Instruction & Option set

With the help of “Instruction” and “Option Set”, you can make your menu more flexible.

These are two examples of the item with instructions or option set on POS.

Item with Instructions
Item with Option Sets

Basically, you can pre-define some notes, options, or modifications as the INSTURCTIONS. And the INSTRUCRIONS can be applied to items as you need.

While you can set some items or INSTRUCTIONS as an OPTION SET and apply it to an item, and the items in the OPTION SET can be applied with INSTRUCTIONS.

Here is a legend to help you understand INSTRUCTION and OPTION SET.

For a single item, there are up to 3 groups of instructions and 10 option sets you could set.

Go to “Settings” to modify instructions and option sets.

  • Click on the “toolbar button” in the lower left corner.
  • Go to “Settings”.

Instructions

  • Click on “Instruction”.
  • Click on “New” in the top right corner.
  • Tap the square to upload a picture for this instruction. (Optional)
  • Select a border color. (Optional)
  • Set a description.
  • Select the belonging category and item group.
  • The “Only Show on Sublinks” is turned on by default. With the button turned on, it means that the instruction won’t be shown directly on the ordering page. This instruction can only be displayed when an item is selected. It will directly show on the ordering page if you turn it off. (Even if you turn off the button, you cannot order an instruction without first ordering an item.  )
  • Set a price and a sub-description, or you can leave the sub-description blank.
  • Turn on “Multiple Price” to enable up to 4 prices set to the instruction.
  • Click on “Save” and click on “Yes” to save.

Then you can go to the item that you need the instructions to be applied to. An instruction can be applied to an item only if the “Basic” part of the item is done and saved.

  • Click on “Item”.
  • Select the item you need by clicking on it.
  • Go to “Instruction”.
  • Click on “Add” to select instructions you set before and then click on “Add”.
  • You can set the instruction as the default selection by checking the box. (Optional)
  • You can enter a number as the default quantity when the instruction is selected. (Optional)
  • Click on “Save” and click on “Yes” to save.

This is how to set an instruction and how to apply it to items.

Option Set

  • Click on “Option Set”.
  • Click on “New” in the top left corner.
  • Set a description.
  • Select a category to enable items belonging to it to use this option set.
  • Click on “Add” to select items or instructions into the option set.

If an instruction is selected, the box of “Instruction” will be default checked, and it will be printed with a smaller font.

If an item is selected, it will be unchecked. You could decide to check the “Instruction” box or not.

  • You could set a rule for choosing if you want.
  • By checking the box of “default”, you can set the item or instruction as the default selection once this option set is chosen. (Optional)
  • You can enter a number as the default quantity when the it is selected. (Optional)
  • Click on “Save” and click on “Yes” to save.

Then you could go to the item to apply this option set. An option set can be applied to an item only if the “Basic” part of the item is done and saved.

  • Click on “Item”.
  • Select the item you need by clicking on it.
  • Select “Option Set”.
  • Click on “Add” to select the option set you created before.
  • Click on “Add”.
  • Click on “Save” and click on “Yes” to save.

This is how you set an option set and how to apply it to items.

Updated on 12 September 2023

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