Menu Creation: Step-by-Step Guide
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.
Add-ons
Categories
Discounts
Groups
Ingredients
Menu
Modifiers
Printer
Products
Service Charges
Taxes
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.
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:
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 systems errors
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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
o 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 selection capacity of multiple modifiers at eatOS dashboard MENU MODIFIERS section can be controlled either on POS or dashboard.
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
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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
o 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
It is recommended to always set MANDATORY = FALSE to prevent any end-user error in completing orders
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
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Now that you have listed your modifiers and add-ons, you can now 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
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 as well be assigned to more than one product
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The products section provides complete detail 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
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
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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 on the CATEGORY column
o 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
o Insert parent category within Parent Column
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
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Create or provide a MENU NAME for your MENU(s). From the Menu sheet, create Menus with their specified parameter and products.
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:
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IMPORTANT REQUIRED VALUES:
Name = Custom Printer Name
Serial Number = Printer Serial Number
Type = Printer
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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)
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IMPORTANT REQUIRED VALUES:
Service Charge Name = Custom
Type = Exclusive
Value = Input Tax Amount / Tax Percentage
Mode = Input Value Mode ( % or $ )
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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
o Input FALSE to not require a PIN
Discount Value = Input Discount Amount / Discount Percentage
Value Mode = Input Value Mode ( % or $ )
Products = Input applicable products
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In this article:
Add-ons
Categories
Discounts
Groups
Ingredients
Menu
Modifiers
Printer
Products
Service Charges
Taxes
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:
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 systems errors
Back to top
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
o 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 selection capacity of multiple modifiers at eatOS dashboard MENU MODIFIERS section can be controlled either on POS or dashboard.
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
Back to top
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
o 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
It is recommended to always set MANDATORY = FALSE to prevent any end-user error in completing orders
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
Back to top
GROUPS
Now that you have listed your modifiers and add-ons, you can now 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
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 as well be assigned to more than one product
Back to top
PRODUCTS
The products section provides complete detail 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
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
Back to top
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 on the CATEGORY column
o 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
o Insert parent category within Parent Column
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
Back to top
MENU
Create or provide a MENU NAME for your MENU(s). From the Menu sheet, create Menus with their specified parameter and products.
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:
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PRINTERS
IMPORTANT REQUIRED VALUES:
Name = Custom Printer Name
Serial Number = Printer Serial Number
Type = Printer
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TAXES
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)
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SERVICE CHARGES
IMPORTANT REQUIRED VALUES:
Service Charge Name = Custom
Type = Exclusive
Value = Input Tax Amount / Tax Percentage
Mode = Input Value Mode ( % or $ )
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DISCOUNTS
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
o Input FALSE to not require a PIN
Discount Value = Input Discount Amount / Discount Percentage
Value Mode = Input Value Mode ( % or $ )
Products = Input applicable products
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Updated on: 08/01/2023
Thank you!