> ## 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). # Menu Creation: Step-by-Step Guide ### Introduction: This article 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 has sample entries to reference and make it easier for you to build your restaurant menu. ### Table of Contents * [ **Add-ons** ](#3-add-ons) * [ **Categories** ](#3-categories) * [ **Discounts** ](#3-discounts) * [ **Groups** ](#3-groups) * [ **Ingredients** ](#3-ingredients) * [ **Menu** ](#3-menu) * [ **Modifiers** ](#3-modifiers) * [ **Printer** ](#3-printer) * [ **Products** ](#3-products) * [ **Service Charges** ](#3-service-charges) * [ **Taxes** ](#3-taxes) ${youtube}[Menu Management](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 **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; no value or 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. --- ### 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 on the **Name** column of the **Ingredients** sheet. Note the important required values indicated below: ![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_atqtzu.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 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 the order * Setting **“Mandatory = False”** – means customers are not required to select an item Enable the modifier option and set the selection capacity of multiple modifiers at eatOS dashboard **Menu Modifiers** section can be controlled either on the POS or dashboard. ![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_adk2gy.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 from 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 a 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/image_1o1sw07.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 allows 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/image_crm21y.png) **Important Required Values:** * **Name** = Custom Group Name * **Elements** = Insert all modifiers/add-ons for a group, separated by a semicolon. ( __See the sample for reference__ ) * **Type** = Assign group as **“Add-On”** or **“Modifier”** *Group modifiers 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 in the description column ![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1dc93wq.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 **Semicolon** ) Ex. Almonds;Avocado;Cranberries * **Modifiers & Add-Ons** = Custom Product Modifiers / Add-ons (separate each using **Semicolon** ) * **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 Category** will be named individually on 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/image_1xgy479.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/image_dsnbpn.png) **Important Required Values:** * **Menu Name** = Custom Menu Name * **Start Date** = Custom Start Date (configure using eatOS dashboard or on 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 entry 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/image_d1aywh.png) **Important Required Values:** * **Name** = Custom Printer Name * **Serial Number** = Printer Serial Number * **Type** = Printer ### Taxes ![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_hua4dn.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/image_1dqsv8k.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/image_8lxnyk.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 a 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)