How do I Create Menu, Items, and Categories

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When creating a menu, item, or category, there are a few things to consider before doing so

  1. What group will the item be added to - For a detailed explanation of group hierarchy watch the Location Groups, Hierarchy, and Inheritance video 
    1. Will all, one, or a group of stores have access to this item?

  1. If adding this item to an existing item (i.e. adding it as an ingredient), does the existing item have any item paths that need to be considered - For a detailed explanation of global definitions and item paths, view the What are Global Definitions and Local Definitions video 
    1. Global item definitions can be thought of as item templates for any given menu group. Each menu group has global definitions. Global definitions can be used to bulk update items (except for local definitions)
    2. Local paths are created when an attribute of an item on the menu (not global definitions) is edited to be different from the global definition. It can only exist on the menu and cannot be updated by changes to the global definition.

  1. What ancillaries (taxes, discounts, service charges) does this item need to be added to)?
  2. What context (Order channel - web, pos, etc, order type - dine-in, take-out, etc., or  time frame) applies to this item 

Once answered, you will have the information needed to create and maintain your menu. 

This guide assumes that you have a working knowledge of global and item definitions, group hierarch, and how your menu is structured. Please watch the video listed above if you have any questions

How to Create a New Menu

To create a menu navigate to the menu group to which you are adding the menu. Typically, this will be the enterprise or top-level menu group as this will give all groups access. However, the menu could be placed at a lower level to restrict who has access.

Once you have selected the menu group:

  1. Click Add Menu
  2. Click Create New Item
  3. Enter the Menu Name in the Title textbox
  4. Click Create Item
  5. In the new window set an availability if the menu will not be available at all times, all order channels, and/or all order types. Configure the necessary settings using one or more of the options below
    1. Effective dates
    2. Recurrence (e.i. Happy hour menu)
    3. Context
      1. Click Create Context
      2. Uncheck the meal periods, order channels, or order types that do not apply to this menu.
  1. Click Save
  2. If finished, click Cancel to go back to the menu groups main page

 

You could create or add categories in this step. However, if you edit items, item groups, or categories within the menu, you will create item paths. Item paths are deviations from the global definition and cannot be updated by changes to the global definition. You may want to create item paths for menu items or item groups, but this is not likely to occur for categories. Categories generally only appear once in a menu and do not need to deviate from the global definition. 

 

How to Create and Add Items (Categories, Menu Items, or Item Groups) to the Menu

In the following sections, We will first cover, how to create an item (this includes all item types; categories, items, and item groups). We will then cover how to add those same items to the menu.

How to Create a Category, Item or Item Group

To create an Item:

  1. Navigate to the menu group to which you are adding the item. 
  2. Scroll to the Global Item Definitions in this group section and click Add Item
  3. Click Create New Item
  4. Enter the Item name into the Title textbox
  5. Select the correct type (category, item, or item group) from the Item Type dropdown
  6. Click Create Item
  1. In the new window set an availability if the item will not be available at all times, all order channels, and/or all order types. Configure the necessary settings using one or more of the options below
    1. Click Create Context
    2. Uncheck the meal periods, order channels, or order types that do not apply to this menu.
    1. Limited Time offer (if creating a menu item)
    2. Recurrence (e.i. Happy hour menu)
    3. Context
  2. Click Save
  3. If finished, click Cancel to go back to the menu groups main page

How to Add a Category to the menu

To add a category to the menu:

  1. Navigate to the menu group to which you are adding the category.
  2. Scroll to the menu section and select the menu that you will be updating
  3. In the items in (insert menu name) section click Add Item
  4. Find the category(s) that you will be adding and click Use selected items
  5. Click Save

If you would like the category to only display for a specific context (We will use the web for this example):

  1. Click the plus sign next to #1 Default Definition in the Items in (insert menu name) section
  2. Click Add Item
  3. The categories in this list will default to the default definition. However, you can add or remove the categories that apply for the web order channel
    1. To remove a category click the red button next to the category to unlink it
    2. To add a category follow the steps listed above
  4. In the recurrence and context section click create context.
  5. Unselect all order channel except the web order channel
  1. Click save

You now have a list of categories that will apply for the web order channel and a list of categories that will apply everywhere else. However, keep in mind that if you click on the pencil to edit one of these categories, you are editing the category for all order channels. If you would like to edit the web definition of the category (for instance removing items that do not appear on the web), You will also need to create a web context on the item section within the category. Context only applies to the page that you are currently viewing not anywhere else.

 

How to Add Menu Items or Item Groups to the Menu

Items and item groups can be added using a couple of different methods:

  • Adding to a category,  item, or item group within global definitions.
    • f you edit an item within global definitions, you are editing the item as it appears in all places, not just the item as it appears on its parent item. For example, if I navigate to the bacon on the bacon cheeseburger global definition and edit its price. I am also editing the price of the bacon a la carte item. If I want to edit an item to be different from the global definition, I need to edit it from within the menu.
  • Adding to a category, item, or item group from within the menu.
    •  If you add an item from within the menu, you will create a local definition.

 

Assuming that the parent Item (category, item, or item group) is already added to the menu, we generally recommend adding new items to global definitions to avoid creating local definitions (though this is not always the case). Once the category is added to the menu, any changes made to the global definition of that category (i.e adding new items) will update the menu.

 

To add an item to the menu:

  1. Find the global definition of the Item to which you will be adding the new item
  2. Scroll to the Items in (insert name) section
  1. Click Add Item
  2. Enter the name int the Search Items textbox to find the item
  3. Click the plus sign next to the item you are looking for
  4. At the top of the page, click Save.
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