The below guide walks you through the detailed steps for managing your menu once you are on our SpotOn Direct Sync integration.

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

For quick edits to menu item price/availability, use the Menu Items Bulk Editor function

Select Organization → Location

In the Menu Bulk Editor → Go to Menu Group in which 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

How to Update Modifiers within Modifier Group

Select Modifier Groups → Find Modifier Group to edit in 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 Description 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

How to Temporarily Mark an Item as Sold Out/86’d in Checkmate

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

Step 1: Toggle the Available button next to the item that is sold out

Step 2: This will open a pop-up asking how long the item should be marked out of stock. The available options are:

• Automatically make it online:

  • At the start of the next day

  • After a certain amount of hours (You can set the number of hours via the drop down menu)

  • At a custom date and time

• Offline Indefinitely

  • I will mark it available manually

Step 3: Once you have selected your option, click on “Save & Push”

Marking Modifier(s) Out of Stock in Checkmate

Step 1: To mark a modifier as out of stock, double-click on the item photo to display the modifiers. In the item pop-up window that opens, click on the “Modifiers” to expand the list of modifiers per group.

Step 2: Toggle on the modifier(s), you want to mark as out of stock.

Step 3: You can set how many days you would like the modifier to be out of stock or select “Indefinite”

Step 4: Please ensure that you click "Push to Online Platforms" in order for the changes to take effect.

Click to watch the tutorial video:

https://youtu.be/3NqKAX5vbHE

Marking Item as Available or Out of Stock in POS

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

How to Set Regular Hours

Click on Store Management > Click on Ordering Hours > Click on Edit > Update the hours as needed

How to set Holiday/ Special Hours

How to Set Kitchen Prep Time

Final Step: Pushing Changes to the Ordering Platforms

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

Go to Checkmate Portal and Click on Push to Online Platform(s). The system will auto-sync every hour and the changes will push to the ordering platforms at that time.

Downloadable SpotOn Menu Updates and Ongoing Maintenance Guide

https://drive.google.com/file/d/120dyIFxxtnSQ2-Iz6dFv-PGgG6QtQdvc/view?usp=sharing