Menu Creation and Initial Setup

Login to SpotOn POS Using Valid Credentials

Use your login credentials to login into the SpotOn POS.

Creating an Item Category/Group

Step 1: Select the Menu Item Groups icon.

Step 2: Click on the + sign available at the bottom left corner of the window and add the name of the new Item Category/Group.

Creating a New Item

Step 1: Select the Menu Item icon.

Step 2: Click on the + sign available at the bottom left corner of the window and add the new item’s name.

Setting/Changing Item Price

Set item price in the Pricing section.

Marking an Item as Available or Out of Stock

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

Including/Excluding Menu Item Group from Online Ordering

To EXCLUDE an item from appearing on your online ordering menu – in the Online Ordering Settings section,
check the box Exclude from Third Party Ordering
Follow the same steps for Menu Item Groups you wish to Include/Exclude

Adding Description to Item

Scroll down to Online Ordering Settings and enter the description in the description box.

Assigning Modifier Group to the Item

Step 1: Scroll down to the Modifiers section within the Item. Then, select the +New Linkage button.

Step 2: Click on the down arrow and select the Modifier Group that you’d like to assign to the item.

Adding an Item to a Menu Group

Step 1: Scroll down to the Menu Item Groups section within the Item.

Step 2: Find out the desired menu group using the search bar. Select the checkbox available on the right side of the menu group to add the item.

Creating a New Modifier Group

Step 1: Select the Modifier Groups icon.

Step 2: Click on the + sign available at the bottom left corner of the window and add the name of the new Modifier Group. Close the window using the X button.

Step 3: To add modifiers under the Modifier group, select the Add Modifiers button. Select the checkbox available next to the modifier(s) you would like to add. Then, select the Ok button.

Creating a New Modifier

Step1: Select the Modifiers button.

Step 2: Click on the + sign available at the bottom left corner of the window and add the name of the new Modifier.

Setting Modifier as Available/Out of Stock

Scroll within the Modifier window and click on Available to have the Item active/enabled or Out of Stock to disable it within the POS system.

Adding Modifier Price

Scroll to the Pricing section and 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 the modifier.

You may add the modifier to multiple modifier groups by selecting them under the Modifier Groups section.

Menu Updates and Ongoing Maintenance

How to Update Menu Item Name

Go to Menu Items 🡪 Select the menu item that needs to be updated.

How to Update Menu Item Price and Availability

Price updates are made within your POS—they are NOT made within the Checkmate Portal.

To update Prices:

Step 1 - Go to Menu Items 🡪 Select the menu item to update

Step 2 - Scroll down to Pricing 🡪 Update price 🡪 Click on 'X'

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

Follow the given steps to use the Menu Items Bulk Editor function:

Step 1 - In the Menu Bulk Editor, 🡪 Select Location under Organization

Step 2 - Select the Menu Group in which the item you’d like to edit exists 🡪 Select Refresh

Step 3 - Find the Item(s) 🡪 Update price in the Price Standard column

Step 4 - Update the availability in the Available column by unchecking/checking the corresponding box

How to Update Modifiers within Modifier Group

Step 1 - Select Modifier Groups 🡪 Find Modifier Group to edit in left-hand column

Step 2 - To add a modifier 🡪 Select Add Modifier 🡪 Find the modifier to add 🡪 Click OK.

To Edit a Modifier directly from this screen 🡪 Select the Modifier you wish to edit and 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. Then, select the Yes button to confirm the edit.

Updating Item Description and Images

To add menu Item Description as you would like them to appear online:

Go to respective Items under Menu Items 🡪 Scroll to Online Ordering Settings 🡪 Description 🡪 Enter the desired description

Although item photos can be updated within SpotOn as noted above, the SpotOn to Ordering Platform sync does not support photo updates presently. Therefore, item photos MUST BE UPDATED DIRECTLY IN THE Checkmate PORTAL at this time by performing the following steps:

Step 1 - Log in to the Checkmate Portal

Step 2 – Under Menu Management, click on the image icon next to the item for which you want to add a photo.

Step 3—Select the image of your choice by clicking on the highlighted area. Alternatively, you may choose to drag and drop the desired file from your desktop into the highlighted area and select Save.

Updating Menu Hours

Step 1 - Go to Ordering Hours > Regular Hours > Edit

Step 2 - For each day of the week, set the day as Open or Closed and set Open and end times.

Updating Special/Holiday Hours in the Checkmate Portal

Step 1 - Click on Ordering Hours > Special/Holiday Hours > Edit

Step 2 - To add new Special or Holiday hours, click on “+ Add Special Holiday Hours”. You can edit existing hours by changing Open or Close and the Open and End Time. Once you have completed your changes, click on “Save”

Updating Kitchen Prep Time

Go to Hours > Kitchen Prep Time > Edit to access and edit the prep times.

Default Prep Time

The system will automatically show the Ordering Platforms that support prep time and allows you to set a default prep time.

Set the Default Prep Time and click Save

Note: The “Use Default Prep Time” needs to be checked.

Time Specific Prep Time

If you have integrated ordering platforms that allow for time-specific prep time, you will have the option to uncheck the use default prep time button, expanding the days of the week. 

Step 1 - Uncheck Use Default Prep Time

Step 2: Set Day Prep Time for each day of the week as you would like

Step 3 - To set Prep Time based on time of day, check By Time Period 

• Enter the start time and end time

• Set prep time next to that time range

• Select + to add more time ranges for that day

Step 4 - Repeat the above steps for each day of the week

Step 5 - Click Save when finished

Marking the Location Online/Offline in Checkmate Portal

• You can mark the location or respective delivery platform(s) to appear offline/ online with the click of a button.

• Click Push when you make any change(s), or the changes will not take effect.

Final Step: Pushing Changes to the Ordering Platforms

Once all updates are made in your SpotOn back end, then to update the Ordering Platforms:

• Confirm that all changes have been completed in SpotOn

• While Checkmate syncs with SpotOn EVERY HOUR, if you wish to have changes reflected immediately, go to the Checkmate Portal and Select Sync with POS – the sync takes typically between 5-10 minutes. Once completed, select Push to Online Platforms.

Customer Support Contact

If you have problems or questions, reach customer support through the following:

Send us an email

support@itsacheckmate.com

:iphone:  Text us through WhatsApp

1-888-267-4140 (please note: this is a text line only)

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