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How do I make edits to my Menu on the Owner dashboard?
How do I make edits to my Menu on the Owner dashboard?
Autumn W avatar
Written by Autumn W
Updated over a week ago

Menu provides tools for you to create menus and manage categories, items, modifiers, and coupons for online ordering.


Menus

Menus allows you to manage and create online menus for Lunch, Dinner, and Catering. Most restaurants will only use one menu, but multiple menus are supported.

To create a new menu, select the + Menu option

Creating a Menu

Creating a menu requires you to first add a Display Name for your menu. The Display Name is the customer facing name for your menu.

If you would like to set a different menu name for menu editing purposes, you can uncheck Reuse Display Name and set a menu editing name under Name.

You can also mark the menu available or unavailable by enabling/disabling the Currently Available slider.

Menu Type allows you to set your menu as either a standard Online Ordering or Catering menu. Catering menus are displayed on the Catering tab at the top of your website rather than Menu tab.

Next, you can add menu Categories to the menu via + Add Category.

Within Add Categories you can add existing categories by selecting the empty checkboxes next to each category add them to your menu. Previously added categories will appear with grey checkboxes. You can also add new categories by selecting the blue +. Confirm your category changes via the black category button in the top right.

Lastly, you can set your available menu hours. You can choose to offer online ordering on a given day by enabling/disabling the toggle next to each day. To adjust the hours for each day, select Edit Hours.

Hours are added in Shifts. Shifts are both a start and end time for your menu to be available for a given day. You can have one or more Shifts. To add additional Shifts select the + Add Shift, and to remove Shifts select the black x to the right.

Once menus have been created, you can enable/disable menus, view additional menu info, clone menus, adjust menu settings, and delete menus from the Menus page.


Categories

Categories allows you to easily group menu items for your online ordering menus.


To create a new category, select the + Category option

Creating a category requires you to first add a Display Name for your category. The Display Name is the customer facing name for your category.

If you would like to set a different category name for menu editing purposes, you can uncheck Reuse Display Name and set a menu editing name under Name.

Categories also have an optional image upload, item specific photos can be later uploaded in during item creation.

You can also mark the menu available or unavailable by enabling/disabling the Currently Available slider.

Next, you can add Items to the menu via + Add Item. Within Add Items you can add existing items by selecting the empty checkboxes next to each item to add them to your menu. Previously added items will appear with grey checkboxes. You can also add new items by selecting the blue +. Confirm your item changes via the black item button in the top right.

Next, you can add Upsell Categories to your Category. Upsell categories (or Commonly paired with) categories are used to market additional items to customers and increase basket size for your orders.

When customer add items from the primary category, additional items from the select upsell categories will be recommended to customers to add to their order. Upsell Categories are typically categories that pair well with your current category.

You can add menu Upsell Categories to the menu via + Add Category. Within Add Upsell Categories you can add existing upsell categories by selecting the empty checkboxes next to each category add them to your items. Previously added upsell categories will appear with grey checkboxes. You can also add new upsell categories by selecting the blue +. Confirm your category changes via the black category button in the top right.

Lastly, you can set your available category hours. You can choose to offer categories on a given day by enabling/disabling the toggle next to each day. To adjust the hours for each day, select Edit Hours.

Hours are added in Shifts. Shifts are both a start and end time for your menu to be available for a given day. You can have one or more Shifts. To add additional Shifts select the + Add Shift, and to remove Shifts select the black x to the right.


Items

Items allows you to create and manage menu items.


To create a new item, select the + Item option

Creating an item requires you to first add a Display Name for your item. The Display Name is the customer facing name for your item.

If you would like to set a different item name for menu editing purposes, you can uncheck Reuse Display Name and set a menu editing name under Name.

Amount allows you to add a base price for your item, add-ons and upcharges can be added later via Modifiers.

Items also have an optional image upload. Photo uploads are recommended whenever possible as food photos can increase your order rate by over 30%.

You can also mark the menu available or unavailable by enabling/disabling the Currently Available slider.

Next, you can add a Description for your item and Options. Options allow you to adjust how and when this item is displayed

Options:

Gluten-free Item = Item is Gluten-Free (or can be prepared gluten-free)

Vegetarian Item = Item is Vegetarian (or can be prepared vegetarian)

Popular Item = Add item to be displayed in the default Most Popular menu section

Taxable = Item is taxed

Upsell Item = Item is eligible to be displayed in Upsells / "Commonly Pair With"
Points to Redeem = Customer points needed to be redeem this item

*Note* Customers earn 1 point for every dollar spent on online orders.

Next, you can add Variation Groups for your item. Variation Groups are used to create pricing variations for items such as item size.

To create a new Variation Group, select the + Add Group option.

Add a Variation Group name, is it available?, and does it determine item price?
Select the Grey + to add Variations to this item, and Trash Bin icon to delete variations.

Within Variations, add a Variation name, Variation Price (overrides base item price), is it available?, and is it the default variation? Select the Trash Bin icon to delete variations.

Next, add any Allergens that are present within this item.

Lastly, add any Modifier Sets that apply to this item.

To add Modifier Sets, select + Add Modifier Set

Within Add Modifier Sets you can add existing modifier sets by selecting the empty checkboxes next to each modifier set to add them to your item. Previously added modifier set will appear with grey checkboxes. You can also add new modifier sets by selecting the blue +. Confirm your modifier set changes via the black item button in the top right.


Modifier Sets

Modifier Sets create groups of modifiers that can be added to items. Common examples include toppings, flavors, meat prep options, etc.

Creating a modifier set requires you to first add a Display Name for your modifier set. The Display Name is the customer facing name for your modifier set.

If you would like to set a different modifier set name for menu editing purposes, you can uncheck Reuse Display Name and set a menu editing name under Name.

Currently Available allows you to mark this modifier set as available or unavailable by enabling/disabling the slider.

Item Toppings should be enabled for any modifier settings relating to toppings, this will adjust the customer facing display for this modifier set on the item.

Minimum and Maximum Selections allows you to set min/max modifiers that can be selected from this group.

To add Modifiers to this Modifier Set, select + Add Modifier Set

Within Add Modifiers you can add existing modifiers to your Modifier Set by selecting the empty checkboxes next to each modifier set to add them to your Modifier Set. Previously added modifiers will appear with grey checkboxes. You can also add new modifiers by selecting the blue +. Confirm your modifier changes via the black modifier button in the top right.

Optional: Modifiers can be pre-selected so that modifiers are added by default to select items, but customers can still choose to remove them. Select Preselected for common modifiers for a select item.


Modifiers

Modifiers are options used to change, add to, or further define Items on an order. For example, you may have modifiers like "Ketchup", "No onions", or "Sprinkles".

To add Modifiers, select + Add Modifier

Creating a modifier requires you to first add a Display Name for your modifier. The Display Name is the customer facing name for your modifier.

If you would like to set a different modifier name for menu editing purposes, you can uncheck Reuse Display Name and set a menu editing name under Name.

Amount allows you to add a base price for your modifier.

You can also mark the menu available or unavailable by enabling/disabling the Currently Available slider.

Item Toppings should be enabled for any topping modifier, this will adjust the customer facing display for this modifier.

Next, you can add Variation Groups for your item. Variation Groups are used to create pricing variations for items such as item size.

To create a new Variation Group, select the + Add Group option.

Add a Variation Group name, is it available?, and does it determine item price?
Select the Grey + to add Variations to this item, and Trash Bin icon to delete variations.

Within Variations, add a Variation name, Variation Price (overrides base item price), is it available?, and is it the default variation? Select the Trash Bin icon to delete variations.

Once your modifiers have been created, they can be applied to modifier sets and those modifier sets to items.


Coupons

Coupons apply to the total on an order (i.e. Military Discount, Birthday Discount, or Student Discount.)

To add Coupons, select + Coupon option.

Creating a coupon requires you to first add a Display Name for your coupon. The Display Name is the customer facing name for your coupon.

If you would like to set a different coupon name for menu editing purposes, you can uncheck Reuse Display Name and set a menu editing name under Name.

You can also mark the menu available or unavailable by enabling/disabling the Currently Available slider.

Description provides a customer facing description of your coupon to customers.

Options allows you to customize the details of your coupon.

Coupon Type allows you to set which type of coupon you are offering:

  • Ticket (Percent) = Percentage off order

  • Ticket (Fixed) = Fixed $ amount off order

  • Item (Percent) = Percentage off an item

  • Item (Fixed) = Fixed $ amount off an item

Discount Amount allows you to set the percentage or dollar amount off.

Coupon Code allows you to set the redemption code to redeem the coupon (ie. 20OFF, NEWDEAL15)

Reset Period allows you to set how long customers must wait before they can redeem this coupon again:

  • None (single use)

  • Daily

  • Weekly

  • Monthly

  • Yearly

Promotional coupons are promoted via your funnel and automated email marketing campaigns.

Constraints allows you to customize the criteria of your coupon.

Minimum Spend allows you to set a minimum order value for the coupon to be redeemable.

Maximum Quantity allows you to set a maximum dollar amount or percentage that can be claimed by the coupon.

Start & End Dates provide date ranges options for when the coupon can be redeemed.

Purchased Categories and Items allows you to restrict your coupon to specific menu categories or items. The coupon will be unable to be redeemed unless items for that category or item are on the customers order.

Lastly, you can set your available hours for the coupon. You can choose to only offer the coupon on given days by enabling/disabling the toggle next to each day. To adjust the hours for each day, select Edit Hours.

Hours are added in Shifts. Shifts are both a start and end time for your coupon to be available for a given day. You can have one or more Shifts. To add additional Shifts select the + Add Shift, and to remove Shifts select the black x to the right.

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