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Follow the steps below to create, edit, and delete a Category, Menu Item, and Modifier Group.

Category

Categories are used to sort similar Menu Items into groups such as beverages, sandwiches, salads, etc. This will also organize how items are displayed on the front of house POS system.

 

 

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Create a Category

1. Select the Add Category button.

Menu screenshot 1.png

 

 

2. Enter the Category name, then select Add.

Menu screenshot 2.png

 

3. A banner will notify the category was successfully created.

 

 

Edit/Delete a Category

1. Hover over an existing category and select the three dots.

 

2. Options to Edit or Delete the Category are displayed.

 

 

Menu Item

A specific dish or beverage available for ordering, serving as a representation of the various options offered by the establishment. Some example might include a BLT Sandwich or a Southwest Burger.

 

 

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Create an Item

BEST PRACTICE
Follow the steps to Create a Category first so menu items can be created within the correct group.

1. Select the + New Item button.

 

 

2. Under the Item Details section - enter the following information into the fields:

  • Item Name - Name of the menu item

  • Price - Item price

ATTENTION
If no price is entered, variable pricing will be used

  • Category - The category the item is assigned to

  • Description - A brief description of the menu item (250 character limit)

  • Image - An image of the menu item

  • Send to the kitchen - When checked, item will appear on kitchen chits and KDS order cards

SUPPORTED IMAGES
.jpg or .png | up to 15MB

 

 

3. Under the Modifiers section - use the search bar to find and add any applicable Modifier Groups.

 

 

4. Under the Taxes section - select one of the following options:

  • Default Taxes - Applies the specified default tax amount

  • Item Specific Taxes - Applies the selected tax amount

  • Tax Exempt - Applies no tax

 

5. Select Add Item to save the item.

 

 

6. A banner will notify the item has been created and the item can be seen.

 

 

Edit an Item

1. Simply select an existing item to navigate to the Item Details page.

 

 

Duplicate/Delete an Item

1. Hover over an existing item and select the three dots.


2. Options to Duplicate or Delete the item are displayed.

 

 

Modifiers

Modifiers are typically ingredients used within an item that can be adjusted depending on what the customer wants. This could include No Pickles - which would have no cost assigned to it, or Extra Cheese which would have add an extra charge of $0.25.

Modifiers are organized into Modifier Groups, this makes assigning menu items with the same modifier options easier and faster. For example - a Burger modifier group could include no lettuce, no tomato, no onion, and no pickles - since these are included with every burger.

Modifier groups may also be created for each menu item - listing whichever ingredients maybe added or removed.

 

 

Action

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Create a Modifier Group

1. Select the Add Modifier Group button.

 

 

 

 

 

 

2. Under the Modifier Group Details section - complete the following:

a. Enter the Modifier Group Name into the field.

b. Select New Modifier and enter the desired modifier name.

c. Select the price to the right of the new modifier to enter the desired price, if applicable.

 

3. Under the Force Selection Options section - enter the Min (minimum) or Max (maximum) to customize the amounts of modifiers a Modifier Group must be selected.

a. The Select only one modifier toggle can be activated for single-choice modifiers like drink sizes or food temperatures.

 

 

 

4. Under the Assign to Items section - use the search bar to find and add any applicable Categories or Items to assign the modifier group to.

 

5. Select Add Modifier Group to save.

 

 

 

6. A banner will notify the Modifier has been created and the Modifier Group can be seen in the list.

 

 

Edit/Delete a Modifier Group

1. Hover over an existing modifier group and select the three dots.

2. Options to Edit or Delete the modifier group are displayed.

 

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