Menu Admin How To Getting to Menu Admin Adding a Category Adding a Product Adding a Modifier Adding a Choice Modifier Nesting Modifiers Duplicating a Modifier Group Adding a Product to the store menu Adding a Product to select store menus Deleting a Product Deleting a Modifier Group 86 and Un 86 Editing a Product or Modifier name Restricting a Category Getting to Menu Admin Go to Dashboard and click Menu on the left-hand side. Click Manage Company Menu. Adding a Category Select Add New Category at the bottom of the screen to add a new category (example: Entrees, Pasta, Burgers, Salads). Once you’re in the Edit Category screen, populate the Name, Description (optional) and Make Time. An Internal Name can be used if you’d like to differentiate a category in a non customer-facing way. This is a great tool to use if you have a category on the East Coast and a slightly different category on the West Coast, for example. Adding a Product Select the Category you’d like to add items to and click A dd Product at the bottom. Once you’re in the Add Product screen, populate the N ame and Description (optional). Here is where you have the option to add in an I nternal Name for your product (use case example above), Minimum and Maximum Quantities and Base Calories fields. As a default, your B ase Cost will be set to 0 (as we’ll be pulling cost from your POS); however non-integrated clients should add in their costs here manually. Minimum Quantity will be set to 1 and all Handoff Modes will be checked off. Adding a Modifier Group After you’ve clicked save, click M odifiers on the right-hand side to add the modifier groups and choice modifiers to this item. Then click Add New Modifier. Once you’re in the Add Modifier screen, populate the description fields with “[word you’d like to use for customize] [name of item]”. Click Show/Hide to expose the I nternal Description field. This will help you differentiate Modifier Groups and enable you to easily find them if you need to use that group again for another item. Next, you’ll select your quantities. How many modifiers can the customer select from this group? Select Single if you’d like the customer to choose just one (example: either white or wheat bread) and Multiple if you’d like them to choose none or many (example: mayo, pickles, onion) Do you want to set a limit on how many choices a customer can pick? Select Unlimited if you’d like the customer to choose none or many (example: mayo, pickles, onion) and Set a Limit if they can choose within a range (example: select up to 3 mix-ins) If you choose Set a Limit, you’ll need to set your Min and Max in the fields that populate below (example: choose between 0 and 3 mix-ins). Once you’ve filled in the A dd Modifier fields, click Save and you’ll be brought back to the main Modifier section. Then click Edit to the right to begin adding in your C hoice Modifiers. Adding a Choice Modifier Once you’re in the Choices tab, type in the names of the Choices you’d like underneath this Modifier Group (example: Customize: Double Decker Foosburger (West Coast)) and click Add Choice. Nesting Modifiers If one of your choice modifiers requires additional modifiers nested underneath, select Choice Modifiers to the right of that modifier. Then click Add New Modifier. You’ll be brought back to the same A dd Modifier page from when you created the original Modifier Group. Populate the Description, Internal Description and quantity fields (in this example, the customer can select one cheese, so one S ingle choice). After clicking Save, you’ll be brought back to the main Modifier section. Then click E dit to the right to begin adding in your Choice Modifiers just as before. Type in the Choices you’d like underneath this Choice. Duplicating a Modifier Group Duplicating a Modifier Group is a great tool when you’d like to use the same (or a similar) Modifier Group across different products. For example, we’ve created the modifiers for the Double Decker Foosburger (West Coast) above. If we wanted to create a Double Decker Foosburger (East Coast) with the exact same Modifier Group, but just swap out one type cheese and add the ability to add Maple Bacon instead of Bacon, we would duplicate the group. First, find the Modifier Group you’d like to duplicate and click the D uplicate button. Populate the Duplicate Modifier box by writing in the New Group Internal Description a nd click whether you’d like to Copy Choices Only or C opy Choices and Inherit Nested Modifiers (for example, in this case we’d like to inherit the nested modifiers because we nested a Modifier Group under Cheese) and whether you’d like to K eep or C lear Underlying Menu Mapping. Click Duplicate Group to duplicate. Adding a Product to the Store Menu When you’re ready to add a Product to your store menu, go back to O lo Menu Admin by clicking in the top left corner and clicking on Manage Store Menu. When adding a Product to your Store Menu be sure that every store is checked off and then click Next. Click on the Category for the Product you’d like to add to all stores and you’ll see that the new Product is listed in gray. Click Add and then Add Product. Any modifier groups that existed when adding to the Store Menu will already be populated (in the example below, the Customize: Buffalo group). However, if you later go back into the Company Menu and add in a new modifier group after you’ve added the Product to the Store Menus, you’ll need to go back into the Store Menu to add the new group (in the example below, the Choose Temperature group). To do this, click Modifiers and then click the arrow to the left of the new modifier group you’d like to add. Adding a Product to Select Store Menus To add a Product to select Store Menus, click only the stores that you’d like to add the Product to and then click Next. Just as above, click add but this time you’ll note that the number of total stores at the top has changed. This Product will only be added to those stores. Deleting a Product When deleting a Product from the menu, you’ll need to start at the Store Menu. First, click Remove next to the Product in Store Menu and then Remove Product. Then go back to the Company Menu and click Remove. Deleting a Modifier Group When deleting a Modifier Group, click M odifiers in the S tore Menu followed by the X in the top right of the Modifier Group. Then go back to the Company Menu and click Modifiers followed by the arrow at the top of the Modifier Group. *You’ll note that the Store Menu is blue a nd the Company Menu is y ellow. 86 and Un 86 The Olo Dashboard allows you to temporarily remove a Product or Modifier from your online menu. However, if in the POS the item is active it will override the 86 during the price updater, allowing it to still appear on the customer-facing menu. Because of this, we do not suggest using this function for POS integrated stores. Integrated stores should instead remove that Product or Modifier and then re-add that Product or Modifier once it becomes available again (see the steps above for a refresher on adding and removing items from the store menu). We only recommend this function for non-integrated clients. To 86 an item click 86 and to bring it back to the menu click U n 86. Editing a Product or Modifier name The only instances when you should edit the name of a Product or Modifier is when the name of that item is changing (for example, from “Warm Apple Crisp” to “Fall Apple Crisp”) but is staying as the exact same item, or if there is a spelling error. If the item itself is changing (for example, from “Warm Apple Crisp” to “Warm Peach Crisp”), you need to remove the original item from the menu and add the new item. To edit a Product name, click the name of the P roduct itself and edit the name in the new window. To edit a Modifier name, click the pencil icon the right and edit the name in the new field. Restricting a Category Now that you’ve learned the basics of Menu Admin, you’ll want to practice! One great way to do this without altering a live menu is to restrict a Category to just one store or set of stores. You can also do this for Categories that will only ever be live in a certain set of stores. If using this functionality for Menu Admin practice, you can create and restrict a “Test” category to just your demo vendor. Click the check underneath the name of the Category. Then click on the store(s) that you would like to restrict this Category to.
© Copyright 2021 Paperzz