Setting up a new Online Ordering Menu

Setting up a new Online Ordering Menu

Basic Menu Concepts : Categories, Items, Options and Group Categories

 

Categories

  • Menu Categories such as “salads” or “starters” are implemented here

  • Availability can be updated for the entire category (this means all items assigned to this category follow these rules).

  • This is useful if, say, the lunch menu is only available Mon-Fri 11am-3pm. You can change under the availability tab from “All Days” to “Specific Times” and adjust each day accordingly. 

  • You can view all items assigned to a category under the “items” tab and here you can adjust sort order (useful for restaurants that number their dishes) 


Items

  • In the items tab you can add new items, search for and change existing items, copy existing items, and select multiple items to enable or disable simultaneously

  • When adding items, you can include the name, description (which appears in smaller, lighter text under the item name), price, and assign the item to a category (this MUST be done in order for the item to show up).

  • Items can be assigned to more than one category.

    • Items with NO price and/or NO category will NOT appear 

    • Disabled items will NOT appear 

  • For alcoholic beverages, clicking the “is alcohol” radio button will ensure that a user who adds this item to their cart is sent the “alcohol notification” (ie. “you must be 21+ in order to buy alcoholic drinks”)

  • You can also add specific options to your items under the options tab. These are things such as “toppings” or “salad dressings” 

    • In order to do so, search the option (that you already have created) and select it 

    • You may define an option as required or not 

    • Add the choices by clicking on the big blue button & selecting relevant choices

    • To make the options add or removed price from the item total simply fill out that box under “price”

    • You can also adjust sort order of all options, or choices within the options themselves, if your menu has a logical progression 

  • Item availability can also be specified, but this is rarely useful (only used if you have a “tuesday special”)


Options:

  • Adding options is really easy. Just click the blue button, give the option a name (ie “add” or “choice of side”) and select its type. There are three useful types: select, checkbox, and radio 

    • Select: only allows one choice from all options & is given in a drop down menu 

    • Checkbox: allows user to select multiple options (you can set a max under the options tab of the individual item) or multiple quantities 

    • Radio: allows user to see all options in similar format to checkbox, but only select one 


Group Category

  • Group categories are used when you have multiple menus (ie “lunch” / “dinner” / “brunch”) 

  • Create the group category, choose the items to assign, and make sure to select the “hide title” button in order for the group category name to appear 

  • Ensure that you have checked the box which says “group category menu shop” and chosen a style (tabbed or in line) in order for everything to appear on the online ordering platform 

  • There is no “power” in the group category; it is simply used to organise / divide menus. All rules (ex availability and assigning items) must be completed at the category level.


Best Practice for setting up a new Menu: 

Setup menus in following order

  1. First add and sort all categories 

  2. Fill out all options 

  3. Create items with categories & options assigned.

  4. Check all items appear and are accurate

  5. Assign group categories & any category rules 

  6. Check everything :) 


Tips & Tricks: 

Copy Options Functionality:

  • If multiple items have similar options (ie all salads have same dressing choices) you can simply add the options to one item,

  • Then under the “copy options” section, search for this item, choose "check options", select the option you wish to copy (“dressings”) from all the options assigned to it.

  • Then search the other dishes (your other salads) and select SAVE in the top right corner to copy that option across.  

  • Everything will be copied exactly; as in, price changes and sort order

  • Copying will not alter existing options on either item (ie copying “dressings” will not change the ‘add protein” option already created on a salad) 





    • Related Articles

    • Getting Started with your Engage Online Ordering Solution

      Training Video 1: Introduction to your Engage Command Center Accessing the Engage Command Center and Logging In Overview of Information shown on the Command Center Dashboard   Accessing the Marketing Calendar to view all scheduled social media posts ...
    • Tips for promoting your online ordering business

      After you go live you will receive a URL link for your Online Ordering solution that you can publish anywhere your business has a presence on the internet. This article includes some quick and easy tips to help you let the world know you are ready to ...
    • FAQ - Online Ordering Solution

      What options are there for managing orders?  There are multiple options for handling orders and many of these options can be used at the same time. E.g., get a text alert or an automated call if a print fails.    Order Boss iPad Application  ...
    • Getting the most out of your Online Ordering (Webinar)

      This recorded live training webinar focused on tips and tricks you need to manage your Online Ordering Solution. Topics covered include: Tips on Promoting your Online Ordering Solution  Creating Discount Coupons  Adding Popup messages to your Online ...
    • Setting Holiday Hours in your Online Ordering Solution

      If you would prefer watch a video click here otherwise follow the instructions below 1. Log in to your Engage Command Center and go to Online Ordering.  (How to access Engage Command Center) 2. Click on the online order admin button. 2. Go to ...