Step 1: Login your INFI Dashboard:
- Navigate to: https://infi-console.firebaseapp.com/auth/login
- Enter your credentials. You can find your login information in the welcome email. If you have any questions, feel free to email support@infi.us.
Step 2: Tax Settings:
- Navigate to the left-side menu.
- Go to Settings > Taxes.
- Ensure the tax rate is set and not at 0.
Step 3: Creating an Item:
- On the left side menu, click on 'Items'.
- Select 'Create an item', then 'Select location' and 'Confirm'.
- Enter the item name, category, description, and image (preferably square-shaped to avoid distortion on the kiosk).
- Status options:
- Available
- Sold Out (visible on the kiosk but cannot be added to the cart)
- Hidden (visible in our system but not on the kiosk)
- Price
- Enter the item's price.
- Use 'Price Option' for variations like size or amount (e.g., medium-sized bubble tea at $5, large at $7). NOTE: price option needs to be set up individually. You can find detail information at Step 5.
- Modifier - Under the Menu tab
- Adjustments to the item (e.g., extra cheese on a burger or less ice in bubble tea). Follow Step 6 for more details.
- Limited-time Item & Item schedule
- For items sold only at specific times, like a lunch special.
Step 4: Categories
- Select 'Create category', then 'Select location', and 'Submit'
- You can turn on/turn off certain categories to show or hide on the Kiosk.
Step 5: Create Price Option Set
- Create a price option set. The 'Set Name' is for internal reference in the INFI console, while the 'Display Name' is how it will appear on the kiosk.
- You will be able to adjust the price on the menu item page after setting up the price option set.
Step 6: Create a Modifier Set
- Choose 'Create a modifier set', then 'Select location', and 'Confirm'.
- Set the internal 'Set name' and kiosk 'Display name'.
- Define 'Required modifiers' (customer must choose) and 'Maximum modifiers' (limit selection).
- Enable 'Repeatable selection' for multiple selections of a single modifier.
- Add modifiers by naming them, setting a price (if applicable), and using the '+' icon to include them.
- Save the modifier set
- Add this modifier to the relevant item.
Additional Settings that can help with your sales:
Combos - Under Menu Tab
- Combo Information
- Enter Combo name, Image etc
- Set up Status
Available: The combo will be shown and available for purchase.
Sold Out: The combo will be shown but marked as "sold out" and not available for purchase.
Hidden: The combo will not be shown.
- Enter combo basic price
For example: Combo of a $8 burger, $3 fries, and a $2 drink, we set up the basic price as $10.
Price Rule:
- Auto: The total combo price will increase if a chosen item is more expensive than the cheapest item in its set.
If a customer chooses a burger that costs $8.00, fries that cost $3.00, and a drink that costs $2.00, the total combo price would be $10.00 because the basic price is set to $10.00.
- Fixed: Only item modifiers and price options can increase the combo price.
If the customer upgrades the burger to a premium burger that costs $10.00, the combo price will increase by the difference ($10.00 - $8.00), making the total combo price $12.00.
- Combo items set up
Item Set 1:
Item Set Name: Main Item
Quantity Required: 1
Items For: Select "Burgers" and choose eligible burgers from the menu.
Item Set 2:
Item Set Name: Side Item
Quantity Required: 1
Items For: Select "Fries" and choose eligible fries from the menu.
Item Set 3:
Item Set Name: Drink
Quantity Required: 1
Items For: Select "Drinks" and choose eligible drinks from the menu.
Cross Sell - Under Menu Tab
- Select a Location
- Click on the "Create a Cross Sell Rule" button.
- In the "Step 1 of 3: Select a Location" dialog, choose the location where you want to create the cross-sell rule.
- Click "Next"
- Select Primary Item
- In the "Step 2 of 3: Select Primary Item" dialog, search for and select the primary item from the list.
- Click "Next"
- Set Rule Details
- Define the cross-sell rule by specifying secondary items to recommend when the primary item is added to the cart.
- Status: Select the status for the cross-sell rule:
- Normal: The rule is active and will be applied.
- Pause: The rule is inactive and will not be applied.
- Limited-Time Cross Sell:
- Toggle this option if you want the cross-sell rule to be available only for a specific date range. Set the start and end dates as needed.
Frequent FAQ:
- If the tax rate is set to 0, it is not possible to save an item (the 'Save' button will be grayed out and unselectable).
- Item name can not have “/”, it will result in print issue.
- This guide is designed for non-integration users. If you sync INFI with Square, Clover, or other systems, please follow the appropriate guide.