From the SITES tab on HQ, access your site, then from the left-hand menu select the Menus tab. The Menu tab will be the first selection. From here you can view, add, edit, and delete menu components if you have all of applicable permissions.
Required Permissions: View Menus, Add Menu, Edit Menu, Delete Menu, Export Menu, Import Menu, View Products, Add Product, Edit Product, Delete Product, Edit Price, Edit Visibility
Menus Tab
When clicking on Menus in the left-hand navigation list, you will land on the Menu Tab as shown above. From the Menu Tab you can complete numerous functions detailed below. You can either scroll down or use the links below to jump to a specific section.
Menu Tab Navigation
The options below are found throughout the Menu Tab and are detailed below.
| FIELD | DESCRIPTION |
| SELECT ALL CHECK BOX | When any list of products, this check box allows you to select all Products in the list. For more info about Bulk Editing please see the Bulk Editing section below. |
| PLUS SYMBOL | The Plus Symbol allows the user to create a new Product, or if you are already viewing a specific menu it will allow you to add an existing product to that menu. |
| REFRESH SYMBOL | The Refresh Symbol allows the user to reorder the Product sort order. Clicking on the button will open a window allowing the user to drag and drop products into a specific display order for TRAY HQ. Depending on which menu/section/subsection you have selected will affect the positioning of the sort order. |
| IMPORT PRICING BUTTON | The Import Pricing button gives the user the ability to import pricing using a *.csv file. The template file can be downloaded after selecting the Import Pricing button by clicking on the Download Pricing File link. Click the Choose File button and navigate to your pricing file. The user can also check the box for the Price Variance Threshold and specify a percentage. If the new price is more than the variance, TRAY HQ will provide an export detailing those products. |
| EXPORT PRICING BUTTON | The Export Pricing button provides a *.csv file that details all pricing for the site. |
| PUBLISH MENUS BUTTON | The Publish Menus button will Publish all menus to the POS devices. |
| BULK ADD... | The Bulk Add... button gives the user the ability to add multiple products at the same time. For more about Bulk Add..., please see the Bulk Adding Products section below. |
| EXPAND MODIFIERS | The Expand Modifiers button will expand all the modifier groups attached to the Products in the list that you are currently viewing. |
The links below will allow you to jump to a specific section for faster navigation.
Bulk Adding and Editing Products
Add Menu
From the Menu Tab, you can add a new Menu by clicking on Add Menu.
| FIELD | DESCRIPTION |
|
VISIBLE |
This setting determines whether or not the menu will be visible on the POS or Kiosk |
| APP NAME | The name that displays on the POS or Kiosk e.g. Drinks, Salads |
| HQ NAME | The name that displays in HQ e.g. Drinks, Salads |
| PRINT NAME | The name that is printed on the order chit or guest receipt. Must be configured in the receipt JSON. |
| EID | A unique identifier used for enterprise management. |
| CHECK BUTTON | Clicking the blue Check button will verify that the above EID is not currently in use. |
| MENU IMAGE | By clicking the Choose file button you can upload an image to associate with this menu that will display on the POS or Kiosk. |
Add Product
From the Menu Tab, you can add a new Product by clicking on Add Product. Alternately you can click on the large Plus sign underneath the Modifier Groups tab to Add Product as well.
Product Tab
The options for the Product Tab are detailed below.
| FIELD | DESCRIPTION |
| NAME | The product name. |
| CATEGORY | The product category, chosen from the list of available categories. |
| PLU/GTIN | A unique identifier that can be used for enterprise management, as well as external integrations. |
| VISIBILITY | Determines if the product is visible on the POS or not. |
| 86 ITEM | Check the Box to 86 a product. This will mark the product as out of stock on the POS and any external integrations if applicable. |
| DESCRIPTION | This field allows the user to enter a product description that can be viewed on the POS or Kiosk. e.g. ingredients, wine vintage, etc. |
| CALORIE COUNT | The total calorie count of the product as displayed on a kiosk. |
| OMNIVORE | Legacy Functionality. |
| BAR CODE | Allows bar code scanner functionality by entering the product bar code information here. |
| COOK TIME | If the settings "hold orders based on cook time" is enabled in the site settings tab, this will delay the fire time to the KDS based on the total cook times of the products on a check. |
| CONFIGURATIONS | This is a list of attributes that can be applied to a product that determine how the product is sold. e.g. A donation is handled differently in the software as opposed to a food product. This can also be used to call out Vegetarian or Low Sodium food options as well. For additional details reference the Product Configurations article. |
| ALLERGENS | This can be used to filter out products with specific Allergens on the POS e.g. Shellfish, Peanuts, etc. |
| AVAILABLE TO ORDER IF ALREADY PURCHASED | This field allows the user to specify a prerequisite product for the current product. e.g. If the current product is an add on to a steak, the steak must already be fired or if the current product is an All You Can Eat refill, the All You Can Eat product must already be fired. |
| DB ID | The TRAY generated database ID. |
| MENU IMAGE | You can add an image of this product to be displayed on the POS or Kiosk by clicking on the Edit button and uploading and image file. Preferred file types are *.jpg or *.png |
| UNIT | This determines the unit of measure this product will be sold by. |
| BASE PRICE | The base price for this product. |
Naming Tab
The Naming Tab allows you to create different names for an product that will be displayed in different locations. For example, you may want to have shortened product name display on your KDS devices or kitchen chits. The options for Naming Tab are detailed below.
| FIELD | DESCRIPTION |
| NAME | Name of the product. Entered on the Product Tab. |
| TRANSLATION | Future Functionality. |
| MAIN | Legacy Functionality. |
| ORDER CHIT | Legacy Functionality. |
| RECEIPT | Legacy Functionality. |
| WEB | Legacy Functionality. |
| KDS | Name of the product to be displayed on the kitchen display screens or printed on order chits. |
| TAGS |
Used for external integrations. |
| PRODUCT GROUP | The product group, chosen from the list of available groups. Product Groups are used for reporting purposes. |
Pricing Tab
The Pricing Tab allows you to determine the tax method of a product as well as set alternate pricing for an product for pricing schedules
| FIELD | DESCRIPTION |
| NAME | Name of the product. Entered on the Product Tab. |
| BASE PRICE | The base price of the product. Entered on the Product Tab. |
| TAX INCLUSIVE / TAX EXCLUSIVE | Determines whether the product is tax included (Inclusive), or tax added (Exclusive). Click the button to choose. |
| POINTS | Legacy Functionality. |
| PRICE SCHEDULES | Price schedules can be used to set alternate pricing for a product at different times of the day e.g. Happy Hour or Late-Night pricing. A product can be assigned to multiple price schedules. You will need to enter the price applicable to the pricing schedule in the first box and then choose the Price Schedule from the drop-down. Click the link for more information on Pricing Schedules. |
Modifiers Tab
The Modifiers Tab allows you to modify the associated modifier groups for a product e.g. "Side Choices". To add an existing Modifier Group(s), open the drop-down menu and select the appropriate modifier group(s). Click the link for more information on creating or editing Modifier Groups. You can also create a new modifier group directly from this screen.
Add-Ons Tab
| FIELD | DESCRIPTION |
| NAME | Name of the product. Entered on the Product Tab. |
| PRICE | The base price of the product. Entered on the Product Tab. |
| PRODUCT ADD-ONS | Add ons are products that can be attached to another item that will then be visible on the client applications. These products are not associated with any modifier groups, and are not referenced back to this product in any way on sales. |
| ALLOW DUPLICATES FROM UPSELL | Determines whether the up-sell prompt on the Kiosk will display add on products that are already in the cart unless the parent product is in the cart multiple times. Check the box to allow. |
| COMBO ITEM UPSELL | Allows the user to add a suggested product to the base product. This suggestion will display on the kiosk at check out. |
Events Tab - Legacy Functionality
Gift Cards Tab
The Gift Cards Tab is detailed below. The different requirements for the supported processors are also detailed below. Each processor will require slightly different information to be entered.
For specific dollar amounts, a product will need to be created for each specific dollar amount you wish to sell e.g. $5, $10, $25, etc. The dollar amount for each product will need to correspond to the Value field on the Gift Cards tab.
For Open dollar amounts, a specific product will need to be created with the Open Item configuration. Under the Configurations field on the Product Tab, you should select Open Item in the drop-down menu. On the Gift Cards Tab for the Open dollar amount, the dollar amount should be set to 0 in the Value field.
Embed
When selecting Embed as the processor, you can choose two options in the Type field: Issue/Reload or Wipe. Once you select the Type field, you will need to enter the Product ID that corresponds to the Embed server and then the dollar amount in the Value field. The Wipe option allows you to Wipe or reset a gift card to $0. The Value field should be left blank.
SVS-Bonus Card
When selecting SVS-Bonus Card as the processor, the only available option in the Type field is Issue. Once you select the Type field, you will need to enter the dollar amount in the Value field. You will also need to enter the required dollar amount to get the Bonus Card in the Minimum Spend field. This will enforce that the required dollar amount of gift cards exist in the cart before bonus cards can be issued/fired.
STS-Gift Card, SVS-Gift Card or Vantiv
When selecting STS-Gift Card, SVS-Gift Card or Vantiv as the processor, you can choose three options in the Type field: Issue, Reload or Wipe. Once you select the Type field, you will need to enter the dollar amount in the Value field. The Wipe option allows you to Wipe or reset a gift card to $0. The Value field should be left blank.
Ingredients Tab - Legacy Functionality
Once you have entered all the required information on the above tabs and clicked Save, your newly created product can be found under Unassigned Products.
Import Menu
Import Menu allows you to import a menu from another venue. When clicking on the Import Menu link on left hand side the following window will open. If the menu you are trying to import is missing EID's on certain fields you will not be allowed to import that menu and you will be presented with an error message indicating which elements require an EID.
| FIELD | DESCRIPTION |
| IMPORT MENU FROM | You can select to import from an existing venue within the same environment or in the future from an Excel spreadsheet. |
| SITE | Choose the existing site you wish to import the Menu from. |
| MENU | Choose the Menu to import. |
| ORPHAN MODIFIERS | Check the box to include any Orphan Modifiers. Orphan Modifiers are Modifiers that are not currently assigned to a Modifier Group or a Product. |
| ORPHAN PRODUCTS | Check the box to include any Orphan Products. Orphan Products are Products that are not currently assigned to a menu. |
| ORPHAN MODIFIER GROUPS | Check the box to include any Orphan Modifier Groups. Orphan Modifier Groups are Modifier Groups that are not currently assigned to a Product. |
Export Menu
Clicking on the Export Menu link on the left-hand side will export the menu to an Excel spreadsheet. This format is legacy and will be updated in a future release.
Reorder Menu
Reorder Menu allows the user to alter the order that the Menus will show both in HQ and under the Services on the POS and Kiosk. This is done by clicking on the Menu in the drop-down list and dragging the Menu to the new location in the display. Once you are happy with the new display order, click "Update".
Products
Products allows the user to display a list of all the Products in your site in alphabetical order. Clicking on an individual Product in the list will allow you to make modifications to that Product. The edit product screen has all of the same options as Add Product at the beginning of this article. Clicking on the blue Change link for a particular product will allow you to Change the visibility status of a particular Product. The three options for this are Visible (Green), Invisible (Red) or 86 (Orange).
Unassigned Products
Unassigned Products displays orphan Products that have not yet been assigned to a Menu. Click on the new product's check box and select the Add to Menu(s) or Menu Assignment(s) button. Select the correct menu(s) from the drop down and hit Save. Your product will now appear in the menu section you selected. The Menu Assignment(s) button will not only allow you to assign a product to multiple menus but it will also show you a list of menus the Product is currently assigned to and allow you to make modifications.
Menus
Any existing or newly created Menus will display below Unassigned Products. They are denoted by a right facing arrow which you can click on to expand the menu sections/subsections.
To add a product to a Menu, click on the Menu and then click on the + sign at the top which will open the pop-up window above. Choose the Product and the appropriate Menu Subsection from the drop-down lists and then click the black "Save" button.
Menu Options
To access the Menu Options, click on a particular menu and then click on the gear icon to the right of the Menu name. It will present you with several options for that Menu. Each Menu Section and Menu Subsection have the same Menu Options available.
| MENU OPTION | DESCRIPTION |
| EDIT MENU | Allows the user to edit an existing Menu. |
| DELETE MENU | Allows the user to Delete an existing Menu. |
| DUPLICATE MENU | Allows the user to Duplicate an existing Menu. |
| ADD SECTION | Allows the user to add a Menu Section to an existing Menu. |
| REORDER SECTION | Allows the user to change the display order of the Menu Sections within an existing Menu. |
| PUBLISH MENU | Allows the user to Publish the Menu. |
Edit Menu
| FIELD | DESCRIPTION |
| VISIBLE | This field determines whether the Menu is visible on the POS or not. |
| APP NAME | The name that is displayed on the POS. |
| HQ NAME | The name that is displayed in TRAY HQ. |
| PRINT NAME | The name that is printed on the order chit. |
| EID | A unique identifier used for enterprise management. |
| CHECK BUTTON | The check button would verify if the EID entered is already in use or not. |
| MENU IMAGE | Allows the user to upload an image to be displayed on the POS for this menu. Click on the Browse button and select the appropriate image file. You can change the image by repeating the process and selecting a different image file. |
| DELETE IMAGE BUTTON | If you have previously uploaded an image and decide you don't want an image associated with this Menu, you can click the Delete Image button to remove the image entirely. |
Once you have entered or edited all the information, click on the black "Save" button.
Delete Menu
The Delete Menu option allows the user to delete an entire Menu. Click on the "Delete Menu" button and you will get a pop up to confirm you want to delete the Menu.
Deleting a Menu does not delete any of the Products within the Menu, they will now show up in Unassigned Products. If the Products are not assigned to any other Menu, they will not be available on the POS until they are assigned to an active Menu.
Duplicate Menu
The Duplicate Menu option allows the user to duplicate an existing Menu.
The functions above work the same was as Edit Menu above. When duplicating a menu, the App Name, HQ Name and EID will need to be changed so they are different than the menu that you are copying from.
NOTE: Duplicating a Menu will also create duplicates of all the products within the menu.
Add Section
The Add Section option allows the use to add a new Menu Section.
| FIELD | DESCRIPTION |
| VISIBLE | This field determines whether the Menu Section is visible on the POS or not. |
| MENU | Choose the Menu from the drop-down list that this Menu Section should be added to. |
| SECTION NAME | Enter the name of this Menu Section. |
| PRINT NAME | The name that is printed on the order chit. |
| SECTION IMAGE | Allows the user to upload an image to be displayed on the POS for this menu section. Click on the Browse button and select the appropriate image file. You can change the image by repeating the process and selecting a different image file. |
Once you have entered or edited all the information, click on the black "Save" button.
Reorder Section
Reorder Section allows the user to specify the order that the Sections will show both in HQ and under the Services on the POS and Kiosk. This is accomplished by clicking on the Section in the drop-down list and dragging the Section to the new location in the display. Once you are happy with the new display order, click "Update".
Bulk Adding and Editing Products
Bulk Adding
Bulk Adding allows the user to add multiple products at the same time. Click on the "Bulk Add..." button to open the pop-up window above.
| FIELD | DESCRIPTION |
| MENU | The Menu that the products will be added to. |
| SECTION | The Section that the products will be added to. |
| SUBSECTION | The Subsection that the products will be added to. |
| PRODUCTS | When Bulk Adding, the user is only able to enter the Product Name and the Price. The format is Product Name, Price. The product name and price should be separated by a comma and a space. Multiple products should be entered on separate lines, press enter on the keyboard to move the cursor to the next line. |
Once you have completed adding Products, click the black "Save" button. Additional configuration for each Product (Categories, Images, etc.) will need to be completed by either editing each individual product or by using Bulk Editing below. Products created in Bulk will automatically be created in the "Default" category. If you have deleted the Default category at your site, the products will be created in the first category that was created for the site.
Bulk Editing
Bulk Editing allows the user to make changes to multiple products at the same time. Click on the check boxes of the products you want to edit, or check the box at the top to select all of the products in the menu section you're currently in. Then click on the pencil symbol to edit all of the selected Products at once. The available fields are the same functionally as adding a Product.
Some of the fields that are available for Bulk Editing include Categories, Visibility, Pricing, assigned Modifier Groups and many more.
Note: The Update Existing flag when checked will update all fields with the new edits entered during bulk edit. When left un-checked it will only update fields that have not been configured previously.
Once the information has been added or updated, you will need to click the black "Save" button. After saving the changes, Publish the information by using the blue “Publish” button at the top of the screen. Choose “Menus” and then click the black “Publish” button.
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