Merchant Guide - How to Add and Assign Customization from Menu Editor

Customization allows you to personalize your menu at the brand level. There are two primary ways to assign customizations: using the Menu Editor or through the Customizations tab.

Assigning Customizations via the Menu Editor

This method is ideal if you're actively building or modifying your menu.

1. Log in to eCMS.
2. Navigate to the 'Menu' Tab.
   
3. Click on the item name you wish to customize. A side panel will open with an item preview.
4. Scroll down to the 'Customizations' section of the specific SKU you want to edit.
   
5. Click on the 3 dots next to the customization section. You'll see two options:
   
   • 'New customization': Select this to add a completely new customization.
   • 'Edit/Assign More': Choose this to assign an existing customization or modify current assignments.
6. In the pop-up window, search for and select/deselect the customizations you want to assign to the item.
   
7. Click the 'Preview' button to review the final list and sequence of assigned customizations.
8. To change the sequence, click on the 2 horizontal lines to the right of the customization name and drag it up or down.
   
9. Click 'Back' to continue editing or 'Close' to exit the preview.
10. Finally, click 'Save' to apply your changes.

Assigning Customizations via the Customizations Tab

This alternative is useful if you want to assign a specific customization to multiple items.

1. Log in to eCMS.
2. Go to the 'Customizations' tab.
   
3. Hover over the customization you wish to assign and click the 'Assign to' button. You'll see items already assigned to this customization.
   
4. Search for and select the item and its SKU to which you want to assign the customization.
   
5. Click 'Preview' to review the assigned items, or 'Edit' if you need to make changes.
6. Finally, click the 'Assign' button to complete the assignment.

Assigning Customizations Without the Menu Editor (Chain/Outlet Credentials)

If you're not using the Menu Editor for assignments, follow these steps with your chain/outlet credentials.

1. Log in to eCMS with your chain/outlet credentials.
2. Go to Menu > Customisations. The Customizations page will display.
   
3. On the 'Customisations' tab, click the 'Assign Customisation' button. The 'Assign Customisation' form will appear.
   
4. Select the Customization(s) you want to process. Your selections will appear at the top.
5. Click 'Next' to continue.
   
6. Select the Category and Sub-Category, or select the Item(s) directly if no category is assigned.
7. The detailed item and customization information will appear in the bottom grid.
8. Tick the box to select the item(s) you wish to assign the customization to.
   
9. Click 'Save' to assign the customization or 'Back' to cancel.