Point of Sale - Menu

Introduction

Are you unsure how to create your own restaurant menu or update an existing one? Follow this guide for all the information you need to get started! We'll take you step-by-step and explain exactly how to make modifications that will suit your needs.

Create and edit menus effortlessly with our simple point-of-sale system. Learn how to customize and update menus for your business quickly and conveniently.

Table of Content

How to Add a Menu
How to edit or archive an existing Menu

Step 1: From your new order screen tap the drop-down arrow (1a) or slide the setting bar down (1b):

Step 2: Tap on Menu Management

Step 3: In the "Menu Management" section, select "Menu" to be directed to the menu page

Step 4: Tap the plus (+) icon to add a new menu

Add Menu section shown below

Menu Name: Allows the user to enter and edit the name of the menu.
Keep Menu Active for POS: A toggle to activate or deactivate the menu for the Point of Sale system.
Keep Menu Active for POP: A similar toggle to control the menu's activation for Point of Purchase systems.
Keep Menu Active for KIOSK: Controls menu availability on self-service kiosks.
Keep Menu Active for Order-OS: Manages the menu for online ordering systems.
Categories: Options to add or manage categories within the menu.
Organize Categories: Provides tools for organizing categories within the menu.
Revenue Centers: Tracks and manages revenue centers associated with the menu items.

Step 5: Set Up the Menu Details

Enter the menu name: Click on the "Enter Name" field and type the desired name for the new menu.
Activate for POS: If you want this menu to be available on the Point-of-Sale system, toggle the "Keep Menu Active for POS" switch to the ON position.
Define Availability Dates
- Set Start Date: Click on "Choose" next to the Start Date Field and select the desired start date from the calendar that appears
- Set End Date: Click on "Choose" next to the Start Date Field and select the desired end date from the calendar that appears
Set the Days available: Check the box next to the day (e.g., Monday, Tuesday, etc.)
Configure Timing: Click on the "Start Time" field and set the opening hours. Then Click on the "End Time" field and set the closing hours

Pro Tip: To apply the same hours of operation on the applicable days of the week, simply tap on the icon located on the right of the end time field. Upon selection, it will prompt you to select all or set as required.

Additional Settings

Select the applicable categories
Organize: organize your menu items into appropriate categories
Revenue Centers: Assign relevant revenue centers for better tracking and analysis.

Step 6: From Menu Management, tap on the Menu and proceed by selecting a menu from the list available

6a. Edit Menu - to edit, simply tap the desired menu and apply changes

6b. Archive Menu - to archive a menu, swipe the menu you want to archive to reveal the archive button, then tap the button to confirm. The menu will be moved to the archive.

The following illustration shows how the menu items position in your Point of Sale after you have configured your POS menu section.

Updated on: 07/27/2024

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