USING THE “GROUPS” SCREEN
1. Under the “Products” tab, select “Group”. This will bring you to the “Groups” screen, which lists off all of the Groups from your menus. You can use this page to quickly find Groups and make a variety of changes to them.
- Clicking on the “Columns” button will open a drop-down menu with options for the fields that can be viewed on this screen (in the form of a column). For example, if you would like to view the Minimum Item Selections for your Groups, make sure that the box next to Minimum Item Selections is checked off and the field is shown.
- Rows can be sorted by clicking on the Column title. For example, you can sort
Groups by Title (alphabetically) by clicking the small up arrow next to Title, and the reverse by clicking the arrow again.
- “Filters” allows you to search for Groups within a specific Menu, by Status, or by type of Group. You can add multiple Group Types/Menus to widen your search.
5. You can search for a Group using the search bar underneath the column for “Title”.
- If you’d like to make an edit to the Group, click on the value you’d like to change; this will make the fields in the Group’s row editable.
- Once you have made your changes, click on the “Save” button at the bottom of the screen. (or the “enter” key on your keyboard). A vertical green bar will briefly appear next to the Group’s row to indicate a successful save.
- If you would like to make the same change to multiple items at once, you can use the “Bulk Actions” button.
- Select the Items you would like to edit by checking off the small box to the left of the “Title” field. You will need to check off more than one item in order to activate the “Bulk Actions” drop down. If you wish to select all of the items on the screen, select the checkbox to the left of the “Title” section.
10. Click on “Bulk Actions”. From there, you can select from 4 options: Edit, Prefix, Append, and Delete.
11.Edit – Selecting the Edit option will allow you to edit the Title, Price, or Small and Medium Images for the Items. Make the change in one field and it will apply to the others that have been selected. You will see a prompt when saving that will re-iterate that the change is being applied to all of the selected Items.
12. Prefix/Append – A common use for these would be differentiating Items by location (Boston – Curly Fries), section (Wings – Medium Hot), or Menu (Paninis – Breakfast). Add the prefix/appendix to one field and it will apply to the others that have been selected.
13. Delete – Delete multiple items at once.
14. You will see a prompt when saving that will re-iterate that the changes will be applied to all of the items you selected.
CREATING A NEW GROUP
- Click on “+ New Group”
- Add the “Title” of the Group– this is an internal title, so we recommend making it something that will be easy for you to identify. For example, you could add a prefix for the location or menu that the Group belongs to.
- Select the type of Group you would like this to be.
- A “Modifier” Group is used to add or change aspects of the Items or Groups it is applied to. A common example is “Wing Flavor” or “Size”.
- A “Catalog” Group is a main group on the menu, such as “Sides” or “Entrees”.
- If you are creating a Catalog Group, you can select Sub Groups or Modifier Groups to add to the Catalog Group.
- Sub Groups are a middle ground between Catalog and Modifier groups. An example would be if you had a Catalog group called “Sandwiches”, and Sub Groups within it called “Subs”, “Paninis”, and “Burgers”.
- A Modifier Group can be attached to a Catalog Group, but not to another Modifier Group.
- Select the Items that will be in the Group.
- Add Display Content for the Group. It is mandatory that you add a language and Display Title (remember that your customers will see this Title). Add descriptions and images if you wish to.
- Add the Start and End date – usually, the Start Date is today’s date and the End Date is very far in the future (ex. 31 Dec 2099) unless it is a seasonal special.
- Select the “Applicable Order Types”. They should both be checked off (colored blue) to start, so if you don’t want an item to be available for Delivery, for example, make sure to click Delivery to turn it white.
- “Display Rank” is the order in which the Group will appear on the Menu or in the Item. This will default to “1”.
- “External ID” should populate automatically if you import your menu from Toast.
- “Min Item Selections” and “Max Item Selections” define how many Items within the Group can be selected per order. For example, if a customer must select a Wing Flavor, you would set “Min Item Selections” to 1. If they can only select 2 Wing Flavors, set the “Max Item Selections” to 2.
- “Inherit Parent Options” should be checked off if you would like this Item to take on the modifiers applied to its parent group. For example, let say you have an item called “Wing Meal”, and you checked off “Inherit Parent Options”. This item belongs to a Menu (parent) group called “Wings”, which has the “Wing Flavors” modifier group assigned to it. In this example, the “Wing Meal” would automatically have the modifier group “Wing Flavor” as well.
- Finally, make sure that the status is set to “Active” if you want the group to show up in the app and web ordering once it is added to a menu.
- Click “Save” to create the Group!