All Things Menu

Step-by-Step instructions for how to add a menu section, sales category, and menu items!

How do I add a menu section?

We view menu sections as headers, so it's easy for you to find specific items when creating proposals.

1. Head into Settings > Menu
2. Click the red "Add" button next to "Menu Section"
   
3. Fill in the name, select a sales category, and check what taxes & fees you would like applied to the menu items in that section
   
4. Once you click save, you're ready to add menu items!

Note: Any menu items you add under a menu section will automatically adopt these taxes & fees!

What is a Sales Category and how do I add one?

Sales categories ensure that everything will be reported correctly. You can add as many as you'd like, depending on how detailed you'd like your reports to be.

To add a Sales Category:

1. Head into Settings > Menu
2. Click the red "Add" button
3. Name your category!
   

How do I add a menu item?

1. Head into Settings > Menu
2. Scroll down to "Menu Items" and click the red "Add" button
   
3. Next you will apply the menu section, give the item a name, and select the unit. The item can be priced per hour, per person, or per item.
   
4. You will then select what taxes & fees you'd like to apply to the item. Remember, the item will automatically adopt the taxes & fees set for the menu section it is applied to!
5. If your menu item includes choices or add-ons for the guest to select, you can add those in as well!

Example of a buffet package:

Can I select quantities for Choices and Add-ons?

Yes, you can enable the ability to add quantities to Choices and Add-ons to any menu item by simply clicking the menu item in either the Menu Settings or Proposal and scroll to the bottom of the edit menu sidebar.  

For "per person" priced items, if your menu includes a plated dinner item where each guest can choose their own entree you will be able to select how many of each choice by typing a quantity into the field. The quantity is limited to the overall menu item quantity.

For items with "per item" pricing, the quantities allow guests to select choices multiple times. So if for example you have a drink package that includes 4 pitchers of drinks to share, the guest can select a choice twice by checking the checkbox and then clicking the + to enter 2. The quantity is limited to the Choice limit in this case.

To enable quantities on Choices and Add-ons: