Departments are the highest-level overview of items you sell at your store. Departments can be used for high-level reporting, for example, Food vs Beverage
To add a department, first click the “+ Department” on the top right.
Enter at least a department name to be able to “Save.”
Hit the “Save” button when you are finished.
If you want to delete a department, hit the trashcan icon under “Controls.”
To reactivate this deleted department, click the green “Active” button, changing it to “Inactive.”
This will populate all the “Inactive” departments, you can then hit the green “Check Mark” under controls to “reactivate” this department.
Coursing is used to determine the order in which items will be reflected in a kitchen ticket and on the POS. For example, beverages may be priority one, appetizers priority number 2, and entrees priority number three.
To add Coursings, first click the “+ Coursing” on the top right.
Enter a course name and priority level to be able to “Save.”
Hit the “Save” button when you are finished.
If you want to delete a course, hit the trashcan icon under “Controls.”
To reactivate this deleted course, click the green “Active” button, changing it to “Inactive.”
This will populate all the “Inactive” courses, you can then hit the green “Check Mark” under controls to “reactivate” this course.
It is important to use serving size levels for items that come in different sizes. For example, you may sell the same pizza in 12” 16”, and 20”. For each serving size level attached to an item, you will be able to add a price.
For items that are sold in one size, use the serving size level “each”.
To add a Serving Size, you will need to click the “+ Serving Size Level” button on the top right of the screen.
You will need to add the name of your serving size to be able to save.
Under the controls tab you will see the options to “Edit” and “Trash” the current Serving Sizes.
By Hitting the “Trash” button, you are only deactivating the serving size.
The re-activate this serving size level, click on the green “Active” icon to change it to “Inactivate.”
To add a new tax, click “+ Tax.”
You will need to add in Name, Tax Type, Apply To, and Percentage to be able to save.
“Tax Type” will either be “Amount” or “Percentage.”
“Apply To” is referring to the tax and when it will be applied: “Item, Check, Tax on Item Tax, or Tax on Check Tax.” The most common selection is “apply to item”
Add a “Percentage” and then click “Save.”
If you enable the make default toggle, this tax will be the default selection for the tax field when adding categories, subcategories, modifiers, and items to the system.
You can apply a “Tax Per Service Type” if applicable for your location.
This allows you to change the tax level for each Service Type offered.
To delete the tax, hit the “Trash” icon under controls.
This will move it to the “Inactive” section, you can get there by hitting the green “Active” icon on the top left.
Categories are the highest level of breakdown in your menu that will appear on the POS. Categories will be displayed at the top of the ordering screen. Examples of categories include Beverages, Appetizers, and Entrees.
To add a Category, click “+ Category.”
The “Red Asterisks” symbolize areas that are mandatory to fill in.
You will first need to add a “Name” for this category, followed by which “Department” this will be applicable to.
Next you will add the “Coursing,” and “Serving Size Levels.” These options will populate in a list from your previously made Departments, Coursings, and Serving Size Levels.
On the right side of the screen, you will need to add the applicable “Taxes” for this category. *These Taxes are populated from the Taxes you created in the “Taxes section.” *
If you need to make an item visible for a certain time use the “Applicable Time Period” button. This will allow you to show or hide this category at applicable times. By default, the category will be available always.
Make sure you “Save” the category before adding a new one.
Subcategories are the second level of your menu breakdown and are used to further break down categories. An example of a subcategories for the category entrees may include steaks, burgers, and pasta.
To add a Subcategory, you will first need to click on “+ Sub Category” on the top right.
The mandatory sections are Name, Category, Serving Size Levels, Taxes, and Applicable Time Period.”
Fill in the “Name” column and attach the subcategory to a “Category.”
Add the applicable “Serving Size Levels” for this subcategory.
Followed by the appropriate “Taxes” and, “Applicable Time Period.”
Make sure to “Save” before adding a new Subcategory.
Modifiers are going to be any buttons on the POS under a menu item that can customize that menu item. This could include additional selections or upcharges, ingredients used to make a menu item, or mandatory selections to make the item. For example, modifiers for the menu item steak could include rare, medium rare, medium etc.
To add a modifier, click the “+ Modifier” button.
The mandatory sections are Name, Taxes, and Maximum No. Of Times.
First, fill out the “Name” column, followed by the applicable “Taxes.”
You need to fill in the “Maximum No. of Times” section with how many times this modifier can be added to an item.
Click “Save” before adding a new modifier.
You will see the new modifier populate in the “Modifier List.”
To add a “Modifier Group” you will need to click “+ Modifier Group.”
Add a “Name” for your modifier group.
Then add in the applicable “Modifiers” by hitting the “+ Modifier” button.
The modifiers will populate from the modifiers created in the modifier section.
You are able to sort these modifiers by “Sort A-Z,” “Sort Z-A,” and “Custom Sort.”
If the modifiers in the group all have the same price you can toggle on “set price here”, add the applicable serving size level of the item this group is attached to, and enter the price.
To add a Menu Item, hit “+ Menu Item.”
The mandatory fields are Name, Level, Category, Measure Type, Taxes, and Applicable Time Period.
First, add a menu item “Name.”
Under “Level,” dictate whether this will be applicable for a “Category” or a “Sub Category”
Apply the appropriate “Category” or “Subcategory.”
“Measure Type” lets you choose how this menu item will be served, “Menu Item, Serving Size, Scale, or Open Item.”
If the item only comes in one size make the measure type “menu item” and if it comes in multiple sizes make the measure type “Serving Size”.
Add the applicable “Taxes” and the “Applicable Time Period” on the right side of the screen.
If the menu item is a pizza, enable the cut and modify toggle to make the pizza wheel appear on the POS and define how many fractions the wheel is divided into, 2 is the most common # of fractions.
Once you have completed the first page named “Basic Details,” you are able to move over to “Included Modifiers, Optional Modifiers Groups, and Mandatory Modifier Groups.”
In these sections you will be able to add in the applicable Modifier Groups that you previously made.
“Included Modifiers” will be all the items that come with that menu item and will be automatically selected, if you deselect an included modifier the modifier will be prefixed by the word “no”.
To add an included modifier, click the “+” on the right side of the screen.
Use the drop downs to add the modifier group and the modifier that is included for this menu item.
“Optional Modifier Groups” are optional additions to a menu item such as upcharges that can be used to customize how the particular item is made or what is being added to the item.
To add an optional modifier group, you will click the “+ Modifier Group” button and add the applicable optional modifier group.
“Mandatory Modifier Groups” are selections that must be made to make the menu item. An example of this is the cooking temperature required to make a steak.