The folder/tab view allows for a new product flow by adding the ability to present multiple modifiers in a single view, while reducing scrolling on menus. Besides the reduction of menu scrolling, the folder view could allow for better order accuracy, since the customer is able to review the product with ease.
Examples to review:
- Entree Examples > refer to the Penne Pasta item
- Sandwich and Burger Examples > refer to the BYO Sandwich item
- Pizza and Wing Examples > refer to the Pizza Wing Combo item
The four steps outlined below will walk you through the folder set up.
Step 1: Create a New Modifier Group
The folders would need to be nested under a modifier choice if you would like to control their position within the ordering flow of a product. If the folders are not nested under a modifier choice, they would display all the way at the bottom of the product flow. As an example (based on the image below), in order for the folders to show up between the "Add a Side" and "Remove" modifier groups of this Penne Pasta item, the folders were nested under a "Customize" option. This is also a great option if you want the folders to be hidden until a customer makes a certain selection.
Essentially, you should complete this step if you would like the folders to be nested under a modifier option. If not, you can continue on to step 2 below.
Steps to Follow
- Create a modifier group as you normally would. Use the internal description to label the modifier group based on the product(s) it is being built for. Based on our example, we are building it out for the Penne Pasta item, which the internal description helps us identify.
- Enter one or more modifier choices into the newly created modifier group. One choice will nest the folders and any additional choices can offer other options or additional folders.
(Menu Admin View)
(Front End View)
- If you are a brand with POS integrated stores, the modifier choice housing the folders should be mapped to the "none" entity type, unless there is a POS ID you would need to enter at this level, to meet POS requirements. If you would like menu mapping instructions, refer to the various mapping articles listed here.
- Click on "Choice Modifiers" on the modifier choice that will house the folders.
Step 2: Create new modifier groups based on the desired folder headings.
The modifier choices of each of the new modifier groups will form the headings that appear as the names of the folders on the front end. If you completed step 1 above, these modifier groups are to be “nested” under one of the modifier choices that were added.
Steps to Follow
- Create new modifier groups based on the number of folders you would like to have, and enter a single modifier choice in each modifier group, and have the names of the modifier choices reflect the names that should appear on each tab/folder (as shown in the image above).
- Make sure that under the "modifier settings" tab of each modifier group (containing the "folder" modifier choices) the modifier quantity has been set to “single”.
- If you are a brand with stores that are POS integrated, each of the modifier choices in the modifier groups should be mapped to the "none" entity type, unless there is a POS ID you would need to enter at this level, to meet POS requirements. If you would like menu mapping instructions, refer to the various mapping articles listed here.
Step 3: Add metadata to each of the newly created modifier groups.
The metadata that is entered will help form the folders on the front end menu. Metadata needs to be added to the modifier groups that were created in step 2 above.
Steps to Follow
- On the modifier group overview screen, click on the metadata tag icon.
- Select the "+ Add Metadata" option.
- Enter the metadata key/value pair outlined below.
Key: “modgroup-formation-name” (the key entry stays the same for each modifier group)
Value: “1st” (the value entry should be a sequential number, based on the order of the folders. In this case, the second modifier group would get the value "2nd", the third would get "3rd" and so on)
- Hit "save" at the bottom of the metadata screen in order to save the metadata entry.
Step 4: Nest desired modifier groups under the "folder" modifier choices.
These nested modifier groups will contain the options that customers can select from each of the folders.
Steps to Follow
- Select the "choice modifiers" option on the folder modifier choices
- You can either create a new modifier group(s) that contain all of the choices you would like to present to the customer or reuse any existing modifier groups.
- If you are a brand with stores that are POS integrated, each of the modifier choices within the nested modifier groups should be mapped to some entity type. None of the modifiers should be left with "no mapping set". If you would like menu mapping instructions, refer to the various mapping articles listed here.
- Repeat points 1 and 2 for the rest of the folder modifier choices.
Step 5: Add the product to the store menu
Add the product that contains the folder setup to the store menu so that you can review how the folders appear on the front end. Refer to this article for steps on adding products. Allow about 5 minutes for the folder setup to show up correctly on the front end menu.