Menu items can be created directly in R365. Manual menu item creation enables users to add and manage items that have not been imported.
Menu items can be created three different ways in R365:
Using the Create button on the Menu Item page.
From the Point of Sale Item page.
From the Point of Sale Item record.
After creation, menu items can be opened and edited at any time.
Security
Users must have the following permission(s) to create and edit menu items:
Food → Menu Items→
View Menu Items
Edit Menu Items
Create Menu Items
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Create a Menu Item
Menu Item Page
To create a single menu item from the menu item page, follow these steps:
Click steps to expand for additional information and images.
1) Open the Menu Item page.
Open the Sales & Forecasting application.
Expand Menu Items.
Click Menu Items.
2) Click Create.
This will open a blank menu item record.
3) Complete the necessary fields on the menu item record.
The following field is required to save the record:
Name
All other fields and recipe linking are optional. Read more about the menu item record.
4) Save the record.
Point of Sale Item Page
One or multiple menu items can be created from POS items from the POS item page. To create menu items from the POS items page, follow these steps:
Click steps to expand for additional information and images.
1) Open the Point of Sale Items page.
Open the Sales & Forecasting application.
Expand Menu Items.
Select Point of Sale Items.
2) Select the POS items to create menu items from. To select, click the checkbox.
3) Making selections will open the bulk action menu.
4) From the bulk action menu, click the link button.
5) A menu item will be created for each POS item selected with the POS item(s) automatically linked to the menu item.
Edit the Menu Item Record
6) Navigate to the Menu Items page.
Open the Sales & Forecasting application.
Expand Menu Items.
Click Menu Items.
7) Locate the menu item(s) that were just created, and click an entry to open the record.
8) Complete any additional necessary fields on the menu item record.
9) Save the record.
Point of Sale Item Record
A single menu item can be created from the menu item dropdown on the POS item record. To create a menu item from the POS item record, follow these steps:
Click steps to expand for additional information and images.
1) Open the Point of Sale Items page.
Open the Sales & Forecasting application.
Expand Menu Items.
Select Point of Sale Items.
2) Open a POS item record by clicking a record from the list.
3) Click the menu item field.
4) From the dropdown, click Create Menu Item.
5) A menu item will be created from the selected POS item. The menu item and POS item will automatically be linked.
If necessary, the system will override any existing links.
Edit the Menu Item Record
6) Navigate to the Menu Items page.
Open the Sales & Forecasting application.
Expand Menu Items.
Click Menu Items.
7) Locate the menu item that was just created, and click the entry to open the record.
8) Complete any additional necessary fields on the menu item record.
9) Save the record.
Edit a Menu Item
To edit a menu item:
Navigate to the Menu Items page.
Open a menu item from the list.
Edit the fields that need to be modified.
Save the record.
Note About Brand Managed Menu Items
In brand-managed instances, some fields may be unavailable or read-only. Contact the brand administrator to request changes to restricted fields.
FAQ
What field is required to save a new menu item record?
The article does not currently list which field is mandatory before a menu item record can be saved. Until that's confirmed, open the menu item record reference to check field requirements before creating a new item.
Which of the three creation methods should I use?
Use the Menu Item page to create a single item manually from scratch. Use the Point of Sale Items page to bulk-create and auto-link menu items for multiple POS items at once. Use the POS item record dropdown to create and link one menu item directly from an individual POS item you're already viewing.
I only want to edit an existing menu item — do I need to follow the creation steps?
No. Skip the creation workflows entirely and go to the "Edit a Menu Item" section near the end of this article: open the Menu Items page, select the item, edit the needed fields, and save. The edit steps embedded inside the POS-based creation workflows are shown only because those flows immediately hand off to editing the newly created record.
What happens to an existing POS item link if I create a menu item from that POS item record?
R365 will automatically override any existing link on that POS item with the new menu item link if necessary — there's no confirmation prompt shown in this workflow. Review the Point of Sale Item record reference before using this method if the POS item is already linked to another menu item, since the prior link cannot be recovered from within this flow.
Why can't I edit some fields on a menu item?
If the instance is brand-managed, certain fields may be locked as read-only or hidden entirely. Contact the brand administrator to request changes to any restricted fields. See Menu Items & Menu Item Links for more on menu item record fields.