Zone/Menu Filtering with Tags

Filter Products for each Zone, Product Availability, Product Scheduling

Here we will show you how to use product tags and filters on zone or menus to fine-tune what products are available and where. 

Some Potential Use Cases Include: 

• Filtering alcohol to be excluded from Takeout Zone/Menus.
• Limit access to specialty priced items such as Happy Hour for Dine-In only. 

First, we need to tag the product(s) that we intend to filter in the Product Catalog of the manager dashboard. 

In our example here, we are going to click the paper icon on our Draft Beers to bulk edit and add a tag we're going to use to filter Draft Beers from our Online Orders Takeout Zone. The tag we're creating here is called beertakeout and click add. 

Note that by clicking the bulk edit above, we are adding that tag to all items in the category. You can also click into individually items specifically to add tags, in the event not all items in the category should have the tag.

Now we navigate to our Online Order Takeout Zone--Click Filter Icon

(1) Filters set for each zone/menu will allow 3 settings to choose from: 

• All - every product in the product catalog that is enabled
• Include only - every product applying to the selected tag
• Exclude only - every product EXCEPT the selected tag

For our purposes, we're choosing Exclude Only--Choose Tag--Save

Now what we have done is filter any product that has the beertakeout tag on it from showing in any spot in our Online Order Zone.

While we did this for zones here, the same filter icon and methods of filter can also be done on Menus by clicking into specific menus and choosing how you would like to filter on that menu.