Dynamic item substitution requires you to configure and designate a ‘Substitution Category’ in the quick combo configuration. Before creating the substitution category, access the Promotions function and deter-mine the eligible items for each component for which you allow item substitution, as you need to know these before creating the substitution category.
To create a substitution category for use with quick combo item substitution:
1. Select Maintenance > Menu > Categories. The Categories function tab appears.
2. Type an unused number, or select an existing category, and press Enter.
3. Type a descriptive name for the category, such as ‘QC Sides Substitution.’
4. Select a category type, such as non-sales.
5. Select the items you allow as a substitution for the component from the list box on the right and click Include. The items appear in the list box on the left.
6. Click Save and exit the Categories function.
To create a Quick Combo Item Substitution panel:
1. Access Panel Editor.
2. From the Commands menu, select Create New Panel > Button Functions. The Edit Panel - But-ton Function dialog box appears.
3. Type a name for the panel, such as ‘QC Item Sub.’
4. Select Context Panel to define this panel as a context panel.
5. Complete the remaining options on the panel as you would do for any other panel.
6. Click OK.
When using the system-generated Quick Combo Item Substitution screen, you do not need to create a substitution category, if you allow one-to-one substitution for every eligible item. Leave the ‘Substitution Category’ set to None on the Components tab of the quick combo configuration.
All eligible items defined on the Items tab appear on the system-generated Quick Combo Substi-tution screen for your selection and the quick combo retains its promotional price regardless of which item you substitute.
Be careful to select the items to achieve your desired result. If the item is defined as an eligible item for the component in Maintenance > Promotions > Quick Combo > Items tab, the system reconstructs the quick combo with the substituted item. If the item is not defined as an eligible item for the component, the system ‘breaks’ the quick combo and the items appear as a la carte pricing.
Supporting Dynamic Item Substitution for Quick Combos
7. Resize the panel to fit in the area reserved for your context panels.
8. From the Commands menu, select Buttons > Layout Panel Buttons. The Layout Panel Buttons dialog box appears.
9. Add enough buttons to at least accommodate the number of items you allow as substitutions.
10. Size the buttons to fit your needs.
11. Double-click an available button.
12. Select Dynamic Substitute from the ‘Function’ drop-down list.
Dynamic Substitute — Detects if a quick combo component can be substituted for the item selected for this button, and, if yes, makes the substitution. When the entire quick combo is selected in the guest check window, the system first tries to make the substitution for the primary component, and if unsuccessful, tries to make the substitution for the other components in the quick combo, beginning from the first component and moving down to the last component. The Dynamic Substitute button function only works on a panel configured as a context panel.
13. Select the item to substitute for the component.
Item — Specifies the item to substitute for the quick combo component currently present in the guest check window. If the item is not present in the ‘Substitution Category’ or selected as an eligi-ble item on the Items tab in the quick combo configuration, then the system cannot make the sub-stitution, and an error message appears. The system breaks the quick combo into a la carte pricing when the item is not in the substitution category, but is selected as a valid item in the quick combo configuration.
14. Complete the remaining background options for the button as you would for any other button.
15. Click OK to add the button to the context panel.
Figure 81 Dynamic Substitute Button Function
POS Enhancement Release v6.7 Page 105 Supporting Dynamic Item Substitution for Quick
Com-16. Repeat Steps 11 through 15 to add the remaining items you allow for substitution.
17. From the Commands menu, select Save All Panels and exit the Panel Editor function.
To configure the quick combo for item substitution:
1. Select Maintenance > Payments > Promotions.
2. Select a promotion configured as a quick combo.
3. Click Type Specifics. The Promotions - Quick Combo dialog box appears.
Figure 82 Context Panel with Dynamic Substitution Buttons
Figure 82 contains several features implemented on a context panel for intuitive ordering. Your context panel may look very different. Refer to “Supporting Dynamic Included Modifiers” on page 93 for information on Dynamic Included Modifier buttons. Refer to RKS ID 9789 Support-ing Quick Combo TogglSupport-ing for information on Quick Combo Toggle. Refer to Panel Editor Essentials for information on Quick Combo Upsell buttons.
Dynamic Substitution buttons
area reserved for Dynamic Included Modifier buttons
Quick Combo Toggle button
Quick Combo Upsell buttons
Supporting Dynamic Item Substitution for Quick Combos
4. Select the Components tab.
5. Select the context panel created for item substitutions, such as ‘QC Item Sub,’ for the component for which you want to allow item substitution.
6. Select Allow Item Substitution for each component for which you want to allow item substitu-tion.
Allow Item Substitution — Enables you to substitute the component for another eligible item.
Eligible items include items in the designated substitution category, as well as the items defined on the Items tab in the quick combo configuration. This option enables the ‘Substitution Category’
drop-down list.
7. To use the dynamic substitution feature, you must select the desired substitution category.
Substitution Category — Designates the category of items to use for item substitution for the corresponding component. All items in the substitution category must also be designated as eligi-ble items for the component on the Items tab of the quick combo or the system ‘breaks’ the quick combo into a la carte pricing. Required Options: You must select ‘Allow Item Substitution’ to enable this option. Related Requirements: There are two different implementations for Quick Combo Item Substitutions. 1) To have the system automatically place the items in the category on a system-generated Quick Combo Substitution screen, you must create a blank panel in Panel Edi-tor and select the panel from the ‘Quick Combo Template Panel’ drop-down list in Maintenance >
Store Settings > User Interface group > Quick Service Layout tab. Refer to RKS ID 9728. 2) To use a context panel from which to perform item substitution, you must add a Dynamic Substitute button for each eligible item to a context panel in Panel Editor and then attach that context panel to the corresponding component in Maintenance > Payments > Promotions > Quick Combo > Com-ponents tab. Refer to RKS ID 11442.
8. Repeat steps 5 through 7 for each component for which you allow item substitution.
9. Select the Items tab and verify all eligible items for substitution are defined for each component, in this example, Sides.
10. Click OK to return to the Promotions function.
11. Click Save and exit the Promotions function.
Figure 83 Promotions - Quick Combo Dialog Box
POS Enhancement Release v6.7 Page 107 Supporting Dynamic Item Substitution for Quick