    Setup process overview

    Setting up POS Menu Item Modifier Management is done with the assistance of the R365 Professional Services team. For more information, contact your Customer Success Manager.

    Configuring POS Menu Item Modifier Management by location

    POS Menu Item Modifier Management can be configured by location, allowing for different concepts or regions to define their POS Menu Item Modifier Management separately. 

    To configure POS Menu Item Modifier Management by location, inform your CSM that you need to configure multiple locations, and provide a list of which locations share the same configurations. R365 Professional Services will then provide a worksheet for each group of locations that will have the same configurations.

    Complete the setup worksheet

    Once POS Menu Item Modifier Management is determined to be the solution for your organization, a setup worksheet will be provided. After completing the worksheet, work with the R365 Professional Services team to review the worksheet and complete the configuration.

    Some columns in the worksheet are already completed. Do not edit the information in these cells.

    Column

    Description

    A

    Id

    Identification number for the line to be uploaded.

    • DO NOT EDIT! This column must be imported with the exact IDs present on the worksheet. 

    B

    CategoryName

    Name of the POS Sales Category.

    • DO NOT EDIT! This column must be imported with the exact POS Sales Category names present on the worksheet.

    C

    CategoryId

    Identification number for the POS Sales Category.

    • DO NOT EDIT! This column must be imported with the exact POS Sales Category IDs present on the worksheet.

    D

    IsFullConcatenation

    Indicates if the ‘Join All Button Presses’ POS Menu Item Modifier Management Type should be applied to items in the associated POS Sales Category. 

    The corresponding cell in column J must be set to True. If both D and J are True, this setting concatenates all modifiers from the parent category.

    E

    ConcatenateBySize

    Indicates if the ‘Add Size Modifier’ POS Menu Item Modifier Management Type should be applied to items in the associated POS Sales Category.

    The corresponding cell in column I must be set to True. If both E and I are True, this setting concatenates all size modifiers.

    F

    ConcatenatePriceOnly

    Indicates if the ‘Price Modifiers Only’ POS Menu Item Modifier Management Type should be applied to items in the associated POS Sales Category.

    The corresponding cell in column J must be set to True. If both F and J are True, this setting concatenates all modifiers that have a price associated.

    G

    ModifierGroupName

    Name of the POS Modifier Category.

    • DO NOT EDIT! This column must be imported with the exact POS Modifier Category names present on the worksheet.

    H

    ModifierGroupId

    Identification number for the POS Modifier Category.

    • DO NOT EDIT! This column must be imported with the exact POS Modifier Category names present on the worksheet.

    I

    IsSize

    Indicates that the associated POS Modifier Category contains ‘Size’ modifiers. Only modifiers associated with POS Modifier Categories marked as ‘True’ will be used for the ‘Add Size Modifier’ POS Menu Item Modifier Management Type. Mark ‘True’ on any modifier groups that are sizes.

    J

    IsConcatenated

    Indicates if modifiers in the associated POS Modifier Category will be concatenated with the parent Menu Item. Only POS Modifier Categories marked as ‘True’ will be concatenated. Mark ‘True’ on any modifier groups that you'd like concatenated to the parent item.

    K

    LocationId

    Identification number for the location associated with the Modifier Group.

    • DO NOT EDIT! This column must be imported with the exact Locations IDs present on the worksheet.

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