Disclaimer: This article is for Lunchbox 2 Enterprise customers only. If your dashboard header looks the same as below, you are in the right place:
Menu Categories & Subcategories Overviews
Use this documentation for creating, editing, deleting and managing Menu Categories & Subcategories.
Table of Contents
Create a New Category
To create a new category:
Step 1: From the Menus Tab, drill down to the category level on the menu that you wish to add the new category to
Step 2: Select New Category
Step 3: Click Add
Step 4: Enter a Name and Description for the new category
Step 5: Click Add
Create a Subcategory
To create a subcategory:
Step 1: From the Menus Tab, drill down to the category level on the menu that you wish to add the new subcategory to
Step 2: Select New Category
Step 3: Click Add:
Step 4: Enter a Name and Description for the new subcategory
Step 5: Click Add:
Step 6: Back on the Menus Tab, click on the name of the category that you just created:
Step 7: To make it a subcategory, select a Parent Category from the dropdown and make any other changes needed
Step 8: Click Save:
Edit an Existing Category
To edit an existing category:
Step 1: From the Menus Tab, drill down to the category level on the menu that contains the category that you wish to edit
Step 2: Click on the category name that you wish to edit
Step 3: Enter/edit the category information, as needed:
Category Name: name of the category
Short Description: a brief description of the category
Parent Category: if this is a child category, choose the Parent Category from the dropdown or select No Parent
Min Quantity: minimum quantity of the category
Min Purchase: minimum purchase amount required for the category
Service Types: check the box next to each service type in which this category should be available
Restrict to Time Slots: if your chain has time slots enabled, select the time slots that the category should be available in
Status: select if this new category should be Active or Inactive. Inactive means the category will not be used
Visibility: select if this new category should be Visible or Hidden. Hidden means that the category can be used but is not shown in the menu
Bulk View: enable checkbox if bulk view (quantity box) should be available for this category
Bulk Item: select the appropriate bulk item from the dropdown
Step 4: Click Save
Managing Categories
Delete a Category from a Menu
Step 1: Drill down to category or subcategory level
Step 2 : Click the chain icon to the far right to remove the category from the menu:
Change the Category Display Order
Step 1: Drill down to category or subcategory level
Step 2: Drag and drop the category to the desired location
Add Category Image
To add an image to a category:
Step 1: Drill down to category level
Step 2: Click the picture frame icon to the right of the category:
Step 3: Click Choose File
Step 4: Select the image file that you want to upload for the category:
Step 5: Click Upload
Note: Menu images need to be 400x300px in png format
Add an Existing Category to the Menu
To add an existing category to a Menu:
Step 1: Drill down to category level
Step 2: Select an existing category from the dropdown
Step 3: Click Add:
Category Overrides
To override a category:
Step 1: Drilldown to category level
Step 2: Click the tool icon next to the category that you wish to override:
Step 3: Enter override information:
Category Name: this is the new/alternate name of the category (e.g., Category is named Platters on Master Menu, but should be called Plates in southern states)
Short Description: a brief description of the category
Step 4: Under Status, select if this new category should be Active, Inactive, or No Override. Inactive means the category will not be used
Step 5: Under Visibility, select if this new category should be Visible, Hidden, or No Override. Hidden means that the category can be used but is not shown in the menu
Step 6: Under Override Image, you can override the standard image that appears
Step 7: Check the boxes next to each mode in which the override should appear
Step 8: Check the boxes next to specific Order Providers if the override should only apply to certain providers
Step 9: Click Create