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Guide to Zero Dollar ($0.00) Menu Item Filtering for Rails


Table of Contents

 

 

Overview

Brands looking to further customize their Rails marketplace menus can add $0 labels to products and modifiers. These labels allow you to easily flag items that should never be priced at $0 and prevent accidental menu inaccuracies. This feature acts as a safeguard, avoiding potentially costly issues where items are free for customers that shouldn't be.

Here's how it works. On the Company Menu, brand users will see a checkbox option for $0.00 Warning in the Store Menu within both products and modifiers.

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Scenarios:

If a product or modifier has this box CHECKED in Company Menu Admin AND has a $0.00 price in Store Menu Admin:

  1. Menu Admin managers see a warning icon next to the product/modifier's base cost within the store menu. See Image below:

    Screen_Shot_2020-09-11_at_11.29.52_AM.png

  2. Olo will prevent this product/modifier from being sent to Rails marketplaces (NOTE: This feature is in the late stages of development and will be ready soon. While the checkbox will be visible to Menu Admin users, the filtering functionality it's meant to activate is not usable yet).

If a product or modifier has this box UNCHECKED in Company Menu Admin AND has a $0.00 price in Store Menu Admin:

  1. No warning icon will appear next to the product/modifier within the store menu

  2. Olo will send this product/modifier to your Rails marketplaces, where it will be displayed as a $0/free item

If you have a $0 product or modifier you would like visible to marketplace customers, leave this box unchecked. On the other hand, if you do not want a product or modifier to be visible to marketplace customers if it has a $0.00 value, then be sure to check the box 

To make management of $0 items easier, we’ve launched a new Dashboard report where you can quickly see all the products and modifiers that have a $0 price. Steps to accessing this report are outlined at the end of this article.

 

Important Notes

  • To help with the labeling process, some existing menu items have been back-filled to have the “$0.00 Warning in the Store Menu” box UNCHECKED

  • If you have a product that derives its price from the modifiers associated with it, then be sure to CHECK ALL the modifiers containing the base price, while leaving the warning box UNCHECKED at the parent product level.

    • For example, if you have a Cobb Salad on the menu, but the price of the Cobb Salad depends on whether the customer picks a Small or Large option, the Cobb Salad itself would have the warning bock UNCHECKED, while the two modifiers containing the base cost would have the box CHECKED.

NOTE: While the checkbox and labeling functionality is available to Company Menu Admin users, the filtering functionality will not be operable until September 15. However, we encourage brands to begin labeling items in preparation for the release of the filtering functionality later this month.

 

Step-by-Step Guides

Outlined below are steps to update the filter at the product and modifier level, along with a few common scenarios that help illustrate use cases for this feature:

 

Using Menu Sync to Update Product & Modifier Level Warning Labels

 If your brand uses Menu Sync, please reach out to your CSM for the updated Store/Menu Sync Data Dictionary file, where we've added two additional fields to the schema. The field for Product-level is "Product.AllowZeroCost" 

In menu sync, setting the AllowZeroCost cell to “true” is the equivalent of unchecking the checkbox for the "$0.00 Warning in Store Menu” label in Olo Menu Admin. Additionally, setting AllowZeroCost to “false” is the equivalent of checking the checkbox for the "$0.00 Warning in Store Menu” label in Olo Menu Admin.

 

Updating The Product Level Warning

  1. Log in to the Dashboard at https://my.olo.com 

  2. Click on the Menus tab on the left side of the screen.



  3. Select Manage Company Menu.

  4. Navigate to the product you would like to update and click on the product name.

    mceclip2.png

    If the product should not have a $0 price, check the '$0.00 Warning in the Store Menu' option.

    Real-world use case: Your brand adds a new burger within the Olo Company Menu and wants to ensure that it never appears with a $0.00 price on your marketplaces.

    mceclip4.png


    In this case, if the product has a $0.00 price at a store, you will see a warning icon next to it within Store Menu Admin, with a helpful tooltip describing the issue. And then, Olo’s filtering logic will remove the product from being sent to the Rails marketplaces who are pulling menus from Olo using the Vendor Export powered by the Menu Export Service.


    mceclip5.png

    If the product should have a $0.00 price,
     uncheck the '$0.00 Warning in the Store Menu' option.

    Real-world use case: Your brand adds in a Cobb Salad item, but the price of the salad depends on the size modifiers that a customer selects. The Cobb Salad item itself will be priced at $0.00.

    mceclip6.png

  5. Hit Save at the bottom of the screen to save the changes.

Updating The Modifier Level Warning

NOTE: Instructions below are for Olo brands using Menu Admin for menu management. If your brand uses Menu Sync, please reach out to your CSM for the updated Store/Menu Sync Data Dictionary file, where we've added two additional fields to the schema. The field for the Modifier level is 'Option.AllowZeroCost'.

  1. Log in to the Dashboard at https://my.olo.com 

  2. Click on the Menus tab on the left side of the screen.



  3. Select Manage Company Menu.

  4. Click on the Modifiers option next to the product with the modifier(s) you would like to update.

    mceclip7.png

  5. Click Edit on the modifier group containing the modifier choices you would like to update, and select the pencil icon on the modifier choice you would like to update.

    mceclip1.png

    If the modifier should not have a $0.00 price, check the “$0.00 Warning in the Store Menu” option.

    Real-world use case: You give customers the option to add cheese to their hamburger, but Cheese has an up-charge, and therefore you want to ensure that the cheese options never appear with a $0.00 price on your marketplaces.

    mceclip2.png

    In this case, if the modifier has a $0.00 price at a store, you will see a warning icon next to it within Store Menu Admin, with a helpful tooltip describing the issue. And Olo’s filtering logic will remove the modifier from being sent to the Rails marketplaces who are pulling menus from OLO using the Vendor Export powered by the Menu Export Service (NOTE: This feature is currently in late stages of development and will be ready soon. While the checkbox will be visible to Olo Menu Admin users, the filtering functionality it's meant to activate is not yet operable).


    If the modifier should have a $0.00 price, uncheck the “$0.00 Warning in the Store Menu” option.


    Real-world use case: Your brand chooses to offer condiments for free to your customers.


    mceclip10.png

  6. Hit Save on the modifier screen, to save the changes.

 

Reporting

Dashboard users have access to two reports: $0.00 Menu Item Warnings and $0.00 Menu Item Mislabeling.

  • The $0.00 Menu Item Warnings report provides a list of all menu products and modifiers that are $0 for at least one store and active at the stores selected. This report indicates whether each of these products/modifiers has the $0 warning label applied along with the current price of that menu product/modifier at a particular store.
    • One thing to note here is that the $0.00 Menu Item Warnings report can be run for up to 50 stores at a time. If you need to run this report for more than 50 stores, please do so in batches of 50 stores or less.
    • The$0.00 Menu Item Warnings report should be used when applying the label to products and modifiers within the Olo company menu. It will provide you with a list of products and modifiers along with their price at the store level.
  • The $0.00 Menu Item Mislabeling report provides a list of active menu items and modifiers across all stores that have the $0 label applied, while their price is $0 at the store level.

    • The $0.00 Menu Item Mislabeling report is more of a check once you’re done configuring your company and vendor menu, since it gives you a list of menu items across all your stores that would be filtered out of Rails menus

Note: Only Dashboard users that have the "Menus" permission enabled can run either of these reports. Please reach out to your Customer Success Manager if you would like this permission to be enabled.

Accessing the Reports

  1. Log in to the Dashboard at https://my.olo.com

  2. Navigate to the "Reports" tab and select "Menu". You will see two reports available in the selector: $0.00 Menu Item Warnings and $0.00 Menu Item Mislabeling.

    mceclip0.png

  3. Select the stores for which you would like to run this report. Reminder: the Warnings report can be run for a maximum of 50 stores at a single time, whereas the Mislabeling report does not have a limit. 

    mceclip1.png

  4. Once the store selections are made, click on the "Generate Report" button. A pop-up message will inform you that the report is being generated and that it will be available in the "My Reports" section.

  5. Navigate to the "My Reports" section under the "Reports" tab in Dashboard.

    mceclip2.png

  6. You should see a report that begins with "Zero Price Item Warnings" or "Zero Price Item Mislabeling". Click on the name of the report to download it as a .csv file.


Reading Reports


$0.00 Menu Item Warnings

  1. When you open up the CSV, you can see a list of every single item on your company menu. 
  2. Within the CSV is a column named "ALLOWED TO BE FREE." 
    1. If the row has a value of TRUE, then this item can be $0 on a Rails marketplace menu. The label is unchecked in the company menu. 
    2. If the row has a value of FALSE, then the item TRULY DOES have the label applied, and should never be $0 on a Rails marketplace menu. The label is checked in the company menu. 

$0.00 Menu Item Mislabeling

  1. When you open up the CSV, you can see the specific items that have the zero dollar label applied.
  2. Within the CSV is a column named "ALLOWED TO BE FREE." Like in the previous WARNINGS report, this column shows whether the $0 warning label was applied or not.
    1. Every Item in this particular report will have the same value, FALSE, since this report is specifically showing items that have the label applied. 
    2. Since the label is applied, these items are NOT allowed to be free because Olo will make sure to filter them out of menus. 

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