Menus are available to:
Plans: Premium (limited access) and Premium Plus
Team Members: Account Owner and Managers
How to Create a Menu
To create your first Menu, you can click on the Menu Tab and click on the big blue "Create your first Menu" Button!
You can also create a new Menu by clicking the blue "+New" button in the upper right corner, and select Menu!
Lastly, give your name your Menu a name, and select the Concepts and/or Locations that will have access to this Menu.
How to add a Menu Item Name
After creating your Menu, you can now start adding Menu Items!
On your menu, click on the blue "Add menu item" (Screenshot 1) The Menu Item Modal will appear and you can name your item. Naming your item the same as you would on your customer facing menu will make it easy for you to review and compare information.
Next, use the search bar below the Menu item name to locate the recipe or ingredient you would like to add to this Menu Item (Screenshot 2). You can add one item, or multiple to create a dish, whatever Recipes or Ingredients you use to create your Menu item.
Example: Your Menu item could be one Chocolate Chip Cookie (Screenshot 3). Or your Menu item could be a plate of assorted cookies (Screenshot 4). *Remember to fill in the quantity(example above is 3) and unit of measure (example above is "each") for every Recipe or Ingredient you use!
Screenshot 1
Screenshot 2
Screenshot 3
Screenshot 4
Add a Category
Next, add a category to your Menu Item, for easier sorting and reporting. Usually this will be the menu section, like dessert, breakfast, entree, or special. Simply type in the name of the category you'd like, and add it to your list. You can then select from that list for any menu items moving forward
Input Sell Price
Now, add your Sell Price. Watch how your Food Cost, Food Cost % Profit Margin are all calculated and filled in for you!
Need to Delete a Menu or Menu item?
To Delete a Menu Item just click on the trash can to the far right of the item's row.
To Delete a Menu, click on the three dots to the far right of the Menu's row and then select Delete from the drop down menu.
Add Quantity Sold
Premium Plus subscribers can input their quantity sold (manually or by importing sales data). This unlocks the revenue and overall menu cost portions of the Menu feature, as well as the ability to toggle on and off a variance.
If you would like to upgrade to Premium plus to unlock these features, you can do so from your Profile page in the app, or contact our Sales Team!