Menus
Overview
A menu groups products into categories and is assigned to one or more locations. You can build several menus and reuse them across locations.
Requirements
- Permission to view menus
Steps
Add menu
Open Menus from the sidebar: Products → Menus.
Click the Add New Menu button.
Name the menu
Enter a clear Title for the menu so it is easy to identify when assigning it to locations. The Code is optional — leave it empty and one is generated automatically. Also set a Default Currency — you can add other Currencies for this menu too.
Save
Click the Create button at the top right to create this menu. Once you fill in the required fields, the Create button becomes active. The new menu then appears in the Menus list.
Add categories
Add categories to organize the menu.
Navigate to the menu you want to add categories to
Click the menu you want to add categories to.
Once you click it, the menu details open.
Menu details
This is the menu details page. Here you’ll find the Menu Data, the menu categories under Menu Items, and, further down, the Fees applied to this menu per order type.
Add a new category
Click the Add New Category button below the list of categories.
Name the new category
Name the new category and, optionally, add an image for it.
Click the Create button at the top right.
Add products to each category
Add products to the relevant categories.
Click the category
Clicking a category expands it automatically. You can also expand it by clicking the expand icon.
Category details
Category details shows the products and bundles in this category, with their price in this menu. You can conditionally show items for different order types: by checking an order type for a product, you make it available for ordering in the POS App for this menu and that order type. New items are checked for every order type by default. You can also do the opposite and disable it. A product or bundle appears on the selected order types only when this menu is selected for ordering.
Add products or bundles
Scroll down within the category until you see the Add Products / Add Bundles button, especially if the category already has many products.
Add products or bundles modal
You can only select existing products — you can’t create a product here. Type the product’s title or SKU and pick it from the list. Each product you pick adds a new row, so you can add several products at once.
Bundles work the same way: click Add Bundles to open a similar window showing bundles instead of products.
Save
Click Save at the top right after you finish adding products or bundles.
Reorder
Drag categories and products by their drag handle (â ż) to set the order they appear in within the POS App. The new order is saved as soon as you drop the item.
Menu prices
Editing prices is available only for the selected menu.
Edit menu prices
Click the Edit Prices button at the top of the page.
Editing prices
Editing menu prices differs depending on the products, bundles, and sets you’ve added to the menu. Type the price you want for each product, bundle, or set.
- Editing product prices
- Editing bundle prices
With Breakdown Prices checked, you price each item and set inside the bundle instead of the bundle as a whole.
- Editing set prices — sets assigned to the products in this menu appear here with their products, so you can price each option.
Save
After you finish editing prices, click the Save button at the top to save your changes.
Add fees to the menu
The Fees section on the menu’s details page, below Menu Items, lists the fees charged on orders from this menu — for example a service charge or a packaging fee. Each fee has a box for every order type; it’s only charged on the order types that are ticked. Ticking or unticking a box saves straight away.
To add one, click Add New Fees in that section. Pick the fee, choose the Type (Fixed Amount or Percentage), enter the Value for a percentage or the price in each currency for a fixed amount, then click Save. A new fee is ticked for every order type — untick the ones it shouldn’t apply to.
You can only pick fees that already exist. Create them first under Manage → Fees — see Fees.
Menu copying
Editing prices is available only for the selected menu — you can’t bulk-edit prices across all menus. But you can copy menus: if you’ve set prices for one menu and want to adjust them elsewhere, copy it instead of redoing everything from scratch. You can also bulk-assign copied menus to locations.
Duplicate a menu
Duplicating a menu creates another copy of the selected menu. You can rename the copy after duplicating it, and the new copy contains all the data from the menu it was copied from.
Duplicate by checking the menu you want in the menus table on the Menus page.
A bar appears above the table with Set active, Set inactive, Duplicate, and Delete.
Click Duplicate to duplicate the selected menu or menus. You can also duplicate a single menu from the â‹Ż menu at the end of its row.
Assign the menu to locations
Assign the saved menu to the locations where it should be available.
Navigate to the Locations page
Click the location you want to assign the new menu
Scroll down in the location data until you find the Menus section
Menu section
Assign the menu to this location
Assign the menu to this location by clicking the Edit Menus button.
It opens the Edit Menus window: a grid with a row for each order channel and a column for each order type. In the cell you want, click Select Menu, type the menu’s title or code, and pick it. You can also set the times the menu is available in that cell.
Save
Click Save at the top right to assign the menu.
Notes
You can duplicate an existing menu and adjust it instead of building a new one from scratch.
Troubleshooting
If a menu does not show at a location, confirm it has been assigned to that location and saved.
If a menu does not show in the POS App, confirm it has been assigned to that location and saved, and that the POS device has synced.