Menu Management

Build the menu your staff sell from: categories, items, images and modifiers.

Where the menu is set up

You set up the menu in the Web admin. Open the Point of Sale menu and look under the Menu & Dining heading:

The POS app only shows the menu. Staff cannot add or change menu items from the POS app.

Menu categories

Add a category

1. Open Menu Categories
   In the Web admin, go to Point of Sale > Menu Categories.
2. Click Add Category
   The Create Menu Category page opens.
3. Fill in the category
   • Category Name: the name on the POS app tab. Each category name can be used once.
   • Display Order: a number. Lower values appear first.
   • Description: optional.
   • Category Image: optional. JPG, PNG or GIF, up to 5MB.
   • Active: leave on. Turn it off to remove the category's tab from the POS app menu.
4. Click Create Category
   You return to the list and the new category is in it.

Change or delete a category

• Click the Edit (pencil) icon on a row, change the fields, then click Save Changes.
• Click the Delete (bin) icon and confirm to delete a category.
• Use the search box and the All Status filter, then click Filter, to find a category. Reset clears the filter.

Menu items

Add a menu item

The item form is a single page. There are no separate steps to move through.

1. Open Menu Items
   In the Web admin, go to Point of Sale > Menu Items.
2. Click Add New Menu Item
   The Create Menu Item page opens.
3. Enter the name, category and price
   • Name: shown on the POS app menu. Each item name can be used once.
   • Category: pick one. If the category does not exist yet, click New, enter a name and click Create Category.
   • Price: the normal selling price. Other prices for delivery or other channels are set with price lists.
   • Preparation Time: optional text, for example 10-15 min.
   • Description: optional. It appears under the name on the POS app menu.
4. Add pictures (optional)
   • POS Image: shown on POS terminals. Use Upload Image (up to 5MB) or paste a link in Image URL (alternative to upload).
   • Public Ordering Web Image: shown on your online ordering website. If you leave it empty, the POS image is used.
5. Leave Available ticked
   Untick Available only if the item should not be sold yet.
6. Save
   • Save saves the item and opens it for further editing, where you can attach modifier groups and a recipe.
   • Save & Add Another saves the item and gives you a blank form for the next one.

Edit a menu item

On the Menu Items list, click the Edit (pencil) icon. The Edit Menu Item page has the same fields, plus:

• Display Order: the item's position inside its category. New items are placed at the end of their category.
• Channel Pricing: a read-only table of what each price list charges for this item. See Price Lists and Sales Channels.
• Modifier Groups: the choices offered with this item. See Modifiers below.
• Recipe & Food Costing: the ingredients this item uses. See Recipes and Food Costing.

Click Save Changes to save the fields at the top of the page. Changes you make in the Modifier Groups and Recipe & Food Costing sections are saved as you make them.

Change pictures from the list

1. Click the item's name or thumbnail
   The Images window opens with POS Image on the left and Ordering Web Image on the right.
2. Choose a file or paste an image URL
   Do this for one picture or both. To take a picture off, click Remove under it.
3. Click Save
   The list reloads with the new thumbnail.

Import many items from a file

1. Click Import CSV
   The button is at the top of the Menu Items list. The Import Menu Items page opens.
2. Download a template
   Click Excel Template or CSV Template and fill it in. Keep the columns in the order shown below.
3. Upload the file
   Choose your .csv or .xlsx file (up to 5 MB and 500 rows per upload) and click Upload & Import.
4. Check the result
   The page shows Items imported, Failed rows and Categories auto-created. Failed rows are listed with the row number and the reason.

Modifiers

A modifier is one choice a customer can make with an item, such as Extra Cheese or Medium Well. Modifiers live inside a modifier group, such as Extra Toppings or Burger Doneness. You create a group once and attach it to every menu item that offers those choices.

Create a modifier group

1. Open Modifier Groups
   In the Web admin, go to Point of Sale > Modifier Groups and click Add New Group.
2. Name the group
   Enter a Name and, if you want, a Description. Each group name can be used once.
3. Set the Selection Rules
   • Required Selection: turn on if a choice must be made from this group.
   • Min Selections and Max Selections: how few and how many modifiers can be picked.
4. Save
   Click Save & Add Modifiers to go straight on to adding modifiers, or Create to return to the list.

Add modifiers to a group

1. Open the group's modifiers
   On the Modifier Groups list, click the Manage Modifiers (list) icon on the group's row. Then click Add New Modifier.
2. Fill in the modifier
   • Name: what staff see, for example Extra Cheese.
   • Display Order: the position of this modifier inside its group.
   • Description: optional.
   • Price Adjustment: the amount added to the item price. Use a positive value for an add-on, a negative value for a discount, or 0 for no change.
   • Default Selection: tick to have this modifier already selected when the choices open.
   • Active: ticked for a modifier in use.
   • Recipe / Inventory Behavior: leave on None unless the modifier should change which ingredients are deducted from stock. See Recipes and Food Costing.
3. Save
   Click Save & Add New to add the next modifier in the same group, or Create to return to the group's list.

Point of Sale > Modifiers lists the modifiers of all groups together, which is useful for searching.

Attach a modifier group to a menu item

1. Open the menu item for editing
   Go to Point of Sale > Menu Items and click the Edit (pencil) icon on the item.
2. Click Add Modifier Group
   The button is in the Modifier Groups section, below the item form. The Assign Modifier Group window opens.
3. Choose the group and its rules for this item
   • Modifier Group: the group to attach.
   • Is Required: turn on if staff must choose from this group before the item can be added to an order.
   • Minimum Selections and Maximum Selections: how few and how many modifiers can be picked. The maximum must not be lower than the minimum.
   • Display Order: lower numbers appear first when an item has several groups.
4. Click Assign Group
   The group appears in the Modifier Groups section. Use the pencil icon to change its rules for this item, or the bin icon to remove it from this item.

What staff see in the POS app

When staff tap an item that has modifier groups, a window opens with the item name at the top. Each group shows a Required or Optional badge and a hint such as Choose 1 or Up to 5. Default modifiers are already selected. Add to Order stays greyed out until every required group has enough selections.

Marking an item unavailable

When an item runs out or should not be sold for now, make it unavailable in the Web admin.

1. Open the item for editing
   Go to Point of Sale > Menu Items and click the Edit (pencil) icon on the item.
2. Untick Available
   The tick box is at the bottom of the form.
3. Click Save Changes
   The item now shows Unavailable in the Menu Items list. Tick Available again when the item is back.

In the POS app, an unavailable item stays on the menu but is greyed out, carries a badge and has no + button, so it cannot be added to an order. The badge reads N/A, or 86'd if the item has been flagged as sold out.

How the menu appears in the POS app

• The Menu screen has an All tab followed by one tab for each active category, in display order.
• Each item is a card with its POS image, name, description and price. Tap the card or its + button to add it to the order.
• The Search box finds items in any category.
• The POS app checks for menu changes each time the Menu screen opens. To fetch the latest menu straight away, go to Settings in the POS app and tap Refresh Menu.

Taking an order from this screen is covered in Order Taking.

Troubleshooting

Next steps