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Options Menu & Product Conditions

Let’s dive deeper into the capabilities of the options menu and see how to set conditions for a product’s options.

Updated over 3 weeks ago

In a previous article, we looked at how to add an option to a product in your catalogue. Now let’s go into more detail about the customization features available in a product’s options menu and how you can add additional conditions to those options.

1. Accessing the Options Menu

Locate and open the category containing the product whose options you want to manage.

Click on the second icon () below the product’s name. This will open the window with the product’s options.

2. Actions in the Options Menu

Let’s assume you’ve already created some options for a coffee, as shown in the image.

The options menu allows you to perform the following actions:

1. Add Option

By clicking the “Add Option” button in the top left, below the product name, you can add a new option to the product (e.g., “Milk”).

2. Change Sorting

By clicking the “Change Sorting” button in the top right, you can adjust the order in which the product’s options are displayed.

3. Add Value

By clicking the “Add Value” button next to each option, you can add values to the existing options you’ve created (as we saw in the previous article).

4. Edit Option

By clicking the button with the three vertical dots in an option’s box, the settings menu for that specific option will open. There you can perform the following actions:

3. Actions in the Option Settings Menu

1. Edit

Change the name of the option.

2. Change Sorting

Change the order in which the values of that specific option are displayed.

3. Edit Conditions

Create and edit option conditions. Define when this option will be displayed to customers (more details follow below).

4. Two Columns (Yes/No)

You can choose whether the option values will be displayed in one or two columns.

The purpose of this setting is purely visual, allowing the information to be presented in a more compact way on the same screen for the user.

5. Change Type

Convert the option from single choice (the user can select only one value) to multiple choice (the user can select multiple values), and vice versa.


4. Copy Options

By clicking the button located at the top left of the window title, ,you can copy the options you’ve set for this product to another product, either within the same category or in a different one.

This saves you a lot of time, since you don’t need to manually add each option for products that share the same options (e.g., coffees, products with the same toppings and fillings -waffles, crepes, etc.).

  • If you want to apply a product’s options to all products within the category, click the same button at the top left and select “Copy to all products in the category,” as shown below:

5. Default Values

For each option, you can choose a value to appear as the default selection for both your waiters and your customers. This can be done simply by clicking to the left of that value (the same process used during order-taking).

For example, when someone selects one of the coffees from your catalogue and sees the option “Sugar,” the value “Plain” will already be preselected. However, you can remove this default at any time in the same way you set it.

6. Conditions: Displaying Options Based on User Selection

As mentioned earlier, in an option’s menu you can set conditions for each option.

An option can have conditions. This means it will only appear to your customers (and staff) if those conditions are met. For example, in the coffee product we added above, some of the options are “Sugar” and “Type of Sugar.”

By clicking “Edit Conditions,” you can define for which selected value of the “Sugar” option the additional “Type of Sugar” option will be displayed to the user.

As shown above, when checking the conditions for the “Type of Sugar” option, we notice that the value “Plain” is not selected in the condition. This means that when the user chooses their coffee to be “Plain,” the “Type of Sugar” option will not appear — which makes sense, since a plain coffee has no sugar and therefore there’s no need to choose a sugar type.

In the same way, you can set similar conditions for other options. For example, if a beverage has the options “Cold” and “Hot,” the system can display an additional option like “With Ice” or “Without Ice” only when “Cold” is selected.

Simply put, you can create conditions in 3 steps:

  1. Open the settings menu of the option you want to apply conditions to.

  2. Select “Edit Conditions.”

  3. Choose the values from other options that must be selected for this option to appear.


With conditions and the other functions of the options menu, you can create a smarter and more personalized ordering experience by showing customers only the relevant options and making the process simpler and more enjoyable.


Tips:

  • Clarity: Use descriptive names for options and their values so they are clear to customers.

  • Logical Order: Arrange options and values in a logical sequence, placing the most popular or important ones first.

  • Consistency: Keep options consistent across similar products to avoid confusion.

  • Personalization: Use conditions to tailor the ordering experience to each customer’s needs.

  • Testing: Check the display and functionality of options in the Butler POS and Butler Application to ensure they work as expected.

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