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Create or copy a menu

Create a separate menu for items you serve at a different time, such as breakfast, or for catering. To start with categories you already use, copy a menu in your Owner Dashboard.

Requirements


Before you start

For a new item or a regular price change, update your existing menu. A separate menu is useful when you offer a different selection, such as breakfast or catering.

Use these steps for menus you build in Owner. If your menu comes from a third-party POS (a POS from another company, not Owner POS), add new items and categories in that third-party POS. Creating a separate menu in Owner does not turn off that connection.

⚠️ Copying a menu keeps the same categories and items. Changing a shared category or an item's price or details affects every menu that uses it.


In the Owner Dashboard

Choose the location you want to update, then open the Menus tab.

Create a menu

  1. Open Menu › Menus.

  2. Click Create Menu.

  3. Enter the Display name.

  4. Choose Menu Type: Online ordering / POS / kiosk or Catering.

Add categories and save

  1. Click Add Categories.

  2. Select the categories.

  3. Click Add Category for one category, or Add followed by the number of selected categories.

  4. Click Save Menu.

An empty menu needs categories and items before guests can order from it. See Create and manage menu categories.

Copy a menu

  1. Open Menu › Menus.

  2. Find the menu and click its overlapping-squares Duplicate icon.

  3. Open the new menu with (Copy) at the end of its name.

Clicking Duplicate creates the copy right away. You only need Save Menu if you make changes afterward.

Review the copy

  1. Change its Display name.

  2. Check that Menu Type is right for this menu.

  3. Check the categories and the days and times this menu is available.

  4. Click Save Menu after making changes.

Use different items on the copy

For different prices or item details, give the copy separate categories and items.

  1. Create a new category with new items for the copy.

  2. Open the copied menu and replace the original category in its Categories list with your new category.

  3. Click Save Menu.

Remove the original category only from the copied menu’s list. Do not delete it from the main Categories table. If you reuse option groups or options, changes to those choices still affect every item that uses them.

Copying a menu does not publish the copy to DoorDash or Uber Eats. Those services use menus chosen separately in Marketplace settings. Changes to shared items can still affect a menu already used on a marketplace.


On your Owner Tablet or Owner POS

Use these steps for menus you build in Owner, including Owner POS menus. If your menu comes from a third-party POS (a POS from another company), use the Owner Dashboard steps above. To copy a menu, use your Owner Dashboard.

Create the menu

  1. Tap Menu in the left-hand navigation.

  2. Tap the plus button beside the menu name in the top-left.

  3. Enter the Menu name.

  4. Tap Done.

The new menu opens after you tap Done. Use Create new category or Add existing categories to add the sections guests will browse.

Choose its type

  1. Tap the pencil button beside the menu name to open Edit menu.

  2. Tap Menu type.

  3. Choose Online ordering / POS / kiosk or Catering.

  4. Tap Done.

Changing the main menu heading updates its Internal name, not its separate Display name. To edit Display name in the Dashboard, open the menu under Menu › Menus and finish with Save Menu.


In the Owner App

Create a menu from your menu list. To copy one, use your Owner Dashboard.

Start a new menu

  1. Open More › Menu.

  2. Choose your location in the top-left.

  3. Tap the menu name and down-arrow.

  4. Tap Create new menu in Select Menu.

Add the menu details

  1. Enter the menu name.

  2. Choose Type: Online ordering or Catering.

  3. Tap Save.

  4. Tap Add category under Items to add a section.

Rename a menu

Open the menu you created in Owner. If your menu comes from a third-party POS, rename it in that third-party POS instead.

  1. Tap Edit in the top-right.

  2. Tap the pencil beside the menu name.

  3. Enter the new name.

  4. Tap Save in the top-right.

Internal name and Display name are separate settings. The internal menu name can also appear to guests choosing a preorder menu, so check it before sharing that menu.


Check before guests order

Open your ordering website for the correct location. Check the new menu's items, prices, and hours before taking orders. For catering, continue with Offer catering on your Owner website.

Creating a menu does not guarantee guests can order from it. Its categories and items must be added, available, and shown on your ordering website. Check menus with overlapping hours carefully; a second menu does not guarantee guests will see both.

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