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A6. Define the customizations🔗

In brief🔗

The customizations are the choices offered at the time of sale: remove an ingredient ("no onion"), add an extra ("+cheddar"), require a mandatory choice ("which sauce?") or suggest a side. They make order taking precise and increase the average cart.

Who / when🔗

For the Admin (or an authorized employee), after creating the products, when you want to offer options on all or part of the menu.

How to access🔗

Admin → Customizations.

Requirements🔗

🔑 Manage customizations

Screen tour🔗

Customization rules

  • Statistics banner: Common rules, Configured products, Available options, Stock lines.
  • Three tabs:
  • By category: define a rule just once for a whole product family.
  • By product: define options specific to a particular product.
  • Simulator: preview what the cashier/customer will see for a given product.
  • + Add a category rule button (or by product depending on the tab).

Step-by-step procedures🔗

Create a common rule for a category🔗

  1. Open Admin → Customizations, By category tab.
  2. Tap + Add a category rule.
  3. Choose the relevant category (e.g. BURGERS).
  4. Define the choices: removable ingredients, paid add-ons, mandatory options (with a minimum/maximum choice), suggestions.
  5. Save: the rule applies automatically to all the products of the category.

Customize a specific product🔗

  1. By product tab.
  2. Select the product, add its specific options (they add to or replace the category rule).
  3. Save.

Test the result🔗

  1. Simulator tab.
  2. Choose a product: you see the sequence of choices exactly as at the sale.

Messages & edge cases🔗

  • At the start, the screen may display "No category rule": this is normal as long as you have not created any.
  • The mandatory options force the cashier to make a choice before adding the product to the cart (e.g. choose a sauce).

Tips🔗

  • Favor the rules by category: you configure once and all the products of the family inherit it — much faster than product by product.
  • Use the Simulator before service to check that the choices sequence as expected.

See also🔗