Adding modifier groups and modifiers

The menu builder makes it easy to create and add modifier groups to your Toast menu. A modifier group contains modifiers that allow guests to customize their meals. For example, a salad menu item might have a salad dressing modifier group that contains modifiers such as balsamic vinaigrette.

Here are some important points to keep in mind when working with modifier groups and modifiers:

  • You can add modifier groups to menu groups or menu items.

    • When you add a modifier group to a menu item, it only applies to that menu item.

    • When you add a modifier group to a menu group, by default, it is inherited by all menu items in the menu group.

      You can disable inherited modifier groups for an individual item within the menu group, by setting the item's Use <parent menu group> modifier groups option to No. If you set a menu item's Use <parent menu group> modifier groups option to No, it will not inherit any of the modifier groups assigned to its parent menu group. See Inheriting modifier groups from a parent menu group for more information.

  • To reduce the number of modifier groups you have to manage, add existing modifier groups to menu groups or items whenever possible instead of creating new ones. For example, add the same Salad Dressing modifier group to both the Dinner Salad and Side Salad menu items.

  • If you remove a modifier group from a menu group, it is removed for all of the menu items in that menu group. See Removing a modifier group for more info.

  • If a modifier group is used by more than one menu group or item:

    • When you edit the modifier group, it is edited for all the menu groups and items that use it.

    • When you remove the modifier group from one of the menu groups or items, the other menu groups or items continue to use it.

  • You must add at least one modifier to a modifier group before you can save the group.

The following sections provide more information on adding and working with modifier groups and modifiers:

Creating a new modifier group

To create a new modifier group, you start by viewing the details page for a menu group or item that will use the modifier group, then you create the modifier group for that menu group or item and add individual modifiers to it. Once you have created a modifier group for one menu group or item, you can quickly add it to other menu groups and items.

Here are some important points to keep in mind when creating new modifier groups:

  • You can add modifier groups to menu groups or menu items.

    • When you add a modifier group to a menu item, it only applies to that menu item.

    • When you add a modifier group to a menu group, by default, it is inherited by all menu items in the menu group.

      You can disable inherited modifier groups for an individual item within the menu group, by setting the item's Use <parent menu group> modifier groups option to No. If you set a menu item's Use <parent menu group> modifier groups option to No, it will not inherit any of the modifier groups assigned to its parent menu group. See Inheriting modifier groups from a parent menu group for more information.

  • To reduce the number of modifier groups you have to manage, add existing modifier groups to menu groups or items whenever possible instead of creating new ones. For example, add the same Salad Dressing modifier group to both the Dinner Salad and Side Salad menu items.

  • You must add at least one modifier to a group before you can save the group.

To create a new modifier group

  1. Access the menu builder.

  2. Expand the menu that contains the menu group or item you want to add a new modifier group to.

  3. Select the menu group that you want to add a new modifier group to, or that contains the menu item that you want to add a new modifier group to. You see the menu group's items in the right pane.

    Note

    You can quickly view modifier groups that are already applied to the menu group by selecting the Modifier groups link that appears below the menu group name. The number after Modifier groups indicates the number of modifier groups applied.

  4. Do one of the following:

    • To add a new modifier group to a menu group, select the overflow menu (the icon) to the right of the menu group name and select Edit. You see the Edit menu group page.

    • To add a new modifier group to a menu item, select the menu item's tile. (Alternatively, select the overview menu (the ... icon) to the right of the menu item name and select Edit.) You see the Edit menu item page.

  5. In the Modifier groups section, select Add new. You see the Create modifier group page.

    Note

    If you have made any changes to the menu group or item that have not been saved yet, you must save them before you can create the modifier group. Select Save and create to save the menu group and move to the Create modifier group page.

  6. On the Create modifier group page, in the General info section, enter a name for the modifier group in the Modifier group name field.

  7. In the General info section, if you use Toast POS devices, you can customize the POS button nickname and color.

  8. In the Pricing section, specify how the modifiers in this group are priced.

  9. In the Modifiers section, add modifiers to your modifier group.

  10. In the Modifier group settings section, choose whether selecting a modifier from this group is required or optional, and, if it's optional, whether to prompt the server.

  11. In the Modifier group settings section, specify whether you want guests to be able to order more than one modifier from this group, the minimum and maximum number of modifiers to choose from, and whether a modifier can be chosen more than once.

  12. In the Availability section, use the Visibility options to select where this modifier group is visible. The channels where a modifier group is visible are also where the modifier group is available for ordering.

  13. Select Save. You see the Edit page for the menu entity again and the modifier group you created has been added to the Modifier groups section.

  14. Select Save to save the new modifier group to the menu entity.

  15. If you are ready for guests and employees to see these menu changes, select Publish all changes, then select Publish again in the Confirm Publish dialog box. See Understanding when to publish your menu for more information.

Adding existing modifier groups to a menu group or item

To reduce the number of modifier groups you have to manage, add existing modifier groups whenever possible instead of creating new ones.

Here are some important points to keep in mind when adding existing modifier groups:

  • You can add existing modifier groups to menu groups or menu items.

    • When you add a modifier group to a menu item, it only applies to that menu item.

    • When you add a modifier group to a menu group, by default, it is inherited by all menu items in the menu group.

      You can disable inherited modifier groups for an individual item within the menu group, by setting the item's Use <parent menu group> modifier groups option to No. If you set a menu item's Use <parent menu group> modifier groups option to No, it will not inherit any of the modifier groups assigned to its parent menu group. See Inheriting modifier groups from a parent menu group for more information.

  • If a modifier group is used by more than one menu group or item:

    • When you edit the modifier group, it is edited for all the menu groups and items that use it.

    • When you remove the modifier group from one of the menu groups or items, the other menu groups or items continue to use it.

To add existing modifier groups to a menu group or item

  1. Access the menu builder.

  2. Expand the menu that contains the menu group or item you want to add modifier groups to.

  3. Select the menu group that you want to add existing modifier groups to, or that contains the menu item that you want to add existing modifier groups to. You see the menu group's items in the right pane.

    Note

    You can quickly view modifier groups that are already applied to the menu group by selecting the Modifier groups link that appears below the menu group name. The number after Modifier groups indicates the number of modifier groups applied.

  4. Do one of the following:

    • To add existing modifier groups to the menu group, select the overflow menu (the icon) to the right of the menu group name and select Edit. You see the Edit menu group page.

    • To add existing modifier groups to a menu item, select the menu item's tile. (Alternatively, select the overflow menu (the ... icon) to the right of the menu item name and select Edit.) You see the Edit menu item page.

  5. In the Modifier groups section, select Add existing. You see the What would you like to add page.

  6. Enter the name of the first modifier group you want to add in the search box. Matching modifier group results appear as you type.

    Modifier groups that are eligible for adding appear in black text. Modifier groups in gray text have already been added to the menu group or item and cannot be added again. If a modifier group's check box is selected, it means you've already chosen to add it during this Add existing session.

    If there are more than 25 search results, scroll to the end of the list and select Load more to view the next 25 results.

  7. Optionally, select a modifier group's name to preview it and see additional details, such as the modifiers that the group contains, the way the modifier group is priced, and the other menu groups or items that use it.

  8. Select the check box for a modifier group you want to add.

  9. Repeat steps 6 to 8 to include additional modifier groups.

  10. Optionally, select the Selected modifier groups tab to review a list of the modifier groups you've chosen to add during this Add existing session. On the Selected modifier groups tab, you can:

    • Select a modifier group's name to preview it and see additional details.

    • Select the remove icon next to an individual modifier group to remove it from the list.

    • Select Remove all to remove all modifier groups from the list.

  11. When you are done specifying the modifier groups you want to add, select the Add modifier group button. You are returned to the menu group or menu item page with the modifier group(s) added.

  12. Save your changes.

  13. If you are ready for guests and employees to see these menu changes, select Publish all changes, then select Publish again in the Confirm Publish dialog box. See Understanding when to publish your menu for more information.

Inheriting modifier groups from a parent menu group

In the Modifier groups section of the Create menu item or Edit menu item page, you can choose whether a menu item inherits the modifier groups that have been defined for its parent menu group:

  • Toggle the Use <parent menu group> modifier groups setting to On to inherit all modifier groups from the parent menu group.

  • Toggle the Use <parent menu group> modifier groups setting to Off to remove all modifier groups inherited from the menu group.

When you add a modifier group to a menu group, by default, the Use <parent menu group> modifier groups setting is set to On for all menu items within the group. However, you can choose to override that setting on individual menu items within the group. For example, consider a Sandwiches menu group that has an assortment of sandwiches, one of which is vegan. You could add a Cheese Selection modifier group to the Sandwiches menu group and allow the non-vegan sandwiches to inherit it but toggle the Use <parent menu group> modifier groups setting to Off for the vegan sandwich.

Note that you cannot set a menu item to inherit some of the modifier groups from its parent menu group. It either inherits all of them or none of them.

If the parent menu group does not have modifier groups, the Use <parent menu group> modifier groups setting is hidden.

Editing an existing modifier group

To edit a modifier group's configuration, you use its Edit modifier group page. The way you access a modifier group's Edit modifier group page varies, depending on whether the modifier group is applied to a menu group or to a menu item.

To access the Edit modifier group page for a modifier group that is applied to a menu group

  1. Access the menu builder.

  2. Expand the menu that contains the menu group.

  3. Select the menu group, then select overflow menu (the icon) to the right of the menu group's name and choose Edit. You see the Edit menu group page.

  4. Select Modifier groups to go to the Modifier groups section of the page.

  5. Select the edit (pencil) icon for the modifier group you want to edit. You see the Edit modifier group page.

To access the Edit modifier group page for a modifier group that is applied to a menu item

  1. Access the menu builder.

  2. Expand the menu and menu group that contains the menu item, then select the menu group to see its items in the right pane.

  3. Select the menu item's tile to view its details page.

  4. Select Modifier groups to go to the Modifier groups section of the page.

  5. Select the edit (pencil) icon for the modifier group you want to edit. You see the Edit modifier group page.

Viewing the order your modifier groups display in

In the Modifier groups section of the Create menu item or Edit menu item page, you can select Preview display order to see a preview of the order that a menu item's modifier groups will display in on Toast ordering channels.

If the menu item has 0 or 1 modifier group, the Preview display order button is hidden.

For more information on how the modifier group display order is calculated, see Modifier Group Display Order.

Specifying modifier group pricing

In the Pricing section of the Create modifier group or Edit modifier group page, you can specify how the modifiers in a group are priced:

  • No charge: There is no charge for the modifiers in the group.

  • Individual: Each modifier in the group has its own price. When you choose this option, the table in the Modifiers section displays a Price column that you use to specify the prices of the modifiers.

  • Group: All modifiers in the group share the same price. When you choose this option, a Price field appears in the Pricing section where you can enter the price for the modifiers.

Adding modifiers to a modifier group

Modifier groups contain individual modifiers that allow guests to customize their orders. For example, a Dinner Salad menu item might have a Salad Dressing modifier group that contains modifiers such as Balsamic Vinaigrette and Ranch.

To add and customize the modifiers in a modifier group, you use the Modifiers section of the Create modifier group or Edit modifier group page. The Modifiers section contains a Modifiers table that lists the modifiers in the modifier group you are creating or editing:

Here are some important points to keep in mind when working with modifiers:

  • To reduce the number of modifiers you have to manage, add existing modifiers to modifier groups whenever possible instead of creating new ones. For example, a Breakfast Sides modifier group and a Burger Toppings modifier group could share a Bacon modifier.

  • If a modifier is used by more than one modifier group:

    • When you edit the modifier, it is edited for all the modifier groups that use it.

    • When you remove the modifier from one of the modifier groups, the other modifier groups continue to use it.

  • You must add at least one modifier to a modifier group before you can save the group.

The following sections provide more information on adding and working with modifiers:

Creating a new modifier in a modifier group

Follow the instructions below to create new modifiers for a modifier group.

To create new modifiers for a modifier group

  1. In the Modifiers table, enter the name of the first modifier in the first row.

  2. To add another modifier to the modifier group, select Add modifier. A new row is added to the table where you can specify the details of the next modifier.

  3. If your modifiers are priced individually, the Modifiers table has a Price column where you can enter a price for each modifier you create.

    Note

    If you enter a minus sign before a modifier's price, the value you enter is deducted from the menu item's price. Consider using this method if a guest wants to remove a costly ingredient such as meat from a pizza or salad.

  4. Select Save to save your modifier changes.

  5. Select Save again to return to the menu builder home page.

  6. If you are ready for guests and employees to see these menu changes, select Publish all changes, then select Publish again in the Confirm Publish dialog box. See Understanding when to publish your menu for more information.

Adding an existing modifier to a modifier group

To reduce the number of modifiers you have to manage, add existing modifiers whenever possible instead of creating new ones. For example, a Breakfast Sides modifier group and a Burger Toppings modifier group could share a Bacon modifier.

If a modifier group is used by more than one menu group or item, keep in mind that:

  • When you edit the modifier group, it is edited for all the menu groups and items that use it.

  • When you remove the modifier group from one of the menu groups or items, the other menu groups or items continue to use it.

To add existing modifiers to a modifier group

  1. In the Modifiers section of the Create modifier group or Edit modifier group page, select Add existing.

    You see the What would you like to add page.

  2. For each modifier that you want to add:

    • Enter the name of the modifier you want to add in the search box. Matching modifier results appear as you type.

      Modifiers that are eligible for adding appear in black text. Modifiers in gray text have already been added to the modifier group and cannot be added again. If a modifier's check box is selected, it means you've already chosen to add it during this Add existing session.

      If there are more than 25 search results, scroll to the end of the list and select Load more to view the next 25 results.

    • Optionally, select a modifier's name to preview it and see additional details, such as the modifier's price and the modifier groups that use it.

    • Select the check box for the modifier you want to add.

    You can repeat these steps to add more than one existing modifier during a single Add existing session.

  3. Optionally, select the Selected modifiers tab to review a list of the modifiers you've chosen to add during this Add existing session. On the Selected modifiers tab, you can:

    • Select a modifier's name to preview it and see additional details.

    • Select the remove icon next to a modifier to remove it from the list.

    • Select Remove all to remove all modifiers from the list.

  4. When you are done specifying the modifiers you want to add, select the Add modifiers button. You are returned to the modifier group page with the modifier(s) added.

  5. Select Save to save your modifier changes.

  6. Select Save again to return to the menu builder home page.

  7. If you are ready for guests and employees to see these menu changes, select Publish all changes, then select Publish again in the Confirm Publish dialog box. See Understanding when to publish your menu for more information.

Changing the display sequence of modifiers in a modifier group

Follow the instructions below to change the display sequence of the modifiers in a modifier group.

To change the display sequence of modifiers in a modifier group

  1. In the Modifiers table, select a modifier's re-order icon and drag the row to its new location.

  2. Select Save to save your modifier changes.

  3. Select Save again to return to the menu builder home page.

  4. If you are ready for guests and employees to see these menu changes, select Publish all changes, then select Publish again in the Confirm Publish dialog box. See Understanding when to publish your menu for more information.

Editing a modifier's details

The Modifiers table displays a modifier's name and price (the Price column only appears if the modifiers in the group are priced individually). To set other details for a modifier, such as button color and calories, you open its Edit modifier dialog box.

To set other details for a modifier

  1. In the Modifiers table, select a modifier's edit icon.

    You see the Edit modifier dialog box:

  2. In the Edit modifier dialog box, you can:

    • Edit the modifier's name.

    • Enter the number of calories for the modifier. If you enter a minus sign before a modifier's calorie value, the amount you enter is deducted from the menu item's calorie value. For example, for a No Cheese modifier, you could use the minus sign to deduct the cheese calories from the menu item.

    • Specify a POS button color by selecting the POS button color option and then selecting a color from the color palette. (If you don't use Toast POS devices, you won't see the POS button color option.)

    • If the modifier is priced individually, you can edit its price in the Modifier price field.

  3. Select Save to save your modifier changes and return to the modifier group details page.

  4. Select Save to save your modifier group changes.

  5. Select Save again to return to the menu builder home page.

  6. If you are ready for guests and employees to see these menu changes, select Publish all changes, then select Publish again in the Confirm Publish dialog box. See Understanding when to publish your menu for more information.

Removing a modifier from a group

Follow the instructions below to remove modifiers from a modifier group.

To remove modifiers from a modifier group

  1. In the Modifiers table, select a modifier's remove icon.

    If a modifier is used by more than one modifier group, and you remove it from one of those modifier groups, the other modifier groups will continue to use it.

  2. Select Save to save your modifier changes.

  3. Select Save again to return to the menu builder home page.

  4. If you are ready for guests and employees to see these menu changes, select Publish all changes, then select Publish again in the Confirm Publish dialog box. See Understanding when to publish your menu for more information.

Specifying if a modifier group is required or optional

In the Modifier group settings section of the Create modifier group or Edit modifier group page, you can choose whether selecting a modifier from a group is required or optional:

  • A Required modifier group is always shown to a guest or server and they must make a selection before they can proceed with an order (for example, meat temperature on a Steak menu item).

  • An Optional modifier group is available to a guest or server but they don't have to view it or make a selection from it before proceeding with the order (for example, adding a chicken modifier to a Salad menu item).

    If you choose Optional and you use POS devices, you can also toggle the Include a POS prompt setting to On to require servers to view the modifier group before they can continue with the order. Servers must either pick a modifier or choose Done to close the modifier group before proceeding. This feature is useful to remind servers about optional upsells they may want to suggest to the guest. This setting has no effect on your online ordering site.

The sequence of modifier groups in Toast ordering channels is affected by the settings you specify here. In general, required modifier groups are shown first, followed by optional groups that use a POS prompt, followed by optional groups that don't use a POS prompt; however there are other factors that affect modifier group display order. See Modifier Group Display Order for more information.

Allowing guests to choose one or more modifiers from the same modifier group

In the Modifier group settings section of the Create modifier group or Edit modifier group page, you can specify whether guests can order more than one modifier from a modifier group.

Set the Allow guests to select more than one modifier toggle to On if you want guests to be able to select more than one modifier from this group. The additional options you see depend on whether the modifier group is required or optional:

  • The What is the maximum number a guest can select option appears for both required and optional modifier groups and allows you to specify the maximum number of modifiers a guest can select from this group. This option defaults to No maximum, meaning a guest can select as many modifiers from the group as they want.

  • The What is the minimum number a guest must select option also appears for required modifier groups and lets you specify the number of modifiers a guest must select from this group. This option defaults to 1, meaning a guest must select one modifier from the group, but you can increase that number if necessary.

The table below provides some examples to help you better understand how to use the minimum and maximum settings:

Modifier group minimum and maximum examples

Requirements

Example

Settings

Guests can make zero or one selection from this modifier group.

A Protein modifier group that lets a guest optionally add chicken or salmon to a Salad entree.

Optional

Minimum: 0

Maximum: 1

Guests must make one, and only one, selection from this modifier group.

A Temperature modifier group that defines the cooking temperature for a Steak entree and has Rare, Medium, or Well Done modifiers.

Required

Minimum: 1

Maximum: 1

Guests must select a specific number of modifiers from this modifier group.

A pick-two lunch entree where the guest can pick two offerings from a group of lunch dishes, for example, soup and a sandwich, or soup and a salad, or salad and a sandwich.

Required

Minimum: 2

Maximum: 2

Guests can select as few or as many modifiers from this modifier group as they want.

A Pizza Toppings modifier group for a make-your-own pizza where the guest can choose as few or as many toppings as they like.

Optional

No minimum

No maximum

Guests must select at least one modifier from this modifier group but they can also pick as many modifiers from this group as they want.

A Cheese Choice modifier group where the guest must specify at least one type of cheese to add to a sandwich but they can optionally add as many types of cheese as they want.

Required

Minimum: 1

No maximum

Guests do not have to select any modifiers from this group but, if they do, they are limited to a specific number.

An Extra Sides modifier group where the guest does not have to pick a side dish but they can optionally add up to two side dishes.

Optional

No minimum

Maximum: 2


If the Allow guests to select more than one modifier option is On, the Can a single modifier be selected more than once option is also displayed. Set this option to On if you want a guest to be able to select a single modifier more than once, for example, to let a guest add double pepperoni to a pizza.

Removing a modifier group

The two procedures below provide instructions for removing a modifier group from a menu group or from a menu item.

Here are some important points to keep in mind when removing modifier groups:

  • If a modifier group is applied to a menu group and you remove it, that modifier group is removed from all menu items that inherit it from the menu group.

  • If a modifier group is used by more than one menu item, and you remove it from one of those menu items, the other menu items will continue to use it.

To remove a modifier group from a menu group

  1. Access the menu builder.

  2. Expand the menu that contains the menu group you want to remove modifiers from, then select the menu group itself.

  3. Select the overflow menu (the icon) to the right of the menu group's name and select Edit. You see the Edit menu group page.

  4. Select Modifier groups to scroll to the Modifier groups section of the page.

  5. Select the Remove button (-) for the modifier group you want to remove.

    Important

    If a modifier group is applied to a menu group and you remove it, that modifier group is removed from all menu items that inherit it from the menu group.

  6. Select Save to save the menu group and its edited modifier groups.

  7. If you are ready for guests and employees to see these menu changes, select Publish all changes, then select Publish again in the Confirm Publish dialog box. See Understanding when to publish your menu for more information.

To remove a modifier group from a menu item

  1. Access the menu builder.

  2. Expand the menu and then select the menu group that contains the menu item you want to edit. You see the menu group's items in the right pane.

  3. Select the menu item. Alternatively, select the overflow menu (the ... icon) to the right of the menu item you want to edit and select Edit. You see the Edit menu item page.

  4. Select Modifier groups to scroll to the Modifier groups section of the page.

  5. To remove all modifier groups inherited from the menu group, toggle the Use <parent menu group> modifier groups setting to Off.

  6. To remove a modifier group specific to the menu item, select its Remove button (-). The modifier groups that are specific to a menu item are listed below the Add a new or existing modifier group field.

    Important

    If a modifier group is used by more than one menu item, and you remove it from one of those menu items, the other menu items will continue to use it.

  7. Select Save to save the menu item and its edited modifier groups.

  8. If you are ready for guests and employees to see these menu changes, select Publish all changes, then select Publish again in the Confirm Publish dialog box. See Understanding when to publish your menu for more information.