Self-Serve - Spreadsheet Bulk Upload

Jordan Sahmaunt
Jordan Sahmaunt
  • Updated

Table of Contents


Description: What is it?

It is possible to upload a spreadsheet in SSMM. The users will be able to bulk upload items/modifiers, categories, descriptions and prices.

This spreadsheet upload is only available for a new menu creation.

Please note that there is no relationship between entities: ie if you upload a category, the item that belongs in this category will not be assigned to it.
Nested modifiers, and fulfillment pricing are not supported.


How does it work?

Step #

Process

Additional Information

1

Navigate to the Menu Tab and click on “Add Menu”

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2

Select the “Upload” Option

 

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3

Click on “Download Template”

  • The file will be downloaded as xlsx or as a Google sheet

  • Save the xlsx file

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4

Open the Excel file and update:

  • Items, Categories Modifier group names

  • Description (Optional)

  • Prices (The Item or Modifier's price. Must be a number. Use periods for decimal places.)

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5

If you set the modifier group, make sure to input the Minimum and Max number of Modifiers.

For the Number of times the same modifier can be selected, please note that most of the OFOs do not support this feature.

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6

External POS ID (optional)

For POS customer, they now have the possibility to add an external POS ID to connect to an external POS.
Leave blank if if it is not a POS user.

 

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7

Once, the file is completed, go back to Menu tab and click on “Browse File” to upload you file

 

Once uploaded click on “Continue”

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8

  • Enter the name of your Menu

  • Select the Brand

  • Click on “Continue”

 

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9

  • Select the location

  • Click on “Create Menu”

 

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If you need additional help or information, you can contact support via the following:

  • Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of the home screen.
  • Telephone or SMS/text - Call or text us anytime at 1-888-681-8837 for prompt service from our support experts.
  • Email - Fill out this form and our support team will respond via email within 24 hours.

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