- How to Update Menu Item Name
- How to Delete a Menu Item
- How to Update Menu Item Price
- How to Disable Item from Ordering Platforms Permanently
- How to Mark an Item as Sold Out (86’d)
- How to Update Modifiers within Modifier Group
- Updating Item Photo and Description
- Updating Delivery Hours in the ItsaCheckmate Portal
- Updating Special/Holiday Hours in the ItsaCheckmate Portal
- Updating Kitchen Prep Time
- Default Prep Time
- Time Specific Prep Time
- Marking the Location Online/Offline in ItsaCheckmate Portal
- Final Step: Pushing Changes to the Ordering Platforms
How to Update Menu Item Name
Go to Edit Menus > Select the corresponding Menu > Select the corresponding Group > Find the Item in the list of items.
Hover to the right of Item for a pencil to appear > Click on the pencil > Edit item name.
How to Delete a Menu Item
Go to Edit Menus > Select the corresponding Menu > Select the corresponding Group.
In the Items section > Select Edit
Select the ‘X’ next to the item you wish to remove
Click Done
How to Update Menu Item Price
Go to Edit Menus > Select the corresponding Menu > Select the corresponding Group > Find the Item in the list of items.
Click on the current Price box > Update Price > Click ENTER
Note: This will update the base price in your POS. The elevation percentage will apply to this new base price if you have Price Elevation set in the Menu Manager.
How to Disable Item from Ordering Platforms Permanently
To set the item so that it DOES NOT appear on the ordering platforms menu, go to the Item > Scroll to “Visible To” section > Uncheck “Online orders: Ordering partners.”
The item will remain in the menu but will not appear on the ordering platform.
How to Mark an Item as Sold Out (86’d)
Items should be marked as Out of Stock within Toast
Step 1 - Go to Edit Menus > Select the corresponding Menu > Select the corresponding Group > Find the Item in the list of items
Step 2 - Scroll down to Advanced Properties > Inventory
Step 3 - Mark the item as Out of Stock
Step 4 - Click Save
*This process can be done for Items and Modifiers following the same steps above.
Note: ItsaCheckmate polls your POS every 5 minutes to check item stock status. If an item’s status has changed to Out of Stock, our system will update the item and mark it as sold out on all API integrated ordering platforms.
How to Update Modifiers within Modifier Group
Go to the Item Group or Item to which the Modifier Group belongs
Go to the Modifier Group that you’d like to edit - Edit Modifier Group Name, Required? status, Multi-select, and Min Max directly from this view
To edit modifiers within the group > Click on Modifier Group you’d like to edit
Scroll down to the bottom of the modifier list and click on + Add / Edit / Alphabetize based on the edits you’d like to make
Click + Add to add a brand new item to the modifier group - Use the drop-down (down arrow) to the right of + Add to add an item that already exists in your item database
Click Edit to edit any of the modifier names or prices that already appear in the Modifier Group.
Click Alphabetize to alphabetize the items within the group
Updating Item Photo and Description
To Update Photo > Click on the Item for which you’d like to update the photo > Go to Image below Advanced Properties > Choose Image and upload the image.
To Update Description > Click on the Item for which you would like to update the description > Go to Description below Advanced Properties > Enter Description in the text box.
Click Save
Updating Delivery Hours in the ItsaCheckmate Portal
Updating Special/Holiday Hours in the ItsaCheckmate Portal
Click on Hours > Special/Holiday Hours > Edit
Click +Add Special/Holiday Hours
Enter Name > Date > Select Close (to be closed all day) or set Special Hours in the time range fields (Open & end time)
To add multiple time ranges within one day, select ‘+’ to expose additional time range fields.
Click Save
Make sure to click on Push to Ordering Platforms, or the updates will not take effect.
Note: This feature is only currently available for Uber Eats and DoorDash. Postmates will be available shortly.
Updating Kitchen Prep Time
Go to Hours > Kitchen Prep Time > Edit to access and Edit the prep times.
Default Prep Time
The system will automatically show the Ordering Platforms that support prep time and allows you to set a default prep time.
Set the Default Prep Time and click Save.
Time Specific Prep Time
If you have integrated ordering platforms that allow for time-specific prep time, you will have the option to uncheck the “use default prep times” button, expanding the days of the week.
Step 1 - Uncheck Use Default Prep Time
Step 2 - Set Day Prep Time for each day of the week as you would like
Step 3 - To set Prep Time based on time of day, check By Time Period
a. Enter the start time and end time
b. Set prep time next to that time range
c. Select ‘+’ to add more time ranges for that day
Step 4 - Repeat the above steps for each day of the week
Step 5 - Click Save when finished
Note:
For Ordering Platforms that do NOT support time-specific prep times, their logo will appear below the Default Prep Time section and will only use the default time, which applies to all days of the week.
For Ordering Platforms that DO support time-specific prep times and for which time-specific prep times are set, their logo will appear below the Time Specific Prep Time section making it easier to distinguish which Ordering Platform is using which type of prep time.
Marking the Location Online/Offline in ItsaCheckmate Portal
You can mark the location or respective delivery platform(s) to appear offline/ online with the click of a button.
Make sure to click Push to Online Platforms when you make any change(s), or else the changes will not take effect.
Final Step: Pushing Changes to the Ordering Platforms
Once all updates are made in your Toast back end, to update the ordering platforms:
Confirm that all changes have been published in Toast
The Toast POS system will notify us whenever your menu has been updated and published to trigger a menu sync on our end as soon as Toast detects changes made to your menu. There may be a slight delay as our system syncs with your POS and pushes the updates to your directly integrated Ordering Platforms--however, it will happen immediately following the changes.
If you experience a delay in the update and wish to have changes reflected immediately, go to ItsaCheckmate Portal and Select ‘Sync with POS’ – the sync typically takes between 5-10 minutes. The updates should automatically push to the Ordering Platform menus. If they do not for any reason, select ‘Push to Online Platforms’ to complete the update manually.
Note:
All changes to your API integrated ordering platform menus should be done DIRECTLY in our POS.
Our system will only sync if there is a change to the menu and will only push out to the ordering platforms once the sync occurs. Our system also syncs with POS EVERY 5 MINUTES to check for sold-out (86’d items) and will update the ordering platform menus accordingly!
Visit your location in the ItsaCheckmate Portal to:
View your ordering platform menus
Turn on/off ordering platform menus
Adjust your delivery hours
Adjust your kitchen prep times
Set special/holiday hours
You can access the PDF version of this manual HERE!
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