Bulk Menu Editing on the Shift4 Dine Customer Hub

Description: This feature allows users to edit the properties of multiple menu items, modifiers, or modifier sets in one action. 

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Navigation

1. Log in to the Shift4 Dine Customer Hub and select the applicable location.
2. Navigate to Shift4 Dine > Menu > Modifiers or Modifier Sets.
3. Select more than one checkbox next to “Name” in each line item. This will enable the “Bulk Edit” button in the top right corner. 
4. Select the Bulk Edit button to open the Bulk Edit tray; this can be done for Items, Modifiers, Modifier Sets, and Pre-Modifiers
5. Select at least one checkbox in the tray where the changes need to be made.*
6. Enter what properties need to be changed for all selected fields.*
7. Once changes are made, select Save to update in the Customer Hub.

Note: Steps with an asterisk * must be completed to save changes. 

Functionality

The bulk edit tray allows many properties to be modified at once if it is a menu item, a modifier, or a modifier set.

Menu Items

General

• Active: Toggle to make selected modifiers active or inactive in the menu.
• Item Color: User selects a color option or the no color option.
• Price Change: The user selects how to edit the price via the Edit Price dropdown. For price change amounts, choose from: Increase %, Decrease %, Change to $, Increase by $, or Decrease by $, and then, can input the desired amount in the textbox.
• Rounding Rules: User selects how prices will be rounded after a bulk price change. The rounding field should be activated ONLY when an Increase by % or a Decrease by % was chosen for Price change. Rounding can be done to the nearest: 
  • 1 cent
  • 5 cents
  • 9 cents
  • 10 cents
  • 25 cents
  • 50 cents
  • Whole dollar
• Department: User selects what department to assign selected items. If departments vary for selected items, this option will be deactivated, and they are ineligible for bulk edit.
• Revenue class: User selects what revenue class to assign to selected items.
• Favorite: User assigns selected items to favorites.
• Display Groups: The user selects the display groups where each item belongs.

Advanced

• Default Quantity: User assigns a default quantity to selected items via a textbox.
• Options: User selects one or more of the following options to apply to selected items.”
  • Do not print the item on the customer's receipt.
  • Open items (Show keypad to enter item price).
  • Special requests.
  • Item purchasable with a gift card.
• Item sold by weight: User can select if selected items are sold by weight via a toggle 
  • Tare weight (e.g., oz.). User sets a numeric value for the tare weight of selected items if “Item sold by weight” is active.
  • Enabled Manual Quantity: The user can select the decimal places and the unit of measure.
    • Quantity Decimal places*: User sets the decimal places from 0 to 3
    • Default unit*: User can set the unit in LB or OZ.

Coursing

• Course: The user can set the items to a course.

Accounting 

• Taxes: The user can select which tax to apply to selected items

Tracking 

• Track Items: User can set selected items to have a quantity display on the login screen via a toggle
  • Quantity on hand: Users can set Quantity on Hand for selected menu items via a text field if the Track Items field is activated. Numeric values only.
• Low stock indicator: The user can set selected items to have a low stock indicator via a toggle
  • Alert quantity: If the Low Stock indicator is active, the user can set a trigger alert by entering a quantity. Only numeric values can be used.

Modifier Sets

• Modifiers: Users can assign which modifier sets should be linked to selected items via a selection screen with checkboxes

Printers

• Printers: Users can set which printer will be linked to selected items

Availability

• The user can choose between Inherit Department Settings or Use Custom Settings.
  Note: These options are visible when the Use Custom Settings is selected.
  • Time: The user can choose to have the items be available for all day or set a custom schedule.
  • Revenue Centers: The user can select the revenue center that the items will belong to.
  • Available only on specific dates: The user can select custom dates to have the items appear. 

Online order enabled: User can set selected items to be available for Online Ordering via a toggle 

• Online price: User can set the online price for selected items via a dropdown for how to edit the price, listed below, and a textbox for the value of the price change 
  • Increase by %. 
  • Decrease by %.
  • Change to $
  • Increase  by $
  • Decrease by $ 
  • Restriction: Numeric Values only
• Rounding Rules: The user can set how prices are rounded via a dropdown if Increase by % or Decrease by % was chosen for Price change 
  • To nearest 1 cent
  • To nearest 5 cents
  • To nearest 9 cents
  • To nearest 10 cents
  • To nearest 25 cents
  • To nearest 50 cents
  • To nearest whole dollar

Modifiers

General

• Active: Toggle to make selected modifiers active or inactive in the Menu
• Modifier Color: User selects a color option or the no color option
• Print in Red/Bold: User can set selected modifiers to print in Red and Bold on receipts

Modifier Assigned To

• Modifier sets: The user can set selected modifiers to be assigned to one or more modifier sets via the selection screen

Assigned nested modifier sets

• Nested modifier sets: The user can set selected modifiers to be assigned to one or more modifier sets via the selection screen

Printers

• Printers: The user can set a printer for selected modifiers to print on

Online Ordering 

• Online order enabled: User can enable selected modifiers that are enabled for Online Ordering

Modifier Sets

General

• Active: Toggle to make selected modifiers active or inactive in the menu.
• Modifier Price: User can select Flat ($) or Percentage (%).
• Options: User sets options to be applied to select Modifier sets via checkboxes.
  • Print Modifiers in Red or Bold on Ticket.
  • Print Modifier Set Name with Modifiers on Ticket.
• Modifiers set is required: User sets if the Modifier set is required for selected modifier sets via toggle.
  • Min: If the Modifier set is required, toggle is enabled, the textbox appears to set the minimum; the default value is 1.
• Enable quantity selection per modifier: User can allow quantity selection per modifier for selected modifier sets via a toggle.
  • Min.: If the Quantity selection toggle is enabled, the textbox appears to set the minimum; the default value is 1.
  • Max.: If the Quantity selection toggle is enabled, the textbox appears to set the maximum; the default value is 3.
• Online Price: Users set the online price for selected modifier sets via a dropdown for how to edit price, listed below, and a textbox for the value of the price change.
  • Increase by (%).
  • Decrease by (%). 
  • Change to $ 
  • Increase  by $ 
  • Decrease by $ 
• Rounding: User sets how prices are rounded via a dropdown if Increase by % or Decrease by % was chosen for Price change.
  • To nearest 1 cent
  • To nearest 5 cents
  • To nearest 9 cents
  • To nearest 10 cents
  • To nearest 25 cents
  • To nearest 50 cents
  • To nearest whole dollar;
• Options: User sets options to be applied to select Modifier sets via checkboxes.
  • Print Modifiers in Red or Bold on Ticket.
  • Print Modifier Set Name with Modifiers on Ticket.
• Modifiers set is required: User sets if the Modifier set is required for selected modifier sets via toggle.
  • Min: If the Modifier set is required, toggle is enabled, the textbox appears to set the minimum; the default value is 1.
• Enable quantity selection per modifier: User can allow quantity selection per modifier for selected modifier sets via a toggle.
  • Min.: If the Quantity selection toggle is enabled, the textbox appears to set the minimum; the default value is 1.
  • Max.: If the Quantity selection toggle is enabled, the textbox appears to set the minimum; the default value is 3.
• Available for online ordering: User selects modifier sets to be available for online ordering via a toggle.

Additional Tips

• Items, Modifiers, and Modifier Set lists filter by department so the user can sort lists to simplify the editing process.
• Department filters may be adjusted without deselecting menu items (number of selected items displayed on "Bulk Edit" button) to allow editing items/modifiers in different departments at the same time.
• Navigating to various Customer Hub tabs will not reset the selection.
• The search box works the same way as a filter, so the user's selection will not reset if searching multiple criteria one at a time.