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Menus

Where: Catalog > Menus
Who can use it: Permission categories.view or manage categories. Also available on SureScreen-only plans.
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The Menus table with name, description, departments and status.

A menu does not hold products. It holds categories. The products come from each category. A department that uses a menu shows only the categories in that menu, in the order you set.

The categories window on the Menus page
Categories: the window that opens.

Step by step: create a menu

Section titled “Step by step: create a menu”
  1. Select the branch in the header and open Catalog > Menus.
  2. Click Add Menu.
  3. Type the Name (required, up to 100 characters) and an optional Description.
  4. Leave Active on and click Create.

Step by step: choose the categories of a menu

Section titled “Step by step: choose the categories of a menu”
  1. Click Categories on the menu row.
  2. In Available Categories, click Add next to each category you want. It moves to Menu Categories.
  3. Use the small up and down arrows to put the categories in the order they should appear on the POS.
  4. Click Remove next to a category to take it out.
  5. Click Save. The list you see replaces the old list of the menu.

Step by step: use a menu in a department

Section titled “Step by step: use a menu in a department”
  1. Open Catalog > Departments and click Edit on the department.
  2. Pick the menu in the Menu field and click Update.
  3. Open the POS and check the tab shows the categories you expect.

Step by step: edit or delete

Section titled “Step by step: edit or delete”
  1. Click Edit to change the name, description or status.
  2. Click Delete and confirm to remove a menu.

Every setting explained

Section titled “Every setting explained”
Setting What it does
Name The menu name, shown in the Department form. Required.
Description Optional note for your team.
Active Shows Active or Inactive in the Status column.
Departments column How many departments use this menu.
Categories button Opens the two-column editor to choose and order the categories.
Available Categories Categories of the branch that are not yet in the menu.
Menu Categories The categories in the menu, in display order. A category can be in many menus.
Edit, Delete Edit the details; delete the menu if no department uses it.
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