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Home Screen View

Creating an Item Category/Group

Click on the Menu Item Groups icon

Click the '+' sign icon at the bottom right corner → Add New Item Group Name. Close the window using the X.

Creating New Item

Click on the Menu Items icon → Click on the '+' sign icon at the bottom right corner → Add New Item Name. Close the window using the X.

Setting/Changing Item Price

Set item price in the Pricing section

Mark an Item/Modifiers as Sold Out/86’d in Checkmate

Marking Items/Modifiers as Sold Out/86’d should be done within the Checkmate Portal.

Learn to mark items and modifiers that are out of stock from the Checkmate portal here.

Marking Item as Available or Out of Stock in POS

Scroll within the window and Click “Available” to have the Item active/enabled or “Out of Stock” to have the item inactive/disabled in POS/System.

Adding Description to Item

Scroll down to Online Ordering Settings → Enter description in the Description box.

Assigning Modifier Group to the Item

Scroll to the Modifiers section → Select +New Linkage → Highlight the Modifier Group you’d like to assign to item and Select

Adding Item to a Menu Group

Scroll to Menu Item Groups → Find the Menu Group to add an Item to → check the box to the right of a group

Creating a New Modifier Group

Click on the Modifier Groups icon → Click on the '+' sign at the bottom right corner → Add New Modifier Group Name. Close the window using the X.

To Add Modifiers under the modifier group, → Click on Add Modifiers →. Select the modifiers from the list.

Including/Excluding Menu Item Group from Online Ordering

If there are Menu Item Groups that you would like to EXCLUDE from Third Party Ordering, complete the following steps for each Menu Item Group that you wish to exclude:

Go to the Menu Item Group → Check the box “Exclude from Third Party Ordering.”

Creating New Modifier

Click on Modifiers → Click on the + sign icon at the bottom right corner → Add New Modifier Name. Close the window using the X.

Setting Modifier as Available/Out of Stock

Scroll within the window and Click “Available” to have the Item active/enabled or “Out of Stock” to disable it in the POS System.

Adding Modifier Price

Scroll to Pricing → Enter the price in the Add section

Assigning Modifier to Modifier Group

Check the box(es) next to the modifier groups to which you’d like to add a modifier. You may add the modifier to multiple modifier groups by selecting them under Modifier Groups

Menu Updates and Ongoing Maintenance

How to Update Menu Item Name

Go to Menu Items → Select the menu item to update

Scroll down to Pricing → Update price → Click on 'X'

How to Update Menu Item Price and Availability

Use the Menu Items Bulk Editor function for quick edits to menu item price/availability.

Select Organization → Location.

In the Menu Bulk Editor, → Go to Menu Group, where the Item you’d like to edit exists.

Find the Item → Update price in the Price Standard column

Update availability in the Available column by unchecking/checking the corresponding box

Note: This will update the base price in your POS. The elevation percentage will apply to this new base price if Price Elevation is set in the Menu Manager.

How to Update Modifiers within the Modifier Group

Select Modifier Groups → Find the Modifier Group to edit in the left-hand column

To add a modifier → Select Add Modifier →

Find the modifier to add → Click ‘OK’

To Edit a Modifier, select the Modifier → Select Edit

This will take you to the edit screen for the modifier item → make edits accordingly

To Remove a Modifier, select the “-” next to the modifier you would like to remove

Select Yes to confirm the edit

Updating Item Descriptions and Images

To add menu item descriptions as you would like them to appear online:

Go to respective Items under Menu Items → Scroll to Online Ordering Settings → Description → Enter description 

To update an item image, go to the Menu Item > Scroll to Extra Information > Choose Image

Upload the Image and Save

Set Store Operation Hours

Store operation hours need to be updated in the Checkmate portal. Learn how to:

• Set/Update Delivery Hours

• Set Special/Holiday Hours

How to set Kitchen Prep Time

Kitchen prep time needs to be updated in the Checkmate portal. Learn how to update kitchen prep time here.

Final Step: Pushing Changes to the Ordering Platforms

Once all updates are made in your SpotOn back end, update the ordering platforms:

Go to Checkmate Portal and Click Push to Online Platform(s). The system will auto-sync every hour, and the changes will be pushed to the ordering platforms. Note:  Our system will only sync if there is a change to the menu and will only push out to the ordering platforms once the sync occurs.