Modifiers allow you to customize your products at the point of sale. For example, if your customer is purchasing a latte and wants non-dairy milk, or to get an extra shot of espresso, modifiers let you edit their order accordingly. With Thrive Inventory by Shopventory, these customizations can be mapped to your inventory to keep your ingredients 100% accurate.
Here's a quick video 🎥 from our Customer Care Team going over an example of how to get started with Modifiers (and to get the ideas flowing).
Importing Existing Modifiers from your POS
If you already have modifiers set up, Thrive Inventory will bring them in automatically during setup.
Read more: How to Import
Get started by clicking on the Modifiers tab from your Inventory page:
Modifiers come in “groups”. For instance, I may have a Sundae Toppings group that consists of all the possible toppings for my ice cream sundaes. Click the “Create modifier group” to enter a new group and all of the options that belong to it. The modifier price will be added to your customer’s subtotal if selected.
In this example, some toppings are free and some cost extra:
You now have the option to connect your modifiers to products and variants. This is useful if I want the inventory to be deducted whenever a modifier is chosen.
Be sure to hit the "Add" button to ensure that any mapped products/variants are saved and thus, deducted upon sale.
For example, here I’ve associated my Fudge modifier with 1 unit of my Chocolate Fudge item.
If my customer adds Fudge to their sundae, Thrive Inventory will reduce my stock count of fudge and also factor in the cost to calculate the new profit margin on my sundae.
You may map multiple variants to a single modifier, and use up to three decimal places.
You may also map bundles to modifiers (see below for more on bundles and modifiers).
Note: Mapped variants do not have to be Active, but they must be enabled at your selling location(s) and have quantity tracking turned on to be deducted and contribute to the cost of goods sold.
The cost of goods sold for mapped variants is determined on a lot basis like all other sales (read more).
Your base item must also have a cost set in order for cost of goods sold to be calculated.
Next, you can set how many modifiers from your group must be selected (the Min) and how many can be selected (the Max). These values can be left blank if you have no restrictions.
“Customer must select one and only one modifier at checkout” is for situations where a choice must be made between mutually exclusive options. For example, most coffee shops allow drinks to be made with whole milk or almond milk, but not both at the same time.
NOTE: At this time, the Min/Max values are ONLY enforced on Clover
Apply modifiers to products
This page allows you to identify which products your modifier group applies to. Use the Search bar and Filter to isolate the correct products quickly.
Finally, select the integrations or merchant accounts where this modifier group should be made available.
At this time, Clover and Square are available for modifier support.
Once your modifiers have been created, you can preview them from the Modifiers list.
Click on a group to drop down a preview, and then “Edit group” to make changes.
Click Edit next to the property you want to change. The name of the group can be changed in the “Modifiers” section.
To delete the group, use the red Delete button at the bottom.
Using Modifiers with Bundles
Modifiers can be used in conjunction with bundles to make even more dynamic orders. Here is how you might set up a Latte bundle with modifiers:
Modifiers cannot prevent bundle components from being deducted during a sale, so the bundle must be composed of ingredients that are always included, and modifiers what is optional.
For example, if your typical burger includes pickles but you provide a “No Pickles” option, then Pickles must be a modifier and not a bundle component. If pickles are a component of the bundle, there’s no way for a modifier to add pickles back to inventory after the bundle is sold.
Your mapped variant can also be a bundle. For example, I can make a Special Sauce in-house for my burgers and make it a bundle of the raw ingredients. Now if someone adds Sauce to their burger as a modifier, Thrive Inventory will deduct a fraction of the Sauce (and by extension, its ingredients) from my inventory.
Overall, you are not going to see the modifiers listed out on the sales report as individual items. However, modifiers are reflected in sales reports in terms of increased revenue, increased cost of goods, and the profit margin as a result. Itemized reports are coming soon!
Things to Note:
Modifiers are available on all subscription levels but will only deduct quantities for standard and above subscribers
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