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Initial Set up

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How to Add an Image/photo to an Item

Note: This needs to be managed from the Menu Management Portal

Log in to the Menu Management Portal > Click on Menu Management > Click on the image icon next to the item for which you’d like to add a photo

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How to Mark an Item/Modifier as “Sold Out”

Note: This needs to be managed from the Menu Management Portal

Toggle the Available button on item (default is 1 day) > Click on Push to Ordering Platform

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How to Sort Categories & Items

Note: This needs to be managed from the Menu Management Portal

Click on Menu Management on homepage > Click on Sort Menu

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How to Sort Modifier Groups

Note: This needs to be managed from the Menu Management Portal

Click on Menu Management on homepage > Click on Item > Click on Sort Modifier Groups > Drag and drop item to desired place > Click Save

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Account Menu > Click on Sizes > Click on NEW > Update the name(s) and prices(s) under Assigned Items > Check the Available Online box > Click on Save Icon on the bottom right of the screen

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How to Set Regular Hours

Note: This needs to be managed from the Menu Management Portal

Click on Hours > Click on Regular Hours > Click on Edit > Update the hours as needed

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How to Set Holiday/ Special Hours

Note: This needs to be managed from the Menu Management Portal

Click on Hours > Click on Special/ Holiday Hours > Click on Edit > Update the hours as needed

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How to Set Kitchen Prep Time

Note: This needs to be managed from the Menu Management Portal

Click on Hours > Click on Kitchen Prep Time > Click on Edit

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

Heartland - Publishing Changes

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Robert WagenerModified on: Thu, 11 Nov, 2021 at 1:37 PM

In order for menu changes to be properly reflected and for ItsaCheckmate to be able to sync these changes in our system and push to online menus, they must be published.

To publish changes, go to Menu section and select the arrow icon in the upper right-hand corner.

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