Skip to main content

Item Offers

There are three (3) methods to add an Item Offer bundle component:

Method

Description

Manual Selection

Select specific products and/or tags

Menu Category

Select products from a menu category

Variant Build

Select a variant build to add its products as a component

Item Offer: Manual Selection

Genius Portal4-Dot MenuData ManagementOrdering SettingsProductsBundle Components

To add an Item Offer component type to a bundle using the Manual Selection method:

  1. From the General section, define the following:

    Field

    Description

    Name

    Type a name for the bundle component.

    Description

    Type a description of the component.

    Component Type

    Select Item Offer.

    Enabled

    Toggle On if this component is currently available for the bundle.

    Offer Question

    Type a question for the order taker to ask the customer (e.g. Would you like to add an Ice Cream Cone?)

    Destinations

    Select the allowed order destinations for this component.

  2. From the Product Selection Criteria section, define the following:

    Field

    Description

    Select Item Using

    Select Manual Selection.

    Products Tagged With

    Select the tag(s) to use. All items associated with the tag(s) are added to the product list for the component.

    Min Quantity

    Type the minimum quantity for this component. The default is 1.

    For example, if the minimum quantity is 2, then the customer must select at least two (2) of the listed products for this bundled component

    Max Quantity

    Type the maximum quantity for this component. The default is 1.

    For example, if the maximum quantity is 2, then the customer cannot select more than two (2) of the listed products for this bundled component

    Enable Projected Pricing

    Projected Pricing provides advance notice of the future price of a product, allowing for better transparency about product pricing.

    • Toggle On to identify the product that is used to calculate the component's default price in advance of user selections at the POS.

      When toggled On, a Default Item for Pricing column is added to the Products section of the form below.

    • Toggle Off to disable this feature.

  3. From the upper-right of the Products section, select Add Products.

    • From the Add Products to Bundle Component window, select the products.

    • Select Add # Items.

  4. From the Products section, configure the selected products:

    • Select and drag the control to the left of each product to sort the products in the desired sequence.

    • In the Default Quantity field, type the quantity of the product to add to the order by default.

    • Toggle Enabled to Yes if the item is currently available with this bundle component.

    • Toggle Default Item for Pricing to Yes to identify the product that is used to calculate the component's default price in advance of user selections at the POS.

      This column is only available when Enable Projected Pricing is toggled On in the Product Selection Criteria section above.

    • Select X to remove a product from the list.

Item Offer: Menu Category

Genius Portal4-Dot MenuData ManagementOrdering SettingsProductsBundle Components

To add an Item Offer bundle component using the Menu Category method:

  1. From the General section, define the following:

    Field

    Description

    Name

    Type a name for the bundle component.

    Description

    Type a description of the component.

    Component Type

    Select Item Offer.

    Enabled

    Toggle On if this component is currently available for the bundle.

    Offer Question

    Type a question for the order taker to ask the customer (e.g. Would you like to add an Ice Cream Cone?)

    Destinations

    Select the allowed order destinations for this component.

  2. From the Product Selection Criteria section, define the following:

    Field

    Description

    Select Item Using

    Select Menu Category.

    Menu Category

    From the dropdown, select the applicable menu category.

    The products in the selected menu category are added to the component.

    Min Quantity

    Type the minimum quantity for this component. The default is 1.

    For example, if the minimum quantity is 2, then the customer must select at least two (2) of the listed products for this bundled component

    Max Quantity

    Type the maximum quantity for this component. The default is 1.

    For example, if the maximum quantity is 2, then the customer cannot select more than two (2) of the listed products for this bundled component

    Enable Projected Pricing

    Projected Pricing provides advance notice of the future price of a product, allowing for better transparency about product pricing.

    • Toggle On to identify the product that is used to calculate the component's default price in advance of user selections at the POS.

      When toggled On, a Default Item for Pricing column is added to the Products section of the form below.

    • Toggle Off to disable this feature.

  3. From the Products section, configure the products that are included in the selected category.

    • In the Default Quantity field, type the quantity of the product to add to the order by default.

    • Toggle Enabled to Yes if the item is currently available with this bundle component.

    • Toggle Default Item for Pricing to Yes to identify the product that is used to calculate the component's default price in advance of user selections at the POS.

      This column is only available when Enable Projected Pricing is toggled On in the Product Selection Criteria section above.

Item Offer: Variant Build

Genius Portal4-Dot MenuData ManagementOrdering SettingsProductsBundle Components

Importante

This feature is supported in version 3.9 (and greater).

To add an Item Offer component type to a bundle using the Variant Build method:

  1. From the General section, define the following:

    Field

    Description

    Name

    Type a name for the bundle component.

    Description

    Type a description of the component.

    Component Type

    Select Item Offer.

    Enabled

    Toggle On if this component is currently available for the bundle.

    Offer Question

    Type a question for the order taker to ask the customer (e.g. Would you like to add an Ice Cream Cone?)

    Destinations

    Select the allowed order destinations for this component.

  2. From the Product Selection Criteria section, define the following:

    Field

    Description

    Select Item Using

    Select Variant Build.

    Variant Build

    From the dropdown, select the variant build. The associated products are added as a bundle component.

    Quantity

    Type the quantity of the variant build to add as a component.

    Allow Custom Mixes

    Toggle the option to the preferred value:

    • Yes - The user at the POS is able to customize the mix of products to add to the order. This includes specifying the Main Variant quantities and the Associated Variant Types.

    • No - The user at the POS is NOT able to customize the mix of products.

    Build Method

    From the dropdown, select the preferred method for calculating the default quantities of the associated products when the component is added to an order at the POS.

    • Associated Variant Types - The Products section below lists the associated variant types that have been identified as eligible for the variant build. The associated variant types represent modifications of a main variant.

      This option is not available if there are no "Associated Variant Types" added to the variant build.

    • Custom - The Products section below lists the products with the "variant type" that is defined in the variant build.

      From the Products section, specify the default quantity for the products.

    • Main Variant - The Products section below lists the products with the "variant type" that is defined in the variant build.

      Having more than one product enabled that is associated with the same main variant will result in those items being added to the order by default, based on the distribution priority for the main variants in the variant build.

  3. From the Products section, configure the products. The available configuration options are dependent on the Build Method selected in the previous step.

    Build Method

    Description

    Associated Variant Types

    • Select and drag the control to the left of each product to sort the products in the desired sequence.

    • Toggle Enabled to Yes if the item is currently available with this bundle component.

    • Select X to remove a product from the list.

    Custom

    • Select and drag the control to the left of each product to sort the products in the desired sequence.

    • In the Default Quantity field, type the quantity of the product to add to the order by default.

    • Toggle Enabled to Yes if the item is currently available with this bundle component.

    • Select X to remove a product from the list.

    Main Variant

    • Select and drag the control to the left of each product to sort the products in the desired sequence.

    • Toggle Enabled to Yes if the item is currently available with this bundle component.

    • Select X to remove a product from the list.