Instore menus have three major components: categories, items, and customizations. Categories are groupings of items that you sell, such as sandwiches or wines. Items are the individual things that you sell with associated pricing. Items can come in different sizes/flavors/colors. Customizations are ways to modify items to meet specific customer demand, are generally attached to specific items, and can have an assigned price (e.g. $1.00 extra for guacamole) or be free (e.g. black beans).
To create a menu, click the Items tab on the left of your Office dashboard.
To create a category,
- Click Add Category from the Items tab, enter the category name, and click Create.
- Repeat these steps for as many categories as you like, noting that more than 8 categories will require scrolling on the register.
- Categories can be placed in whatever order you desire by dragging and dropping the names.
To create an item,
- Click Add Item from the Items tab, enter the item name, then select the category the item belongs to from the drop-down bar.
- You can enter a Description if you’d like to describe the item and mark Food Information. This step is optional and is used to educate your cashier about what she is selling.
- Determine if you will sell your item by a Pre-set price or have the price Typed by your Cashier. If pre-set, your primary or “forced” modifiers for the item (size, flavor, color, etc.), belong in the left hand Size boxes with associated prices on the right. Sizes can be re-ordered by clicking the up and down arrows to the right of the item price.
- Like categories, items can be placed in whatever order you desire by dragging and dropping the names.
To create optional customizations, click Add Customization, enter the customization name, and give it a price, or leave the price blank if the customization carries no charge.
Additional menu settings include Item-level Tax, which can be set if the item carries a sales tax rate different than your Location Tax, and Printer Roles, which allows you to pick which printer(s) the item should print to.