This article will guide you through the process of creating and editing all aspects of your menu

Table of Contents

To create a new menu:

Step 1: From the Menus Tab, click the Create a new menu link

Step 2: Enter a Name for the new menu

Step 3: Enter a Short Description for the menu (Optional)

Step 4: Enter a Long Description for the menu (Optional)

Step 5: Enter the External ID of the menu from the POS, if required (For POS Integrated locations only)

Step 6: Click Create

To edit the Menu Description and Availability of an existing menu:

Step 1: From the Menus Tab, click on the name of the menu that you wish to edit

Step 2: Edit name, descriptions, and External ID, as needed

Step 3: Check the boxes next to the modes in which this Menu should be available

Step 4: Check the boxes next to the Service Types in which this Menu should be available (default is Available in All Service Types - all boxes unchecked)

Step 5: Click Save

To update the hours for a global menu:

Step 1: From the Menus Tab, click the clock icon to the right of the menu name that you wish to edit hours for

Step 2: You will see the current menu hours listed in the top section

Step 3: Update the menu hours for each day of the week by choosing the open and close time from the appropriate drop downs

Step 4: If the menu will be unavailable on certain days, check the Closed box next to appropriate day

Step 5: If the menu will have the same hours for each day, simply enter the hours in the first row and click the blue down arrow to copy the hours to the below days

Step 6: Click Update to save your changes

To update hours on a specific date, or a holiday, for example, please follow the below steps:

Step 1: From the Menus Tab, click the clock icon to the right of the menu name that you wish to edit hours for

Step 2: Under the Current Overrides section, you have the option to temporarily change your menu’s opening and/or closing hours for a specific date

Step 3: Choose the date from the Calendar dropdown in the Date field

Step 4: Choose the radio button next to Start Time and choose Set to to change your opening time and/or End Time to change your menu hours

Step 5: Click Set

Step 6: If you wish to edit hours for more than one day, repeat the above process for each day that the menu hours will differ

To close a menu for a specific day:

Step 1: From the Menus Tab, click the clock icon to the right of the menu name that you wish to edit hours for

Step 2: Under the Current Overrides section, you have the option to close your menu for a specific date

Step 3: Choose the date from the Calendar dropdown in the Date field for which your stores will be closed

Step 4: Check the Closed for the entire day box

Step 5: Click Set

Step 6: Repeat the above steps for each date that your menu will be closed

Modes are used to create unique versions of a menu that allow you to assign different pricing, overrides, external IDs, and availability to items at a specific number of stores.

To create modes and assign them to a menu, please refer to the Menu Modes article

Use the $ icon to accomplish the following tasks:

Note: It is possible to update different modes from the $ page, without having to return to the main menu page. From the dropdown at the top of the window, select the mode you wish to edit next and click “Switch”. Select All Modes from the dropdown to show and make changes to all modes on one page

To enable or disable items by mode:

Step 1: From the Menus Tab, click the $ icon next to menu name that contains the items that you wish to enable/disable. You can also drill down to the category or item level:

Step 2: You are able to filter by modes by selecting from the dropdown, and clicking Switch

Step 3: Click the pencil icon to the right of the item or to the left of the category name to enable/disable multiple items in a mode category:

Step 4: To enable items, click the checkbox beside the disabled menu item icon. To disable items, click the checkbox beside

Step 5: Click Save

To update pricing by mode:

Step 1: From the Menus Tab, click the $ icon next to menu name that contains the items that you wish to update pricing for. You can also drill down to the category or item level:

Step 2: You are able to filter by modes by selecting from the dropdown, and clicking Switch

Step 3: Click the pencil icon to the right of an item or to the left of the category name to update pricing for multiple items in a mode category:

Step 4: Enter/edit the item pricing

Step 5: Click Save to save in the selected mode or Save and apply globally to apply pricing to all modes:

Note: You can use the blue arrow to automatically fill that item’s pricing, external ID, availability, and minimum quantity into the same sized item in all modes.

To remove items from a mode:

Step 1: From the Menus Tab, click the $ icon next to the menu name that contains the items that you wish to remove from a mode. You can also drill down to the category or item level:

Step 2: You are able to filter by modes by selecting from the dropdown, and clicking Switch

Step 3: Click the pencil icon to the right of the item or to the left of the category name:

Step 4: Click the checkbox in Remove Column to the right of the item that you wish to remove from that mode

Step 5: Click Save:

To add/edit an External ID by mode:

Step 1: From the Menus Tab, click the $ icon next to the menu name that contains the items that you wish to add/edit an External ID for. You can also drill down to the category or item level:

Step 2: You are able to filter by modes by selecting from the dropdown, and clicking Switch

Step 3: Click the pencil icon to the right of the item or to the left of the category name:

Step 4: Enter the POS ID in the item’s External ID field

Step 5: Click Save

To remove a Mode from a specific Menu:

Step 1: From the Menus Tab, click Switch to Mode Editor:

Step 2: Click on the name of the specific Mode that you wish to remove from a Menu:

Step 3: Deselect/uncheck the checkbox to the left of the Menu in which you would like to remove this Mode

Step 4: Click Save:

Note: When configuring a coupon the user has the ability to select applicable modes. See below