Menu Updates & Ongoing Maintenence: Items, Modifiers Modifier Groups

How to Edit an Item

1. Click on Menus > Click on Items > Search & Select Item

   Open

   

1. Change POS Price field > Click Save

2. Open

   

How to change an Item Price

1. Click on Menus > Click on Items > Search & Select Item

    

2. Change POS Price field > Click Save

How to Add/ Edit an Item Description

1. Click on Menus >Click on Items >Search & Select an item

    

2. Scroll down to Additional Options Section > Add/Edit description under Online Menu Description > Click Save

How to Add/Edit Image of Item

Note: Item images need to be added directly from the POS.

Please follow these steps to add/edit item image:

Step 1: Go to Upserve dashboard → Select “Menus”

Step 2: Select “Items” to view the entire list of menu items.

Step 3: Select the menu item(s) for which, you would like to update the image. You will be directed to a new window (shown below) wherein, you need to scroll down under the Additional Options field to access the “Online Menu Image” icon that can be used to update the image of the menu item. You can easily add the image available within your computer by selecting the “Select an Image” button.

Note: You can also add the images from the curated image library by selecting the “Browse Library” button. Images can also be deleted by selecting the “Remove Image” button.

Step 4: Select the “Save” button to reflect the incorporated changes for that specific menu item.

How to Mark an Item Available/ Unavailable on POS

1. Click on Menus >Click on Items >Search & Select an item

2. Scroll down to the Additional Options Section> Click on the Status drop-down > Select Archived (to make item unavailable) > Click Save

How to Mark an Item “Out of Stock”

Note: This needs to be managed from the ItsaCheckmate Portal.

1. Log in to the ItsaCheckmate Portal > Click on Menu Management > Search Item to mark > Toggle the Available button on item (default is 1 day) > Click on Push to Ordering Platform

    

2. Click on dropdown to display other sold-out options (up to 7 days or Indefinite)

How to Delete/ Remove an Item

Note: Items are archived not deleted

1. Click on Menus > Click on Items > Search & Select item

    

2. Scroll down to Additional Options Section > Click on Status dropdown > Select Archived > Click Save

   
   
   
   
   

How to Sort/Arrange Item Categories & Items

Note: This needs to be managed from the ItsaCheckmate Portal.

1. Log in to ItsaCheckmate Portal > Click on Menu Management on homepage > Click on Sort Menu

To sort Categories:

Drag and drop Category to desired space > Click Save > Click Push to Ordering Platform

To Sort Items within a category:

Drag and drop Item to desired space > Click Save > Click Push to Ordering Platform

  Drag and drop Category to desired space > Click Save

How to Move an Item from One Category to Another

1. Click on Menus > Click on Items > Search & Select Item

1.  

2. Click on Category dropdown > Select New Category > Click Save

How to Sort/ Arrange Modifier Groups

Note: This needs to be managed from the ItsaCheckmate Portal.

1. Log in to ItsaCheckmate Portal > Click on Menu Management > Click on Item > Click on Sort Modifier Groups > Drag and drop Item to desired place > Click Save

   
   
   

How to Add an Item Category

1. Click on Menus > Click on Categories > Click on Create Category

Enter Category Name > Click Save

How to edit an Item Category

1. Click on Menus > Click on Categories > Search& Select Category

2. Click on Category

    

3. Edit Category Name > Click Save

How to Edit a Modifier (Name, price, status)

1. Click on Menus > Click on Modifiers > Search & Select Modifier

2. Edit the Name, Price, Status fields > Click Save

   
   
   
   
   

How to Remove/ Delete Modifier

Note: On Upserve, we cannot delete the modifier however we can archive it

1. Click on Menus > Click on Modifiers > Search & Select Modifier

Scroll down to the Options Section > Change Status field to Archived >Click Save

How to Add a Modifier Group

1. Click on Menus > Click on Modifier Groups >Click on Create Modifier Group

2. Enter the Group Name > Enter the Display Name > Enter the Minimum and Maximum value > Click Save

   
   
   
   

How to Edit a Modifier Group

1. Click on Menus > Click on Modifier Groups >Search & Select Modifier Group

    

2. Edit the Group Name> Edit the Display Name > Click Save

    

How to Remove/ Delete Modifier Group

Note: Modifier groups are archived not deleted

1. Click on Menus >Click on Modifier Groups > Search & Select Modifier Group

2. Scroll down to the Options section > Change status field to Archived > Click Save

How to Edit the Min/ Max Option for the Modifier Group

Note: Max count cannot be “0” on POS and must be greater than “0”

1. Click on Menus > Click on Modifier Groups >Search & Select Modifier Group

2. Edit the Min/ Max field > Click Save

   
   
   
   

Menu Updates and Ongoing Maintenance: Miscellaneous

How to Add/Edit Menu Hours

Note: This needs to be managed from the ItsaCheckmate Portal.

1. Log in to ItsaCheckmate Portal > Click on Hours > Click on Regular Hours > Click on Edit

    

2. Update the hours as needed > Click Save > Click Push to Ordering Platform

   
   
   

How to Set Special/Holiday Hours

NOTE: Special/ Holiday hours must be set directly from the ItsaCheckmate Portal

1. Click on Hours > Click on Special/ Holiday Hours > Click on Edit > Update the hours as needed > Click Save > Click Push to Ordering Platform

How to Set Kitchen Prep Time

NOTE: Kitchen Prep time hours are currently supported by DoorDash ONLY and must be set directly from the ItsaCheckmate Portal.

1. Click on Hours > Click on Kitchen Prep Time> Click on Edit > Update the hours as needed > Click Save > Click Push to Ordering Platform

   
   
   

How to Set Time Specific Kitchen Prep Times

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.

1. Click on Hours > Click on Kitchen Prep Time > Click on Edit > Uncheck Use Default Prep Time

2. 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 OP  is using which type of prep time.

How to Mark the Location or Order Platform Online/ Offline

NOTE: To mark the location online/offline, this process must be completed in the ItsaCheckmate Portal.

Click on Menu Management:

To mark Location online/ offline > Toggle the Online button next to the Location Status

To mark Ordering Platforms online/ offline > Toggle the Online button next to the Ordering Platform(s)

Once complete, click on Push to Ordering Platform

How to Publish Changes

For changes made in the Heartland POS → always click Save at the bottom of the screen in the POS

For changes made in the ItsaCheckmate Portal to be immediately reflected on your integrated Ordering Platforms→ always click Resync with POS→ Click Push to Ordering Platform

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