> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.eatos.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# A Guide to Constructing a Menu


### Introduction

This document will walk you through the process of creating your **restaurant menu** for your Point-of-Sale. It is designed in a **step-by-step** guide or in a recommended order to easily organize your menu offerings. Each sheet includes sample entries to reference, making it easier for you to build your restaurant menu.

### Table of Contents

* [ **Ingredients**](#3-ingredients) 
* [ **Modifiers**](#3-modifiers) 
* [ **Add-Ons**](#3-add-ons) 
* [ **Groups**](#3-groups) 
* [ **Products**](#3-products) 
* [ **Categories**](#3-categories) 
* [ **Menu**](#3-menu) 
* [ **Printers**](#3-printers) 
* [ **Taxes**](#3-taxes) 
* [ **Service Charges**](#3-service-charges) 
* [ **Discounts**](#3-discounts) 

${youtube}[Menu Build](oP7fNJXx-RI)

|| **Important Notes**
* Fill each sheet of the Excel document – note that all sheets are essential to successfully create your restaurant menu
* Follow the sample format shown in each section
* Only use a **Semicolon** ( ; ) to separate each data value within the Excel **No Commas**
* Please follow the syntax demonstrated in the sample menu
* The data within is very case sensitive; always ensure to be consistent with the naming conventions
* Always input **0 or $0.00** in the amount column; leaving it blank will cause system errors
* **Taxes**, **Discounts**, **Service Charge** & **Printers** can be configured at the eatOS dashboard and POS device

If you have a question or need assistance, please do not hesitate to reach out to your implementation team.

**Click Here to Download Menu Template (Excel)**
Free to reference on the provided samples, remove before submitting to your Account Executive / Implementation Executive.

---

### Ingredients

The best way to begin creating your restaurant menu is by starting to list all of the **Ingredients** of all your products. Using the Excel menu template (to easily manage listings), list all of the ingredients in the **Name** column of the **Ingredients** sheet.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/menu_dqe7m7.png)

|| **Important Required Values**
* Name = Custom Ingredient Name
* Option 1 Name = Regular / Normal
* Option 1 Price = 0
* Type = 1 (Always ensure to input **1** within this column (Type), leaving blank will cause system errors

---

### Modifiers

After you have listed all your ingredients, our next step is to create **modifiers**. From the modifiers sheet, list all of the **Modifiers** in the **Name** column.

|| **Important Note** Setting **Mandatory = True** – makes it a forced modifier

* This means the customer will be required to select **One** item before tapping **Add** or adding the items to order
Setting **Mandatory = False** – means customers are not required to select an item

Enable **modifier option** and set the selection capacity of multiple modifiers at the eatOS dashboard **Menu Modifiers** section can be controlled either on the POS or the dashboard.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/menu_ujxjn9.png)

|| **Important Required Values**
* Name = Custom Modifier Name
* Mandatory = True / False
* Options Allowed = True / False
* Multiple Options = True / False
* Options Quantity = Custom Quantity (input how many options a customer can choose a modifier)
* Option 1 Name = Regular
* Option 1 Price = Custom Price

---

### Add-Ons

Begin to list all add-ons in the Name column from the **Add-Ons** sheet. If add-ons have **Multiple Options** set value on **Multiple Options** = True

|| **Important Note**  Setting **MANDATORY = TRUE** – makes it a forced add-on

* This means the customer will be required to select ONE item before tapping ADD or adding the items to the order

Setting **MANDATORY = FALSE** – means customers are not required to select an item

It is recommended to always set **MANDATORY = FALSE** to prevent any end-user error in completing orders.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/menu_1dt23qy.png)

|| **Important Required Values**
* Name = Custom Add-Ons Name
* Mandatory = True / False
* Options Allowed = True / False
* Multiple Options = True / False
* Options Quantity = Custom Options Quantity
* Option 1 Name = Regular or Custom Option Name
* Option 1 Price = Custom Price

---

### Groups

Now that you have listed your modifiers and add-ons, you can set a name to **Group** your modifiers and add-ons from your listings. **Grouping** Your modifiers and add-ons allow you to present them in an organized manner.

|| **Important Note**
* Ensure to label the **Type** column correctly, as this may cause errors in displaying products on your Point-Of-Sale.
* Only use **Semicolons** ( ; ) to separate values within Excel rows.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/menu_14c644b.png)

|| **Important Required Values**
* Name = Custom Group Name
* Elements = Insert all modifiers/add-ons for a group, separated by semicolon. See the sample for reference.   
* Type = Assign group as **Add-On** or **Modifier**

**Group modifier** can share individual modifiers and add-ons. A product may have multiple modifier groups assigned, and a modifier group can also be assigned to more than one product.

---

### Products

The **products** section provides complete details of your menu. On the **Product** sheet, input all **Important Required Values** for each column to work properly.

|| **Important Note**
* Only use **Semicolons** ( ; ) to separate data values within Excel rows for ingredients, modifiers, and add-ons
* Okay to use **Commas** (,) **only** for product description at the description column

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/menu_p4va85.png)

|| **Important Required Values**
* Product Name = Custom Product Name (use the same names for Printer Display Name & Menu Display Name)
* Description = Custom Product Description (may use commas as separator)
* Ingredients = Custom Product Ingredients (separate each using **Semicolons** ) Ex. Almonds;Avocado;Cranberries
* Modifiers & Add-Ons = Custom Product Modifiers / Add-ons (separate each using **Semicolons** )
* Groups = Custom Group Modifier / Add-ons
* Variant 1 Name = Regular / Custom Variant Name
* Variant 1 SKU = 1
* Variant 1 Price = Custom Product/Variant Amount
* Variants = if the product has more than one **Type** of offering on the same product, you may distinguish them using variants as shown above

---

### Categories

On the Categories sheet, assign **Products** within **Categories**. This section allows you to create **Parent & Child** Categories. It is important to note the difference between the parent category column and the category column itself.

|| **Important Note**
**PARENT Categories** will be named individually in the CATEGORY column.
* No entry is required on the PARENT column
**CHILD Category** will be named within the category column and followed by being assigned to the individual named PARENT categories.
* Insert parent category within Parent Column

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/menu_1w6fhlx.png)

|| **Important Required Values**
* Category = Custom Category Name
* Parent = Custom Parent Name (insert only for respective child category)
* Products = Assign ALL products for each child category separated by **SEMICOLON** ( ; )
* Position = Custom Number Entry (reflects which parent or child category will be displayed first in their respective order)
* Course = Coming Soon

---

### Menu

Create or provide a **Menu Name** for your Menu(s). From the Menu sheet, create **Menus** with their specified parameter and products.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/menu_8ipsfd.png)

|| **Important Required Values**

* Menu Name = Custom Menu Name
* Start Date = Custom Start Date (configure using eatOS dashboard or on the Point-of-Sale Device)
* End Date = Custom End Date (configure using eatOS dashboard or on Point-of-Sale Device)
* Active = TRUE – reset through the eatOS dashboard or on the POS device
* Position = Custom Number (will reflect placement on POS device)
* Days = Custom Weekday Entry (separate using SEMICOLONS)
* Open Time = Custom Time Entry (configure open time at eatOS dashboard or on Point-of-Sale Device)
* Close Time = Custom Time Entry (configure close time at eatOS dashboard or on Point-of-Sale Device)
* Categories = Insert respective PARENT category name, separate entries using SEMICOLON

---

**Printers/Taxes/Service Charge/Discounts**

To easily assign and create **Printers, Taxes, Service Charge** , and **Discounts**, we recommend adding and configuring topics to the eatOS dashboard or your POS device.

Below are sample entries on Excel when exported from your dashboard:

---

### Printers

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/menu_wyfm1e.png)

|| **Important Required Values**
* Name = Custom Printer Name
* Serial Number = Printer Serial Number
* Type = Printer

---

### Taxes

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/menu_y7uzak.png)

|| **Important Required Values**
* Tax Name = Custom Tax Name
* Type = Exclusive
* Value = Input Tax Amount / Tax Percentage
* Mode = Input Value Mode (% or $)
* Tax Apply for = Input Order Type to Apply Tax (separated by SEMICOLON)

---

### Service Charges

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/menu_125go6i.png)

|| **Important Required Values**
* Service Charge Name = Custom
* Type = Exclusive
* Value = Input Tax Amount / Tax Percentage
* Mode = Input Value Mode ( **% or $** )

---

### Discounts

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/menu_1eqjhwt.png)

|| **Important Required Values**
* Discount Name = Custom Discount Name
* Required PIN = Set – Required PIN - TRUE to require the employee to enter a PIN to apply discount Input FALSE to not require a PIN
* Discount Value = Input Discount Amount / Discount Percentage
* Value Mode = Input Value Mode ( **% or $** )
* Products = Input applicable products

[Back to Top](#3-introduction)