Build Menu

Once a menu has been added the menu can be built adding products and other attributes.

Step 3 of 4

Adding Groups

A menu group divides the menu up into sections enabling products to be added.

Follow these steps to add a group:

1. Click Build Your Menu | the build screen is displayed

2. Click + New Group

3. Enter the Group Name | click Add

   Repeat the process for as many groups as required

4. Drag and Drop groups around to set the required order

   The order of the groups is how they will be presented to the guest

5. Click Save Changes

Configuring Groups

Follow these steps to configure groups:

1. Hover over the group | click Edit

2. Set the following information as required

   • Header text

   • Footer text

   • Set Menus

     • Minimum number of selections

     • Maximum number of selections

3. Configure Site Visibility (optional) | select either a Site Group or click the Sites tab and select individual Sites and Sales Areas applicable for the group not to be displayed

4. Click Save Group Details

Adding Products to Groups

Follow these steps to add products to a group:

1. Enter search term, Name or Entity Code or apply additional filters | click Advance Search, select either Category or Subcategory

2. Click Refresh Search, the search results will be displayed

   Unconfigured products (those without display records) are shown in grey with 'Please Configure Product!' warning

3. Drag and drop products from the left panel into the required group

4. Sort the Products within a group by Dragging Up and Down

   The order defines how guests will see the items within the menu group

   The same item can be added to multiple groups

   Products can be dragged between groups

Configuring Products in Groups

Follow these steps to configure products in a group:

1. Hover over the product in the group | click Configure

2. Set the following information as required

   • Choose Display Record

     • Select a record from the drop down

     The first / default record is always assigned, if an alternative record is required select from the drop down

   • Default Portion

     • Select a portion from the drop down

   • Control Portion Visibility

     Enable the toggle if control of portions displayed within the menu is to be configured

     • If enabled select uncheck which portions should not be displayed

   • Choose Display Records for associated choices

     Choices are displayed with 'Choice Name' Context

     • Select a record from the drop down

   • Show Prices

     • Select Yes / No from the drop down

   • May Stock

     Set if the item should not be displayed within the menu when out of stock

     • Select Yes / No from the drop down

3. Configure Site Visibility (optional) | select either a Site Group or click the Sites tab and select individual Sites and Sales Areas applicable for the items not to be displayed

   Site visibility is an alternative to apply restrictions, certain products might never be available at a site and can be controlled at menu level

4. Select an Upsell Group from the drop down (optional)

   If the upsell group is to be applied to all items within the group this can be performed from the group action function

   1. Hover over the product in the group | click Action

   2. Click Add Upsell Group

   3. Select the required group from the drop down

   4. Click Apply

5. Click OK

6. Click Save Changes

Adding Other Attributes to Groups

Additional attributes can be added to a menu to enhance navigation, incorporate text, images, and sub-headers, and create a more engaging experience that aligns with your brand message.

Adding Text Fields

Follow these steps to add text fields:

1. Click the Other tab

2. Drag the green Text Field block into the required group

3. Sort the Text Field within the group of products by dragging up and down

4. Hover over the Text Field in the group | click Configure

5. Add the required text

6. Configure Site Visibility (optional) | select either a Site Group or click the Sites tab and select individual Sites and Sales Areas applicable for the Text Field not to be displayed

7. Click Save

Adding Sub-Headers

Follow these steps to add sub-headers:

1. Click the Other tab

2. Drag the yellow Sub-Header block into the required group

3. Sort the Sub-Header within the group of products by dragging up and down

4. Hover over the Sub-Header in the group | click Configure

5. Add the required text

6. Configure Site Visibility (optional) | select either a Site Group or click the Sites tab and select individual Sites and Sales Areas applicable for the Sub-Header not to be displayed

7. Click Save

Adding Images

Follow these steps to add images:

1. Click the Other tab

2. Drag the Purple Image block into the required group

3. Sort the Image within the group of products by dragging up and down

4. Hover over the Image in the group | click Configure

5. Select either

   • Enter Image URL - used when images are stored in a 3rd party system

     • Enter the Image URL

     • Enter Width and Height (optional)

     • Enter Image Link Target (optional)

     • Enter Alt Text (optional but recommended)

     • Configure Site Visibility (optional) | select either a Site Group or click the Sites tab and select individual Sites and Sales Areas applicable for the Image not to be displayed

   • Upload Image

     • Click Add Image

       For more information on uploading images click here

     • Enter Alt Text (optional but recommended)

     • Image URL

       This will automatically populate with the image stored within Media Manager

     • Enter Width and Height (optional)

     • Enter Image Link Target (optional)

     • Configure Site Visibility (optional) | select either a Site Group or click the Sites tab and select individual Sites and Sales Areas applicable for the Image not to be displayed

6. Click Save

Adding Hyperlinks

Follow these steps to add hyperlinks:

1. Click the Other tab

2. Drag the Orange Hyperlink block into the required group

3. Sort the Hyperlink within the group of products by dragging up and down

4. Hover over the Hyperlink in the group | click Configure

5. Select either

   • Menu - allows the guest to be directed to another menu without navigating back to the menu list

     • Enter Link Description (optional if image added, or mandatory if not image selected)

     • Click Add Image

       For more information on uploading images click here

     • Select a menu from the drop down

     • Configure Site Visibility (optional) | select either a Site Group or click the Sites tab and select individual Sites and Sales Areas applicable for the Hyperlink not to be displayed

   • Menu Display Group - allows a guest to be directed to a group within a menu without directly having to navigate through the menu

     • Enter Link Description (optional if image added, or mandatory if not image selected)

     • Click Add Image

       For more information on uploading images click here

     • Select a menu from the drop down

     • Select a group from the drop down (based on the menu chosen)

     • Configure Site Visibility (optional) | select either a Site Group or click the Sites tab and select individual Sites and Sales Areas applicable for the Hyperlink not to be displayed

   • Item - allows a guest to be directed to an item with a menu group without having to navigate through the menu

     • Enter Link Description (optional if image added, or mandatory if not image selected)

     • Click Add Image

       For more information on uploading images click here

     • Select a menu from the drop down

     • Select a group from the drop down (based on the menu chosen)

     • Select a product from the drop down (based on the group chosen)

     • Configure Site Visibility (optional) | select either a Site Group or click the Sites tab and select individual Sites and Sales Areas applicable for the Hyperlink not to be displayed

6. Click Save