Components - Add, Edit, Copy

Summary

A component is an item (lettuce, extra ranch, etc.) that can be added to a menu item. An example would be a salad as a menu item, with components available that can be added, such as avocado, bacon, croutons, etc. 

Configuration 

ECM access: Products > Components 

On this page you may:

• Add or edit a component 

• Copy a component (including serving options, pricing and other elements) 

• Mark individual components as Active or not active

• Sort and filter columns

• Perform a keyword search

• Import / Export Components

Open

Add a component

• Click Add component 

• Complete the information (Leave External Code blank)

  • Start Date and End Date

    • The component can be triggered to become available to be ordered by configuring a Start Date and End Date. These dates are triggered without a deploy. These fields are not required. 

    • The Start Date and End Date do not change the Active state of the item. The item must be active for it to become available on the start date.

    • When the component meets or exceeds the end date, it will: 

      • Remain active

      • Display as active on the Components grid) but will not be available to be ordered on the app

      • Display as available on the Components tab of a menu item it is part of 
        
        
        

• Mark active (default) 

• Save 

  • Save - Saves added item and returns to components page

  • Save and Edit - Saves added items and allows for further configuration 

Edit a component

Use each tab to fully configure the component for the account. 

Open

• Either edit during the add process by clicking Save and Edit or click the edit (pencil) icon next to the component after saving.

Optional feature: Print Routing Option setting

•  When the feature toggle is enabled, the Print Routing Option is shown with the following options: 

  • Menu Item and Component

    • Default. Component will print to:

      • Specified print routing locations for item 

      • Specified print routing locations for component 

  • Component Only

    • Component will print to: 

      • Specified print routing locations for component only A dropdown combo box shows the following options:

Serving Options tab

• On the Serving Options tab, select a serving option category that applies to this component from the drop-down

• Select the available and default serving options from the serving options in the selected category  

• Enter a price if the serving option is priced when added

• Save Changes to apply

Pricing tab

• Click Add Price Override and select a pricing override option from the drop-down menu

• Select a menu on which the pricing override will apply 

• Save

Media tab

• On the Media tab, click Change Image

• Select an image for the component and click Associate Selection to apply

• See Media to add images to media library

Print Routing tab

Components can be individually configured to route to specific printers for each site. 

Localization tab

On the Localizations page, the site can add translations and configure text to be displayed in another language in guest-facing mode. (Languages must be added first. See Languages.)  

To add a new localization record for the component name: 

• Click Add new record.

• Select the language desired from the Language dropdown.

• Click in the Name field and enter the component name in the desired language.

• Click the Description field and enter the component description in the desired language.

• Click Save changes to save changes or discard to discard changes.
  
  

• If additional languages are used, repeat the steps to add the translation for each language..

Prep Time - To come 

• After changes are complete on all tabs, click Save Changes on the components page

Component Import / Export

• This allows for ECM users to export and import components to the ECM cloud database.

Log into ECM.

Navigate to Products then to Components.

Import/Export options for the component list.

Export

Verify active components to export.

Click Export button.

Components will export as a CSV file that user can save.

CSV file will sort Components with all their General tab information.

CSV format below is needed for correct import in next step.

Import

Click Import button, then click on Import button in pop-up.

Select your edited CSV file to upload.

A percentage bar will display if CSV file uploaded properly. Click close.

Verify Components have imported.

Copy a component

• Click the copy icon (2nd column) for the component to be copied

• The Copying Component modal window will open with the general information populated

• Make any changes needed on the General tab

  • Click Save to save changes and close the window

  • Click Save and Edit to save changes and move into edit mode

  • Click Cancel to cancel changes and close window 

  • Select Copy Media (images) to copy the images from the original item

• Save and Edit 

  • The copied component will open in edit mode with additional tabs for configuration: Serving Options, Pricing, Media, Localization

  • The Serving Options, Pricing and Localization will be copied from the original item

• Make any changes needed on each tab; click Save Changes within the modal window to save changes for that window

  • Click Save on the primary window to save changes and exit page, returning to Components grid

  • Click Cancel to cancel changes and return to Components grid

  • Click Apply to apply changes and remain on page

Operation - Staff-facing UI 

• Select a menu item with components; the components page will display

  • Note: A component must be active and must not exceed its end date 

• The right-hand column displays the component categories. Select each category or use All to display components. 

• Components that are configured to be default components for the item will be automatically selected 

• To add components, click the + icon; to remove components, click the - icon 

• Priced components will display pricing in the selection panel 

• Click Add to Order 

Related articles

Components - Print components and serving options on checks

Media

Languages