Menu Builder

Common Tasks

How to Create a Menu (New Menu, Add Menu)

Create a new menu (e.g. Lunch, Dinner, Brunch) for your restaurant.

1. Go to Restaurant → Menu in the left sidebar
2. Click the + New Menu or Create Menu button
3. Enter the Name and Code for the menu
4. Optionally set Available From and Available To dates
5. Optionally set Days of Week when the menu is available
6. Set Sort Order if you have multiple menus
7. Click Save or Create Menu

Result: The menu is created. You can now add categories and menu items.

How to Add Categories to a Menu (Menu Category, Section)

Organize menu items into sections such as Appetizers, Mains, Desserts.

1. Go to Restaurant → Menu and open the menu
2. Click Add Category or New Category
3. Enter the Name and optional Description and Icon
4. Set Sort Order to control display order
5. Click Save

Result: The category appears in the menu. You can add menu items to it.

How to Add a Menu Item and Link a Recipe (Add Menu Item, Link Recipe)

Add an item to a category and optionally link it to a recipe for cost and kitchen display.

1. Open the menu and select a Category
2. Click Add Menu Item or New Item
3. Enter Name, optional Display Name and Description
4. Enter Base Price and select Currency
5. Select Tax Code or Tax Rate and set Is Taxable and Tax Inclusive
6. Select Course Type (e.g. APPETIZER, SOUP, MAIN, DESSERT, BEVERAGE)
7. Optionally select a Recipe to link (for cost and KDS)
8. Optionally set Default Prep Station and Estimated Prep Time
9. Optionally add Allergens and Dietary Flags
10. Set Is Active and Is Available
11. Click Save

Result: The menu item is created. If a recipe is linked, food cost and kitchen orders use it. You can attach modifier groups next.

How to Create Modifier Groups and Options (Add Modifiers, Toppings)

Create modifier groups (e.g. Size, Toppings) and options with fixed or percentage price adjustments.

1. Go to Restaurant → Menu (or the modifier section in your app)
2. Open Modifier Groups and click Add Modifier Group
3. Enter Name and optional Display Name
4. Set Is Required, Min Selections, Max Selections, and Free Selections
5. Set Sort Order and click Save
6. Open the modifier group and click Add Option
7. Enter Name, Price Adjustment (amount or percentage), and Price Adjustment Type: FIXED (add/subtract amount) or PERCENTAGE (add/subtract % of item price)
8. Optionally link an option to an inventory product and quantity
9. Set Is Default if one option should be pre-selected
10. Save the option

Result: The modifier group and options are created. You can attach the group to menu items.

How to Attach Modifiers to a Menu Item (Link Modifier Group)

Attach modifier groups to menu items so customers (or staff) can select options when ordering.

1. Open the Menu Item from the menu
2. Go to the Modifiers or Modifier Groups section
3. Click Add Modifier Group or Link Modifier Group
4. Select the Modifier Group
5. Optionally override Min Selections and Max Selections for this item
6. Set Sort Order and save

Result: When the menu item is added to an order, the modifier group appears and the customer or staff can select options according to min/max rules.

How to Set Menu Availability (Available From/To, Days of Week)

Control when a menu is available (dates and days of week).

1. Open the Menu from Restaurant → Menu
2. Set Available From and Available To (optional date range)
3. Set Days of Week (e.g. Monday–Friday for lunch)
4. Click Save

Result: The menu is shown only within the date range and on the selected days where your app uses these settings.

Key Concepts

• Recipe linking: A menu item can be linked to one recipe. This drives cost reports and kitchen display. Create recipes in Restaurant → Recipes first.
• Modifier pricing: FIXED adds or subtracts a set amount (e.g. +$1 for large). PERCENTAGE adds or subtracts a percentage of the menu item price.
• Transfer menu items: You can transfer menu items, recipes, and modifier groups between business units or menus; use the transfer or admin menu flow if available.

Troubleshooting