Menu Setup
Table of Contents
Set up and manage Modifiers
Learn how to create and manage modifiers for menu Items on the Eats365 POS or on the Merchant Portal.
Modifiers allow you to use preset options to modify your menu items. Examples of modifiers that 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.
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
Create a Modifier Preset
Merchant Portal (Classic Theme)
- 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.
-
Select the modifier language.
Note: You must enter a default name for the modifier. The name becomes available in whatever language the POS app is using. For multi-language menus, after selecting a default language, tap the language drop-down list and select your preferred language. Then, enter the alternate name in that language.
- On the blank field, enter a name for the 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.
- For Single Choice Modifier Preset: If you want to have a default option for your modifier, turn on Mandatory
- Click on Save to confirm.
Merchant Portal 2.0
- 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 that you want to create. Select Single Choice Modifier Preset or Multiple Select Modifier Preset.
- On the blank field, enter a name for the modifier per language. For example, if you are creating a Single Choice Modifier Preset for drink sizes, you can enter “Drink Sizes.
Note: Languages become available if you've set up different languages from the Item settings General tab. - Enter the details for the 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 the Modifier, turn on Mandatory
. Then, next to the option that you want to set as the default option, toggle Default
.
- For Multiple Select Modifier Preset: To create option limits for the 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.
- For Single Choice Modifier Preset: If you want to have a default option for the Modifier, turn on Mandatory
- Click on Save to confirm.
Add a Single Choice Modifier
To add a Single Choice Modifier to an item, follow the steps below:
Eats365 POS
- 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 Add Item.
Note: If you're adding a modifier to an already existing item, tap the existing item instead. You can also tap the three-dot menunext to the item, and then tap Edit
.
- Select Single Item. Then, create an item.
- Tap the Modifier tab. Then, select Add Single Choice Modifier.
-
Select the modifier language.
Note: You must enter a default name for the modifier. The name becomes available in whatever language the POS app is using. For multi-language menus, after selecting a default language, tap the language drop-down list and select your preferred language. Then, enter the alternate name in that language.
- On the blank field, enter a name for the modifier. For example, if you are creating an option for drink sizes, you can enter “Drink Sizes.”
- Enter the details for the 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 the 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.
Merchant Portal (Classic Theme)
- 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 an Item.
Note: If you're adding a modifier to an already existing item, next to the item that you want to add a modifier to, click on Edit.
- Click on the Modifier tab.
- If you already have a Modifier Preset set up, you can choose to import a Modifier Preset to the item. Click on Import Modifier Preset, then choose the Modifier Preset that you want to apply to the item.
- If you don’t have a Modifier Preset set up, select Add Single Choice Modifier.
-
Select the modifier language.
Note: You must enter a default name for the modifier. The name becomes available in whatever language the POS app is using. For multi-language menus, after selecting a default language, tap the language drop-down list and select your preferred language. Then, enter the alternate name in that language.
- On the blank field, enter a name for the modifier. For example, if you are creating an option for drink sizes, you can enter “Drink Sizes.”
- Enter the details for the modifier option.
- 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 the 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 the modifier as a Modifier Preset, select Save as Preset.
- At the top right, click on Save to confirm.
Merchant Portal 2.0
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then select Item.
- At the top right, click on +Single Item. Then, create an item.
Note: If you're adding a modifier to an already existing item, next to the item that you want to add a modifier to, click on Edit.
- Click on the Modifier tab.
- If you already have a Modifier Preset set up, you can choose to import the Modifier Preset to the item. Click on Import Modifier Preset, then choose the Modifier Preset that you want to apply to the item.
- If you don’t have a Modifier Preset set up, select Add Single Choice Modifier.
- On the blank field, enter a name for the modifier per language. For example, if you are creating a Single Choice Modifier Preset for drink sizes, you can enter “Drink Sizes.
Note: Languages become available if you've set up different languages from the Item settings General tab. - Enter the details for the 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 the modifier, turn on Mandatory
. Then, next to the option that you want to set as the default option, toggle Default
.
- (Optional) If you want to save the modifier as a Modifier Preset, select Save as Preset.
- At the top right, click on Save to confirm.
Add a Multiple Select Modifier
To add a Multiple Select Modifier to an Item, follow the steps below:
Eats365 POS
- 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 Add Item.
Note: If you're adding a modifier to an already existing item, tap the existing item instead. You can also tap the three-dot menunext to the item, and then tap Edit
.
- Select Single Item. Then, create an item.
- Tap the Modifier tab. Then, select Add Multiple Select Modifier.
-
Select the modifier language.
Note: You must enter a default name for the modifier. The name becomes available in whatever language the POS app is using. For multi-language menus, after selecting a default language, tap the language drop-down list and select your preferred language. Then, enter the alternate name in that language.
- On the blank field, enter a name for the modifier. For example, if you are creating an option for drink selections, you can enter “Drink options.”
- Enter the details for the 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 the 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 Mandatoryfirst.
- At the top right, tap Save to confirm.
Merchant Portal (Classic Theme)
- 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 an item.
Note: If you're adding a modifier to an already existing item, next to the item that you want to add a modifier to, click on Edit.
- Click on the Modifier tab.
- If you already have a Modifier Preset set up, you can choose to import a Modifier Preset to the item. Click on Import Modifier Preset, then choose the Modifier Preset that you want to apply to the item.
- If you don’t have a Modifier Preset set up, select Add Multiple Select Modifier.
-
Select the modifier language.
Note: You must enter a default name for the modifier. The name becomes available in whatever language the POS app is using. For multi-language menus, after selecting a default language, tap the language drop-down list and select your preferred language. Then, enter the alternate name in that language.
- On the blank field, enter a name for the modifier. For example, if you are creating an option for drink selections, you can enter “Drink options.”
- Enter the details for the 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 Mandatoryfirst.
- If you want to save the modifier as a Modifier Preset, select Save as Preset.
- At the top right, click on Save to confirm.
Merchant Portal 2.0
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then select Item.
- At the top right, click on +Single Item. Then, create an item.
Note: If you're adding a modifier to an already existing item, next to the item that you want to add a modifier to, click on Edit.
- Click on the Modifier tab.
- If you already have a Modifier Preset set up, you can choose to import the Modifier Preset to the item. Click on Import Modifier Preset, then choose the Modifier Preset that you want to apply to the item.
- If you don’t have a Modifier Preset set up, select Add Multiple Select Modifier.
- On the blank field, enter a name for the modifier per language. For example, if you are creating an option for drink selections, you can enter “Drink options.”
Note: Languages become available if you've set up different languages from the Item settings General tab. - Enter the details for the 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 the 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 Mandatoryfirst.
- If you want to save the 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.
To import existing modifiers, follow the steps below:
Eats365 POS
- 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 AddItem.
Note: If you're adding a modifier to an already existing item, tap the existing item instead. You can also tap the three-dot menunext 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 Theme)
- 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 an item.
Note: If you're adding a modifier to an already existing item, next to the item that you want to add a modifier to, click on Edit.
- Click on the Modifier tab.
- Next to Import from Another Item, click on the drop-down list and choose the item with the modifiers that you want to import.
- At the top right, click on Save to confirm.
Merchant Portal 2.0
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then select Item.
- At the top right, click on +Single Item. Then, create an item.
Note: If you're adding a modifier to an already existing item, next to the item that you want to add a modifier to, click on Edit.
- Click on the Modifier tab.
- Next to Import from Another Item, click on the drop-down list and choose the item with the modifiers that you want to import.
- At the top right, click on Save to confirm.
Manage modifiers
Edit Modifier Preset
To modify a Modifier Preset, follow the steps below:
Merchant Portal (Classic Theme)
- 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.
Merchant Portal 2.0
- 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 modify a modifier, follow the steps below:
Eats365 POS
- 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-dot menu
next to the item, and then tap Edit
.
- Tap the Modifier tab.
- Update the modifier.
- At the top right, tap Update to confirm.
Merchant Portal (Classic Theme)
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then select Item.
- Select the item with the modifier 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.
Merchant Portal 2.0
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then select Item.
- Select the item with the modifier 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
Merchant Portal (Classic Theme)
- 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.
- Next to the Modifier Preset that you want to delete, click on Delete
- If you want to delete an option from the Modifier Preset, select the option that you want to delete. Then, next to the option, click on Remove.
- Click on Save to confirm.
Merchant Portal 2.0
- 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
. Next to the option that you want to delete, click on Delete
.
- Click on Save to confirm.
Delete modifiers
To delete a modifier, follow the steps below:
Eats365 POS
- 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-dot menu
next 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.
Merchant Portal (Classic Theme)
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then select Item.
- Select the item with the modifier 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.
Merchant Portal 2.0
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then select Item.
- Select the item with the modifier 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 Delete
.
- 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 modifiers in a specific order, follow the steps below:
Eats365 POS
- 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-dot menu
next 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 on the POS.
- At the top right, tap Update to confirm.
Merchant Portal (Classic Theme)
- 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 on the POS.
- At the top right, click on Save to confirm.
Merchant Portal 2.0
- 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.
- Next to the modifier, click on the arrows to move the modifier in the order that you want it to appear on the POS.
- At the top right, click on Save to confirm.