The menu item record is automatically created once the POS integration has been completed. R365 will automatically import each menu item that appears in your POS. Similar to the relationship between Employees and POS Employees, a menu item and a menu item link will be created for each menu item that appears on each POS that is integrated with R365.
Menu Items - Allows the user to set the details for each menu item including: Display Name, Estimated Cost, Price, Target Margin, etc.
Menu Item Links - Allows the user to link together more than one menu item. This is especially helpful when a menu item has a different name (in the POS) at each location.
Click here for more information on mapping Recipes to Menu Items.
Review Menu Items
To review your Menu Items, first, navigate to Smart Ops. From under Sales & Forecasting, click Menu Items. This will load the Menu Items list.
To open a menu item record, double click the menu item name in the menu item list.
Menu Item Record
Button/Field | Description | |
|---|---|---|
1 | Name | The menu item name, as it appears in your POS system, will be populated in this field. |
2 | Recipe | The recipe item that will be directly associated with this menu item. Linking recipes and menu items allows you to calculate theoretical usage and quantity on hand. |
3 | POS Menu ID | The menu ID within the point of sales system. |
4 | Barcode | The barcode for the item. |
5 | PLU | The PLU or price look up code of the item. |
6 | SKU | The SKU or stock keeping unit code of the item. |
7 | Entree Indicator | Select Yes if the menu item is an entree. This will allow for filtering on various reports and on the menu item list. |
8 | Target Profit % | The target profit % for the menu item. Informational only. |
9 | Estimated Cost | The estimated cost for the menu item. Informational only. |
10 | Estimated Price | The estimated price for the menu item. Informational only. |
11 | Menu Item Categories | Create and assign Menu Item Categories 1 through 3 to categorize and group menu items. Menu item categories are very useful in performing reports on menu items. Click here for more information on Menu Item Categories
|
Menu Item List
For users that want to keep their Menu Item list in order, R365 recommends using the Menu Item Categories and creating a saved view for the menu item list. The user could set the filters to only include the categories that they want to see, or specifically exclude the categories they do not want to see, such as 'NOT MENU ITEM'.
By assigning Menu Item Categories to your Menu Items, users will gain additional filtering capabilities in reporting, as well as on the Menu Item list. The category hierarchy could use the following example categories:
Category 1 (Broad):
Food
Liquor
Beer
Wine
N/A Beverage
Desserts
NOT MENU ITEM
etc.
Category 2 (Menu Headers):
Entrees
Appetizers
Bottled Beer
Draft Beer
etc.
Category 3 (Detailed):
Mod/Add/No
Craft
Domestic
Import
etc.
Review Menu Item Links
Menu item links allow the user to link together more than one POS item to one R365 menu item. This is especially helpful when the menu item has a different name in the POS at each location. To review your menu item links, navigate to the operations module. Then, under Sales & Forecasting, click Menu Item Links.
To open the Menu Item Link Record, double click the desired Menu Item Link name from the list.
Menu Item Link Record
By default, each menu item will have a menu item link that is automatically linked to it upon creation. The additional fields allow the following:
The POS Name field cannot be edited.
The Menu Item selector will allow users to connect the menu item link to a different menu item, if necessary
The Not Menu Item checkbox allows users to exclude this menu item link from the menu item mix report. Non-menu items, such as tax, tip, service fee etc. can be excluded to show you data on just your menu item performance.
Linking Multiple Menu Item Links to a Single Menu Item
In this example, there are two menu items that are the same but have different names. We will link the two POS menu items to a single R365 menu item. Linking the two items together will provide a more accurate view of the menu item performance across locations.
To link items, complete the following steps:
1) Decide which menu item (not menu item link) will be the main record for reporting purposes.
2) Open the menu item link that is connected to the menu item you will not be keeping.
3) Click on the Menu Item selector and select the menu item decided on in step 1.
4) Save the menu item link.
Menu Item Reporting
Users with the appropriate permissions can view or run menu item reports. These allow users to:
Visually review the performance of each menu item with ease.
Analyze menu items with greater efficiency.
Easily see how items are doing well and where the menu can be improved.
A few reports exist to calculate and analyze recipe costs and more reports are added often. Two primary reports used in this module are:
