Menus
Once you have clicked in to a menu you will be able to build your menu, run reports and assign menus to outlets.
There are various options available on this page depending on your permissions.
Starting at the top:
Return to Hub - this will take you back to the previous Menu Library page
Download - here you can download a menu report of your menu into csv or PDF
handy hint - use the csv download to include costs and production numbers to cost your menu (production numbers can be added and reporting on in the outlet only, not in head office)
Cook Book - generate a PDF containing all of the menu’s dishes together with any combos included in the dishes
Nutrition - run a nutrition report for the menu. Download to PDF or csv as required
Allergens - run an allergen report for the menu. Download to PDF or csv as required
Carbon Footprint data - for those with an agreement with Klimato, a download of the carbon footprint data for each dish in the menu is available
Production Quantities (outlet feature only) - enter production quantities for each dish to be included in the csv report (see Download above) or to create your supplier orders
Create Order (outlet feature only) - having added production quantities, add items to your order basket.
Use the Apply Rounding bottom at the top to round the Order quantities to the nearest pack size and amend the quantities if required.
You might choose to order some items initially and then place a second order at a later date. The Confirmed Orders column will show you what has already been ordered using the menu.
If you have items in your basket already, you will be advised and ask if you want to proceed or finish with the existing order prior to adding the menu items.
You will see N/A in the stock location column for items that you don’t have set up in a stock location. They will need to be added before you can order them. Where you have an item in multiple stock locations, you can choose the relevant one in the drop down.
If you have epos integration, you can see the Theoretical Quantity. As this is a complex calculation, it will calculate the figure and then use that figure again for the next 6 hours, after which it will recalculate it. Tick the option called Show Live Theoreticals to recalculate the theoreticals rather than using the saved data.
Add to Order will add the quantities in the Order column to the basket for you to complete your order as normal.
Availability (Head office functionality only) - give selected outlets access to the menu
Edit menu (for those with the edit permission) - amend the name, description and reference
Archive menu (for those with the edit permission)
Copy menu (for those with the edit permission)
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Menu details
For Menu Plans, you will see the days of the week on the left and you can click on the day to access it. If you click on an empty day you will have the option to copy data from another day
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Nutrition by portion/100g - click the 100g option to change how you see the nutrition
Allergen icons - hover over the icons to see the allergens the icons relate to
Knife and Fork - next to each dish there is a knife and fork icon, this will take you to the recipe for that dish.
Chef icon - here you can load the recipe card for that one specific dish (and any combos used in it)
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For those with the Edit permission
Availability - give visibility of your menu to the necessary outlets. You can use the Quick Actions button to do this by brand and to all outlets.
Edit Menu - this is where you can change the name and reference of your menu.
Archive Menu - click to archive your menu.
Copy Menu - handy hint: if you want to create a similar menu with a few changes, copy your menu and then adjust the new version as required.
+ symbol - Use the plus symbol next to the menu categories to add additional categories when building or amending your menu
Add Menu Item - click here and then search for dishes in Recipe Manager. Click to add one and continue until you’re ready to click Done
Remove Category - if you want to remove a category you can do it here.
Label icon - click to go to the Label Maker page for this dish
Bin icon - Remove this dish from your menu (the dish remains live in Recipe Manager)
You can also:
Drag and drop menu items to change the order of the dishes
Amend the dish name by clicking on it and amending the text
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When creating a new menu
You’ll need to start with selecting a menu category from your list. The categories should be how you want to want to list the dishes, eg, Starters, Mains, Desserts, or Sandwiches, Sides, Larges plates, Small plates etc
Now you have selected a category you can add a dish (Menu Item). Click to add and then use the search bar to look for the right dish from those you have in Recipe Manager.
Click to add the dish to your menu, and keep searching and adding until you have finished with that category. You can come back to it and add more later or remove items as required.
To add a second category, click the plus sign next to your first category and do the same, adding categories and dishes until you have finished.
If you want to rearrange the order of the categories, you will need to go back to the Manage Categories page and change the priority orders.