Itsacheckmate SpotOn POS Integration Overview
How to Update Menu Item Name
Go to Menu Items → Select the menu item to update
Scroll down to Pricing → Update price → Click on 'X'
How to Update Menu Item Price and Availability
For quick edits to menu item price/availability, use the Menu Items Bulk Editor function.
Select Organization → Location
In the Menu Bulk Editor → Go to Menu Group in which the Item you’d like to edit exists
Find the Item → Update price in the Price Standard column
Update availability in the Available column by unchecking/checking the corresponding box
Note: This will update the base price in your POS. If you have Price Elevation set in the Menu Manager, the elevation percentage will apply to this new base price.
How to Update Modifiers within Modifier Group
Select Modifier Groups →Find Modifier Groups to edit in left-hand column
To add a modifier → Select Add Modifier
Find the modifier to add → Click ‘OK’
To Edit a Modifier, select the Modifier → Select Edit
This will take you to the edit screen for the modifier item → make edits accordingly
To Remove a Modifier, select the “-” next to the modifier you would like to remove
Select Yes to confirm the edit
Updating Item Description and Images
To add menu item descriptions as you would like them to appear online:
Go to respective Items under Menu Items → Scroll to Online Ordering Settings → Description → Enter description
To update an item image, go to the Menu Item > Scroll to Extra Information > Choose Image
Upload the Image and Save
How to Set Regular Hours
Note: This needs to be managed from the ItsaCheckmate Portal.
Click on Hours > Click on Regular Hours > Click on Edit > Update the hours as needed
Update the hours as needed > Click Save > Click Push to Ordering Platform
How to set Holiday/ Special Hours
Note: This needs to be managed from the ItsaCheckmate Portal.
Click on Hours > Click on Special/ Holiday Hours > Click on Edit > Update the hours as needed
Update the hours as needed > Click Save > Click Push to Ordering Platform
How to Set Kitchen Prep Time
Note: This needs to be managed from the ItsaCheckmate Portal.
Click on Hours > Click on Kitchen Prep Time > Click on Edit
Update Prep Time minutes > Click on Save > Click on Push to Online Platforms
How to Set Time Specific
Note: If you have integrated Ordering Platforms that allow for time-specific prep time, you will have the option to uncheck the “use default prep times” button, which will expand the days of the week.
Click on Hours > Click on Kitchen Prep Time > Click on Edit > Uncheck Use Default Prep Time
Set Day Prep Time for each day of the week as you like > To set Prep Time based on time of day, check By Time Period:
a) Enter start and end time
b) Set prep time next to that time range
c) Select '+' to add more time ranges for that day
Repeat above steps for each day of the week > Click Save when finished
For Ordering Platforms that do NOT support time-specific prep times, their logo will appear below the Default Prep Time section and will only use the default time which applies to all days of the week.
For Ordering Platforms that DO support time-specific prep times and for which time-specific prep times are set, their logo will appear below the Time Specific Prep Time section making it easier to distinguish which Ordering Platform is using which type of prep time.
Final Step: Pushing Changes to the Ordering Platforms
Once all updates are made in your SpotOn back end, to update the ordering platforms:
Go to ItsaCheckmate Portal and Click on Push to Online Platform(s). The system will auto-sync every hour and the changes will push to the ordering platforms at that time.
Note: Our system will only sync if there is a change to the menu and will only push out to the ordering platforms once the sync occurs.
Downloadable SpotOn Menu Updates and Ongoing Maintenance Guide
https://drive.google.com/file/d/120dyIFxxtnSQ2-Iz6dFv-PGgG6QtQdvc/view?usp=sharing
Menu Creation and Initial Setup
Login to SpotOn POS Using Valid Credentials
Use your login credentials to login into the SpotOn POS.
Creating an Item Category/Group
Step 1: Select the Menu Item Groups icon.
Step 2: Click on the + sign available at the bottom left corner of the window and add the name of the new Item Category/Group.
Creating a New Item
Step 1: Select the Menu Item icon.
Step 2: Click on the + sign available at the bottom left corner of the window and add the new item’s name.
Setting/Changing Item Price
Set item price in the Pricing section.
Marking an Item as Available or Out of Stock
Scroll within the window and click on Available to have the Item active/enabled or Out of Stock to have the item inactive/disabled in POS/System.
Including/Excluding Menu Item Group from Online Ordering
To EXCLUDE an item from appearing on your online ordering menu – in the Online Ordering Settings section, check the box Exclude from Third Party Ordering
Follow the same steps for Menu Item Groups you wish to Include/Exclude
Adding Description to Item
Scroll down to Online Ordering Settings and enter the description in the description box.