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Set Up Product Options

Product options let you create and reuse frequently used options across different categories and products when you enable the feature. An example of when you would use a product option is when you want to indicate that an item is for take out, or to change the ice level for a beverage.

Each product option is grouped into a product option group for convenience and you can create as many product option groups and product options as you like. For example, a product option group could be salad dressing, with the product options of ceasar, balsamic, and thousand island.

1. Set up product options

Go to Settings > Product options

Create product option group

Select + New product option group and name the group according to required functions. For example, ice level, sweetness or other requests.

Toggle on necessary functions, and save.

OptionDescription
NameSpecify a name for this product option group. This name will be shown when attaching to categories or products
Custom ColorSelect this option to allow for a custom color for this product option group. Assign different colors to make it easier to find a product option group at a glance
Required*When toggled on, at least 1 product option needs to be selected when taking orders
Max quantity*When toggled on, a maximum amount of product options chosen can be limited.
note

*These functions only apply to Ubereats and Foodpanda

Product option

Create items under product option group.

Select + New product option and name the modification according to the group it belongs to. For example, half ice, unsweetened, extra shot.

Set up necessary functions and save.

OptionDescription
NameSpecify a name for this product option
Price or Discount %This will let you automatically modify the price of a line item, If a price is specified - can be any positive or negative value, the line item will be modified by this price. If instead Discount % is used, the line item will automatically calculate and apply a percentage discount
Allow multiple optionsThe same product option can be selected multiple times
Internal product codeA code used for reporting data across products and categories. A user defined code that can be shared between variants across different categories and products. The internal product code will be available when exporting sales data
Designate worklistIf you want executed items to be sent to a specific work list, turn on this option and select the desired worklist from the drop down list. You must have first created your worklists in the worklist section of your settings
Enable sub optionsThis will allow you to create sub options under a product option
Inventory managementWhen enabled, a product option will sync with one or more inventory containers

2. Set up product options in menu

Set up in menu category

Product options will apply to all menu items when set up in menu category level.

Go to Settings > Menu

Select a menu category > select the pen icon on the top right corner > toggle on Product option > select the product options shoule be added to this menu category

Repeat the steps above to set up other menu categories.

tip

If you wish product options would pop-up automatically, follow the instructions next part to turn on Automatically show options

Set up in single item

If product option only applies to a specific item in a menu category, follow the steps below to set up

Go to Settings > Menu > select category > select product > select the pen icon on the top right corner > toggle on Product Options > select the product options should be added to this product > toggle on Automatically show options if this function is needed > Save

Repeat the steps above to set up other products.

3. Review settings

Go to odering page and select a menu item that has been set up with product options. A + sign should appear next to the product name. Select + to open product option page.

If Automatically show options function is on, product option page should pop-up after selecting the item.

4. Tutorial video

Link