Customization of an Item

How to go about adding customisation to an Item.

Written By Ops UrbanPiper (Collaborator)

Updated at March 13th, 2019

Some of the items in the menu can have multiple options i.e, Variants or Add-Ons. 

This article will provide a detailed walkthrough on how to create Variants or Add-Ons for an item.


 To understand this better, let's take the example of a Margherita Pizza.

A pizza can be comprised of several Variants in terms of size i.e, small, medium & large. It can have several Add-Ons in the form of toppings i.e, tomato, jalapeno, onion etc

These kinds of configuration are done using Option Groups and Options.

In the example of the pizza, size and toppings are Option Groups & small, medium, large, tomato, jalapeno and onion are Options


1.1 Create Option Groups

To Create an Option Group go to Ordering → Option groups. Click on ADD OPTION GROUP.

In the New Item Option Group page, follow the pointers below.

  • Title: Enter the title/name of the option group. (Ex: Toppings, Size etc)
  • CRM title: This is a reference title/name for internal use. This title/name will not be visible on the
    mobile app/website.
  • Description: Enter the description of the option group.
  • Min Options Selectable: The minimum options a user should be able to select for the particular
    option group. (Ex: For a pizza with the "option group" as Size, the "minimum options selectable"
    should be "1" as a pizza at least requires 1 Size to be selected).
  • Max Options Selectable: The maximum options a user should be able to select for the particular
    option group. (Ex: For a pizza with the "option group" as Size, the "maximum options selectable"
    should be "1" as a pizza at most can have only 1 Size).
  • Sort order: Here you can specify a number to the option group in which the sorting of the option
    group should be done on the mobile app/website. Starting from 0,1,2,3.... and so on. So,
    the option group marked with "0" sort order will be shown before any other option group for an
    item.
  • Is default?: Checkmark this box if you want to enable all the options in the option
    group by default. (Ex: For a pizza, there can be an "option group" called "remove toppings". In
    that case, the "option group" can be enabled with "Is default" checkbox and all the "options" in
    this "option group" will already be enabled by default on the mobile app/website)
  •  Active: Checkmark if the option group is enabled.


1.2 OPTION ASSOCIATION TO OPTION GROUP:

"Option association" is used for associating options to the options group
NOTE: Option association to the option group works only if the Ordering - Options have
already been created. Please refer the section 2.1 for Option Creation.

Steps for options association to the option group:

  • All the options which are configured in the system are listed under "All options".
  •  To make an option associated with the option group, you need to move the option to the right
    side i.e. under "Associated options"
  • The way to move an option from "All options" to "Associated options" is:
    1. "double click" on the option OR
    2. "Single click" on the option and click on ">" button (2nd button in the middle)
  •  The way to move all the options from "All options" to "Associated options" is:
    1. Simply click on the ">>" button (1st button in the middle) OR
    2. Press the "Control" key, select multiple options and then click on ">" button (2nd button in the
    middle)
  • To move the "Associate options" back to "All options", follow the same steps with 3rd ("<") and
    4th ("<<") button.
    NOTE: you can also search for an "option" by typing the name(or CRM title) in the search bar provided under
    both, "All options" and "Associated options"
  • Click on SAVE.

1.3 OPTION GROUPS ASSOCIATION TO ITEMS:

"Option Groups association to Items" is used for associating option groups to the item (if applicable).
NOTE: Option groups association to the item works only if the Ordering - Option
Groups have already been created and associated with each other.


Steps for option group association to the item:

  • To associate an Option Groups to an Item, go to Ordering →Items. Select the Item that needs to be associated with an Option Group.
  •  All the option groups which are configured in the system are listed under "All option Groups".
  • To make an option group associated with the item, you need to move the option group to the
    right side i.e. under "Associated option groups"
  • The way to move an option group from "All option groups" to "Associated option groups" is:
    1. "double click" on the option group OR
    2. "Single click" on the option group and click on ">" button (2nd button in the middle)
  • The way to move all the option groups from "All option groups" to "Associated option
    groups
    " is:
    1. Simply click on the ">>" button (1st button in the middle) OR
    2. Press the "Control" key, select multiple option groups and then click on ">" button (2nd button in the
    middle)
  •  To move the "Associate option groups" back to "All option groups", follow the same steps with
    3rd ("<") and 4th ("<<") button.
    NOTE: you can also search for an "option group" by typing the name in the search bar provided
    under both, "All option groups" and "Associated option groups"
  •  Click on SAVE (rightmost bottom)


2.1 Creating Options:

To Create an Option go to Ordering → Options. Click on ADD OPTION.

  • Title: Enter the title/name of the option. (Ex: small, medium, large etc)
  • CRM title: This is a reference title/name for internal use. This title/name will not be visible on the
    mobile app/website.
  • Price: Enter the price of the item option (if applicable).
  •  Description: Enter the description of the option.
  •  Merchant reference id: This comes into significance if Point-of-Sale/ERP integration has been
    done. Please connect with the operations team for this. Please enter the value as "-1" in case
    there is no integration with the Point-of-Sale/ERP.
  •  Sort order: Here you can specify a number to the option in which the sorting of the option should
    be done on the mobile app/website. Starting from 0,1,2,3.... and so on. So, the option marked
    with "0" sort order will be shown before any other option in an option group.
  •  Food type: Select a food type from the dropdown (if applicable).
  •  Active: Checkmark if the option is active.

2.2 OPTION GROUPS ASSOCIATION TO OPTIONS:

"Option Groups association" is used for associating option groups to the options.
NOTE: Option groups association to the option works only if the Ordering - Option
Groups have already been created. Refer to section  1.1 to create Option Groups.

Steps for option groups association to the option:

  • All the option groups which are configured in the system are listed under "All option groups".
  • To make an option group associated with the option, you need to move the option group to the
    right side i.e. under "Associated option groups"
  • The way to move an option group from "All option groups" to "Associated option groups" is:
    1. "double click" on the option group OR
    2. "Single click" on the option group and click on ">" button (2nd button in the middle).
  • The way to move all the option groups from "All option groups" to "Associated option
    groups" is:
    1. Simply click on the ">>" button (1st button in the middle) OR
    2. Press the "Control" key, select multiple option groups and then click on ">" button (2nd button in the
    middle)
  • To move the "Associate option groups" back to "All option groups", follow the same steps with
    3rd ("<") and 4th ("<<") button.
    NOTE: you can also search for an "option group" by typing the name in the search bar provided
    under both, "All option groups" and "Associated option groups"
  • Click on SAVE (rightmost bottom).

3.0 Verification 

Creating & associating  Options & Option Groups can turn out to be quite confusing. Hence verifying the configuration becomes important.

  • Once the Options & Option Groups are created and associated with each other, go to Ordering →  Verify Catalogue.
  • Select the category and location of the item using the section Select Category & Select Location. Now, all the items under the selected category should be visible.
  • Use ">" to check the associated Options & Option Groups to an Item
  • Clicking the name of the Option, Option Group or item will direct the user to the page of selected Option, Option Group or item.


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