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Customizations allow you to easily select additional items when billing, which are added as an optional part of the main sales product. The selected items are linked to the warehouse management, so they are deducted from the stock or their ingredients are deducted according to their own settings. The selection range can be restricted by the minimum and maximum number of selected items. You can also select which items and under what conditions can be added to the order for free.

With the help of customizations you can meet specific requirements when selling optional side dishes or supplements. For example, these can be:

•The selection of a specific sauce for a steak for free

•The selection of additional pizza toppings according to customer preferences

 

Customizations use categories of products. So before using them, it is useful to create your own categories with products for free or e.g. toppings. You add these categories to the main product, and the products in these categories will then be offered automatically when billing the main product.

You can assign customer (bonus) points to products you use in customizations, just like to regular products. When you select customizations in the sales dialog, the application of customer points is then checked. To add or subtract them, you must always select a customer account.

 

Note

•Customizations follow the quantity of pieces (packages) or units set up in product properties. So if you sell e.g. a package of 6 pieces, the selected items in the customization group will be added to the order 6 times as well. In the same way, customizations will be proportionally added to the main product as side dishes with a preset quantity, e.g. 200 g.

•You can also create customizations through your computer and the Dotypos cloud web interface. You can find them in the product properties.

•For an overview of products sold including customizations, use the product data report Products sold in customizations.

 

How do I use customizations?

We will show how to use customizations with the example of selling pizza. Customers will be given the option to select some extra toppings.

Step 1

Create a category of products with toppings. The toppings are common products without special settings. Define their price and, if needed, their ingredients. We recommend hiding the category with toppings, so that the toppings cannot be billed separately. You have also already created the Pizza product, for which the optional extra toppings will be offered.

Step 2

In the Item Management, tap the product Pizza and select Customizations from the tabs on the left.

Step 3

Use the + Number 1 in the image button to select one or more categories with toppings. You can adjust each inserted category with the Number 2 in the image button and thus change the conditions (see below) under which the items in the category can be billed. The inserted categories are called a customization group. Once you add and adjust the group, save everything with the Number 3 in the image button.

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Step 4

If you now bill the product Pizza as usual, a dialog with toppings will be displayed, i.e. with the items from the categories added in the previous step. The tile size in this dialog can be changed in these settings. Tap the selected topping to add it to the order. If you have not set a limited quantity in the customization, you can increase its quantity by tapping the topping Number 4 in the image repeatedly. Alternatively, you can decrease the quantity by tapping — Number 5 in the image . Toppings are handled in the same way in the Mobile Waiter.

The order in which the possible toppings are displayed in this dialog is determined by the order in which you added them to the category. They will then also be printed in the same order on the kitchen order / ticket.

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Note

If you have activated other options for the product besides customizations, e.g. Requires price entry, a special dialog will be displayed with the option of gradual selection or entry.

 

Options for customization groups (inserted categories)

Group name

You can choose a custom name that will be displayed during sales. The default group name is identical to the name of the category you select for the customization. If you rename this category, the customization group will also receive the new name. However, if the names differ, the group will no longer be renamed. If you use ordering services or an ordering kiosk, you can enter a multilingual group name via the Dotypos cloud.

Products selected by default are gratis

The selected default items will be billed for free. In this case you also have to mark the Default products.

All products are gratis

All items will be billed for free when selected.

Cheapest product is gratis

Only the cheapest item in the group will be billed for free.

Price level

Selection of a price level for the customization group. The price from the selected price level will be used when selling a product included in the customization. The condition is that the product has this price level defined. The price level of the product in the customization is also applied in the case of ordering services.

Selection range (minimum / maximum)

By activating one or both options you define how many items can be billed within one sale. If you set both the minimum and the maximum to 1, it will always be possible to select only one item, so the tiles for selecting toppings will work as a switch.

Default products

By checking you can mark one or more items as default. Together with the option Products selected by default are gratis, the marked items will be automatically billed for free.

Show in register

Once disabled, the created customization will not be visible in the cash register. It will not be offered to the staff when the product is billed.

Publish to external ordering systems

Once disabled, the created customization will not be visible in the connected ordering services. It will not be offered to customers when ordering the product.

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This manual is for informational purposes only and provides no warranties. The specifications given are subject to change without prior notice. Images and diagrams are for illustration only. The appearance and functions of the devices and software may differ depending on the current version of the product and applications.
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