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Summary
Menu items are any items that appear on menus and can be ordered. These can include food items and non-food items, such as gift cards, non-revenue* items (i.e., donations) and open-value items. Deposits and deposit refunds also appear as menu items on menus.
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| Info | ||
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Menu items cannot be deleted after they have been created. |
Configuration
Basic steps to add a menu item:
- Go to Menu Items
- Click Add Menu Item
- Select menu item type
- Complete fields on the appropriate Add Menu Item form (general, combo or PLU/Barcode)
- Save changes
Detailed steps to add a menu item:
Path: Products > Menu Items
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- Select the menu item type from the drop-down list on Creating a menu item pop-up.
Menu item types
| Type | Description |
|---|---|
| Sales | Item for sale (usually a food item) |
| Misc Item Sales | Open value; manual entry (can be used when an item is priced incorrectly or not on the menu) |
| Gift Card Open Value Sale | Activate a gift card and apply any amount of value; manual entry |
| Gift Card Preset Value Sale | Activate a gift card and apply a preset value |
| Gift Card Reload | Apply additional value to an existing active gift card |
| Gift Card Cash Out | In some states, the merchant is required to redeem the balance of a store-issued gift card for cash upon request if the balance falls below a certain threshold. In California, for example, a card under $10 can be refunded. |
| Non-Revenue | Items for sale that do not generate revenue (e.g., money collected for charity); these do not appear as revenue on reports. (Non-revenue items are not taxable.) |
| Deposit | Money paid toward a future order; not a sale. (Use a Deposit key on the menu.) |
| Deposit Refund | Use to refund a deposit. Since a deposit is not a sale, it cannot be refunded through Adjustments > Refund. |
| Ticket Sale | Type used to sell tickets, e.g., a carnival ride. |
| Combo | Standard combo item; multiple items on an order are combined as a single menu item as defined by the restaurant. See Add a Combo Menu Item. |
| Open Value Non-Revenue | A value is manually entered for an open value non-revenue item. (Non-revenue items are not taxable.) |
| PLU/Barcode Entry | Used to create a menu item for PLU lookup (manual entry or barcode scan) on the OE app. |
| Link to ... | Used to link a menu item to a menu item category. When the linked menu item is clicked, the ordering menu will display the menu items that exist in the linked menu item category. (LinkingSince discounts cannot be applied to a menu item's components and serving options, this workflow was created to allow discounts by linking a menu item to a menu item category allowsand allowing discounts to be applied to the menu items in thatthe linked menu item category. ) Example:
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The menu item form shown will depend on the menu item type selected from the drop-down:
- General form (For all types except Combo, PLU/Barcode Entry and Link to ...)
- Combo form (See Add a Combo Menu Item)
- PLU/Barcode Entry form (See PLU/Barcode Search)
Link to ... form
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Note: Link to ... menu item types can be added to a combo.
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Menu item item types
The menu item form shown will depend on the menu item type selected from the drop-down:
- General form (For all types except Combo, PLU/Barcode Entry and Link to ...)
- Combo form (See Add a Combo Menu Item)
- PLU/Barcode Entry form (See PLU/Barcode Search)
Link to ... form
Info title Optional feature - Account feature toggle required An account feature toggle must be enabled for your account to use this feature:
4.8 Enable “Link to” menu item typePlease contact your NorthStar representative to have this feature enabled for your account.
The Link to ... menu item type is used to link a menu item to a menu item category.
When the linked menu item is clicked on the app, the ordering menu will display the menu items that exist in the linked menu item category. (Linking a menu item to a menu item category allows discounts to be applied to the menu items in that linked menu item category.)
- Select "Link to" type (currently Menu Item Category)
- Select "Link to" destination (the menu item category to link the menu item to)
General field descriptions
Complete the appropriate fields on the Add Menu Item form (Fields below are for the general form for all types except Combo, PLU/Barcode Entry and Link to ...)
| Item | Description | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Name | Menu item name | ||||||||||||||
| Button Name |
Text in this field appears on the button on the POS ordering menu. (Button text differs from kitchen label and item name printed on the guest check.) If this field is blank, the button name will be inherited from the item name. | ||||||||||||||
| Description | Item description. Long-press (touch and hold) the menu item on the app ordering screen to display the description. This is also displayed to the guest on the guest UI. | ||||||||||||||
| Require Age Verification | Item requires that age be verified for the item ordered (e.g., alcohol). | ||||||||||||||
| Build Your Own | Guest can build (customize) the item. | ||||||||||||||
| Allow Save To Favorite | In guest-facing, if customer has an account, item can be saved to the customer's "Favorites." | ||||||||||||||
| Active | Make the menu item active/inactive on all applications. | ||||||||||||||
| Available for takeout | Item can be ordered to go (not consumed in the restaurant). | ||||||||||||||
| Available for Web Ordering | Item can be ordered online. | ||||||||||||||
| Refillable | Item can be refilled (usually beverages); can set a refill price or leave blank for free refill. | ||||||||||||||
| Automatically walk guest through ordering process | In guest-facing interface, pop-ups will guide the customer through ordering this item. | ||||||||||||||
| Featured | Item is featured on the guest user interface and can be ordered. See Featured items/categories - Guest-facing UI | ||||||||||||||
| Zero-priced items print on the check | Setting determines whether items set to $0.00 will print on the check. | ||||||||||||||
| Sold by weight | Sell this item with a weight component. | ||||||||||||||
| Hide menu item customization on add |
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| Requires staff to order |
A staff member must assist when ordering. When the item is ordered, the following message is displayed:
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| Require seat number |
A seat number is required when ordering the item.
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| Restricted; requires job permission to order |
| Restricted; requires job permission to order |
| Info | ||
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An account feature toggle must be enabled for your account to use this feature: Please contact your NorthStar representative to have this feature enabled for your account. |
The menu item is only available for jobs with this job permission: Allow user to order restricted items
Please contact your NorthStar representative to have this feature enabled for your account. |
The menu item is only available for jobs with this job permission: Allow user to order restricted items
Determines the number of ways the item can be split up for components (e.g., a pizza with 2 placements can be split into left and right side.)
Note: The component category for components used on the menu item must also have the number of placements set.
Example:
The menu item Pizza allows 2 placements. Components (pizza toppings) can be placed on the left side, right side or the whole pizza.
The component category for the pizza toppings must also be set to allow 2 placements so toppings can be on the left side, right side or whole pizza.
| Info | ||
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An account feature toggle must be enabled for your account to use this feature: Please contact your NorthStar representative to have this feature enabled for your account. |
Modifies the guest-facing user interface to customize an order, allowing guests to use checkboxes to select components and serving options.
The convenience center category for the item (if available in the convenience center)
| Info | ||
|---|---|---|
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An account feature toggle must be enabled for your account to use this feature: Please contact your NorthStar representative to have this feature enabled for your account. |
Number of servings (covers) the item represents
- Default: 0.00
- Minimum: -999.99
- Maximum: +999.99
| Info | ||
|---|---|---|
| ||
An account feature toggle must be enabled for your account to use this feature: Please contact your NorthStar representative to have this feature enabled for your account. |
The date the menu item becomes available for ordering
The date the menu item is no longer available for ordering
The menu item categories this menu item will appear in; multiple categories can be selected. (Menu Item Category selection required for this menu item to be available to order.)
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- Save - Save changes and close Add Menu Item window
- Save and Edit - Save changes and keep window open
- Cancel - Cancel changes and close Add Menu Item window
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