Documentation

Menu Management Guide

Configure menu items, categories, modifiers, pricing, and recipes.

Watch: Menu Management Complete Guide (10 min)

Menu Structure Overview

The menu system is organized in a hierarchy:

Menu hierarchy showing categories, items, and modifiers
The menu is organized into Categories, Items, and Modifiers

Categories

Group related items (e.g., Appetizers, Main Course, Beverages)

Menu Items

Individual products for sale (e.g., Cheeseburger, Caesar Salad)

Modifiers

Customization options (e.g., Size, Toppings, Cooking Preference)

Managing Categories

Categories organize your menu items for easier navigation.

Menu categories list showing different food groups
Organize your menu with logical categories

Creating a Category

Animated demo of creating a menu category
Creating a new menu category
  1. Navigate to Menu Categories
    Go to POS > Menu Categories.
  2. Click "Add Category"
    Open the category creation form.
  3. Enter Category Details
    • Name: Category name (e.g., "Appetizers")
    • Description: Optional description
    • Display Order: Position in the menu (lower = first)
    • Image: Optional category image
  4. Set Availability
    Choose if category is active and visible in POS.
  5. Save Category
    Click "Save" to create the category.
Category Order

Use display order to arrange categories logically. Common ordering: Appetizers - Main Course - Sides - Desserts - Beverages.

Managing Menu Items

Menu items list showing all products
View and manage all your menu items in one place

Creating a Menu Item

Enter basic item information
1. Enter name, description, category
Set item price
2. Set the selling price
Upload item image
3. Upload an appetizing image
  1. Navigate to Menu Items
    Go to POS > Menu Items.
  2. Click "Add Item"
    Open the item creation form.
  3. Enter Basic Information
    • Name: Item name shown to customers
    • Description: Item description
    • Category: Select the category this item belongs to
    • Price: Base selling price
  4. Add Image
    Upload an item image for visual display in the POS menu.
  5. Configure Options
    • Available: Is the item currently for sale?
    • Kitchen Printer: Which printer/station receives this item
    • Prep Time: Estimated preparation time
  6. Save Item
    Click "Save" to create the menu item.

Menu Item Fields

Menu item creation form with all fields
The menu item form captures all product details
Field Required Description
Name Yes Display name of the item
SKU No Stock keeping unit code
Category Yes Which category the item belongs to
Price Yes Base selling price
Cost No Item cost for profit calculation
Description No Item description for customers
Image No Photo of the item
Available Yes Whether item can be ordered

Managing Modifiers

Modifiers allow customers to customize their orders (e.g., size, toppings, cooking preference).

Modifier groups showing customization options
Modifiers let customers customize their orders

Modifier Groups

Modifiers are organized into groups. Each group has its own rules:

Setting Description
Group Name Name of the modifier group (e.g., "Size", "Toppings")
Required Must customer select from this group?
Min Selection Minimum number of choices (0 = optional)
Max Selection Maximum number of choices allowed

Creating Individual Modifiers

Animated demo of adding modifiers to a menu item
Adding modifier options to a menu item

Each modifier within a group has:

  • Name: Modifier name (e.g., "Large", "Extra Cheese")
  • Price Adjustment: Additional cost (+$2.00) or no charge ($0.00)
  • Default: Is this pre-selected?
  • Available: Is this option available?
Modifier Examples
  • Size (Required, Select 1): Small, Medium, Large
  • Toppings (Optional, Max 5): Cheese, Bacon, Onions, Mushrooms...
  • Cooking (Required, Select 1): Rare, Medium, Well Done
  • Extras (Optional): Extra Sauce, Side Salad...

Recipes and Food Costing

Link menu items to recipes for cost tracking and inventory deduction.

Recipe management screen showing ingredients and costs
Manage recipes for accurate food costing

Creating a Recipe

  1. Navigate to Recipes
    Go to POS > Recipes.
  2. Click "Add Recipe"
    Create a new recipe.
  3. Add Ingredients
    For each ingredient:
    • Select the product from inventory
    • Enter quantity needed
    • Select unit of measure
  4. Link to Menu Item
    Associate the recipe with a menu item.
Food Cost Percentage

Target food cost is typically 25-35% of selling price. If recipe cost is $3.00 and selling price is $12.00, food cost = 25%.

Managing Item Availability

Marking Items Unavailable (86'd)

When an item sells out or isn't available:

Animated demo of marking an item unavailable
Quickly mark items as unavailable when they sell out
  1. Find the Item
    Locate the item in Menu Items list.
  2. Toggle Availability
    Click the availability toggle or edit the item and uncheck "Available".
  3. Item is Now Hidden
    The item won't appear in the POS menu until marked available again.
Communication

When 86'ing an item, inform all staff so they can communicate with customers about unavailable items.

Best Practices

Menu Management Tips
  • Use clear, consistent naming conventions
  • Keep descriptions concise but informative
  • Use high-quality images for visual appeal
  • Review and update prices regularly
  • Keep recipes updated for accurate costing
  • Remove or hide discontinued items
  • Test new items before going live

Next Steps

Order Taking

See how menu items and modifiers work during ordering.

Kitchen Operations

Learn how orders flow to the kitchen.