Step-by-step guide to setting up choices, add-ons, and opt-outs – so your products fit customers’ wishes perfectly
Modifiers make your products flexible. They help staff make the right selections at checkout and give customers exactly the experience they want – whether it’s a standard choice, an add-on, or removing an ingredient.
Step 1: Understand the three types of Modifiers
-
Mandatory: Must be selected before proceeding (e.g., bread type).
-
Add on: Optional extras, often with an additional cost (e.g., extra cheese).
-
Opt out: Default ingredients that can be removed (e.g., no onions).
💡 Think of a burger: the customer chooses bread (mandatory), adds cheese (add on), and removes onions (opt out).
Step 2: Create a Modifier Group (when choices should be reused)
-
Go to MyShopbox > Product Catalog > Modifiers
-
Click + Create Modifier Group.
-
Name the group, e.g., “Bread Type” or “Burger Extras.”
-
Add the specific options, e.g., White bread, Whole grain bread, Brioche.
-
Save.
💡 Benefit: If you update the group, all products using it are updated automatically.
Step 3: Create an individual Modifier (for one-off choices)
-
Go to MyShopbox > Product Catalog > Modifiers
-
Click + Create Modifier.
-
Give it a name, e.g., “Gift wrap” or “Add cutlery.”
-
Add a price if it’s an add-on.
-
Save.
💡 Use this when you only need to add a single choice and not a whole group.
Step 4: Link modifiers to a product
-
Open the product in the new Product Page.
-
Scroll down to Modifiers.
-
Add either a group or a single modifier.
-
Select its type (Mandatory, Add on, or Opt out).
-
Set rules:
-
Mandatory: Included in the price, optionally set a preselected option
-
Add on: Set price and choose if some should be included in the price.
-
Opt out: No setup required.
-
-
Define order and visibility (POS and/or Weorder).
-
Save.
Step 5: Test in POS
-
Press Refresh in POS to load changes.
-
Select the product.
-
Mandatory choices appear first (must be selected).
-
Then Add ons.
-
Finally, Opt outs as removable standard ingredients.
-
Confirm that prices and totals adjust correctly.
Step 6: Check in Weorder
Weorder updates automatically via API. Verify that the changes appear and that visibility is set correctly for customers online.
Step 7: Go live with confidence
Checklist:
-
Are Mandatory rules set with correct min./max.?
-
Are Add on prices and “Included in price” set correctly?
-
Is Opt out only used for options that don’t affect the price?
-
Have you tested the flow in POS with a colleague?
This way, you’ll have a simple setup that creates a smooth experience both in-store and online – and customers always get exactly what they order.