Menu Management

Here you can create the menu, create super-categories, categories and add the items in their respective sections. This process ensures seamless ordering and reporting.

How to Create or Edit the Menu or Inventory?

Note: Make sure you have backend/portal menu management privilege in order to add or make any changes to the Menu.

In this section, our quick and easy steps will include but not limited to – Creating Categories, Items, Modifiers, and selecting additional preferences which include Enabling web ordering.

Click the left navigation button, from here you can navigate to and from any section. From the Catalog section, you can create, add or modify your menu.

How to create a Super Category?

Super Category is the parent category that is created to track your revenue for various groups based on association. This is used to consolidate groups into broader categories such as Food or Alcohol for high sales reporting purposes.

Please note: Super Category is primarily used for high-level reporting and will not reflect in the physical menu on POS.

To create a Super Category, click on Super Category located on the top left of the Menu Management screen.

Enter the name of Super Category, select the Tax Class and click the ➕ Add & Setup icon.

Click ➕ Add, if you want to setup the Super Category later.

Fill in all required fields as seen in the screenshot.

Now select a Background and Font Color from the color grid.

You may proceed to select other details if applicable.

After all applicable details have been created, click on the Save button to create a Super Category.

How to create a Category?

Categories and subcategories should reflect how your actual menu is organized or should be displayed or divided for easy navigation. Categories will inherit all settings for the Super Category and Subcategories will automatically inherit the Category settings; unless otherwise specified.

To create the Category, click the Category tab on the left of the Menu Management screen.

Enter the name of Category, Super Category, select the Tax Class and click the ➕ Add & Setup icon.

Click ➕ Add, if you wish to setup the Category later.

In this example we have created the Bread category.

A new category page will be created where you can put all the details related to the newly created category. You can also set the Background color and Font color in order to differentiate one category from other.

Now fill in all the details and click Save at the bottom right corner.

How to create a Subcategory?

Creating subcategories will break things further for easier navigation for large categories.

Note: It may be important to minimize subcategories to reduce the number of taps needed to get to an actual item.

Opent the Catalog page as shown in the screenshot. Click the Categories tab on the top.

Click on the ➕ Add Sub-category icon underneath the associated Category as displayed in the screenshot.

Fill in all required fields as indicated in the screenshot.

You may proceed to select other details, if applicable.

Note: If you do not wish for the subcategory to inherit a specific setting, please go to Settings and uncheck the Applicable Setting option.

After all applicable details have been created, click on the Save button to add a sub-category.

How to add an item to the menu?

Adding an item to the menu is the same as creating a category. Here you can now enable pricing, if applicable, and create more specific settings such as adding custom colors, modifiers, images, or changing printers.

Note: Later, if you make changes to categories or modifier groups, items may or may not inherit those changes. This ultimately depends on the type of changes being made or whether the inherited settings are checked or unchecked.

Click the Item tab located on the top middle of the Menu Management screen.

Enter the item name, put the item price, select Category, select Tax Class.

Now, click on the ➕ Add & Setup icon on the right side of the screen. Check the screenshot for visual directions.

In this example, we have created an item called Banana Bread. Fill in all the associated details on the item page.

Note: If you do not wish for the item to inherit a specific setting, please go to Settings and uncheck the Applicable Settings.

You may assign specific or multiple printers for this item or keep the inheritance from the associated category/subcategory.

Under Printer Details, you may create a Kitchen Name or Receipt Name which will appear on kitchen tickets and receipts respectively.

Please note: After creating the item and changing the item name, you can choose to keep the same changes for printer, POS, and Web names.

You may manage your inventory using Vivid in the Inventory Management section.