Use the Group section to add or edit menu groups, as well as manage store exclusions. You can also set up Custom Group Sequence. The Groups section includes 5 pages:
Group Configuration
Group Online Ordering Configuration
Group Sequences
Custom Group Sequence
Excluded Stores
Adding Group
Use the Group page in menu manager to add or edit groups on a menu. Follow the steps below to add a new group.
Steps:
From RM, click Manage > Menu Manager > Enter the Menu Editor.
Click the Group > Configuration page to display the Group Configuration screen.
From the Group Configuration screen, click Add Group. The Add Group Pop-up displays.
From the Add Group pop-up, you have several options for creating a new group name:
Available Groups dropdown - Use this dropdown to select a group name that is already available in the groups. Once selected, the Button Name will populate by default.
Enter Group Name Manually - Without selecting from Available Groups or Copy From Group dropdowns, enter the Group Name. The Button Name populates by default to match the Group Name.
Once the new Group Name is entered, click Save.
A Confirmation message displays.
Editing Group Configurations
Use the Group page in menu manager to add or edit groups on a menu. Follow the steps below to edit a group.
Steps:
From RM, click Manage > Menu Manager > Enter the Menu Editor.
Click the Group > Configuration page to display the Group Configuration screen.
From the screen, use the Group dropdown to select the group to edit.
Under Configuration, click the appropriate toggles and enter other specifications using dropdown arrows.
Click Save when finished.
Editing Group’s Online Ordering Configurations
Steps:
From RM, click Manage > Menu Manager > Enter the Menu Editor.
Click the Group > Online Ordering page to display the Group’s Online Ordering Configuration screen.
From the screen, use the Group dropdown to select the group to edit.
Under Online Ordering, make edits to the online ordering settings for the Group.
Click Save when finished.
Note: For more information on field definitions, refer to Online Ordering Definitions.
Changing Group Print Sequence
Use the Group Sequence page in menu manager to designate the order in which multiple groups will print from a menu. Follow the steps below to change the sequence or order in which groups will print from a menu.
Steps:
From RM, click Manage > Menu Manager > Enter the Menu Editor.
Click the Group > Group Sequences page to display the Group’s Sequences screen.
Under Group Sequence, drag and drop to change the Group Print Sequence.
Click Save when finished.
Custom Group Sequence
Custom Group Sequence allows the user to configure role-specific and/or time-based menu group layouts in the POS display to streamline order entry by labor type and part of the day. Follow the steps below to set up the sequence or order in which groups will display in the POS.
Note: Custom Group Sequence allows the Menu Groups to be sequenced differently for specific labor types. For example, the Servers will typically want the Food Groups first, followed by Beverages and Liquor, Beer, and Wine. The Bartender may wish to have a Speed Bar Group, followed by Liquor, Beer, Wine, and then the Food. The purpose of the Custom Group Sequence is to improve the efficiency of order entry for each labor type.
Steps:
From RM, click Manage > Menu Manager > Enter the Menu Editor.
Go to the Menu > Configuration page. Enable Custom Group Sequence.
Click the Group > Custom Group Sequence page. Enable Custom Group Sequence to display all the group sequences.
Click Add Group Sequence, and then Add Group Sequence pop-up displays.
If the custom group sequence needs to be effective during time of the day. Uncheck the time “Always applies” and select the day of the week, start time, and end time of the Group Sequence. Click Next to continue.
Note: Custom Group Sequence offers a Time configuration. This feature may be used if your menu groups change based on the time of day. For example, you may offer a limited menu during lunch. You can create a Lunch Group Sequence with specified time parameters. The benefit of using this method over creating an alternate Lunch Menu is that the Custom Group Sequence will automatically appear and not require the menu to be changed manually, which is why the Custom Group Sequence is also referred to as Time-Based Menu.
In the next step, you can select the labor types to apply this group sequence. Click Next to continue.
Note: To use a custom group sequence with a specific labor type, the employee must be clocked in as that labor type in POS.
Select the menu groups that you want to include in this sequence and click Add. Drag and drop to change the Group Sequence.
Click Save when finished.
Exclude Group from Stores
Use the Excluded Stores page in menu manager to exclude a group from specific stores when these stores don’t offer them. Follow the steps below to exclude the group from select stores.
Steps:
From RM, click Manage > Menu Manager > Enter the Menu Editor.
Click the Group > Excluded Stores page to display the Group’s Excluded Stores screen.
From the screen, use the Group dropdown to select the group to exclude.
Select the group by clicking the down arrow to expand it.
Once you have selected the group to exclude, the store list will be expanded, showing the stores that carry that group.
To remove it from a store, click the box to red cross it.
Click Save when finished.
A Confirmation message displays.
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