Articles on: Dashboard

Menu Management for Restaurant

Introduction



Mastering Menu Management with eatOS: A Comprehensive Guide

Effective menu management plays a crucial role in a restaurant's success. With the advent of technology, restaurant owners now have access to comprehensive dashboard systems that simplify menu management. In this article, we will explore the best practices for dashboard menu management, using the example of eatOS, a popular restaurant management platform.

Dashboard menu management allows for instant updates across all customer-facing interfaces. Any changes made to menus, such as adding new items, modifying prices, or updating descriptions, are reflected in real-time on in-store digital menu boards, online ordering platforms, and mobile apps.

Table of Contents



How to Access the Dashboard Menu Management
How to Add or Create a New Default Modifier
How to Add or Create New Modifiers
How to Add or Create New Add-Ons
How to Add or Create a New Modifier Group
How to Add or Create a New Product
How to Add or Create New Categories
How to Add or Create New Menus
How to Add or Create Taxes
How to Add or Create a Service Charge
How to Add or Create a Discount
How to Add or Create New Categories
How to Edit Items
How to Archive an Item
How to Unarchive an Item
How to Permanently Delete an Item


The eatOS dashboard has 2 different workflows to create your menu.

Step 1: Upload multiple products using the menu template in the "**Menus"** section.

See the menu management article to learn how to build your menu using the menu template.

Step 2: Configure each menu section on the dashboard menu management.

Both workflows are designed to help you quickly create and manage your restaurant menu.


How to access the Dashboard Menu Management



Step 1: Log in to your eatOS dashboard account

Step 2: If you have multiple locations, select the location whose menu you want to configure (Access to the location is at the upper left of your screen).

Step 3: On the left nav bar, select “Menu Management.”


eatOS offers comprehensive solutions to simplify menu creation, customization, pricing, and scheduling. By effectively utilizing dashboard menu management, restaurant owners can streamline operations, enhance the dining experience, and remain competitive in today’s industry.


How to Add or Create a New Default Modifier





Step 1: Select Default Modifiers in the menu management section.


Step 2: Click the “+ New Ingredients” button


Step 3: Enter the required ingredients.


a. Enter the default modifier name – i.e., Bacon, Lettuce, Carrots
b. Select the default modifier type.
c. Click the Save button to save the new default modifier.


How to Add or Create New Modifiers





Step 1: Select Modifiers in the menu management section.


Step 2: Click + New Modifier


Step 3: Enter the required information and click the save button.


FIELDDESCRIPTION
Modifier Name*Name of the modifier, i.e., Ranch, Vinaigrette, Caesar
Modifier Group NameName of the modifier group, i.e., Salad Dressing
Can this modifier be served?Checkmark if the modifier can be served (KDS responsive). For example, if a burger is served with sides like fries or onion rings, mark if the side can be served before the burger.
Does this modifier have options?If “Yes,” at least one option should be selected
Can the customer choose multiple options?If “Yes,” the customer can select one or more available modifier options
Number of options to chooseSelect the number of options a customer can choose a modifier

Option Name
FIELDACTIONDESCRIPTION
Add the modifier option nameEnter the option priceEdit icon – allows you to edit the option name and price. Delete icon – will enable you to delete the modifier option



How to Add or Create New Add-Ons





Step 1: Select Add-on in the menu management section.


Step 2: Click “+ New Add-ons”


Step 3: Enter the required information and click the save button.



FieldDescription
Add On Name*Enter the add-on's name (e.g., extra cheese).
Add on Group*Dropdown menu: Select a group to categorize the add-on.
Add icon (+): Option to create a new add-on group.
Select Order Type Applicable*Choose the applicable order types (e.g., dine-in, takeout).
86 this Add On?Enable or disable the add-on, often used to indicate if an item is out of stock.
Assigned KDS (Kitchen Display System)Dropdown Menu: Select the kitchen display system for the add-on.
Add Icon (+): Option to add a new KDS.
Assigned PrinterDropdown Menu: Choose the printer assigned for the add-ons.
Add Icon (+): Option to add a new printer assignment.
Option AvailabilityIndicate if the add-on has additional options.
Multiple Options SelectionAllow customers to select various options for the add-on.
Number of Options to ChooseSet the number of options a customer can select.
Options ListTable Headers: Option Name, Price, Action.
Existing Options: Lists available options (e.g., Regular) with editable fields for price.



How to Add or Create a New Modifier Group





Step 1: Select Groups on the menu management section.


Step 2: Click the “+ New Groups (Modifiers/Add-Ons)”


Step 3: Enter the required information and click Save


FIELDDESCRIPTION
Name*Name of the modifier group
Position*Set the position of modifier groups to determine their display order when ordering a product in the POS.
Type*This field contains two values i.e., Add-ons or modifiers
Display Name*Enter a group display name to be shown in the product customization screen
Assigned KDSSelect the kitchen display system for the group
Assigned PrinterChoose the printer assigned for the group
Add-OnsSelect the modifiers that will be associated with the group modifier.
Advanced Settings
Are options mandatoryChoose "Yes" if it is mandatory and specify the number of selections to be implemented.
Minimum Number of Selections* Enter the number of mandatory modifiers a customer must select before completing their order.
Maximum Number of SelectionsEnter a number of how many modifiers can the customer select



How to Add or Create a New Product





Step 1: Select Products in the menu management section.


Step 2: Click the “+ New Products” button.


Step 3: Enter the required information and click Save


FIELDACTION
Product Name*Add the product name.
Maya AI FeatureAutogenerate details like pictures and descriptions using AI.
Menu NameInput Field: Name of the menu this product belongs to.
Add Icon (+): Option to add a new menu name.
PriceSpecify the product price.
Product ImageAdd a product image.
Display nameEnter the product name that you want to display on the menu, you can name the same as the product name based on how you want to reflect.
Printer nameEnter a product name that will be shown on the printers/kitchen printers. It can be the same as the product name or can create a custom product name.
Assigned printer Select a printer / assign a printer where you want the product to be routed.
CategorySelect the sub-category where the product will be assigned.
ScheduleSelect the schedule for the product.
CaloriesEnter calorie information.
Product DescriptionEnter a product description to be displayed on all platforms.
Prep time (in mins)Enter preparation time in minutes.
ActiveThe active button will set the product to be active at the point of sale. You can toggle it off to hide the product.
OrderOS ActiveIndicates if the product is active in OrderOS.
86 this product?Temporarily turn off a product.
86 in OrderOS?Disable in OrderOS.
Product VariationThe product variation will enable inventory tracking and enable you to add variant details.
Footer SectionsDefault Modifiers, Groups, Tax, Discounts
Add New (+) Button: Option to create new entries for each category.

Step 4: You can also add multiple products by importing the menu items created using the menu Excel template.

4a. To add products in bulk, click the 3-dot icon next to the New Product button.
4b. Import the file from your saved location and click the Upload button.
4c. If managing multiple locations, select the applicable location to apply the menu.
4d. Click Done to save the menu.




How to Add or Create New Categories





Step 1: Select Categories in the menu management section.


Step 2: Click “+ New Category"


Step 3: Enter the required information and click Save


FIELDACTION
Category ImageUpload a category image
Category ColorSelect the category color
Category Name*Upload a category image
Category PositionDefine the display order of the category within lists.
Parent CategorySelect the parent category where the sub-category will be assigned
ScheduleAssign a schedule to the category for specific timings.
Assigned PrinterSelect the printer to route the category
Modifier GroupSelect the modifier group applicable to the category
ProductsSelect the products to be assigned to the sub-category



How to Add or Create New Menus





Step 1: Select Menus in the menu management section.


Step 2: Click “+ New Menu" and select from the following options to add your menu and click Continue.


2a. Upload a menu from your device using compatible formats:


i. Choose the "Upload from your device" option.
ii. Select Continue.
iii. Navigate to the file's location in your device and select Upload.
iv. Select the appropriate location and click Done to save the changes.

2b. Create menu manually.


i. Click continue.
ii. Enter the required information and click the Save button to save the menu.

FIELDACTION
Menu Name*Enter a custom preferred menu name for your restaurant
Button ColorSet the button color, the selected color here will reflect on your point-of-sale device
Active*The active button allows you to keep the menu active. Select the no button to hide the menu
Parent CategorySelect the parent category associated with the menu
Location(s)Select the location for this menu to be available
Applicable to the menu(s)Select the platform for this menu to be available. All menu(s) – the menu will be available to all platforms including POS, KIOSK, POP, and Online Ordering

2c. Create a menu using AI


i. Choose the "Create a menu using AI" option.
ii. Select the desired cuisine for the menu.
iii. Enter the name of the menu.
iv. Click "Submit" to initiate the menu creation process by the AI.

2d. Import from a third-party menu like Uber Eats, DoorDash, and Grubhub


i. Click Continue
ii. Select the desired third-party platform to import from and click Next.
iii. Enter the URL associated with the menu.
iv. Enter the name of the imported menu.
v. Select the appropriate location.
vi. Click Continue to proceed. You will receive a notification once the menu has been successfully created.


How to Add or Create Taxes





Step 1: Select Taxes on the menu management section.


Step 2: Click the “+ New Tax” button


Step 3: Enter the required information and click Save


FIELDACTION
Sales Tax
Fetch Rates ButtonRetrieves applicable tax rates.
Tax Name*State and local tax name. i.e., Sales Tax, Value Added Tax
Tax Value*The tax percentage to be applied – enter the percentage value.
Tax Type*Option to select percentage-based tax.
Additional Information
ExclusiveDetermines if the tax is exclusive or inclusive.
Apply Tax To*Select the items or categories the tax applies to.
Applicable to Products
Add ProductA drop-down menu allows users to apply the tax to a specific product on their menu.



How to Add or Create a Service Charge





Step 1: Select Service Charge on the menu management section


Step 2: Click “+ New Service Charge”


Step 3: Enter the required information and click Save


FIELDACTION
Service Charge Name*Name of the service charge i.e., Delivery, Banquet, etc.
Service Charge Value*Enter the service charge percentage or amount
Service Charge Type*Percentage: Select if the charge is a percentage of the total. Fixed Rate: Select a fixed amount of charge.
ExclusiveDetermines if the service charge is exclusive or inclusive.
Order type*Select applicable order types (e.g., dine-in, takeout).
Payment type*Choose the payment methods the charge applies to.
Tax applicableSelect applicable taxes for the service charge.

Note: Tax applicable to the service charge. Once the selected order type and tax are applicable, the service charge will automatically apply to the transaction.


How to Add or Create a Discount





Step 1: Select Discount in the menu management section.


Step 2: Click the “+ New Discount” button


Step 3: Enter the required information and click Save


FIELDACTION
Discount Name*Name of the discount (i.e., Employee discount, Promotional discount, Happy hour).
Discount Value*Value or amount of the discount to be applied.
Discount Type*Percentage: Choose for a percentage discount. Fixed Rate: Select for a fixed amount discount.
Require PIN?Enable to require employees to enter their PIN to apply the discount.
Apply auto discount?Automatically apply the discount during a set duration.
Applicable productsSelect the applicable products to the discount.



How to Add or Create a New Course





Step 1: Select Course on the menu management section.


Step 2: Click the “+ New Course” button


Step 3: Enter the required information and click Save


FIELDACTION
Course NameEnter the course name.
PositionSelect the course position – the course position will determine the sequence of the course to be served.
Course Color SelectionSelect a course color.
Auto Fire Time IntervalThis sets the time when to fire the course after the previous course is fired.



How to Edit Items



Dashboard menu management allows for instant updates across all customer-facing interfaces. Any changes made to menus, such as adding new items, modifying prices, or updating descriptions, are reflected in real-time on in-store digital menu boards, online ordering platforms, and mobile apps.



Step 1: To edit an item on your menu, select the item you wish to edit.
Step 2: Hover to the "Date Created" column and select "Edit"


Step 3: Update the required information.

Note: Steps on how to edit an item apply to all sub-sections of the dashboard menu management


How to Archive an Item





Step 1: Select the item you wish to archive.
Step 2: Hover to the "Date Created" column and select "Archive"


Step 3: Select “Yes, archive it!” to confirm the selection, or select “Cancel” to go back without deleting the item.


Note: Steps on how to archive an item apply to all sub-sections of the dashboard menu management


How to Unarchive an Item





Step 1: Go to the “Archive” tab.
Step 2: Click the 3-dot icon and select “Unarchive.”


Step 3: Click “Yes, unarchive" it!” to restore the item or click “Cancel” to cancel the action.


Note: Steps on how to unarchive an item apply to all sub-sections of the dashboard menu management


How to Permanently Delete an Item





Step 1: Go to the “Archive” tab.
Step 2: Click the 3-dot icon and select “Permanently Delete.”


Step 3: Click “Yes, permanently delete it!” to confirm the selection, or select “Cancel” to go back to the archive.


Note: Steps on how to permanently delete an item apply to all sub-sections of the dashboard menu management


Back to Top |

Updated on: 02/12/2025

Was this article helpful?

Share your feedback

Cancel

Thank you!