Creating and Selling with Option Sets
Easily organise product-related options on your menu!
Option Sets are simply a group of either products or modifiers.
You can link as many Option Sets as needed to a product to guide your staff through a selling workflow or, hide them on the POS for the less-common modifications.
Often used for:
- Important Questions - Prompting staff to ask important questions - such as how is that steak cooked or, would you prefer chips/salad or vegetables/mash?
- Upselling - Prompting staff to ask that all-important upsell question that you are pushing this month.
- Combo Meals - Creating a combo meal or a banquet dinner with different options for each course, side or drink.
- Add or Remove Ingredients - add, remove or, swap ingredients from each menu item easily with sets of Modifiers. Set the adjustment price once for any surcharge for additional ingredients
- Grouping Modifiers - Modifiers are on-screen items that indicate modifications to products. The Option Sets can be used to group them together.
Option Sets can seem tricky at times - because they can allow for super easy order prompts, more complex workflows, and everything in between!
Pro Tip - Our hospo pro’s use Option Sets ALL the time - if you’re not sure if Option Sets are for your setup, then check out our Best Practise guides below or give our setup experts a call.
What’s in this guide?
Reorder / Rearrange Options and Option Sets
Set Up an Option Set
Before being able to sell product Variants on the POS, it must be set up. Here’s how:
1. From the products page in the back office, select the Option Sets tab
2. Select Create Option Set
3. Give your options set a name. In this example, we're going with "Pizza Toppings”
4. And select Create
Pro Tip - Putting a number before the name is a good way to establish a sequence for a series of Option Sets. (e.g. 1 Cheese, 2 Oregano, 3 Pepperoni.)
5. Add your ‘options’ - these can either be Modifiers or Products or both - but if you think your workflow is that complex - maybe give us a call first.
(Price)$: Each option can have a unique price which will only apply when it is in this Option Set! This won’t affect its normal price.
Tax: Select applicable tax
6. Hit the plus icon on the right to add this Option to your Option Set.
7. For more optional settings, select Rules
8. You will be redirected here:
Minimum Selection: Your staff will be required to select a minimum number of options - Perfect for mandatory questions.
Maximum Selection: This will give a limit to how many options your staff can select for this Option Set
Show Option Prefixes (No, Extra, Side, Only): Set to Yes if you want these additional instructions to show along with the Options you set. This is extra useful in relaying instructions to the kitchen about an order.
The changes should auto-save
Now that we’ve made our Option Sets, we can link these to our products or Modifiers
9. Select the Link to Products tab at the top of the Option Sets page
10. Use the search bar to search for the products you are going to be adding your Option Set to - this will recognise either the product name, any product tags or, the category
11. Add your Option Sets to your product by selecting Add Option Set, find your Option Set by name and select Apply
Linked Option Sets: Input the name of the Option Set here. (e.g. Pizza Toppings).
Auto-Prompt on POS: This can be set to Yes so that it shows up automatically on the POS or, you can set it to No if it is optional - perfect for modifying ingredients, but not on every order.
Pro Tip - Non-prompted Option Sets can be found on the edit screen of each product from the order summary on the POS.
Reorder / Rearrange Options and Option Sets
You can link multiple Option Sets to a product to make your workflow work for you by re-ordering these Option Sets to be in the best order. You can even arrange the options in each set.
Reorder Option Sets
1. At the Option Set page in Kounta Back Office, select the product name where the Option Set is linked
2. This will show the Option Sets under the product. Simply drag and drop them into the desired order
Reorder Options under Option Sets
1. At the Option Set page in Kounta Back Office, select the product name where the Option Set is linked
2. Select Create
3. Select the Option Set that has the Options you want to reorder
4. This will show the Options under that Option Set. Simply drag and drop them into the desired order
Add Options to an order
1. From the Kounta POS, place your order as normal
2. Immediately, it will show your set of options (if the auto-prompt is enabled in Setup). As you select more options, it will update on the order summary:
3. Select Save
4. You’ll be redirected to the home-screen and the order will look like this
Remove Options from an order
You can remove options that you’ve attached to a product, while taking the order. Here’s how:
1. At Kounta Point-of-Sale, select the product initials or image from the order list
2. It will take you to the editing page
3. Select Options
4. You will be taken to the Options page
5. Hit the X beside the Modifiers to remove them
6. Hit Save when you’re done
Frequently Asked Questions
Option Sets and Modifiers - are they the same thing?
Option Sets and Modifiers are separate features on Kounta. However, Option Sets can be used to group together menu Modifiers.
Option Sets and Variants - are they the same thing?
Option Sets and Variants both appear after the product is selected at the Kounta POS.
However, variants are products in and of themselves. Meanwhile, Option Sets can be alterations to a product or additional products.
How do I reorder Option Sets on the POS
You can reorder Option Sets or the Options they hold. Unlike Variants and Modifiers though, this is done in the Back Office.
Can I add my Option Sets in bulk?
At the moment, Option Sets can only be added one at a time.
I am not seeing the Option Sets Tab - How do I enable it?
1. If you haven’t already enabled Option Sets, go to the Option Sets addon page
2. Select Enable Option Sets
What if I get stuck?
Hospitality doesn’t sleep - so neither do we. Our Support runs on Hospo time - 24/7
What's my next step?
Maximize the full power of Kounta menu tools!
Make sure customers get exactly what they ordered. Record item changes, such as no salad or extra bacon, in just a few taps using Product Modifiers.
If you sell a product in different sizes, flavours or with any other variable attribute, check out Product Variants - this will allow you to sell as many product variations as you need - all in a neat and tidy menu.
Need flexibility in entering quantities and prices at the POS - like when selling by the ounce or kilo? Now you can set specific products to automatically ask staff to enter a quantity or price using Variable Quantities and Prices.
Need to add product description, tags, barcodes, and the like? Check out advanced product settings!