Menu Setup

Table of Contents

Set up and manage Modifiers

Learn how to create and manage Modifiers to menu Items on the Eats365 POS or on the Merchant Portal.

Updated on May 24th, 2023

Modifiers allow you to use preset options to modify your menu Items. Examples of Modifiers you can add to your Items include item sizes, add-ons, drink options, and more.

In this article, you’ll learn about the different types of Modifiers that are available in the Eats365 POS, as well as how to create and manage Modifiers.

Types of Modifiers

There are two types of Modifiers that are available in the Eats365 POS:

Single Choice Modifier
Multiple Select Modifier

Single Choice Modifier

Single Choice Modifiers are used if you want to create a preset of commonly used options such as drink and meal sizes. For example, if your restaurant offers options for different meal sizes, you can then create a Single Choice Modifier for meal sizes.

Tip: You can also set a default option for your Item.

Multiple Select Modifier

Multiple Select Modifiers are used if you want to create multi-selectable options for your Items. This Modifier is often used on Items that can be customized such as drink options, toppings, etc.

Add Modifiers

Note: You can only add a Modifier to a Single Item. For Combo Items, the Modifier appears automatically when you add a Single Item to the Combo option.

Eats365 POS

Add Modifiers to a new Item

Add a Single Choice Modifier to a new Item

To add a Single Choice Modifier to a new Item, follow the steps below:

Log in to the Eats365 POS.
At the top left, tap Settings .
Under General, tap Menu Setup then select Item.
At the top right, tap Item.
Select Single Item. Then, create your Item.
Tap the Modifier tab. Then, select Add Single Choice Modifier.
On the blank field, enter a name for your Modifier. For example, if you are creating an option for drink sizes, you can enter “Drink Sizes.”
Enter the details for your Modifier options.
Note: If you haven’t set up any Modifier in Modifier Master, the Modifier Master section shows up as N/A.
To add another option to the same Modifier, tap Add Option.
To create another Modifier, tap Add Single Choice Modifier again.
Tip: You can also add a Multiple Select Modifier to the same Item.
If you want to have a default option for your Modifier, turn on Mandatory . Then, next to the option that you want to set as the default option, tap the check box .
At the top right, tap Save to confirm.

Add a Multiple Select Modifier to a new Item

To add a Multiple Select Modifier to a new Item, follow the steps below:

Log in to the Eats365 POS.
At the top left, tap Settings .
Under General, tap Menu Setup and then select Item.
At the top right, tap Item.
Select Single Item. Then, create your Item.
Tap the Modifier tab. Then, select Add Multiple Select Modifier.
On the blank field, enter a name for your Modifier. For example, if you are creating an option for drink selections, you can enter “Drink options.”
Enter the details for your Modifier options.
Note: If you haven’t set up any Modifier in Modifier Master, the Modifier Master section shows up as N/A.
To add another option to the same Modifier, tap Add Option.
To create another Multiple Select Modifier, tap Add Multiple Select Modifier again.
Tip: You can also add a Single Choice Modifier to the same Item.
To create option limits for your Modifier, set the number under Selection Min, Max, and Max Allowed to your preferred limit.
Note: To set the minimum selection, you must turn on Mandatory first.
At the top right, tap Save to confirm.

Add Modifiers to an existing Item

Add a Single Choice Modifier to an existing Item

To add a Single Choice Modifier to an existing Item, follow the steps below:

Log in to the Eats365 POS.
At the top left, tap Settings .
Under General, tap Menu Setup and then select Item.
Tap the Item that you want to add a Modifier to. You can also tap the three dots next to the Item, and then tap Edit .
Tap the Modifier tab. Then, select Add Single Choice Modifier.
On the blank field, enter a name for your Modifier. For example, if you are creating an option for drink sizes, you can enter “Drink Sizes.”
Enter the details for your Modifier options.
Note: If you haven’t set up any Modifier in Modifier Master, the Modifier Master section shows up as N/A.
To add another option to the same Modifier, tap Add Option.
To create another Modifier, tap Add Single Choice Modifier again.
Tip: You can also add a Multiple Select Modifier to the same Item.
If you want to have a default option for your Modifier, turn on Mandatory . Then, next to the option that you want to set as the default option, tap the check box .
At the top right, tap Save to confirm.

Add a Multiple Select Modifier to an existing Item

To add a Multiple Select Modifier to an existing Item, follow the steps below:

Log in to the Eats365 POS.
At the top left, tap Settings .
Under General, tap Menu Setup and then select Item.
Tap the Item that you want to add a Modifier to. You can also tap the three dotsnext to the Item, and then tap Edit .
Tap the Modifier tab. Then, select Add Multiple Select Modifier.
On the blank field, enter a name for your Modifier. For example, if you are creating an option for drink selections, you can enter “Drink options.”
Enter the details for your Modifier options.
Note: If you haven’t set up any Modifier in Modifier Master, the Modifier Master section shows up as N/A.
To add another option to the same Modifier, tap Add Option.
To create another Multiple Select Modifier, tap Add Multiple Select Modifier again.
Tip: You can also add a Single Choice Modifier to the same Item.
To create option limits for your Modifier, set the number under Selection Min, Max, and Max Allowed to your preferred limit.
Note: To set the minimum selection, you must turn on Mandatory first.
At the top right, tap Save to confirm.

Import Modifiers from another Item

If you’re creating multiple menu Items that share a common set of Modifiers, you can import Modifiers from an existing menu Item instead of creating the Modifiers individually.

Important: When you import Modifiers, this will overwrite existing Modifiers that have already been added to the menu Item.

To import existing Modifiers, follow the steps below:

Log in to the Eats365 POS.
At the top left, tap Settings .
Under General, tap Menu Setup and then select Item.
Tap the Item that you want to add a Modifier to. You can also tap the three dotsnext to the Item, and then tap Edit .
Tap the Modifier tab.
Next to the Language option, you’ll find the option to import from another Item. Tap Import from another Item.
Choose the Item with the Modifiers that you want to import. Then, tap Import.
At the top right, tap Save to confirm.

Merchant Portal (Classic)

Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.

Create a Modifier Preset

Tip: Create a Modifier Preset first before you start creating your menu Items so you can easily add or import Modifiers to your Item.

Log in to the Merchant Portal.
On the left panel, click on Menu Setup.
Under Modifiers, click on Modifier Preset.
At the top, choose the type of Modifier Preset you want to create. Select Single Choice Modifier Preset or Multiple Select Modifier Preset.
On the blank field, enter a name for your Modifier. For example, if you are creating a Single Choice Modifier Preset for drink sizes, you can enter “Drink Sizes.”
Enter the details for your Modifier Preset.
To add another option, select Add Option.
Additional settings:
- For Single Choice Modifier Preset: If you want to have a default option for your Modifier, turn on Mandatory . Then, next to the option that you want to set as the default option, click on the check box .
- For Multiple Select Modifier Preset: To create option limits for your Modifier, set the number under Selection Minimum, Maximum, and Max Allowed to your preferred limit.
  Note: To set the minimum selection, you must turn on Mandatory first.
Click on Save to confirm.

Add Modifiers to a new Item

Add a Single Choice Modifier to a new Item

To add a Single Choice Modifier to a new Item, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Item.
At the top, select Single Item. Then, create your Item.
Click on the Modifier tab.
If you already have a Modifier Preset set up, you can choose to import your Modifier Preset to your Item. Click on Import Modifier Preset, then choose the Modifier Preset that you want to apply to your Item.
If you don’t have a Modifier Preset set up, select Add Single Choice Modifier.
On the blank field, enter a name for your Modifier. For example, if you are creating an option for drink sizes, you can enter “Drink Sizes.”
Enter the details for your Modifier options.
To add another option to the same Modifier, select Add Option.
To create another Modifier, select Add Single Choice Modifier again.
Tip: You can also add a Multiple Select Modifier to the same Item.
If you want to have a default option for your Modifier, turn on Mandatory . Then, next to the option that you want to set as the default option, click on the check box .
(Optional) If you want to save your Modifier as a Modifier Preset, select Save as Preset.
At the top right, click on Save to confirm.

Add a Multiple Select Modifier to a new Item

To add a Multiple Select Modifier to a new Item, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Item.
At the top, select Single Item. Then, create your Item.
Click on the Modifier tab.
If you already have a Modifier Preset set up, you can choose to import your Modifier Preset to your Item. Click on Import Modifier Preset, then choose the Modifier Preset that you want to apply to your Item.
If you don’t have a Modifier Preset set up, select Add Multiple Select Modifier.
On the blank field, enter a name for your Modifier. For example, if you are creating an option for drink selections, you can enter “Drink options.”
Enter the details for your Modifier options.
To add another option to the same Modifier, select Add Option.
To create another Modifier, select Add Multiple Select Modifier again.
Tip: You can also add a Single Choice Modifier to the same Item.
To create option limits for your Modifier, set the number under Selection Minimum, Maximum, and Max Allowed to your preferred limit.
Note: To set the minimum selection, you must turn on Mandatory first.
If you want to save your Modifier as a Modifier Preset, select Save as Preset.
At the top right, click on Save to confirm.

Add Modifiers to an existing Item

Add a Single Choice Modifier to an existing Item

To add a Single Choice Modifier to an existing Item, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Item.
Select the Item that you want to add a Modifier to. Next to the Item, click on Edit .
Click on the Modifier tab.
If you already have a Modifier Preset set up, you can choose to import your Modifier Preset to your Item. Click on Import Modifier Preset, then choose the Modifier Preset that you want to apply to your Item.
If you don’t have a Modifier Preset set up, select Add Single Choice Modifier.
On the blank field, enter a name for your Modifier. For example, if you are creating an option for drink sizes, you can enter “Drink Sizes.”
Enter the details for your Modifier options.
To add another option to the same Modifier, select Add Option.
To create another Modifier, select Add Single Choice Modifier again.
Tip: You can also add a Multiple Select Modifier to the same Item.
If you want to have a default option for your Modifier, turn on Mandatory . Then, next to the option that you want to set as the default option, click on the check box .
If you want to save your Modifier as a Modifier Preset, select Save as Preset.
At the top right, click on Save to confirm.

Add a Multiple Select Modifier to an existing Item

To add a Multiple Select Modifier to an existing Item, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Item.
Select the Item that you want to add a Modifier to. Next to the Item, click on Edit .
Click on the Modifier tab.
If you already have a Modifier Preset set up, you can choose to import your Modifier Preset to your Item. Click on Import Modifier Preset, then choose the Modifier Preset that you want to apply to your Item.
If you don’t have a Modifier Preset set up, select Add Multiple Select Modifier.
On the blank field, enter a name for your Modifier. For example, if you are creating an option for drink selections, you can enter “Drink options.”
Enter the details for your Modifier options.
To add another option to the same Modifier, select Add Option.
To create another Modifier, select Add Multiple Select Modifier again.
Tip: You can also add a Singe Choice Modifier to the same Item.
To create option limits for your Modifier, set the number under Selection Minimum, Maximum, and Max Allowed to your preferred limit.
Note: To set the minimum selection, you must turn on Mandatory first.
If you want to save your Modifier as a Modifier Preset, select Save as Preset.
At the top right, click on Save to confirm.

Import Modifiers from another Item

If you’re creating multiple Menu Items that share a common set of Modifiers, you can import Modifiers from an existing Item instead of creating the Modifiers individually.

Important: When you import Modifiers, this will overwrite existing Modifiers that have already been added to the Item.

To import existing Modifiers, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Item.
Select the Item that you want to add a Modifier to. Next to the Item, click on Edit .
Click on the Modifier tab.
Next to Import from Another Item, choose the Item with the Modifiers that you want to import.
At the top right, click on Save to confirm.

Merchant Portal (New)

Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.

Create a Modifier Preset

Tip: Create a Modifier Preset first before you start creating your menu Items so you can easily add or import Modifiers to your Item.

Log in to the Merchant Portal.
On the left panel, click on Menu Setup.
Under Modifiers, click on Modifier Preset.
At the top, choose the type of Modifier Preset you want to create. Select Single Choice Modifier Preset or Multiple Select Modifier Preset.
On the blank field, enter a name for your Modifier. For example, if you are creating a Single Choice Modifier Preset for drink sizes, you can enter “Drink Sizes.”
Enter the details for your Modifier Preset.
To add another option, select Add Option.
Additional settings:
- For Single Choice Modifier Preset: If you want to have a default option for your Modifier, turn on Mandatory . Then, next to the option that you want to set as the default option, click on the check box .
- For Multiple Select Modifier Preset: To create option limits for your Modifier, set the number under Selection Minimum, Maximum, and Max Allowed to your preferred limit.
  Note: To set the minimum selection, you must turn on Mandatory first.
Click on Save to confirm.

Add Modifiers to a new Item

Add a Single Choice Modifier to a new Item

To add a Single Choice Modifier to a new Item, follow the steps below:

Log in to the Merchant Portal.
Click on Menu Setup, then select Item.
At the top right, click +Single Item. Then, create your Item.
Click on the Modifier tab.
If you already have a Modifier Preset set up, you can choose to import your Modifier Preset to your Item. Click on Import Modifier Preset, then choose the Modifier Preset that you want to apply to your Item.
If you don’t have a Modifier Preset set up, select Add Single Choice Modifier.
On the blank field, enter a name for your Modifier. For example, if you are creating an option for drink sizes, you can enter “Drink Sizes.”
Enter the details for your Modifier options.
To add another option to the same Modifier, select Add Option.
To create another Modifier, select Add Single Choice Modifier again.
Tip: You can also add a Multiple Select Modifier to the same Item.
If you want to have a default option for your Modifier, turn on Mandatory . Then, next to the option that you want to set as the default option, click on the check box .
(Optional) If you want to save your Modifier as a Modifier Preset, select Save as Preset.
At the top right, click on Save to confirm.

Add a Multiple Select Modifier to a new Item

To add a Multiple Select Modifier to a new Item, follow the steps below:

Log in to the Merchant Portal.
Click on Menu Setup, then select Item.
At the top right, click +Single Item. Then, create your Item.
Click on the Modifier tab.
If you already have a Modifier Preset set up, you can choose to import your Modifier Preset to your Item. Click on Import Modifier Preset, then choose the Modifier Preset that you want to apply to your Item.
If you don’t have a Modifier Preset set up, select Add Multiple Select Modifier.
On the blank field, enter a name for your Modifier. For example, if you are creating an option for drink selections, you can enter “Drink options.”
Enter the details for your Modifier options.
To add another option to the same Modifier, select Add Option.
To create another Modifier, select Add Multiple Select Modifier again.
Tip: You can also add a Single Choice Modifier to the same Item.
To create option limits for your Modifier, set the number under Selection Minimum, Maximum, and Max Allowed to your preferred limit.
Note: To set the minimum selection, you must turn on Mandatory first.
If you want to save your Modifier as a Modifier Preset, select Save as Preset.
At the top right, click on Save to confirm.

Add Modifiers to an existing Item

Add a Single Choice Modifier to an existing Item

To add a Single Choice Modifier to an existing Item, follow the steps below:

Log in to the Merchant Portal.
Click on Menu Setup, then select Item.
Select the Item that you want to add a Modifier to. Next to the Item, click on Edit.
Click on the Modifier tab.
If you already have a Modifier Preset set up, you can choose to import your Modifier Preset to your Item. Click on Import Modifier Preset, then choose the Modifier Preset that you want to apply to your Item.
If you don’t have a Modifier Preset set up, select Add Single Choice Modifier.
On the blank field, enter a name for your Modifier. For example, if you are creating an option for drink sizes, you can enter “Drink Sizes.”
Enter the details for your Modifier options.
To add another option to the same Modifier, select Add Option.
To create another Modifier, select Add Single Choice Modifier again.
Tip: You can also add a Multiple Select Modifier to the same Item.
If you want to have a default option for your Modifier, turn on Mandatory . Then, next to the option that you want to set as the default option, click on the check box .
If you want to save your Modifier as a Modifier Preset, select Save as Preset.
At the top right, click on Save to confirm.

Add a Multiple Select Modifier to an existing Item

To add a Multiple Select Modifier to an existing Item, follow the steps below:

Log in to the Merchant Portal.
Click on Menu Setup, then select Item.
Select the Item that you want to add a Modifier to. Next to the Item, click on Edit.
Click on the Modifier tab.
If you already have a Modifier Preset set up, you can choose to import your Modifier Preset to your Item. Click on Import Modifier Preset, then choose the Modifier Preset that you want to apply to your Item.
If you don’t have a Modifier Preset set up, select Add Multiple Select Modifier.
On the blank field, enter a name for your Modifier. For example, if you are creating an option for drink selections, you can enter “Drink options.”
Enter the details for your Modifier options.
To add another option to the same Modifier, select Add Option.
To create another Modifier, select Add Multiple Select Modifier again.
Tip: You can also add a Singe Choice Modifier to the same Item.
To create option limits for your Modifier, set the number under Selection Minimum, Maximum, and Max Allowed to your preferred limit.
Note: To set the minimum selection, you must turn on Mandatory first.
If you want to save your Modifier as a Modifier Preset, select Save as Preset.
At the top right, click on Save to confirm.

Import Modifiers from another Item

If you’re creating multiple Menu Items that share a common set of Modifiers, you can import Modifiers from an existing Item instead of creating the Modifiers individually.

Important: When you import Modifiers, this will overwrite existing Modifiers that have already been added to the Item.

To import existing Modifiers, follow the steps below:

Log in to the Merchant Portal.
Click on Menu Setup, then select Item.
Select the Item that you want to add a Modifier to. Next to the Item, click on Edit.
Click on the Modifier tab.
Next to Import from Another Item, choose the Item with the Modifiers that you want to import.
At the top right, click on Save to confirm.

Manage Modifiers

Eats365 POS

Edit Modifiers

To make changes to a Modifier, follow the steps below:

Log in to the Eats365 POS.
At the top left, tap Settings .
Under General, tap Menu Setup and then select Item.
Tap the Item with the Modifier that you want to edit. You can also tap the three dotsnext to the Item, and then tap Edit .
Tap the Modifier tab.
Update the Modifier.
At the top right, tap Update to confirm.

Delete Modifiers

To delete a Modifier, follow the steps below:

Log in to the Eats365 POS.
At the top left, tap Settings .
Under General, tap Menu Setup and then select Item.
Tap the Item with the Modifier that you want to delete. You can also tap the three dotsnext to the Item, and then tap Edit .
Tap the Modifier tab.
To delete an option under a Modifier, select the option that you want to delete, then tap Remove .
To delete a Modifier, including all its options, select the Modifier that you want to delete, then tap Delete .
At the top right, tap Update to confirm.

Reorder Modifiers

If you want to arrange your Modifiers in a specific order, follow the steps below:

Log in to the Eats365 POS.
At the top left, tap Settings .
Under General, tap Menu Setup and then select Item.
Tap the Item with the Modifier that you want to rearrange. You can also tap the three dotsnext to the Item, and then tap Edit .
Tap the Modifier tab.
Next to the Modifier that you want to move, tap and hold Reorder . Then, drag the Modifier in the order that you want it to appear in the POS.
At the top right, tap Update to confirm.

Merchant Portal (Classic)

Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.

Edit Modifier Preset

To make changes to a Modifier Preset, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup.
Under Modifiers, click on Modifier Preset.
Select the Modifier Preset that you want to edit. Next to the Item, click on Edit .
Update the Modifier.
Click on Save to confirm.

Edit Modifiers

To make changes to a Modifier, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Item.
Select the Item with the Modifiers that you want to edit. Next to the Item, click on Edit .
Click on the Modifier tab.
Update the Modifier.
At the top right, click on Save to confirm.

Delete Modifier Preset

To make changes to a Modifier Preset, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup.
Under Modifiers, tap Modifier Preset.
Select the Modifier Preset that you want to delete. There are two ways to delete a Modifier Preset:
- Next to the Modifier Preset that you want to delete, click on Delete . Then, click on Confirm.
- Next to the Modifier Preset that you want to delete, click on Edit . At the bottom, click on Delete. Then, click on Confirm.
If you want to delete an option from your Modifier Preset, select the option that you want to delete. Then, next to the option, click on Remove.
Click on Save to confirm.

Delete Modifiers

To delete a Modifier, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Item.
Select the Item with the Modifiers that you want to delete. Next to the Item, click on Edit .
Click on the Modifier tab.
To delete an option under a Modifier, select the option that you want to delete, then click on Remove.
To delete a Modifier including all its options, select the Modifier that you want to delete, then click on Delete..
At the top right, click on Save to confirm.

Reorder Modifiers

If you want to arrange your Modifiers in a specific order, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Item.
Select the Item with the Modifiers that you want to rearrange. Next to the Item, click on Edit .
Click on the Modifier tab.
Click and hold on the Modifier that you want to move. Then, drag the Modifier in the order that you want it to appear in the POS.
At the top right, click on Save to confirm.

Merchant Portal (New)

Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.

Edit Modifier Preset

To make changes to a Modifier Preset, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup.
Select Modifiers, then click on Modifier Preset.
Select the Modifier Preset that you want to edit. Next to the Item, click on Edit.
Update the Modifier.
Click on Save to confirm.

Edit Modifiers

To make changes to a Modifier, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Item.
Select the Item with the Modifiers that you want to edit. Next to the Item, click on Edit.
Click on the Modifier tab.
Update the Modifier.
At the top right, click on Save to confirm.

Delete Modifier Preset

To make changes to a Modifier Preset, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup.
Select Modifiers, then click on Modifier Preset.
On the Modifier Preset that you want to delete, click on Delete. Then, click on Confirm.
If you want to delete an option from the Modifier, next to the Modifier Preset that you want to delete, click on Edit. On the option you want to delete, click on Delete Option. Then, click on Confirm.
Click on Save to save your changes.

Delete Modifiers

To delete a Modifier, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Item.
Select the Item with the Modifiers that you want to delete. Next to the Item, click on Edit.
Click on the Modifier tab.
To delete an option under a Modifier, on the option that you want to delete, click on Remove Option.
To delete a Modifier including all its options, at the lower right, click on Delete.
At the top right, click on Save to confirm.

Reorder Modifiers

If you want to arrange your Modifiers in a specific order, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Item.
Select the Item with the Modifiers that you want to rearrange. Next to the Item, click on Edit.
Click on the Modifier tab.
Select the Modifier that you want to move. Next to the Modifier, click on the arrows to move the Modifier in the order that you want it to appear in the POS.
At the top right, click on Save to confirm.

set up modifiers add modifiers manage modifiers modifier preset import modifiers types of modifiers