Organization Preferences
Table of Contents
Create and manage Date Groups
Learn how to add, edit, and delete Date Groups on the Merchant Portal.
Date Group enables you to predefine specific dates during which you operate your shop differently. For instance, if you create a Date Group for December holidays, you can use it to include or exclude certain items from the menu on the specified dates. Date Group presets can be utilized when creating assets like Custom Menus and Tier Pricing Rules.
In this article, you’ll learn how to create, modify, and delete Date Groups on the Merchant Portal.
Important: You must have access to group or organization permissions to access Date Groups settings.
Create a Date Group
To add a Date Group, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on Organization Settings, then click on Date Group.
- Click on + Date Group.
- Click on the Version drop-down list to set the language for the Date Group. You can also keep it set to Default.
- Enter the Date Group Name.
- Under Date, click on +Dates, then click on the drop-downs to select the day and month. To add more dates, repeat this step.
- Click on Add to save the Date Group.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.
- Log in to the Merchant Portal.
- At the top, from the Group drop-down list, select the organization you’d like to manage.
- On the left panel, click on Advanced Settings, then click on Date Group.
- At the top right, click on + Add Date Group.
- Click on the Version drop-down list to set the language for the Date Group. You can also keep it set to Default.
- Enter the Date Group Name.
- Under Date, click on +Dates, then click on the drop-downs to select the day and month. To add more dates, repeat this step.
- Click on Add to save the Date Group.
Edit a Date Group
To modify a Date Group, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on Organization Settings, then click on Date Group.
- On the Date Group you want to modify, click on Edit
. - Edit the Date Group’s information.
- Click on Save to confirm the changes.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.
- Log in to the Merchant Portal.
- At the top, from the Group drop-down list, select the organization you’d like to manage.
- On the left panel, click on Advanced Settings, then click on Date Group.
- On the Date Group you want to modify, click on Edit
. - Edit the Date Group’s information.
- At the top right, click on Save to confirm the changes.
Delete a Date Group
To delete a Date Group, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Switch to new theme.
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on Organization Settings, then click on Date Group.
- On the Date Group you want to modify, click on Delete
. The Date Group will disappear from the list.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to classic theme.
- Log in to the Merchant Portal.
- At the top, from the Group drop-down list, select the organization you’d like to manage.
- On the left panel, click on Advanced Settings, then click on Date Group.
- On the Date Group you want to modify, click on Delete
. The Date Group will disappear from the list.