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    Setting Up a Menu
        Contents

        Setting Up a Menu

            Article Summary

            Create Your Menu

            Why does this matter?

            Creating your menu is arguably the most important onboarding task, perfecting the menu is easier to do pre-launch than post-launch.

            How to Build Your Menu on the Web Dashboard

            The below directions act as supplemental “quick reads” versions of our success knowledge base’s articles.

            Learning more by visiting those articles will ensure you have a strong understanding of the menu buildout process.

            1. Create a Category

            This is how you will split the individual items you sell into broader groups based on the type of items or food groups.

            Here is an article on how to create a category.

            You cannot create any products without creating a category first.

            Common Categories
            • Espresso/coffee
            • Tea/non-espresso drinks
            • Breakfast
            • Food
            • Retail

            The fewer the categories the better, however you should make enough categories that give baristas/customers a solid understanding of what’s in the categories.

            2. Create a Product

            This is where you will create the individual items you're selling that live within categories you've previously made.

            Here is an article on how to create a product.

            You will attach a product to a category, when you click on the category you will find all of the products attached to it.

            Common Products
            • Latte
            • Cold Brew
            • Croissant
            • Bottled Water
            • Avocado Toast

            Most of the default settings/options you see as you’re creating new products can typically stay as is:
            image.png

            Pricing and Sizes

            Fixed pricing and Sized pricing are the most common pricing options:

            • Fixed pricing is best for individual products like croissants and bottled water.
            • Sized pricing is best for coffees with different sizes or muffins with different flavors.

            3. Create a Modifier

            This is where you will indicate the milk options, flavor syrups, and other modifications for the products in your menu.

            Here is an article on how to create a modifier.

            Modifiers are usually what we get asked the most about by customers, it's important to understand your modifiers and the way you create them as they will impact the workflow of baristas and online ordering customers

            Custom Modifiers are made within a product's page and apply only to that specific product:
            image.png

            Global Modifiers are made generally with the ability to attach to multiple products and are created in the Modifiers page:
            image.png

            Common Modifiers

            A common modifier is milk, below are the typical and advised settings to use:
            image.png

            A common modifier is flavor syrups, below are the typical settings used:
            image.png

            Need more help?

            Here is a link to an article about categories.
            Here is a link to an article about products.
            Here is a link to an article about modifiers.

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