Security Settings

You can enable or disable access to the Menu Items section of the back office.

To do this do the following

1. Go to Back Office > Employees > Choose the employee > Privileges

2.  Search for Menu Items

3. Change the setting to Yes or No

4. Save the changes

Menu Items

Go to Back Office > Menu > Menu Items

On the left-hand side of the screen you will have the different menu categories (screens) and on the right a grid 7×8 for the menu items. To navigate to a different set of categories use the menu categories buttons

Categories are the groups that contain the Menu Items. Every Menu Item belongs to a menu Category

Menu Items are sale items. The buttons that will be pressed to sell an item. These can be text or images

Along the bottom you have 6 large orange buttons. These allow you to modify the menu items

Move Item

1. Select “Move Item”. When selected (highlighted blue), the system will stay in the “Move Item” mode until you de-select it.

2. Select a button you wish to move

3. Now select an empty location (grey) or an existing button for the buttons to switch positions
   

Merge Buttons

Allows you to increase the size of a button

1. Select “Merge Buttons”. When selected (highlighted blue), the system will stay in the mode “Merge Buttons” until you de-select it.

2. select a button you wish to enlarge

3. Now select a grey button, the sale button will now stretch to the button you selected

Reset Size

Sets the size of a Menu Item back to 1 square

1. Select “Reset Size” When selected (highlighted blue), the system will stay in the mode “Reset Size” until you de-select it.

2. Select any Menu Item that is larger than 1 square

3. The menu item will now be set to occupy the space of 1 square
   

Alphabectical

Places all the buttons currently on the screen in alphabetical order. There is no undo so be sure you want to do this when confirming the change

1. Select the category you wish to alphabetize

2. Select Alphabetize

3. Agree to the warning

4. The Menu Items will now be in alphabetical order
   

Create Standalone Modifiers

To create a stand a lone modifier click on “Create Standalone Modifier” then click an empty space in the Menu item section. 

The following screen will appear

“Modifier Price” - the default selling price for the modifier

“Modifier Mods” – These are the settings for the modifier mods, which are the buttons that always show at the bottom of the order screen. 

“Multiples” - How many times the modifier can be chosen. The user can select up to 10. As the button is presses a number will appear on it to keep count

“Request Quantity” - Ignores any multiples that have been selected. Opens a keypad for the server to enter the quantity for the modifier

“Button Color” - The Color of the button graphic for the POS

“Printer 1” - printer location for the modifier

“Printer 2” - printer location for the modifier

“Printer 3” - printer location for the modifier

Print to closest Bar. The closest bar can be set up in table sections

“Current Image” - an image for the modifier if there is one

“Upload Image” - If used this will overwrite the modifier name

Copy Item

Allows you to duplicate the selected item

1. Select an existing menu item

2. Select an empty location for the new menu item

3. You will be asked if you wish to add a sales reference. This is asking if the item you are creating is the same as the item you just copied. It allows the user to put the exact same item in multiple locations. You could for example have bottled water, or Fries in every category. When you run your sales report, each menu item will report to the item selected in the sales reference. 
   

Create Label

Al label is a button that’s only function is to show you its name. It is used to label sections of a screen like red wine white wine etc…

To create a Label 

1. click on “Create Label”

2. Choose the Label Name (What will show on the Label)

3. Choose the Font Size

4. Choose the text position (Top Left, Center etc…)

Create A Menu Item

1. Select the Category on which you wish to place the new “Menu Item”

2.  Select an empty space

There are different types of Menu Items

Normal Item – A regular sale item

Item with Sub Item – An item that when selected will take you to another screen allowing you to choose from a list of sub items. Think a category of drink, item of Red Wine then a list of all your red wines. 

"Inventory Item" – When selected you will be asked for details to Crete an Inventory Product. This will create a Menu Item and an Inventory Item/Product but will not link one to the other. See Inventory Documentation for more information

Timed Item – Is an item that allows you to charge for time. A pool table, equipment Hire ect…

Open Item – Will allow you to sell an item that does not exist on the menu. 

Open Option – Will allow you to sell a custom modifier

Special – Allows you to create groups of items and choose 1 or more items from each group for a set price. This can be used for a meal deal

Gift Card – lets you sell a Gift card with a specified price and value

Batch Inventory – Used for when you want to make a batch of something. For example, you could create a batch of spicy mayo. Mayo and hot sauce would be depleted from inventory and spicy mayo would be added to inventory. This allows you to account for the inventory before the batch is sold. 

Press Save to add the Item. The following shortcut buttons are available

Alt + S – Saves the Item

Alt + D – Deletes the Item

Normal Item

“Item name” – receipt/button description 

“Alternate name” – Will be shown on the order printer. If left blank then the Item Name will be used

“Item description” – This will show on the button when using the 

order function “Show Item Information”

This is a very useful feature and is not to be overlooked. It can be used for allergy information, recipes, a general description of the item or anything else you can think of 

“Ticket order” – The order the modifiers will print in. The lowest numbered modifier will print first

“Item Tare Weight” – There is a feature that deducts an allowance for packaging from an item. See the Tare Weights documentation for more information

“Button Color” - The Color of the button graphic for the POS

“Report category” – Reporting categories are groups used for reports. These need to be created prior to the item being created and cannot be done from the POS. Go to Backoffice > Menu > Report Categories 

“Font size” - size of the text on the button

“Text position” - location of the text on the button

“Timeset” – Timesets are objects that represent groups of time. They are created from Backoffice > Menu > Timesets

Once created they can be applied to multiple areas of the system. 

When applied to a “Menu Item” it will only be available during the times defined in the “Timeset”

“Category Availability” -  Allows you to choose which Order Types will be able to sell this item

“Special item types” - 

Appetizer – When this is checked and the item is sold the server will be presented with two options – appetizer or entrée. The item will then show under either "Appetizer" or "Entree" on the order ticket. All other items rang through after this point will print under entrée unless they are also marked appetizer at which point you will be asked the same question

Drink – Used in conjunction with settings > POS > Table Service > Drinks Per Guest. This will prompt when number of drinks is not equal to the same number of guests

Don’t allow Modifiers – Will not allow modifiers to be used with this Menu Item

Doesn’t Print – Zero priced items will not print on the receipt

No Gratuity – Means that when you add gratuity either automatically or manually this Item will be excluded and Gratuity will not be added

Unavailable – If Selected then when sold there will be a message appear to say that the item is unavailable. You will be given the option to sell the item anyway 

Discountable – Whether discounts are allowed on this Item or not

Doesn’t Allow Tax Override – You can override tax based on order method (There is a separate document on this). If you do not want tax to be overridden on this item then you can tick this box

Speed Mods – If ticked then all of the modifier screens will appear side by side so they are all shown on the screen at once. If not ticket then the modifier screens will appear separately.

Hidden – Hides the button so the user cannot see it or click on it. 

“Current Image” – If an image for the button has been uploaded then it will appear here

“Upload image” – Choose an image to use for the button.  If used this will overwrite the Item Name

“Request Quantity” - is a scalable item. You select a unit of measure from the list and when you sell the item you will be asked for the total weight

“Course / Label” – Sets the course or label for this item by changing the color indicator in the “Current Ticket” box. It is also possible to prefix the item description.

If you look at this example the Ribeye does not have a course attached whereas the Filet Mignon does. See Coursing Documentation for more info.

“Item Price” Default selling price of the item

“Taxcode 1” - From the drop-down list the user can select from any tax codes which have been set

“Taxcode 2” - From the drop-down list the user can select from any tax codes which have been set

“Taxcode 3” - From the drop-down list the user can select from any tax codes which have been setr

“Printer 1” - From the drop-down list the user can select a printer for the item to print to

“Printer 2” - From the drop-down list the user can select a printer for the item to print to

“Printer 3” - From the drop-down list the user can select a printer for the item to print to

KDS 1- 6 - From the drop-down list the user can select a kitchen display screen to user for the item

“Prep Time” – Used for KDS

“Barcode” - The barcode number for retail items

“Sales Reference” - Item reference is used when there are multiple buttons for the same item. 

It allows the user to put the same exact item in multiple locations. You could for example have bottled water, or Fries in every category. When you run your sales report, each menu item will report to the item selected in the sales reference.

“Counter Enabled” - This is a feature that keeps track of how many of something you have left to sell

Perfect for specials etc. To use this, you tick the box and enter an amount into “Counter Value”. Each time one is sold the counter decreases by 1. Note that this feature uses the bottom line in the button text, if a button has a name that is already using the second line the counter will not show. 

Also, on the login screen there is a button I,A,N “Item Availability Notice” This is where you can see all of the items that have counters set. You can adjust the amount and disable the counter from this screen.

If the I.A.N button is not displayed then enable it in Back Office > Settings > POS > Show I.A.N

Counter Multiplier – The number you enter here is the number that will be removed from the counter when the item is sold.

“Price Levels” – You can set up to 10 Price Levels to be used in other parts of the system to adjust the price. An example of this would be a promotion. An item could go to price level 2 to facilitate a happy hour

These price levels can be filled out automatically based on rules elsewhere in the system. See piece levels documentation for further information

Item With Sub Item

When selected it turns the menu item into another category that can store up to 5 pages of additional items. For example you can have a category of drink then have Menu Items which are set to have sub items for wine, brandy beers etc…

1. Select “Item has sub items”

2. Note that options relating to pricing and printing disappear. These will now be set on the buttons within this Menu Item. 

3. Select “Setup Sub Items”

4. Set up the new items as normal.
   

If you only have items on page 1 then the other pages will not be displayed on the POS

This is the same as a normal item but when  selected you will be asked for the following details to Crete an Inventory Product. This will create a Menu Item and an Inventory Item/Product but will not link one to the other. 

Stock Number – A Unique reference number

Cost Per Unit – The cost per unit excluding Tax

Unit Type – Volume Liquid, quantity or weight

Unit – Ounce etc…

Department – Dry, Wet Retail etc. 

Type – Wine, Beer Frozen food etc

See Inventory for further information

Timed Item

Timed Items allow you to charge for time. For example, a pool table or equipment hire.

The options are all the same as a Normal Item but it has the following extras

Time Increment – How long it takes for the item to charge the Item Price

Minimum Price – How much will be charged when the item is initial rang though

If the item price is set to 5, the unit of time is Minutes, the time increment is 5 and the minimum price is 0 then when you sell the item the timer starts and the price goes up. After one minute it will have charged $1.00. and after 6 minutes it will have charged $6.00.

The price is calculated per second and will continue to charge until you hit stop.

To stop the timer, you need to click on the item > then press “Stop Timer”

You can override the price by clicking on the item and adjusting the quantity to the correct amount. Editing the price will change the unit cost but it will still multiply this by the quantity

If you set the minimum to 5 and keep the other settings the same then the price will not increase till after 5 mins.

Open Item

Open Item allows you to sell an item that does not exist on the system. You can sell an open item from the Order Functions screen but the benefit of doing it from a Menu Item is that you can preconfigure some of the options such as printer and Taxcode

This allows you to have separate buttons for open food open drink etc that go to the right printer and charge the correct amount of tax and report to the correct category. This cuts down on user error and improves the accuracy of reports

Open Option

Much Like Open Item Open Option allows you to sell a custom stand alone modifier whilst making sure that other attributes such as reporting category are correct

Special

“Item Is A Special” – A way to sell items like modifiers. You make groups of items and when you sell the special you get to choose from the list of items just like you do with modifiers. The difference being that they will report to items not modifiers and you can charge a different price for them. Allowing you to have say burger and a drink for 5.00 and being able to dictate how much money gets allocated to each item.

1. Select “Special”

2. Select “Add Group”

3. Enter a name for the group (this will be displayed on the POS)

4. Enter the number of Items to be selected from that group

5. Select “Add Item”

6. Choose an item from the list

7. Select a price you wish to sell this item at

8. Repeat steps 2 – 7 until you have all of the groups you need. 

9. When you sell the items they will be sold for the price defined here. So you could sell a sandwich a drink and some chips for 5.00 and define how much from each group will go the revenue for the category it belongs to