--- title: "Create a Menu Item" slug: "create-a-menu-item" description: "Manually create a single menu item from the Menu Items page with required fields and link it to a recipe for depletion tracking." updated: 2026-10-16T14:53:09Z published: 2026-10-16T14:53:09Z canonical: "docs.restaurant365.com/create-a-menu-item" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Create a Menu Item 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](/doc/docs/menu-items-menu-item-links#menu-items-page). - From the [Point of Sale Item page](/doc/docs/point-of-sale-items#point-of-sale-items-page). - From the [Point of Sale Item record](/doc/docs/point-of-sale-items#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→ These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). - View Menu Items - Edit Menu Items - Create Menu Items --- ## 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.** 1. Open the **Sales & Forecasting** application. 2. Expand **Menu Items**. 3. Click **Menu Items**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8SIA9ES6.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **2) Click **Create**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2X05760O.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) 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.](/doc/docs/menu-items-menu-item-links#menu-item-record) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ND6EUG70.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **4) **Save** the record.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DOQPS96L.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) ### 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**.** 1. Open the **Sales & Forecasting** application. 2. Expand **Menu Items.** 3. Select **Point of Sale Items.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TS8O7U31.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **2) **Select the POS items** to create menu items from. To select, click the checkbox.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J8EH8I8U.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **3) Making selections will **open the bulk action menu**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QEKJE82L.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **4) From the bulk action menu, click the **link button**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IXNGQ2UI.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **5) A **menu item will be created** for each POS item selected with the POS item(s) automatically linked to the menu item.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VMW8FA0W.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **Edit the Menu Item Record** **6) Navigate to the **Menu Items** page.** 1. Open the **Sales & Forecasting** application. 2. Expand **Menu Items**. 3. Click **Menu Items**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8SIA9ES6.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **7) Locate the menu item(s) that were just created, and click an entry to open the record.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MHQW2L1C.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **8) Complete any additional **necessary fields** on the menu item record.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KP7UXJBN.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **9) **Save** the record.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VK8YAMBX.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) ### 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**.** 1. Open the **Sales & Forecasting** application. 2. Expand **Menu Items.** 3. Select **Point of Sale Item**s. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TS8O7U31.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **2) Open a POS item record by **clicking a record** from the list.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PD3AX1WS.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **3) Click the **menu item field**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AJPWG5O5.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **4) From the dropdown, click **Create Menu Item.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0E2CJ6EQ.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J98O8SFL.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **Edit the Menu Item Record** **6) Navigate to the **Menu Items** page.** 1. Open the **Sales & Forecasting** application. 2. Expand **Menu Items**. 3. Click **Menu Items**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8SIA9ES6.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **7) Locate the menu item that was just created, and **click the entry** to open the record.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UNKEX5C7.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **8) Complete any additional **necessary fields** on the menu item record.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1L0C1EL3.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) **9) **Save** the record.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4UCFAS4V.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) --- ## Edit a Menu Item To edit a menu item: 1. Navigate to the **Menu Items page.** 2. Open a **menu item** from the list. 3. **Edit the fields** that need to be modified. 4. **Save** the record. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IDJIG039.png?sv=2026-02-06&spr=https&st=2026-11-10T00%3A06%3A24Z&se=2026-11-10T01%3A06%3A24Z&sr=c&sp=r&sig=mvpeYhZUge6fS1ivGe1bO5ZEry3xv2vJrjlhC0hsfds%3D) > [!NOTE] > 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 ****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](https://docs.restaurant365.com/docs/en/point-of-sale-items#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](https://docs.restaurant365.com/docs/en/point-of-sale-items#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](https://docs.restaurant365.com/docs/en/menu-items-menu-item-links) for more on menu item record fields. A dedicated R365 system environment containing all data for an organization. ## Related - [Mapping Recipes to Menu Items](/mapping-recipes-to-menu-items.md) - [Point of Sale Items](/point-of-sale-items.md)