Menu Updates & Ongoing Maintenance: Items, Modifiers, Modifier Groups

How to Edit an Item

Step 1: Click on Menus > Click on Items > Search & Select Item

Step 2: Edit name under the Receipt Name field > Click Save

How to Change an Item Price

Step 1: Click on Menus > Click on Items > Search & Select Item

Step 2: Change POS Price field > Click Save.

How to Add/ Edit an Item Description

Step 1: Click on Menus > Click on Items > Search & Select an item

Step 2: Scroll down to Additional Options Section > Add/Edit description under Online Menu Description > Click Save

 How to Add/Edit Image of Item

Step 1: Go to Upserve dashboard → Select Menus.

Step 2: Select Items to view the entire list of menu items.

Step 3: Select the menu item(s) for which you would like to update the image. You will be directed to a new window (shown below) wherein you need to scroll down under the Additional Options field to access the Online Menu Image icon that can be used to update the image of the menu item. You can easily add the image available on your computer by selecting the Select an Image button.

Step 4: Select the Save button to reflect the incorporated changes for that specific menu item.

How to Mark an Item Available/ Unavailable on POS

Step 1: Click on Menus > Click on Items > Search & Select an item

Step 2: Scroll down to the Additional Options Section> Click on the Status drop-down > Select Archived (to make item unavailable) > Click Save

How to Mark an Item as Out of Stock

Step 1: Log in to the Checkmate Portal > Click on Menu Management > Search Item to mark > Toggle the Available button on the item (default is one day) > Click on Push to Ordering Platform

Step 2: Click on the dropdown to display other sold-out options (up to 7 days or Indefinite)

How to Delete/ Remove an Item

Step 1: Click on Menus > Click on Items > Search & Select item

Step 2: Scroll down to Additional Options Section > Click on Status dropdown > Select Archived > Click Save

How to Sort/Arrange Item Categories & Items

Log in to Checkmate Portal > Click on Menu Management on the homepage > Click on Sort Menu.

To sort Categories:

Drag and drop Category to desired space > Click Save > Click Push to Ordering Platform

To Sort Items within a category:

Step 1: Drag and drop Item to the desired space > Click Save > Click Push to Ordering Platform

Step 2: Drag and drop Category to desired space > Click Save

How to Move an Item from One Category to Another

Step 1: Click on Menus > Click on Items > Search & Select Item

Step 2: Click on Category dropdown > Select New Category > Click Save

How to Sort/ Arrange Modifier Groups

Log in to Checkmate Portal > Click on Menu Management > Click on Item > Click on Sort Modifier Groups > Drag and drop Item to the desired place > Click Save

How to Add an Item Category

Step 1: Click on Menus > Click on Categories > Click on Create Category

Step 2: Enter Category Name > Click Save.

How to Edit an Item Category

Step 1: Click on Menus > Click on Categories > Search & Select Category

Step 2: Click on Category

Step 3: Edit Category Name > Click Save

How to Edit a Modifier (Name, Price, & Status)

Step 1: Click on Menus > Click on Modifiers > Search & Select Modifier

Step 2: Edit the Name, Price, & Status fields > Click Save

 How to Remove/ Delete Modifier

Step 1: Click on Menus > Click on Modifiers > Search & Select Modifier

Step 2: Scroll down to the Options section > Change Status field to Archived > Click Save

How to Add a Modifier Group

Step 1: Click on Menus > Click on Modifier Groups > Click on Create Modifier Group

Step 2: Enter the Group Name > Enter the Display Name > Enter the Minimum and Maximum value > Click Save.

How to Edit a Modifier Group

Step 1: Click on Menus > Click on Modifier Groups > Search & Select Modifier Group

Step 2: Edit the Group Name> Edit the Display Name > Click Save

How to Remove/ Delete Modifier Group

Step 1: Click on Menus > Click on Modifier Groups > Search & Select Modifier Group

Step 2: Scroll down to the Options section > Change status field to Archived > Click Save

How to Edit the Min/ Max Option for the Modifier Group

Step 1: Click on Menus > Click on Modifier Groups > Search & Select Modifier Group

Step 2: Edit the Min/ Max field > Click Save

Menu Updates and Ongoing Maintenance: Miscellaneous

How to Add/Edit Menu Hours

Step 1: Log in to Checkmate Portal > Click on Hours > Click on Regular Hours > Click on Edit

Step 2: Update the hours as needed > Click Save > Click Push to Ordering Platform

How to Set Special/Holiday Hours

Click on Hours > Click on Special/ Holiday Hours > Click on Edit > Update the hours as needed > Click Save > Click Push to Ordering Platform

How to Set Kitchen Prep Time

Click on Hours > Click on Kitchen Prep Time> Click on Edit > Update the hours as needed > Click Save > Click Push to Ordering Platform

How to Set Time Specific Kitchen Prep Times

Step 1: Click on Hours > Click on Kitchen Prep Time > Click on Edit > Uncheck Use Default Prep Time

Step 2: Set Day Prep Time for each day of the week as you like > To set Prep Time based on time of day, check By Time Period:

a) Enter start and end time

b) Set prep time next to that time range

c) Select '+' to add more time ranges for that day

Step 3: Repeat the above steps for each day of the week > Click Save when finished

How to Mark the Location or Ordering Platform Online/ Offline

Step 1: Click on Menu Management

Step 2: To mark Location Online/ Offline > Toggle the Online button next to the Location Status

Step 3: To mark Ordering Platforms Online/ Offline > Toggle the Online button next to the Ordering Platform(s)

Step 4: Once complete, click on Push to Ordering Platform

How to Publish Changes

For changes made in the Checkmate Portal to be immediately reflected on your integrated Ordering Platforms→ always click Resync with POS→ Click Push to Ordering Platform

Otherwise, our system will automatically sync with the POS EVERY HOUR and push to the ordering platforms at that time.