Option Groups

Summary

This article explains how 'Option Groups' streamline the ordering process by displaying an automatic selection screen when attached to a menu item. These groups can enforce minimum and maximum selections, guiding users through menu choices efficiently. Individual options can also include additional charges if required. 

Step 1 - Creating the Option Group

1. Log in to OfficeMate. 
2. Navigate to the 'Options' screen in the navigation panel. 
   
   

1. Select the 'New Group' icon located on the toolbar at the top right of the screen.
   
   
   
   
2. The Option Group details will now be visible.  

Step 2: Editing the Option Group

• Label: Name the option group so it can be easily identified when attaching to menu items and also when searching the option reports.
• Size: Multiple sized option groups may be required for multiple sized menu items.
• Printable: Select if these options are required to print on the prep docket.
• Sequence: Option groups can be given a numerical sequenced to override the alphabetical order.
• Triggers: Attach or remove any triggers required to activate this option group by selecting ‘Add’ or ‘Remove’ (see creating triggers).
• Activation Strategy: If multiple triggers are attached, choose if ‘All Triggers’ or ‘Any Triggers’ are required to activate this option group.
• Default Option: Once the options have been created, any of the options can be set as the default so that if another option is not chosen, it will be automatically selected.
• Copy Options From: Options within this group can be copied from an existing group.
  To save the changes select ‘OK’.
  To forget changes select ‘Cancel’.

Step 3: Adding the Options to the Group

1. To create new options within the option group, click on the 'New Option' icon located on the toolbar at the top left of the screen. 
   

    

2. Once the option is created, it will appear and require editing. 
   

   Editing Option Details

   • Name: This will print on the prep docket and Tax Invoice. 
   • Price: Add a price if this option has an additional charge. 
   • Sequence: Assign a numerical sequence to override the alphabetical order in WaiterMate
   • Background Colour: Select the button colour in WaiterMate. 
   • Foreground Colour: Select the font colour in WaiterMate
   • Option Group: Moce the option to another option group if needed. 
   • Reduced Factor: Set the discount percentage for the item if a reduced zone is applied. if set to 0%, the item will always be charged at full price. 
3. Repeat these steps for all options in the group. 
4. Once all options are added and edited, select 'Save' from the toolbar at the top of the screen. 

Step 4: Attaching the Option Group to the Menu Item

1. Navigate to the 'Items' screen in OfficeMate. 
2. Select the menu item to attach the option group to.
3. Click the tick box 'Show Extended View' at the top right to display more columns.
   
   
   
   
4. Scroll to the 'Option Group' field.
   
   

1. Choose the desired option group from the list.  
   
   

1. Once selected, you can edit the option group details as follows: 
   
   

    

   • Option Group: Displays the option group name. 
   • Sequence:  Determines the order in which the option screen appears if multiple otion groups are attached. 
   • Min Qty: The minimum number of options a user must select
   • Max Qty: The maximum number of options a user can select
   • Reduced Zone: The number of items charged at the reduced factor before full price applies. If set to 'Zero, all options will be charged at full price. 
2. Select 'OK' to confirm the changes. 
3. From the item screen, select the 'Save' icon to finalise the updates. 

Articles in this section

• Advanced Add and Removes
• Plusses and Plus Groups
• Option Groups