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Contents

Item Import

Importing Menu Items from the template below is a quick way to add Menu Items to the system.

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Menu Item Import
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Downloadthe Data Transfer - Item Import Template.ODS spreadsheetOpenthe Data Transfer - Item Import Template spreadsheet

  • Enable Editing if spreadsheet opens in Protected View

  • Input the information required for the import into the spreadsheet:

    • Menu Item Name

    • Price (amount Item is sold for)

    • Menu Group

  • Input optional information into the spreadsheet:

    • UPC

    • Cost (amount spent to make Item)

  • Save file as an .ods file type

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    6. Tap the Data Transfer icon

    7. Drag and Drop file or click to browse files to select file for import

    8. Select file

    9. Click ‘ok’ when Updated Menu Item appears

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    1. Tap Menu Item Groups

    2. Locate and tap on appropriate Menu Item Group in left column

    3. Verify new Menu Item appears in Menu Items section

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    1. Navigate to the SpotOn Restaurant Back of House.

    2. Select Menu Import from the Menu section of the screen

     

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    3. Drag your Item spreadsheet (*.CSV file) onto the menu import screen, or navigate to the file by selecting on Click to browse files and locating your spreadsheet through the file browser

    4. When prompted, select Menu Items

    5. Select OK

    6. If successful, a confirmation window will appear

    7. Navigate to the Menu Item Group screen. At this point, you can assign colors and sorting to the items

    8. Select Edit Menu Items and confirm that all items were imported successfully. Additional information about the items can now be changed.

    Info

    If the Menu Group, Printer Group, or Report Group for an item did not exist before import, it will have been created for you during the import process. If the Groups already existed, the item will automatically be placed into those existing groups.

    Note

    Menu Item names exist at the organization level, meaning you can’t import data for specific locations.

    Info

    Uploading a file with existing items will not duplicate the item. It will update the existing item with the new values entered.


    Example:

    Item “Can of Soda” already exists in the menu with a price of $1. If a spreadsheet is uploaded with an item named “Can of Soda” and a price of $2, there will only be a single item on the menu named “Can of Soda” with a price of $2.

     

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    (Optional) Creating Menu Item Spreadsheet for Import

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    Download the Menu Item template for guidance, which provides the necessary structure for the CSV file you will import. 

     

    • Click on the Menu Item Template button (image)
      b. This downloads a *.CSV file, which can be opened in Microsoft Excel, Google Sheets, or other programs that can read *.CSV files

    • Open the file in your preferred program

    • Add the item's name in the Name column

    Info

    The only REQUIRED portion of each item row is the item name and item price. All other information can be added later from the Point of Sale.

    • Enter the item price, with or without dollar sign

    Info

    If the item price has more than two numbers after the decimal point, it will display on the first two numbers (e.g. an item priced "$1.55555" will be displayed in the POS as "$1.55").

    Info

    If you're using cash discount, the price entered will be the standard, non-cash discount pricing for the item.

    • Enter the Menu group

    Info

    If the item exists in multiple menu item groups, you can add them separated by commas

    • Enter Report Group

    • Enter Printer Group. If the item is assigned to multiple printers, you can add them separated by commas

    • Enter the Item Display Name as it will appear for the Printer, the Receipt, and Online Ordering (three separate columns)

    • Enter Item Description for Online Ordering

    • Enter a Barcode (UPC) number if the item uses a barcode

    Info

    Multiple items can share the same barcode.

    • Enter Modifier Group. If the item is assigned to multiple modifier groups, you can add them separated by commas

    • Enter Item Tax Name

    Info

    The Tax Name for each item must be unique, otherwise it will cause an error when uploading

    • Enter Item Tax Percentage (number or number with percentage sign %)

    Following the above instructions, enter all items into the spreadsheet and save it as a *.CSV file.

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