As your restaurant policies evolve, you can adjust existing meal allowance rules, budget caps, and availability schedules, as well as remove plans that are no longer active. For information on how to set up the Meal Allowance feature, refer to Set up staff meal allowance.

Update a meal allowance plan

To modify a meal allowance plan, follow the steps below: 

1. Log in to the Merchant Portal. 
2. On the left panel, click on CRMMeal AllowanceAllowance Plan.
3. Next to the allowance plan that you want to modify, click on Edit.
   Note: If a plan is currently in use, an alert appears to notify you that assigned staff members will be affected by the change. Click on Okay to proceed.
   
   
4. Update the meal allowance plan. 
   Important: By default, allowance budgets cannot be modified during an active allowance period. To update the budget, you must first reset the allowance budget. Click on Reset Allowance BudgetConfirm to proceed. After the changes are saved, the current allowance period ends immediately, and a new allowance period begins using the updated budget configuration.
   
   
5. Click on Save to confirm.

Delete a meal allowance plan

To remove a meal allowance plan, follow the steps below: 

1. Log in to the Merchant Portal. 
2. On the left panel, click on CRMMeal AllowanceAllowance Plan.
3. Next to the allowance plan that you want to delete, click on Delete . A prompt appears to confirm if you want to delete the item.
   Note: You won't be able to delete an allowance plan that's currently in use. 
   
   
4. Click on Confirm to proceed.