Creating Modifier Prompts (i.e., Forced Modifiers)

• What is a Modifier Prompt?
• Working with Modifier Prompts: Using the POS
  • Creating an Initial Modifier Prompt: Using the POS
  • Opening an Existing Modifier Prompt for Editing: Using the POS
  • Adding Modifiers to the Modifier Prompt: Using the POS
  • Sorting Modifiers in a Modifier Prompt: Using the POS
• Working with Modifier Prompts: Using your Core Account
  • Creating an Initial Modifier Prompt: Using your Core Account
  • Opening an Existing Modifier Prompt for Editing: Using your Core Account
  • Adding Modifiers to a Modifier Prompt: Using your Core Account
  • Sorting Modifiers in a Modifier Prompt: Using Your Core Account
• Assigning a Modifier Prompt to a Menu Item or Product (Only Done via the POS)
• Associating a Category with a Modifier Prompt (Only Done via the Touch Admin Software)
• FAQs
  • Are modifier prompts available on the Portal app?
  • Are modifier prompts available on a self-service kiosk (SSK)?
  • Can a modifier be a write-in modifier so that the front-end user can enter their own modifier?
  • For my residents/patients with non-regular diet orders (e.g., texture type of puree), will a modifier prompt appear for their substitute item?
  • Can a modifier prompt be added to a product?
  • Can a modifier prompt be added to a service?

What is a Modifier Prompt?

A modifier prompt is a pop-up (screenshot below) containing extras or add-ons that can be added to a menu item or product when that menu item or product is added to an order by a POS user or a Portal app user. A modifier prompt is called such because it automatically appears onscreen when a menu item or product is added to an order, forcing the POS user/Portal user to make a selection (i.e., it "prompts" the user). 

When a modifier is added to an item by the POS operator, that modifier will appear below its item on a ticket sent to the KMS (both onscreen and printed). 

Working with Modifier Prompts: Using the POS

A POS user who has access to the POS Manager module in POS is able to create modifier prompts. Creating a modifier prompt is a two-part process. First you create the modifier prompt (e.g., burger toppings), and then you add the modifiers to it (e.g., ketchup, mustard, cheese, etc.). 

Creating an Initial Modifier Prompt: Using the POS

To create the initial modifier prompt using the POS:

1. In POS, from the Tools menu at the top right of the screen, select POS Manager. The POS Manager screen appears. 
    
2. From the menu on the right side, select Modifier Prompts. The Modifier Prompts screen appears, listing any existing modifier prompts.
   
   
    
3. Select the Add Modifier Prompt button. The Modifier Prompt Add/Edit screen appears. 
   
   
    
4. In the Modifier prompt name field, enter a name for the modifier prompt (e.g., "Burger Toppings"), and tap the Save button. The newly-added modifier prompt is listed. 
   
   

Opening an Existing Modifier Prompt for Editing: Using the POS

1. In POS, from the Tools menu at the top right of the screen, select POS Manager. The POS Manager screen appears. 
    
2. From the menu on the right side, select Modifier Prompts. The Modifier Prompts screen appears, listing any existing modifier prompts.
   
   
    
3. Click the modifier prompt you want to open. The modifier prompt screen appears, listing the existing modifiers in the modifier prompt. 
   
   

Adding Modifiers to a Modifier Prompt: Using the POS

With the modifier prompt now created, the next steps are to add the modifiers to it. Complete the following steps:

1. If the modifier prompt is not already open, then open it.  
   
   
    
2. Tap the Add New Modifier link. The Add Modifier slide-out panel appears. 
   
   
    
3. Tap the Add New button. The slide-out panel refreshes accordingly. For each modifier prompt you need to add, tap the Add New button. 
   
   
    
4. From each Select Modifier Prompt drop-down, select the modifier prompt and its associated details.
   • Text Modifier - enter the name for the modifier and, optionally, its price. When a ticket appears onscreen at a KMS station, the modifiers can be highlighted a specific colour (click here for example). To assign a colour to a modifier, select the colour that you want to apply: Teal, Green, Purple, Blue, or Pink. 
     
     
      
   • Menu Category - by selecting a menu category, then any items within that category will be available as a modifier. Note that for the items in the category to be available as modifiers when the item is selected by the user, that category must be added to the menu grid for that meal period (breakfast, lunch, dinner). 
     
     When a ticket appears onscreen at a KMS station, the modifiers can be highlighted a specific colour (click here for example). To assign a colour to a modifier, select the colour that you want to apply: Teal, Green, Purple, Blue, or Pink. 
     
     
      
   • Product - allows you to select a POS product as a modifier. When a ticket appears onscreen at a KMS station, the modifiers can be highlighted a specific colour (click here for example). To assign a colour to a modifier, select the colour that you want to apply: Teal, Green, Purple, Blue, or Pink. 
     
     
      
5. Tap Save to add the modifier prompts
   
   
    
6. The newly-added modifiers are listed in the modifier prompt.
   
   

Sorting Modifiers in a Modifier Prompt: Using the POS

The steps to sort the modifiers in a modifier prompt are as follows:

1. In POS, from the Tools menu at the top right of the screen, select POS Manager. The POS Manager screen appears. 
    
2. From the menu on the right side, select Modifier Prompts. The Modifier Prompts screen appears, listing any existing modifier prompts.
   
   
    
3. Tap the modifier prompt whose modifiers you want to sort. The Modifier Prompt Add/Edit screen appears. 
   
   
    
4. You set the sort order of the modifiers by tapping, holding, and dragging a modifier row to its desired spot in the list. 
   
   

Working with Modifier Prompts: Using your Core Account

You can create modifier prompts in your Core account. Creating a modifier prompt is a two-part process. First you create the modifier prompt (e.g., burger toppings), and then you add the modifiers to it (e.g., ketchup, mustard, cheese, etc.). 

Creating an Initial Modifier Prompt: Using your Core Account

To create the initial modifier prompt:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
    
2. From the Settings panel, select Point of Sale Settings > Modifiers. The Modifiers screen appears.
   
   
    
3. Select the Add Modifier Prompt button. The Modifier Prompt Add/Edit screen appears. 
   
   
    
4. In the Modifier Prompt Name field, enter a name for the modifier prompt (e.g., "Burger Toppings"), and click Save and Continue. The newly-added modifier prompt screen appear for you to add the modifiers (explained below). 
   
   

Opening an Existing Modifier Prompt for Editing: Using your Core Account

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
    
2. From the Settings panel, select Point of Sale Settings > Modifiers. The Modifiers screen appears.
   
   
    
3. For the modifier prompt you want to open, click its ellipsis in the Actions column and select Edit (first screenshot below). The modifier prompt screen appears for editing (second screenshot below). 
   
   
   

Adding Modifiers to a Modifier Prompt: Using your Core Account

To add modifiers to a modifier prompt, complete the following steps:

1. If the modifier prompt is not already open, then open it.  
   
   
    
2. Click the Add Modifier Item button. The New Modifier Items screen appears. 
   
   
    
3. From the Modifier Type drop-down, select the modifier prompt and its associated details.
   • Text Modifier - enter the name for the modifier and, optionally, its price. When a ticket appears onscreen at a KMS station, the modifiers can be highlighted a specific colour (click here for example). To assign a colour to a modifier, select the colour that you want to apply: Teal, Green, Purple, Blue, or Pink. 
     
     
      
   • Menu Categories - by selecting a menu category, then any items within that category will be available as a modifier (e.g., Condiment category). Note that for the items in the category to be available as modifiers when the item is selected by the user, that category must be added to the menu grid for that meal period (breakfast, lunch, dinner). 
     
     When a ticket appears onscreen at a KMS station, the modifiers can be highlighted a specific colour (click here for example). To assign a colour to a modifier, select the colour that you want to apply: Teal, Green, Purple, Blue, or Pink. 
     
     
      
   • Product - allows you to select a POS product as a modifier. When a ticket appears onscreen at a KMS station, the modifiers can be highlighted a specific colour (click here for example). To assign a colour to a modifier, select the colour that you want to apply: Teal, Green, Purple, Blue, or Pink. 
     
     
      
4. To add another modifier to the modifier prompt, click the Save and Add Another Modifier Item button. The New Modifier Items screen appears. Repeat step 3 above. 
   
   
    
5. When finished adding the modifiers to the modifier prompt, click the Save Modifier Item button. The modifier prompt screen appears with a list of its added modifiers. 
   
   

Sorting Modifiers in a Modifier Prompt: Using Your Core Account

The steps to sort the modifiers in a modifier prompt are as follows:

1. Open the desired modifier prompt for editing. 
    
2. Sort the prompts as desired by clicking and holding the drag handle () of a prompt and dragging and dropping it to the desired order in the list. The sort order is automatically applied.
    
   

Assigning a Modifier Prompt to a Menu Item or Product (Only Done via the POS)

After a modifier prompt is created (as per above steps), it can then be assigned to a menu item or product. This is done via the POS Manager module. The steps to do so are as follows:

1. In POS, from the Tools menu at the top right of the screen, select POS Manager. The POS Manager screen appears.
2. From the menu on the right side, select POS Item Management. The POS Item Management screen appears. 
   
   
    
3. Select or enter the following to determine the menu items to display:
   • Date
   • Location - select the POS location.
   • Breakfast, Lunch, Dinner
4. To open a menu item or product, click its edit icon ().
   
   
    
5. On the right side of the screen, tap + Add New Modifier Prompt. The Add/Edit Modifier slide-out panel appears. 
   
   
    
6. Click the Add New Button. The slide-out panel refreshes accordingly. For each modifier prompt you need to add, tap the Add New button. 
   
   
    
7. From each Search Existing Modifier Prompt drop-down, select the modifier prompt to assign to the item.
    
8. In the Min Choices field, select if there is a minimum number of modifiers that must be selected by the POS user. For example, if the modifier prompt is "Meat Temperature", you would want a minimum of one selection to be made by the POS user (i.e., a meat temperature needs to be selected). 
    
9. In the Max Choices field, select if there is maximum number of modifiers that the POS user cannot exceed for the item. For example, if the modifier prompt is "Meat Temperature" you would want a maximum of one selection to be made by the POS user (i.e., more than one temperature cannot be selected). 
    
10. Tap Save to apply your changes. The newly-added modifier prompt(s) appears for the item. 
    
    

Associating a Category with a Modifier Prompt (Only Done via the Touch Admin Software)

For expediency, in the Touch Admin software there is the means to associate a category with a created modifier prompt. Therefore, in POS, when an item is selected and that item belongs to a category with an associated modifier prompt, the modifier prompt will appear for that item. 

To associate a category with a modifier prompt, complete the following steps:.

1. In the Touch Admin software, select POS Settings > Categories.
    
2. Select the desired meal period tab (Breakfast, Lunch or Dinner) at the top.
    
3. Click the Edit button you want to associate with a modifier prompt.
    
4. At the bottom of the screen, click the Add Another Modifier Prompt button. The screen refreshes accordingly.
   
   
    
5. From the Modifier Prompt, select the modifier prompt to assign to the item. 
    
6. In the Min Choices field, select if there is a minimum number of modifiers that must be selected by the POS user. For example, if the modifier prompt is "Meat Temperature", you would want a minimum of one selection to be made by the POS user (i.e., a meat temperature needs to be selected). 
    
7. In the Max Choices field, select if there is maximum number of modifiers that the POS user cannot exceed for the item. For example, if the modifier prompt is "Meat Temperature" you would want a maximum of one selection to be made by the POS user (i.e., more than one temperature cannot be selected). 
    
8. To associate another modifier prompt with the category, repeat steps 4 to 7.
    
9. Click Update to apply your changes. 

FAQs

Are modifier prompts available on the Portal app?

Yes. Modifier prompts (i.e., forced modifiers) are available on the Portal app.

Because modifier prompts are created via the POS Manager module, and the POS Manager module is not available from the Portal app, you must therefore create the modifier prompts via the POS Manager module on either the POS dining room location or POS quick service location (as per above instructions).

Are modifier prompts available on a self-service kiosk (SSK)?

Yes. Modifier prompts (i.e., forced modifiers) are available on an SSK. 

Can a modifier be a write-in modifier so that the front-end user can enter their own modifier?

No. But when creating modifiers (above steps) to display in the modifier prompt, you can easily create custom modifiers by using the Text Modifier option. 

For my residents/patients with non-regular diet orders (e.g., texture type of puree), will a modifier prompt appear for their substitute item?

No. At this time, a modifier prompt will not appear for a non-regular food item. 

Can a modifier prompt be added to a product?

If the product is on a food and beverages grid (for a POS location that serves food), then yes, a modifier prompt can be added to the product. 

If the product is on a products and services grid (for a POS service location), then no, a modifier prompt cannot be added to the product. 

Can a modifier prompt be added to a service?

No. A modifier prompt cannot be added to a service.