Create a Site and Sell an Item in 60 Seconds

Summary

In just a few steps, you can create a new site on ECM, create a sellable menu item and deploy it onto an iPad. The process is quick and easy!

Create your site

Create a Site

Under Sites, click Sites and Groups

On Sites and Groups, click Add Site

Enter the site name, address, city, state and ZIP code on the form, then click the Store Hours tab

Enter a kitchen volume time; click Save and Edit

Select Active; click Save

The site is created.

Create your sellable menu item

Create a Sales Category

From Categories, click Sales Categories

Click Add Sales Category to launch the Add - Sales Category pop-up
- Enter a name and description, then click Save

Create a Serving Option Category

From Categories, click Serving Option Categories

On the serving option categories page, click Add Serving Option Category
- Enter a name and description; click Save

Create a Component Category

From Categories, click Component Categories

On the component categories page, click Add Component Category
- Enter a name and description; click Save

Create a Menu Item Category

From Categories, click Menu Item Categories

On the menu item categories page, click Add Menu Item Category
- Enter a name and description; click Save

Create a Menu

From Categories, click Menus

On the menus page, click Add Menu
- Enter a name and description; click Save

Edit Menu - Add menu item category to menu
- Click the edit icon (pencil) next to the menu that was created
- On the Edit - Menu page, click the tab Menu Item Categories
- Select Active for the menu item category you created previously and click Save

Create a Menu Item

From Products, click Menu Items

On the menu items page, click Add Menu Item
- Choose Sales as the menu item type; click Next

On the Add Menu Item page, enter:
- Name
- Description
- Price
- Sales category
- Prep type
Select the menu item category created previously to attach the menu item to the menu item category; click Save.

Add a Day Part Menu

From Sites, click Day Parts

On the day parts page, click Add Day Part
On the Add Day Part page, enter:
- Name
- Description
- Start date and end date
Select all days of the week; click Save

Edit your site: add your menu, location and payment processor

Create a Printer

From Sites, click Sites and Groups
Click the edit icon (pencil) next to the site that was created

On the Edit Site page, click the tab Printers
Click Add Printer
Enter the printer name and description; click Save

Create an Area

From the Edit Site page, click the tab Areas
Click Add Area

On the Add - Area page, enter the area name and description; click Save

Create a Location

From the Areas page, click the edit icon (pencil) next to the area that was created

On the Edit Area page, click the tab Locations
Click Add Location

On the Add - Locations page, enter:
- Location name
- Location description
- Table number
Select the default operation mode and click Save

Attach a Day Part Menu to an Area

From the Edit Site page, click the tab Areas
From the Areas page, click the edit icon (pencil) next to the area that was created

Click the tab Area Day Part Menus
Click Add Day Part Menu
- Day Parts - Choose the day part created earlier
- Menus - Choose the menu created earlier
Click Save

Add a Payment Processor

From the Edit Site page, click the tab Payment
Click Add Processor
Click the drop-down list and select (PAX) FDMS | Credit (for lab purposes only)
Click Continue on the Processor Selection pop-up window

On the Add - Card Processor page, select Credit Card and enter a display name; click Save

Publish your site

Deploy Changes

From Sites, click Sites and Groups
On the Sites and Groups page, select the Site checkbox then click Deploy Site(s)

On the Deploy Site(s) pop-up, enter a comment and select Automatically Deploy to iPads( manager intervention not required)
Click Publish

Congratulations! Your new site has been created in ECM with a sellable menu item. Connect to the site on your tablet device, register the device and log on to Order Entry to view your creation.

Order Entry Documentation