Manage Preferences: Edit the Menu Preferences

Use the Preferences section to add or edit preferences for menu orders, such as the name, button name (as it will appear on the screen or receipt, for example) and a brief description of the item. The Preferences section also includes 4 tabs:

• Preference Summary

• Preference Members

• Assign Preference

• Excluded Stores

Adding a Preference

Use the Preference Summary page in Menu Editor to add a preference to menu options. Follow the steps below to add a new preference on the Preference Summary page.

Steps:

1. From RM, click Manage > Menu Manager > Enter the Menu Editor.

2. Go to the Preferences > Preference Summary page.

3. Click Add Preference. The Add Preference Pop-up displays.

5. From the Add Preference pop-up, use the Preference Name type box to add a preference. The field Button Name will be automatically populated, but can be edited. Enter Online Description if needed.

6. Click Add at the bottom right of the Add Preferences pop-up when finished. The new Preference displays on the Preferences screen.

 

Editing a Preference

Steps:

1. From RM, click Manage > Menu Manager > Enter the Menu Editor.

2. Go to the Preferences > Preference Summary page.

3. Click the pencil icon next to the menu preference you want to edit. The Edit Preference pop-up displays.

5. Click Update when finished.

Deleting a Preference

Steps:

1. From RM, click Manage > Menu Manager > Enter the Menu Editor.

2. Go to the Preferences > Preference Summary page.

3. Click the trash icon next to the menu preference you want to delete.

4. Click Confirm to delete.

Adding a Preference Member

Use the Preference Members page in Menu Editor to add a preference member to menu options. Follow the steps below to add a new preference member on the Preference Members page.

Steps:

1. From RM, click Manage > Menu Manager > Enter the Menu Editor.

2. Go to the Preferences > Preference Members page.

3. From the screen, use the Preference dropdown to select the preference to edit.

4. Click Add Preference Member. The Add Preference Member pop-up displays.

5. From the Add Preference Member pop-up, use the Available Preference Members dropdown to select which preference member you would like to add. Completing this action automatically fills in fields labeled Preference Member Name, Button Name, Receipt Name, and Kitchen Name.

6. Complete the remaining prompt boxes on the left side of the Add Preference Member pop-up.

7. The fields labeled Modifiers Group, Modifiers Size, along with the Preselects Item dropdown on the right side of the Add Preference Member pop-up become available only after the boxes labeled Link Modifiers and Use Preselected Modifiers are checked.

8. Click Save at the bottom right of the Add Preference Member pop-up when finished. The new preference displays on the Member Preference screen.

Editing a Preference Member

Use the Preference Members page in Menu Editor to add a preference member to menu options. Follow the steps below to add a new preference member on the Preference Members page.

Steps:

1. From RM, click Manage > Menu Manager > Enter the Menu Editor.

2. Go to the Preferences > Preference Members page.

3. From the screen, use the Preference dropdown to select the preference to edit.

4. Click the pencil icon next to the preference member you want to edit. The Edit Preference Member pop-up displays.

5. Click Save when finished.

Deleting a Preference Member

Steps:

1. From RM, click Manage > Menu Manager > Enter the Menu Editor.

2. Go to the Preferences > Preference Members page.

3. From the screen, use the Preference dropdown to select the preference to edit.

4. Click the trash icon next to the preference member you want to delete.

5. Click Confirm to delete.

Assigning Preference

Use the Preference section in Menu Editor to assign preferences, change the sequence of menu preferences when there is more than one preference.

Steps:

1. From RM, click Manage > Menu Manager > Enter the Menu Editor.

2. Click the Preferences > Assign Preference page.

3. From the screen, use the Group dropdown to select the group to edit.

4. Click + Assign new preference to assign a new preference

5. Click the New Preference to expand it.

6. Select Preference from the dropdown and select the Default Preference Member if needed.

7. Click + Assign new preference to assign another preference. Drag and drop to change the Assigned Preference Sequence.

8. Click the trash icon next to the preference to delete an assigned preference.

9. Click Save when finished. The new assigned preferences and their sequence will display on the Assign Preferences screen.

Exclude Preference Member from Stores

Use the Excluded Stores page in Menu Manager to exclude a preference member from specific stores when these stores don’t offer it. Follow the steps below to exclude the preference member from select stores.

Steps:

1. From RM, click Manage > Menu Manager > Enter the Menu Editor.

2. Click the Modifiers > Excluded Stores page to display the Modifiers’ Excluded Stores screen.

3. From the screen, use the Preference dropdown to select the preference to edit.

4. Select the preference member by clicking the down arrow to expand it. ​

5. Once you have selected the preference member to exclude, the store list will be expanded, showing the stores that carry that preference member.​ To remove it from a store, click the box to red cross it.​

6. Click Save Updates when finished.

7. A Confirmation message displays.