Ordering Kits Overview 

1. How ordering kits work in POS.
   
2. How to create a multi-level ordering kit
3. How to add, edit, and delete an ordering kit. 

1. Ordering Kits in POS

1. When the cashier clicks the "All Kits" button on POS, the POS | Create Order screen displays all ordering kits you have created in Control Center's "Ordering Kits."  

Figure 1.1

1. The cashier clicks the "Add To Cart" button for the customer's desired kit. The Kit Customizer screen appears, displaying the items you added in the different sections of the Control Center's "Create Ordering Kit" screens. 
   

1. The "Includes" section shows the items you added in the "Included Items" section of the "Create Ordering Kit" screen. For example, the 1/4 Classic Burger Kit in Figure 1.2 below.
   
2. You can also add an option when adding an item to the kit. For example, in Figure 1.2, "Choco Wine" is added as an option for "Sparkling Wine 333," and "1/8 South Of Border Burger" is added as an option for "1/4 Cheese Classic Burger." When you have added options, the cashier can ask the customer to choose any option from the kit and select the item for sale accordingly. 
   
3. The cashier must select each item (or its option) from this section to proceed. 

Figure 1.2

1. The Other Addons section shows the items you added in the "Other Items" section of the "Create Ordering Kit" screen. This is an optional section. The cashier can ask the customer if they want to purchase anything from the add-on options and add them to the sale by ticking the respective checkbox. 

Figure 1.3

1. Once the cashier makes the required selections, the Create Order screen will show the kit in the "Your Basket" section, as Figure 1.4 shows. The cashier can choose to update the number of kits on sale, edit the kit, and remove the kit from the sale.  

Figure 1.4

1. Once the cashier clicks the "Submit Food Order" button highlighted in Figure 1.4, the system shows a success message, as Figure 1.5 shows. The cashier needs to click "Close." 

Figure 1.5

1. The system adds the kit to the POS sale. The cashier can proceed with the payment.  

Figure 1.6

2. Reaching "Ordering Kits"

1. Step 1: Log into Control Center
   
2. Step 2: Choose Point Of Sale
   
3. Step 3: Choose Online Ordering
   
4. Step 4: Choose Ordering Kits

Figure 2.1

3. Understanding the "Ordering Kits" Layout

1. Please refer to Figure 3.1 and the description of buttons and fields below to understand the layout of "Ordering Kits." 

Figure 3.1

1. Table and Column Titles: The table lists existing ordering kits. Each column title indicates the type of information in the column.
2. 1: Add New: This button lets you create a new ordering kit. 
3. 2.1: Edit: This button lets you edit the respective ordering kit.
   
4. 2.2: Delete: This button lets you delete the respective ordering kit. 

4. Adding a New Ordering Kit

1. Click the "Add New" button highlighted in Figure 3.1.
2. The Create Ordering Kit screen will appear, as Figure 4.1 shows. Enter the required information, select the products, and click the "Save" button. 

Figure 4.1

1. Name: Enter the kit name. 
   
2. Category: Select the appropriate category from this drop-down. 

1. Select the appropriate Pricebook zone using the Zone Preview drop-down. The system will fetch the item's price and cost from the Pricebook zone you select in this drop-down.  
   

Figure 4.2

1. Select the products you want to add to the kit. You can select the products using three options: 
   
1. Option 1: The "Add Product" button. This button lets you select the desired products from your product data to add to the kit. For detailed information, please refer to 4.1 Adding Products to the Kit. 
   

Figure 4.3

1. Option 2: The "Add Item Kit" button. For detailed information, please refer to 4.2 Adding Kit to the Kit. 
   

Figure 4.4

1. Option 3: The "Load from Kit" button. For detailed information, please refer to 4.3 Loading Products from the Kit.
   

Figure 4.5

1. Once all products are added, please define the kit's price. For detailed information, please refer to 4.4 Setting the Kit's Price. 
2. Use the "Kit Settings" button to perform actions such as adding a description, POS Thumbnail, Time To Make, Location Assignment, marking the kit as sellable or otherwise, etc. For detailed information, please refer to 4.5 Kit Setting. 
   

 Figure 4.6

1. Click the "Save" button to save all your preferences. The system will save your preferences, and the "Preview" will appear. Click it to preview your ordering kit. 
   

 Figure 4.7

1. Make any changes if required and click the "Save" button.  
   

4.1 Adding Product to the Kit

1. Click the "Add Product" button. 
   

Figure 4.1.1

1. The Select One Product screen will appear, as Figure 4.1.2 shows. 

Figure 4.1.2

1: Search Product: Search the product using the Type Product Name field, the Select Category Name drop-down, and the Select Manufacturer Name drop-down. Enter the product name, select the category or manufacturer from the respective drop-down, and click the "Search" button. 

2: Change Search Parameters: Use the Delete icon to remove the selections made for the Type Product Name field, the Select Category Name drop-down, and the Select Manufacturer Name drop-down, if any.

3: Product List: The system displays a list of all available products. The system will display the products accordingly if you have used the Type Product Name field, the Select Category Name drop-down, and the Select Manufacturer Name drop-down.

1. Click on the desired product name to select it.

4: Apply: Click the "Apply" button to add your selected item to the kit.

1. The Select Placement screen will appear, as Figure 4.1.3 shows. 

Figure 4.1.3

1. Add to Other Items: Choose this option to add this item to the kit as an add-on. The system will show this item in the "Other Addons" section in the POS | Create Kit screen, as shown in Figure 1.3.
   
2. Add to Included: Choose this option to add this item to the kit as a principal item. The system will show this item in the "Includes" section in the POS | Create Kit screen, as shown in Figure 1.2. 

1. The item will be added to the selected section, as Figure 4.1.4 shows. 

Figure 4.1.4

1. Click on the item's name to expand the details. 

Figure 4.1.5

1. Base Price: The base price shows the item's price in the system for the selected Pricebook zone.  
   
1. Hidden: Tick this checkbox to keep the item hidden in the kit. The system will not show the item in the kit but will add the price to the billing.
   
2. Hide Price: Tick this checkbox to hide the item's price in the kit.
2. Modifier: This drop-down lets you change the item's price in the kit. You can apply discounts and increase or replace the base prices. 
   
1. Select the appropriate option from the drop-down and enter the required value. For example, to decrease the item's price by $2, choose the "Discount" option and enter 2 in the Modifier field. 
3. Qty: This field lets you decide the quantity of each item in the kit. If you enter five, the system will consider five items to be sold when selling this kit. 
   
1. Factor into Price: The system ticks this checkbox by default and multiplies the item's final price (the price after applying a modifier, if any) by the quantity you entered in the Qty field. For example, suppose the final price of an item is $6, and you have entered five in the Qty field; the system will sell five quantities for $30. 
2. User Entered Qty: Tick this checkbox if you want the user to select the item's quantity.
   
1. When you tick this checkbox, the system will allow the cashier to choose the item's quantity on the POS. For example, this checkbox is ticked for the items highlighted in Figure 4.1.6. The cashier can ask the customer and choose the amount accordingly. 
   

Figure 4.1.6

6. Section: Select the appropriate section from the drop-down. This drop-down will list all the sections you have created in the "Kitchen Section" module. 
   

1. Once you make the appropriate selections, the system will show the item's final price, as Figure 4.1.7 shows. Please click the "Add Option Set" button to add the option for the item.
   
1. When you add an option for an item, the cashier can ask the customer to choose one of the options. 

Figure 4.1.7

1. The "Add Subtext" button will appear, as Figure 4.1.8 shows.
   
1. Enter the name for the option in the Enter Group Label field. Click the "Add Subtext" button to enter any subtext if required. 
   
2. Use the "Item" button to add an item or the "Kit" button to add a kit as the option set. Use the "Pick One" drop-down to specify the required quantity selection.
   

Figure 4.1.8

1. Once you add the item to the option set, the system will show the added item in a separate tab. 

Figure 4.1.9

1. Figure 4.1.10 below shows how the option items appear to the cashier on the POS | Kit Customizer screen. The cashier can select the customer's desired item from the options. 

Figure 4.1.10

1. You can click on the item's name to open, expand the details, and set the preferences as explained in the description under Figure 4.1.5. 
2. Based on your requirements, add multiple items, option sets, and other items to the kit and click the "Save" button. The system will save the kit, and three tabs, Kit Details, Review, and Rules, will appear, as Figure 4.1.11 shows. 

Figure 4.1.11

1. The "Kit Details" tab shows the details of the kit, the "Reviews" tab shows the kit's review, and the "Rules" tab lets you set the rules for the hidden items in the kit. 
   

Figure 4.1.12

1. Click the "Add Hidden Item" button to add the items to the kit based on the specified conditions. You can add multiple items based on your requirements. 
   
1. Hidden items are given free to the customer, but the retailer needs to maintain the inventory. For example, a box with pizza or a paper cup with coffee. One kit may have multiple hidden items in it. 

Figure 4.1.13

1. Item to Include: Click the select button and select the item you want to include. 
   
2. Qty to Add: Enter the quantity. 
   
3. Rule Combination: Choose the appropriate rule combination from "Any Are True" and "All Are True."
   
4. Rule Type: Choose the application you want to define. 
   

Figure 4.1.14

5. Qty: Enter the item's required quantity. 
   
6. Rule Item: This drop-down lets you decide on the rule item.
   

Figure 4.1.15

7. Dine-In/Take-Out: Please specify the pick-up type to add this item. 
   

Figure 4.1.16

8. Action: Use the Delete button to delete the rule. 
   

1. You can add multiple hidden items and define rules for each item. 

4.2 Adding Kit to the Kit

1. Click the "Add Item Kit" button highlighted in Figure 4.4.
2. The Select One Kit screen will appear, as Figure 4.2.1 shows. 

Figure 4.2.1

1: Search Product: Search the kit using the Type Kit Name field and the Select Category drop-down. Enter the kit name, select the category from the drop-down, and click the "Search" button. 

2: Kit List: The system lists all available kits. If you have used the Type Kit Name field or the Select Category drop-down, the system will display the products accordingly.

1. Click on the desired product name to select it.

3: Apply: Click the "Apply" button to add your selected kit to the kit.

1. The Select Placement dialogue will appear. 

Figure 4.2.2

1. Add to Other Items: Choose this option to add this kit to the kit as an add-on. The system will show this kit in the "Other Addons" section in the POS | Create Kit screen, as shown in Figure 1.3.
   
2. Add to Included: Choose this option to add this kit to the kit as a principal kit. The system will show this kit in the "Includes" section in the POS | Create Kit screen, as shown in Figure 1.2. 
   

Note: When you choose the "Add to Included" option, all items in the already-created kit will be added to the Included Items section of this kit. If the already-created kit has two items in the Other Items section, those two items will also be added to the Included Items section only. If you don't need any item, you can delete it. 

1. As Figure 4.2.3 shows, all items available in the already-created kit will be added to the current kit. You can expand each item and make the required changes, as explained in 4.1 Adding Products to the Kit. 

Figure 4.2.3

4.3 Loading from the Kit

The difference between "Add Item Kit" and "Load from Kit" is:

1. The "Add Item Kit" button lets you add all items from an already-created kit to your current kit without making any changes to your current kit. 
   
2. The "Load from Kit" button replaces all items in your current kit with those in the already-created kit.  

 

Please follow the steps below to load items from an already-created kit. 

1. Click the "Load from Kit" button highlighted in Figure 4.3.1.
   
2. The Select One Kit screen will appear, as Figure 4.3.1 shows. 

Figure 4.3.1

1: Search Product: Search the product using the Type Kit Name field and the Select Category drop-down. Enter the kit name, select the category from the drop-down, and click the "Search" button. 

2: Kit List: The system lists all available kits. If you have used the Type Kit Name field or the Select Category drop-down, the system will display the products accordingly.

1. Click on the desired product name to select it.

3: Apply: Click the "Apply" button to add your selected kit to the kit.

1. All items available in the already-created kit will be added to the current kit, as Figure 4.2.1 shows. You can expand each item and make the required changes as explained in 4.1 Adding Products to the Kit. 
2. If you have already added some items to the current kit and try to load more items from an already-created kit, the system will show a warning message, as Figure 4.3.2 shows. Click "OK" to replace the items and "Close" to skip the item replacement and close the warning message.  

Figure 4.3.2

4.4 Setting the Kit's Price

1. There are multiple ways you can define the price of a kit. 
2. Once you decide on all items' prices, as explained in 4.1 Adding Products to the Kit, the system will show the kit's price in the Final Price field, as Figure 4.4.1 shows. This price will be displayed in POS, and the kit will be charged. If add-on items are in the kit, the price changes per the customer's selection.

Figure 4.4.1

1. You can apply the discount and set a flat price for the kit if required. This option is practical when you don't have any add-on items in your kit. Click the Price Discount drop-down. It will show two options: Price Discount and Flat Price. 

Figure 4.4.2

1. Price Discount: This option lets you apply a percentage-based or dollar discount. Enter the discount value and choose if it is a percentage or dollar discount using the drop-down shown in Figure 4.4.3.
   

Figure 4.4.3

2. Flat Price: This option lets you set a flat price for the kit. Choose this option and specify the amount. The system will consider this amount as the kit's "Final Price" regardless of the total individual price of the items in the "Included" section.  Figure 4.4.4 is an example image. 
   

Figure 4.4.4

However, if you add any products or kits to the "Other Items" section, their price will be added to this final price. 

4.5 Kit Settings

1. Click the "Kit Settings" button to manage the settings.  
   

Figure 4.5.1

1. The Ordering Kit Settings screen will appear, as Figure 4.5.2 shows. 
   

Figure 4.5.2

1. Description: Write the description of the kit.
   
2. Short Description: Write a short description of the kit. 
   
3. Time to Make: Select the required preparation time using this drop-down. 
   
4. Addons Label: Enter the add-on labels. 
   
5. Sellable: Enable this button to mark the kit as saleable. The kit will not be visible on the POS till you enable this button.  
   
6. Image: Use this section to upload the image to be shown as the kit's thumbnail on POS. Click the "Choose Files" button. 
   
7. Manage Location Assignments: This section lets you select the locations (stores) where you want this kit to be available for sale. By default, the system selects all locations. Please follow the steps below to change it. 

7. Click the Select Locations drop-down. If you want to select the specific locations, click "By Locations." 

 Figure 4.5.3

8. The Manage Locations screen will appear, as Figure 4.5.4 shows. 
   

Figure 4.5.4

1. 1: Filter Location: Use this Search box for a specific location search.
   
2. 2: Pricebook Zone: Use this drop-down to view the results (stores) based on the Pricebook zone.
   
3. 3: Only Active: Use this drop-down to view the results (stores) based on three parameters: All Locations, Only Active, and Only Deleted.
   
4. 4: Results: This section shows the list of selected parameters. For example, if you have chosen the "Store" tab, it will show a list of stores. 
   
5. 5: Selection Checkboxes: You must select the required stores by ticking the checkbox.
   
6. 6: Arrow: Click the green Arrow button to move the selected stores to the Selected List.
   

1. The Manage Locations screen will look like the one in Figure 4.5.5.
   

Figure 4.5.5

1. 1: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
   
2. 2: Click "Apply" to apply the selection for generating the report.
   

1. The system will display the selected locations in the Manage Location Assignment section.
   

Figure 4.5.6

1. To select the specific location groups, click "By Location Groups" and follow the same process. 
   

4.6 Previewing the Kit

1. Please click the "Preview" button to preview your kit. 
   
2. The kit's preview screen will appear in a new tab, as Figure 4.6.1 shows.   

Figure 4.6.1

5. Editing the Ordering Kit

1. Click the Edit button highlighted in Figure 5.1.
   

Figure 5.1

1. Make the required changes and click the "Save" or "Save & Close" button. 

6. Deleting the Ordering Kit 

1. Click the Edit icon highlighted in Figure 3.1.
   
2. The Edit Ordering Kit screen will appear, as Figure 5.1 shows.
   
3. Click the Delete button. The warning dialog will appear, as Figure 6.1 shows. 
   
4. Click “Yes, Delete" to delete the ordering kit record.
   
5. Click “Cancel” to close the pop-up and skip the deletion process.