Viewing All Available POS Menus
To view your POS menus:
1. Log into the backend
2. Go to iPad Menu > POS Menu: This will display a list of all your available POS menus, including any converted for online ordering.
3. Check Published Menus: Only menus that are Published (indicated by a tick under the Published column) will be accessible on your POS.
POS Menu Management Options
From the POS Menu list, you can:
Edit: Click the pencil icon to modify the menu.
Download CSV: Click the download button to export the menu as a CSV file.
Duplicate: Duplicate a menu if you want to use it as a base for creating a new one.
Delete or Unpublish: Click delete to permanently remove a menu, or simply unpublish it if you want to hide it without losing the menu.
How to create a new default menu (video)
A "default" menu is a menu that is automatically designed based on your products list.
In a default menu, all your Products will appear as items on your menu, organised within the Categories that are assigned to them.
How to Create a Default Menu
A default menu is automatically generated based on your product list. To create one:
Go to iPad Menu > POS Menu.
Click Add POS Menu: Enter a name for your new menu and click the pencil icon to begin editing.
Click Create Default Menu: This will auto-populate the menu with your existing products, organized by categories.
Important: Do not click this button if you already have a menu on the screen, as it will overwrite it.
Make Adjustments: After creating the default menu, you can make changes if needed.
Click Publish: You must publish the menu for it to be accessible on the POS.
Sync the Menu on the POS: Ensure that your POS reflects the new or updated menu.
How to edit the POS Menu on your iPad (video)
This video shows you how to edit the POS menu using just the iPad (without accessing the backend).
How to Edit a POS Menu on the Backend
There are two main elements to edit on a POS menu:
Menu Tabs: These group your products, notes, or additional groups.
Menu Items: These are the actual products or notes within a tab.
Editing Menu Tabs
1.Add a Menu Tab: Click Add Tab.
2.Edit a Menu Tab: Click the pencil icon next to a tab to rename or modify it.
A tab can be a:
Group: A folder to house multiple products (recommended).
Product: Quick access to a specific product.
Note: For commonly used notes that need to be printed.
Editing Menu Items
When you click a Menu Tab, you will see your Menu Items on the right side of the screen.
When you click a Menu Tab, the Menu Items will appear on the right side.
A Menu Item can be a:
Product (recommended).
Group: A folder containing more products.
Note: To print recurring notes.
To add a product to a menu tile:
Create the Product in the Products page (be sure to save).
2. Go to Menu > Add Item
3. Search for the Product: Select it and add it to the menu.
4. Edit Existing Items: Click directly on a product or note to edit it. To edit a group, click the pencil icon.
To edit a Group, click on the pencil icon.
(To get out of a Group that you have opened, click the white up arrow that appears at the top of the menu when you are inside the group.)
To edit a Note, click on it directly
Saving Menu Edits
Whenever you edit your menu, you must:
Click Publish: Always click Publish after making edits, or the changes will remain in draft mode.
Sync the Menu: After publishing, sync the menu on your POS for changes to appear.
IMPORTANT: For changes to be visible on the POS, you must click Publish, otherwise the changes will remain in draft mode.
3. Sync the menu on the POS
Importing a Menu from a CSV File (Advanced Users)
Advanced users can import a menu using a CSV file. To do this:
Click Import: From the POS Menu list, select Import and upload the POS menu CSV file.
Get a Sample Template: You can download a sample template from POS Settings > Bulk Import, selecting the Menu option.
Note: The Table Ordering Menu and POS Menu templates are the same, but only the POS Menu can include products at the category/tab level.