How do I set up enterprise menus?

FAQ

How do enterprise menus work?

Enterprise menus allow you to share menus across multiple locations within the same Company and localize offerings and pricing at specific locations. They also allow you to share menus from different brands to a single location. This new feature makes it quicker and easier to provide custom offerings from a base menu across a wide number of outlets.

 

How is this different from standard shared menus?

Standard menu sharing shares menu(s) between the same brand with the same prices. This is used by a majority of our multi-chain restaurants. Availability can be customized in Operations, but pricing remains consistent.

Brand Settings

1. In the back office, go to Brands & Locations
2. Select the brand from the dropdown menu
3. Select Edit Brand
   
   • Enable Order - to enable ordering for the brand  
   • Enable Brand Pricing - should be turned ON to allow sharing across brands within the same company
     • This setting must be enabled at both the parent and child location
       
       
   • Mark Child Unavailable - should be turned ON
     • to ensure new menu items added at the parent location are unavailable at the child location until the site chooses to turn them on.
     • If the brand is a single-brand multi-chain restaurant, this toggle is typically turned off and the child location will start with all the items available.

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Enterprise Menu Setup - Sharing & Assigning Menus

For Managed Food Services

1. Create a Parent Brand and Parent Location

• • These locations are not active but are used only to manage the menu
  • Menus are built out at the parent locations with menu items priced at $0.00
    • If all child locations will be priced the same, prices can be set at the parent location, either manually or through mapping

 

For single-brand multi-chain restaurants

1. Create Parent Location within an active brand

• • This location can be an active restaurant
  • Menus are built out and mapped to the POS at the parent locations
    • The mapping will propagate to the child location upon sharing, and can be overridden during localizations afterwards if required.
    • Price levels (if applicable) can be managed in the localizations or in the location settings (depending on the POS)
      

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2. Configure Brand settings (see Brand settings section above)
   
   
3. Share parent menus down
   • Parent menus are shared out using the ‘Share Menus’ button in the MENUS & CATEGORIES section

1. 1. 1. Go to Menus tab in back office
      2. Select the Brand then Location from dropdown menus
      3. Menus & Categories
      4. Select Share Menus
      5. Assign shared menu label in the popup
      6. Select Share
         • Menus may be shared out by multiple parent locations.

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4. Assign menus to child location

1. 1. Select the brand & location from dropdown menus
   2. Click Assign Shared Menu button in the MENUS & CATEGORIES section.
   3. Choose all desired menus from the Assign Menus popup by clicking Assign button
   4. Set up menu hours for child location
      • Menus & Categories > Select Edit (pencil icon) > Set Availability
      • Note that menu hours set up in child location will only apply to that location

•  Daily specials will not share down with enterprise menus, they remain completely local
•  Bottle deposits cannot be set up regionally by province with enterprise menus

 

Localizing Menus - Availability, Price & Devices

Operators will localize menus in the Localizations tab.

 

Menu item and modifier availability

• Menu item and modifier availability will be managed using the Expire button
  • Expired items will have a checkmark and the line will be greyed out

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• All menu items shared down from a new menu will start as unavailable (if “Mark Child Unavailable” toggle is switched on. See brand setup steps for details)
  • Operator must turn available items on (or off, depending on the “Mark Child Unavailable” setting)
  • When a new menu items added to a parent location, it will start on/off depending on the “Mark Child Unavailable” setting in Brand Settings
  • All modifiers will start as available
  • The Localizations tab communicates with the Operations tab
    • If a menu item or modifier is marked expired in Menu localization, it will also show as unavailable in Operations and vice versa
  • When a new item is added at the local menu level, it can be mapped as a regular item (not from the Localizations tab), it will stay available for the specific location only.

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Prices

1. For connected locations, Operators will select the pencil icon under the heading ‘Price’. They will map menu items or modifiers by POS ID or keyword in the Add Price popup.
   • Reference ‘Localizing Prices - POS Integrated Menu Mapping’

2. For disconnected locations, Operators will manually type in the price in the text field under the heading ‘Price'.
   • Reference ‘Localizing Prices - POS Disconnected’

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Devices

1. For disconnected locations, menu items can be mapped to specific KDS and printers using labels managed in the restaurant settings.
   
   
2. Under the heading KDS in Localizations, click ‘Select Device’ and choose from the options.

 

Localizing Prices - POS Integrated Menu Mapping

• Menu mapping for enterprise items is completed in the Localization tab. Follow the instructions below to map POS Menu and Modifier items. Unmapped items will not display to customers.
  
  
• As new items are added to the POS, they will need to be imported into the back office. To do so use the Refresh Pricing tab in Operations. Select the checkbox to the left of your location and use the Update button.

1. Mapping will be completed in the Localizations section

1. 1. Go to Menus tab in back office
   2. Select the Brand then Location from dropdown menus
   3. Localizations

2. Filter by Menu and Category or Search by Item Name

1. 1. Modifiers are listed under Select Menu
   2. Modifier Groups are listed under Select Category

3. Map to POS

1. 1. Click on the pencil icon under the heading Price
   2. In the popup, use the search field to map the item to the corresponding Name/ POS ID
   3. Ensure POS Modifier / POS Item toggle is correct. 
   4. Click Search
   5. Review option(s) and select the circle to the left once the mapping is confirmed.
   6. Click Done

If a location is POS connected, you will not be able to manually update any pricing. Prices are set in the POS and imported.

4. Save mapping

1. 1. Unsaved changes will be highlighted in yellow under Price
   2. Before leaving the page, click the button Save on the top right
   3. Mapped items will display POS ID, POS Level, POS Name, and Price
   4. Unmapped items will not display to customers

5. Identifying unmapped items

• • In Localizations, POS fields will be blank
  • In Menu Items, items will be labeled with Unmapped and a yellow overlay
    • Hide Inactive toggle on the top right can be used to filter unmapped items

Localizing Prices - Disconnected Locations

• Customizing prices for enterprise items and modifiers is completed in the Localization tab.
• Follow the instructions below to localize your Menu and Modifier items.

1. Pricing will be completed in the Localization section 
   1. Go to Menus tab in back office
   2. Select the Brand then Location from dropdown menus
   3. Localizations
      

2. Filter by Menu and Category or Search by Item Name
   • Modifiers are listed under Select Menu'
   • Modifier Groups are listed under Select Category

3. Set price

1. 1. Click on the textbox under the heading Price
   2. Type in the custom price
   3. If prices have been assigned at the parent location level, the items will start with those prices (even if set to $0.00)

4. Save changes
   • Unsaved changes will be highlighted in yellow under Price
   • Before leaving the page, click the button Save on the top right

 

 

Managing Menus - Parent & Child Locations

Menu Managers and Admins can edit the menus in the ITEMS and MODIFIERS tabs.

 

Parent Locations

The following items can only be edited at the parent location for enterprise menus:

• Menu names
• Menu order types
• Menu images
• Menu category names
• Menu category descriptions
• Menu category up-sells
• Menu category images
• Enterprise menu items and modifier groups

Enterprise menu items cannot be edited at the child location.

New local menu items can be created at the child location. Local menu items added at the child location will only exist only at that location.

 

Child Locations

• Enterprise menu items cannot be edited at the child location.
  
  
• New local menu items can be created at the child location. Local menu items added at the child location will only exist only at that location.
  
  
• Modifier groups assigned to enterprise menu items cannot be changed at the child location. However, new local modifiers can be added to existing enterprise modifier groups.
  
  
• Local modifier groups can be created and assigned to local menu items. However, they can’t be assigned to items created on the enterprise level.

Creating and Editing Local Items and Modifiers

1. Go to the Menus section of back office
2. Select a brand and location from dropdown menus
3. Select ITEMS tab
4. Click New Item button to create a new local menu item
5. Click on pencil icon to edit an existing local menu item

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Add Item

1. Name

1. 1. Edit the Item name - this will be displayed to users
   2. This field is required to save

2. Description
   2. Add a menu item description to help sell your item to customers

3. Menu Item Price(s)

1. Select Add Price button
   
   POS Connected Locations 

1. 1. In the popup, use the search field to map the item to the corresponding Name/ POS ID
   2. Click Search
   3. Review option(s) and select the circle to the left once the mapping is confirmed.
   4. Click Search
   5. Review information and edit Label if required
   6. Enter Calories if required
   7. Click Done

POS Disconnected Locations 

1. 1. Enter price in Price field
   2. Enter Label if required
   3. Enter Calories if required
   4. Click Save

4. Modifiers

1. 1. Click Add Modifier Group
   2. Drag and drop modifier groups from Available Modifier Groups in the left field to Selected Modifier Groups in the right field
   3. Drag and move to resort order
   4. Click Save
   5. Once added, use icons to reorder and remove

5. Photos

1. 1. Click Upload Image
   2. In Add New Image popup, select Browse Image
   3. Choose the file from your device
   4. Crop if required
   5. Select Upload Image

6. Save/Publish

1. 1. Select Save Draft to save a draft of the menu item
   2. Select Publish to make your item available for ordering
   3. Select Cancel to remove progress

Add Modifier Group

1. Go to the Modifiers tab
2. Click Add New
3. Enter the Modifier Group Name
4. Enter the Minimum quantity and maximum quantity (as necessary)
   • The minimum quantity will determine if the modifier group is optional (0) or required (1+)

5. Select single selection if users can only select 1 of each modifier in the group
6. Add a description for the modifier group
   • This will be the prompt for users to select modifiers in the group (Ex. Please select 2 options)

7. Click SAVE to create the new modifier group

Add Modifiers

1. Go to the Modifiers tab
2. Select an existing modifier group from the list on the left-hand side
   1. You may add local modifiers to enterprise and local modifier groups
3. Select Add Modifier button on the top right of the screen

Connected locations - Map to POS

1. 1. In the popup, use the search field to map the modifier to the corresponding Name/ POS ID
   2. Ensure POS Modifier / POS Item toggle is correct.
   3. Click Search
      
   4. Review option(s) and select the circle to the left once the mapping is confirmed.
   5. Click Done

Disconnected locations - Set price

1. 1. Select the text box beside the heading Price and type in the correct value
   2. Select the text box beside the heading Label and type in the name that will be presented to the customer
   3. Select Publish

4. Use the icons on the right side of your modifier to make customizations. Tip: these controls will be greyed out on enterprise modifiers.

1. • The arrows icon will rearrange the order of your local modifiers
   • The duplicate icon to sort your modifier into multiple groups
   • The pencil icon will edit your modifier
   • The trash icon will expire or delete your modifier

 

Enterprise Menu Setup - Mapping at the Parent Location

• If all child locations utilize the same POS IDs for all menu items and modifiers, menu mapping may be completed once at the parent location. To map your parent menu items and modifiers, navigate to the Items and Modifiers tab.
• If your locations share POS IDs, menu mapping should only be managed at the parent location. Child locations will still individually manage availability.

Mapping Menu Items

1. Select the pencil icon to edit your menu item

1. 1. Go to Menus in back office
   2. Select the Brand then Location from dropdown menus
   3. Select Menu Items tab
   4. Select your menu on the left side and expand your categories
   5. Select the desired category to display your menu items

2. Under the heading Menu Item Price(s), assign a price to your item
   2. Select Add Price button

POS Connected locations

1. In the popup, use the search field to map the item to the corresponding Name/ POS ID
2. Click Search
3. Review option(s) and select the circle to the left once the mapping is confirmed.
4. Click Search
5. Review information and edit Label if required
6. Enter Calories if required
7. Click Done

POS Disconnected locations

1. Enter price in Price field
2. Enter Label if required
3. Enter Calories if required
4. Click Save

 

Mapping Modifiers

1. Go to Menus in back office
2. Select the Brand and Location from dropdown menus
3. Select Modifiers tab
4. Select your Modifier Group on the left side to view your modifiers
5. Select the pencil icon to edit your modifier
6. Assign a price to your modifiers

Connected locations - Map to POS

1. 1. In the popup, search for the modifier using the name or POS ID
   2. Ensure POS Modifier / POS Item toggle is set properly  
   3. Click Search button
   4. Review option(s) and select the circle to the left once the mapping is confirmed.
   5. Click Done
      
      
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Unmapped menu items will be labeled with Unmapped and a yellow overlay. Unmapped modifiers will say ‘Map’ under the label. The Hide Inactive toggle on the top right can be used to filter unmapped items.

Disconnected locations - Set price manually

1. 1. Enter the Price of modifier in text box
   2. Select the text box beside the heading Label and type in the name that will be presented to the customer
   3. Select Publish