Set Up Location Overrides in the Portal
Table of Contents
Location Overrides allow you to manage items by location without creating separate menus. This is helpful when some locations require different pricing, availability, or other item features.
See Location Overrides for a complete list of location overrides features.
When you download updates on the app of the device, the appropriate features will display for items at the location the device is assigned to.
TIP & TRICK
- Add all your item location overrides using the Location Overrides tab of the Mass Export. See Updating and Adding Data to my Portal Using Mass Export
- Want to save time? When adding a new location to your portal, you can use Mass Export and assign it to items via Location Overrides. This automatically adds the location to the items while adding the location overrides after reimport in Mass Import. For steps, see the Location Overrides using Mass Export and Import accordion below.
Location Overrides using the Items tab
Use this method to update Location Overrides one item at a time. It is best when only a few items or locations need updates.
1. Log in to the portal at www.datecodegenie.com using the recommended browser. See Supported Internet Browser for Portal Access
2. Scroll down and click on the Items tab on the side bar.
3. Click the edit button (pencil icon) for a item or create a new item, see Add or Edit Menu Items Permission
4. Click on Overrides tab.
5. Find the row for the location and the feature column you need to add, double-click where they meet to add the required data. Repeat for each feature and location.
6. Click Save.
7. Click Save Changes.
Location Overrides using Mass Export and Import
Use this method when you need to add new items at once, such as when assigning the items to a location with location overrides. It is best for large menus or multiple locations.
1. Go to the Mass Export tab.
2. Request an export from the export button in the upper right corner of the page.
3. An export message will appear confirming that an email will notify you when the export is complete.
4. Refresh browser and scroll down to the Exports section or wait to receive an email (sent to email used for portal login) notifying you that your export is ready to be downloaded.
5. Open the downloaded file from your computer's download file or at the bottom left corner and first Enable Editing in the yellow bar at the top of the document.
NOTES
- Do not add/delete columns, change column headers, or modify formatting.
- To completely remove an item or override, you must delete it directly in the portal, the template will not remove items.
6. Select the Menu Item tab at the bottom of the template.
7. Add the new items along with the category names and enter at least one generic location name to which the items can be assigned to in your portal.
8. Select the Location Overrides Option tab at the bottom of the template.
9. Copy and paste those new items from the Menu Items tab into the Food Name column and enter the location names you need them to be assigned to in your portal.
10. Enter any location specific data for your new items within the columns of the Location Overrides Option tab.
11. Save the updated template to your computer.
12. Go to the Mass Import tab.
13. Click Choose File and select the updated template.
14. The template file name will display. Toggle Menu Items and Location Overrides tab to blue color to upload the template data to the portal and click the Preview button to begin uploading.
15. Review and correct any errors by toggling between both tabs.
16. Click Import to update your portal once review and corrections are done.
17. An import message will appear confirming that an email will notify you when the import is complete and ready to view. Return to the Dashboard tab to see updated data content displayed.
