Setup & Management
Setup & Management
By Agent1 author122 articles
- Toast Wholesale: Create and Assign Price BooksCreate Toast Wholesale price books with pricing formulas and item exceptions, publish them, and assign them to customers.
- Toast Wholesale: Add and Manage CustomersCreate Toast Wholesale company profiles, add contacts and locations, set payment terms, and invite customers to Toast Supply.
- Get Started with Toast WholesaleSet up Toast Wholesale in three steps: settings, customers, and price books.
- Get Started With Retail POS ModeRetail Mode streamlines Toast POS retail checkout to improve transaction speed, reduce manual entry, and minimize errors.
- Use the Items Database to View and Manage MenusLearn how to view, archive, restore, and version menus using the items database.
- Preview and Test Your MenuPreview & test your menu with your team before you go live to understand how your menu and checks will look on the POS, and how to make menu
- Get Started With Menu ManagerThe menu manager allows restaurants to quickly view menu data using search and filter tools so that you can easily keep your menus up-to-dat
- Use Advanced Properties to Edit Your Menu in BulkLearn how settings can be applied to your menu in bulk using the advanced properties page.
- Get Help With Disappearing Menus or Menu Items
- Configure Your Menu Settings for Multiple LocationsLearn how you can add Uber Eats, DoorDash, and Grubhub menus and update your menu and item visibility settings for multiple restaurant locat
- Expand Your Reach With RetailLearn how you can explore new revenue streams by selling retail items at your restaurant.
- Get Started With Toast RetailToast Retail provides one platform that can meet both retail and food service needs in order to create a seamless guest experience.
- Optimize Toast RetailIn this article, learn how to leverage key features within Toast Retail.
- How can I identify a deep copy?
- Use Barcodes in Kiosk Mode
- Can I print out my menu?
- Can I preview how my menus will look on my POS?
- Use Quick Edit Mode on the POSQuick Edit mode is a useful tool for making instant changes to your menu, right on your device.
- Configure Menus for Breweries or Tap RoomsLearn how to best set up your menu with rotating taps, flights, and growlers.
- Configure Menus for Delis & MarketsIn this article, learn how to use barcodes, menu modifier pricing, and set up payment by weight for delis and markets.
- Reuse or Copy Menu Groups, Items, and ModifiersLearn when you should copy or reuse menus, menu groups, modifiers, and items.
- Get Help With Toast RetailIn this article, see common troubleshooting steps and answers to frequently asked questions about Toast Retail.
- Get Started With MenusLearn how menus are organized in Toast, and where you can go to edit your menus in Toast Web.
- Troubleshoot Barcode Check Digit Error
- Use the Menu Cleanup ToolLearn how the Menu Cleanup tool can help you identify and archive unused menu elements.
- Toast Retail: Set Up Your Item CatalogLearn how to add retail items to your item catalog in Toast Web.
- Toast Retail: Request an EDI Connection With a SupplierRequest an Electronic Data Interchange (EDI) connection between a supplier and Toast Retail so invoices arrive in your account automatically
Items
Items
- Add Allergen Information to Guest Facing Menu Items
- Label Menu Items as AlcoholicLearn how to label your menu items as containing alcohol or not containing alcohol.
- Customize Menu Item and Modifier Names for POS and KDS
- Manage Duplicate BarcodesLearn how duplicate barcodes impact your POS scanning workflow, and how you can set one menu group as the preferred group for barcode items.
- Build a Customizable Meal ComboLearn how to create a menu item that allows guests to make multiple selections for a customized bundle or meal deal.
- Change the Dining Option of a Single Item
- How do I restore archived items to Toast Retail?
- Configure Tare Weight
- Set a Count on Menu Items
- Toast Retail: Supported Barcode Label Sizes
- Troubleshoot Item Count
- How do I change the discount options for a menu item?
- Consolidate Menu Items on the POS
- Why do changes to a copied menu item affect the original item?
- Why do my menu items show in a different order?
- Use Barcodes With ToastLearn how to enable barcodes and add them to your items.
- Add Descriptions to Menu ItemsHow can I add a description of my menu item? Where can I include ingredients and allergen information about a menu item?
- Add Images to Menu Items in the Menu ManagerLearn how to add images to menu items in the menu builder, enticing your guests in Online Ordering.
- Add Images to an Online Ordering Menu
- Configure Items Priced by WeightLearn how to set up an item (such as BBQ or deli meats) to be paid for by the pound.
- 86 an Item on the POS or Toast WebLearn how to 86 out-of-stock items on your POS or in Toast Web.
- Create an Open Item or Open Priced Menu ItemLearn how to configure open price menu items, how to prompt for price on any menu item, and how to select these items on the POS.
- Create and Manage Menu Items Learn how to add, edit, alphabetize, rename, and archive menu items in Toast Web, including how to bulk add items and reuse existing ones.
- 86 Duplicate Items
- Add a SKU to a Menu Item in Quick Edit Mode
- Add Calorie Count to Menu Items
- Archive Duplicate Menu Items
- Toast Retail: Set Up Weighed Items
- Toast Retail: Create Item Bundles & Alternate PackagesLearn how to link your items into bundles and alternate packages using Toast Retail.
- View and Manage Voided Items in Toast Web
- Toast Retail: Import Items to Another Location in a Restaurant Group
Modifiers
Modifiers
- Set Up and Use Multiple Modifier SelectionLearn how to set up multiple modifiers for your menu and allow your guests to select multiple quantities of the same modifier.
- Build Nested Modifiers (Add Modifiers to a Modifier)Nested modifiers can assist when you have modifier options in your menu that require a follow-up choice to place an order.
- Can I place modifiers under my size pricing modifiers?
- Create and Manage Modifier Groups and Modifier OptionsLearn how to build modifier groups and modifier options to customize your menu to your restaurant's specifications.
- Find Nested Modifiers
- Why isn't my modifier showing up on the POS?
- How can I differentiate my modifier group items?
- Configure Modifier Display OptionsLearn how to edit the order of your modifiers, and how to change the way they're displayed on your POS and printed tickets.
- Manage Modifier Group Display OrderIn this article, learn how settings and conditions affect the order your modifier groups appear for a menu item on the POS.
- Bulk Add Items, Modifier Groups, and ModifiersIn this article, learn how to quickly add multiple items, modifier groups, and modifiers to your menu at the same time.
- Configure Modifier BehaviorLearn the difference between required, optional - force show, and optional modifier groups and start using them when building your menus.
- Create Modifiers From ItemsLearn how to create modifiers from items so you can easily manage inventory and changes across the board.
- Configure Modifier Prep TimesIn this article, learn the difference between an integral and independent modifier and how to configure their prep times.
- Create Default ModifiersDefault modifier options will assign a "standard" selection to a particular menu item, to help your staff identify when a menu item strays f
- Create and Assign Pre-ModifiersPre-modifiers give a restaurant the ability to add text either before or after a modifier, such as "add", "on side" or "no".
- Use Multiple Modifiers for a Menu Item
- Change the Course or Prep Station for a Modifier
- Set Up and Use Modifier Multi-SelectLearn how to set up your modifier groups so that guests can select multiple choices, such as sauces or toppings.
- Configure Required Modifiers
Pricing Strategies
Pricing Strategies
- Configure Special Modifier Pricing: Size and Sequence PricingAutomatically adjust upcharges based on size and sequence with advanced modifier pricing strategies.
- Set an Item’s Pricing Strategy to Menu-Specific Pricing
- Configure Size Pricing for Modifier Groups and ModifiersLearn how to set size prices on modifier groups and modifiers.
- Set Price Levels for Items With the Same Price
- Configure a Menu-Specific Pricing StrategyLearn how to use the menu-specific pricing strategy, and how to build a happy hour drink/beverage menu.
- Use the Price Editor ToolUpdating your menus in bulk via the price editor gives you the ability to apply price changes to multiple items rather than individually.
- Set Your Menu Pricing StrategyLearn how to use different pricing strategies for your menus and items.
- Configure Size Pricing for Menu Groups and Menu ItemsLearn how to set size prices on menu groups and menu items.
- Build a By-the-Pound Menu
- Configure Modifier Pricing StrategyLearn the different ways you can price modifiers when building or editing your menus.
Setup Methods
Setup Methods
- Why is my menu showing at the wrong time?
- Kiosk: Menu SetupLearn how to set up your menus for Kiosk Mode.
- Manage Menu Visibility for Toast Local
- Toast Retail: Build Your Import TemplateIn this article, learn about best practices for creating your item import template for Toast Retail.
- Menu Setup Best PracticesLearn what settings to configure when setting up a new menu in Toast!
- Use the Menu Bulk Import ToolIn this article, learn how to start using the MLM bulk import tool.
- Set Menu AvailabilitySet a schedule for menus (breakfast menus, lunch specials, etc.) to only appear on Toast Online Ordering or your POS at certain times or day
- Build Your Menu TemplateTo prepare for your menu review, complete a menu and bar template to submit to your Onboarding Consultant.
- Menu Review ResourcesA one-stop shop for all menu resources needed for after your menu review with Toast.
- Manage Your Menu Visibility SettingsLearn how to control which menu is used for in-store terminals, kiosk, online ordering, and/or online ordering partners in a few steps.
- Pre-Order Menu WorkaroundLearn some workarounds on how to configure your menu for pre-orders.
Tax Rate Setup
Tax Rate Setup
- Add a Tax to an Individual Item
- Reconcile Set Tax Rate and Percent of Net Sales Taxed
- Assign a Fixed Tax Rate to a Menu Item
- Can I set location-specific tax rates for off-site catering orders?
- Set Up Tax Rates and Adjust Tax OptionsCreate, edit, and apply percent, fixed, or tax-table rates to menus and items in Toast Web, and split rates for cleaner reporting.
- Configure Temporary Tax RatesLearn how to configure temporary tax rates for use during any sales tax holidays.
- Set Up Tax Rates on Modifiers (Australia, Canada, Ireland and U.K.)Toast POS lets you configure how taxes apply to order modifiers, including setting unique rates, overriding defaults, and customizing receip
- Use the Find My Rates ToolUtilize the 1-click workflow of the Find My Rates tool to determine local and state tax rates for your restaurant based on your location's a
- Create Tax-Exempt Menu Items
- Configure an Open Item's Tax Settings
- Configure Tax Inclusion OptionThis article outlines the differences between the tax inclusion options and provides examples for choosing each.
- Understand Tax Rate DiscrepanciesLearn more about why tax discrepancies might occur and how to fix them.
- Add a Bag Tax or Bag FeeLearn to configure a flat or fixed tax on bags or any other item.
- Why isn’t my menu assessing tax on items like it should be?
- How do I override taxes on a modifier?