Add a Menu Item
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.
*Non-revenue items are not taxable.
Note:
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
- Click Add Menu Item
- 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. Since 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 and allowing discounts to be applied to the menu items in the linked menu item category. Example:
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
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 | Optional feature - Account feature toggle required 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. 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 |