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POSManualEdit a Dish

Edit a Dish

Use the dish editor to pick modifiers and tailor one dish on an order, such as “no onions, extra cheese, for Sam, seat 2.” It opens on its own when you add a dish that needs input. To open it later, tap the dish in the order summary. Dish marker lines don’t open it.

The editor opens on its own when the dish:

  • has a required modifier group,
  • is sold by weight,
  • has an open price, or
  • is 86’ed, has a required modifier group that can’t be filled, or has reached its daily limit. A manager may need to approve it first. See Daily limits.

The Add Item screen, for adding dishes to a sent order, uses the same editor.

The editor on an iPad

On an iPad, the editor slides in from the left over the menu.

The narrow left panel shows the dish:

  • A trash button at the top, to remove the dish from the order.
  • The dish photo, if it has one. Tap the photo to enlarge it.
  • The dish name, and the recipe button when the dish has a Dish Guide.
  • Current Amount, when the dish is tracked in Stock. At 0 or below, it can show the Out of stock badge. Below 0, it also shows Below zero. Count the shelf to correct it.
  • The dish description.
  • The modifiers picked so far, by group. Before you pick any, it shows No Options Selected.
  • The printers the dish prints to, such as Kitchen or Bar. None means it doesn’t print.
  • Done, to close the editor.

The wider right side holds the controls described below. Done stays disabled until the dish is complete, and you can’t swipe the editor closed. See What staff might see.

Set the quantity, weight, or price

The top row shows the unit price, then × and the quantity.

  • Tap the minus and plus buttons to change the quantity. It can’t go below 1.
  • Tap the number button to open Edit Quantity and type a quantity up to 1,000.
  • For a dish sold by weight, the minus, plus, and number buttons are hidden. Enter the weight on the Edit Weight pad.
  • For an open-price dish, enter the price on the Edit Price pad, up to $5,000. The pad’s title shows the current price. The price pad takes the place of Edit Quantity, so use the minus and plus buttons for the quantity.

Discount one dish

A percent button shows on the same row when the staff member signed in on the order has a manager role. If your business has no manager roles set, it shows only when that staff member has a job role named Manager. See Job Roles.

  1. Tap the percent button. The Edit Discount pad opens.
  2. Enter the percentage off, from 0 to 100.

The discount shows in red under the price, such as 10% off: -$1.20. Enter 0 to remove it. To discount several items at once and record a reason, see Discounts.

Pick modifiers

Each modifier group has a header with its name and the most choices you can pick. The circle in front of the name shows its state:

CircleMeaning
Red, filledRequired. Pick a choice before you close the editor.
Green, with a check markRequired, and you’ve picked enough.
OpenOptional.

Tap a choice to pick it, and tap it again to remove it. If you go over the group’s limit, the POS removes another pick, starting from the top of the group. When a choice allows more than one, a quantity menu such as x1 shows under it after you pick it.

A group with a problem shows the reason in red under its header:

  • A choice is required.
  • Select at least <number> choices.
  • The max selection of choices is <number>.
  • The max selection of sub-options is <number>.

Sub-options

Some choices have sub-options, such as toppings for a pizza size. Once you pick that choice, the sub-options appear under the group. The heading tells you how many you can pick, such as Suboptions. Pick 2 for free. or Suboptions. Max of 3.

Default sub-options have an orange line along the bottom, and turn orange when picked. Tap a sub-option to pick or remove it. A picked sub-option can also show:

  • A half menu, to put it on the left half, the whole dish, or the right half.
  • A quantity menu, from x1 to x4.

86’ed choices

In Selflane POS 7.7.2 or later, a modifier group or choice marked unavailable in 86 Items shows the 86’ed badge.

When you tap an 86’ed choice:

  1. A card shows the choice name, the badge, and Ask a manager to approve this option.
  2. Tap Continue Ordering, or Cancel to leave the choice off.
  3. Have a manager sign in. The choice is then picked.

If your business has no manager roles, or the staff member signed in on the order has one, Continue Ordering picks the choice without a sign-in. Removing an 86’ed choice never needs approval.

A required group with too few choices left makes the whole dish 86’ed. Approving the dish covers that group, so its 86’ed choices don’t ask again.

Matrix modifiers

When your business uses Matrix Modifiers, a matrix section shows under the modifier groups, unless the Back Office hides it for this dish or its course.

  1. Tap a prefix in the left column, such as Extra.
  2. Tap an item on the right, such as Bacon.

The POS adds “Extra Bacon” to the dish as a custom choice. Tap the prefix again to close the item list.

Custom choices, including matrix modifiers, show in a group named cust. Adding the same one again raises its quantity by 1. Tap one in the group to take it off the dish.

Show kitchen names

By default, each choice shows its kitchen name before its price. Sub-options don’t show kitchen names. To hide them, tap the gear button at the lower right, then tap Hide Kitchen Name. Tap Show Kitchen Name to bring them back. The POS remembers this setting on the device.

Add a guest name or note

  • Guest name. Type in Customer Name. The name shows under the dish in the order summary.
  • Note. In Selflane POS 7.2.9 or later, tap Note to open Special Instructions. Type up to 500 characters, then tap Confirm. Clear empties the box, and the X closes it without saving. The note shows in green under Customer Name.

Add a custom choice

Add a modifier that isn’t set up for the dish, such as “Sub fries.”

  1. Tap Choice. The Add a Custom Choice panel opens.
  2. Optional: tap a prefix: No, Less, Add, Extra, Sub, or On-side. It’s added to the front of the name. Tap the blank button at the end to drop the prefix.
  3. Enter the Name.
  4. Enter the Price. A blank price is $0.
  5. Tap Enter.

Custom choices need a manager’s approval when Customize Items/Modifiers is checked under Manager Access Rules. The POS doesn’t ask when the staff member signed in on the order has manager access, or when no job role has manager access. After one approval, later custom choices in the same editor don’t ask again.

If the name is blank, or is only a prefix, the POS shows Name and price is required.

Tap Choice again to close the panel without adding anything.

Set the seat and hold time

These rows are hidden while the custom choice panel is open.

  • Seat — the seat for this dish, from 1 to 50. See Seat assignment.
  • Hold and Fire — how many minutes to hold this dish before it fires to the kitchen, from 0 to 60 in steps of 5. The order summary shows Hold and the minutes on the dish.

Add a dish marker

The dish marker buttons at the bottom of the editor add a marker, such as “To-Go,” to this dish. It goes above or below the modifier groups, as set in Add dish markers. Markers show in a group named ** Markers **. Tap one in the group to take it off the dish.

On an iPhone

The editor opens as a sheet. It has the same controls, with these differences:

  • The dish name and trash button are at the top.
  • The dish photo and the printers the dish prints to are at the bottom, next to the dish marker buttons.
  • Seat and Hold and Fire are buttons that open a menu.
  • There’s no Done button. Swipe the sheet down to close it. You can’t close it until the dish is complete.

What staff might see

MessageWhat to do
Please set priceThe dish has an open price. Enter a price above $0.
Please select required modifiersA group needs more picks, or has too many. Look for the red message under the group.
Name and price is requiredEnter a name for the custom choice, not just a prefix.
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