Create a Menu in POSitouch

Description: Learn to create a new menu using Menu Builder, configure menu settings, add order screens, and assign the menu to front-of-house terminals.

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Jump to a section below:

• Create a New Menu
• Add Order Screens to a Menu
• Assign the Menu to a Terminal

Create a New Menu

1. From the back office main menu, select QuickMenu.
   
2. On the top-right of the Quick Menu, select Menu Builder. 
   
3. On the top-left, select New.
   
4. The default menu name will be "New Menu." Type over this to change the name.
   
5. Select your Jump To First Order Screen? preference. 
   • If the flag Jump To First Order Screen is checked, the default will be the first screen in the menu. 
   • If Jump to First Order Screen is unchecked, the default will be the main menu. 
     
6. Set the Master Tax Code.
   1. Master Tax Code 1:
      • All cell type 1 items are taxable.
      • All cell type 6 items are tax included.
      • All cell type 7 items are tax exempt.
   2. Master Tax Code 2:
      • All cell type 1 items are taxable.
      • All cell type 6 items are taxable.
      • All cell type 7 items are tax exempt.
   3. Master Tax Code 3:
      • All cell type 1 items are taxable.
      • All cell type 6 items are taxable if any cell type 1 appears on the check.
      • All cell type 6 items are tax included if no cell type 1 appears on the check.
      • All cell type 7 items are tax exempt.
   4. Master Tax Code 4:
      • All cell type 1 items are taxable.
      • All cell type 6 items with a quantity less than 6 are taxable.
      • All cell type 6 items with a quantity of more than 6 are tax included.
      • All cell type 7 items are tax exempt.
   5. Master Tax Code 5:
      • Set the check amount value where no tax will be applied to the check. Select Back Office Setup > Tax Rates > Tax Rates.
        
      • Fill in the No Tax Below amount and select Save.
        
      • Tax Code 5 will only work with 2 tax rates. 
        • If a cell type 1 item AND cell type 6 item are on the same check and the check amount is below the set amount, then tax will be applied using Tax rate 1. 
        • If only cell type 6 appears on the check and is less than the set amount, then tax will be applied using tax rate 1 and tax rate 2.
      • All cell type 7 items are tax exempt.
   6. Master Tax Code 6:
      • Master Tax Code 6 is a combination of Master Tax Rules 4 and 5. Cell type 6 items are used for the quantity rule and cell type 16 are used for the No Tax Below feature.
      • All cell type 7 items are tax exempt. 
7. Set the Taxes Apply #1-4 or unflag if a certain tax should not apply to this particular menu.
   
8. An Alternate Menu may be selected from the dropdown list in order to access this menu from the current menu. When an alternate menu is accessed, the tax flags set on the alternate menu will supersede the original menu tax flags.
   
9. A Continuation Menu may be selected from the dropdown list in order to access this menu from the current menu. Tax flags are determined by the original menu and will not be changed by going to a continuation menu.
   

Add Order Screens to a Menu

1. From Menu Builder, select the new menu and select View Layout.
   
2. Drag any available screens into the layout of the menu in any available position. To change the order of screens in a menu, simply select and drag the screen into a different position. 
   Note: To remove a screen from the menu, drag the screen from the layout to the available screen section.
   
3. Select the X at the top right to close QuickMenu.
   

Assign the Menu to a Terminal

1. From the back office main menu, select Back Office Setup then Menu Terminal Assignments.
   
2. Select Table Service to add the menu to the terminal when a regular table is opened and/or select Fast Order to add the menu when a fast order is placed.
    
   1. Add a menu to a table service setup by selecting Table Service. The same steps are required for a Fast Order menu terminal assignment by selecting Fast Order and following the steps listed.
      
   2. Select the terminal that will see the menu, then the day of the week that the menu should appear. Note: If this menu will be available every day of the week, we can add it to Sunday and copy it. 
      In this example, our Menu number 8-Late Night should appear from 1:00 AM until 2:55 AM, which is shift 7 and shift 8. This terminal currently looks at menu #4 Food Menu for all 8 shifts.
      
   3. Change shift 7 and shift 8 to look at menu 8 (Late Night) and select Save day.
      
   4. Select the next day of the week (Monday), and if it should be identical to Sunday, simply select Copy Prior and shifts 7 and 8 will now look at menu 8 Late Night. Then, select Save Day.
      
   5. Continue this process through any days of the week that should be identical to the day prior. Remember to select Save Day for each day that has been changed.
   6. If other terminals in the restaurant should have the same setup as the terminal that was changed, select Copy to other terminals.
      
   7. A popup box appears referencing the terminal that will be copied from. In this example, Pub Near Restrooms menu terminal assignments for all seven days, will be copied to any terminals that have been selected. Press Copy.
      
   8. When all copies are complete, select Exit.
      
   9. If necessary, select Fast Order to change the menu terminal assignment when a fast order check is opened. When complete, press Exit.
      
3. From the back office Main Menu, select Immediate System Change.
   
4. Select Continue.