Assigning Modifiers & Prep Areas

Once your modifier sets and prep areas exist in POS Cafe, assign them to your products from the Cafe Collections page, one product at a time or in bulk. Modifier sets give staff the options to choose; the prep area decides which printer or Fresh KDS screen each item is sent to.

Before you start

Bulk modifier actions need a modifier collection, and online store actions need a sales channel. If either is missing, the collection page shows a Finish setup to use all bulk actions banner with a Go to settings button. See General Settings.

Add modifier sets to products

1. Create your modifier sets on the Modifier Sets page if you haven’t already.

2. Open a cafe collection. Click Cafe Collections, then click a collection. The page lists its products with columns for Assigned modifier sets, Prep area, Online sales channel and Status. Click a product to edit it on its own, or Edit Collection in the top right to edit the collection in Shopify.

3. Select the products with the tick boxes, then click Modifiers → Add modifiers.

4. Choose the modifier sets. Pick Add to existing modifiers to add to what each product already has, or Replace all modifiers to see everything currently assigned and add, remove or swap sets for a fresh start. Tick the sets you want and click Add (or Replace). The change applies straight away, and a progress window shows while POS Cafe updates the products.

5. Reorder the sets on a product (optional). To change the order the sets appear in Shopify POS, click the product to open its page. In the Modifier Sets section, drag the dots next to each set into order. Add Modifier Set here adds sets to just this product.

6. Save with the Save button in the save bar at the top of the product page, then use the back arrow to return to Cafe Collections.

To take modifier sets off several products, select them and click Modifiers → Remove modifiers. The list shows only the sets currently assigned to the selected products; tick the ones to remove and click Remove.

Tip

The same bulk actions bar also sets online availability for the selected products: Online → Show in online store or Hide from online store. See Building Your Menu.

Add prep areas to products

1. Set up your prep areas on the Prep Areas page if you haven’t already.

2. Open a cafe collection. Click Cafe Collections, then click a collection. The Prep area column shows what each product has now.

3. Select the products with the tick boxes, then click Assign prep area.

4. Choose the prep area in the Prep Areas window and click Add. The change applies straight away; there’s no separate save step.

To change one product’s prep area, click the product to open its page, click Edit Prep Area in the Prep Area section, then click Save in the save bar.

Next step

Add the POS Cafe tile to Shopify POS and sell your first customised item. See Using the App in Shopify POS.