How to modify a line item
To modify a line item:
• When ordering, some items may be configured to allow modifiers, either as required or as optional additions to the sale.
• To modify an item that is configured as having “optional” modifiers, simply select the item to place it in the sales invoice area, click on the line item to expand it and select the Modify button to bring up the Modifier dialog. If the Modify button appears to be un-selectable (grayed out), it is likely that the item does not have any modifiers assigned to it in its DCI configuration.
• To modify an item via the Modifier Prompt dialog (“prompt-required” or “required” modifiers), simply select the appropriate modifier(s) for the item from the screen when the Modifier dialog is presented.
Note: If requiring a server to select modifiers for a given item, it may be useful to standardize where the required modifiers are placed in the modifier screen. For instance, you may wish to always place required modifiers on the top lines of the dialog to help direct the server to select from those choices to fulfill the modifier requirement. As the system currently only requires the server to select a certain number of modifiers vs. selecting specific modifiers for the item, it is helpful to guide the server to choose modifiers appropriately via intuitive interface configuration.
• If a maximum modifiers required to sell threshold has been configured for the item, the item is placed in the sales invoice for ordering once this threshold has been reached. Otherwise, the operator must click OK when he or she is finished selecting modifiers for the item.
• If an attempt is made to exit the Modifier dialog prior to selecting the required number of modifiers, the operator is prompted to either “correct” or “ignore” the condition. Correct brings the operator back to the Modifier dialog to adjust the number of modifiers on the item. Ignore places the item in the sales invoice, but the operator is not able to place the order until the condition is corrected. The ignore option allows the operator to extricate himself from the Modifier dialog and select configure other items in the sale, and then come back to correct the issue with the required item before ordering.