Menus - Modifer Groups

Description:
This article explains how to create, view, edit, and sort Modifier Groups in Canopy 2.0. Modifier Groups allow you to attach modifiers (such as Ketchup or Sauces) to other items, enabling customizable options during a transaction. Modifier options will appear in the POS when a related item is added to a cart.

How to View and Edit Modifier Groups:

1. In Canopy 2.0, select the Menus drop-down on the left side of the screen.
2. Choose Modifier Groups from the list.
3. All existing Modifier Groups will be displayed, along with the number of Assigned Items within each group.
4. Select the Modifier Group you want to edit.
5. The Edit Modifier Group panel will appear on the right side of the screen.
6. You can edit the following details:
   • Name
   • Display Name
   • Modifiers Assigned
7. To modify the items in the group:
   • In the Modifiers section, select the right arrow to view the already assigned modifiers.
   • You can:
     • Search for specific items to add or remove,
     • Scroll through All Items to find items, or
     • Select Selected Items and uncheck items you want to remove.
8. Once you've made the necessary changes:
   • Select Save to update the Modifiers panel.
   • Select the left arrow to return to the Edit Modifier Group panel.
9. On the Edit Modifier Group panel, select Save to finalize the changes, or select the X at the top to
   cancel.

How to Create a Modifier Group:

1. In Canopy 2.0, select the Menus drop-down on the left side of the screen.
2. Choose Modifier Groups from the list.
3. Select the blue plus icon in the upper-right corner.
4. The Add Modifier Group panel will appear on the right side.
5. Enter a Name for the new Modifier Group.
6. Enter a Display Name for the new Modifier Group.
7. In the Modifiers section, select the right arrow to add modifiers to this new group:
   • Search for specific items,
   • Scroll through All Items to find items, or
   • Use the Selected Items button to remove unwanted items.
8. Once you have finished editing, select Save to update the Modifiers panel.
9. Return to the Edit Modifier Group panel by selecting the left arrow and then select Save to create your Modifier Group, or select the X to cancel.
   
   

How to Sort Modifier Groups:

1. In Canopy 2.0, select the Menus drop-down on the left side of the screen.
2. Choose Modifier Groups from the list.
3. Select the Sort button in the upper-right corner.
4. On the list of Modifier Groups, you can:
   • Drag and drop a Modifier Group into the desired order.
   • Select the expander arrow next to a Modifier Group to adjust the sequence of modifiers within that group.
5. Once the Modifier Groups and Modifiers are arranged as desired, select Save to apply the changes globally.

By following these steps, you can easily manage, sort, and customize Modifier Groups in Canopy 2.0 to streamline item modifications in your POS system, ensuring a smooth and efficient customer experience.