Classic Menu Item Record

Menu item records are 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 POS item 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.
POS 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.

Read more about mapping Recipes to Menu Items.

Navigation

Navigation Steps

Open the Sales & Forecasting application.
Expand Menu Items.
Select Menu Items.

Search

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Menu Items Page (Classic View)

	Field	Description
1	Menu	Opens the page menu options including: Classic View Toggle - Turns the classic table view of the table on or off. When toggled off, the menu items list will display in the updated tabled view as pictured below. When toggled on, the table will display in classic view, as pictured above. Menu Items - New View
2	Menu Items Table	Names of columns are listed in this row. The columns pull the information from the menu item record. See below for more column information.

Field

Description

Opens the page menu options including:

Classic View Toggle - Turns the classic table view of the table on or off.
- When toggled off, the menu items list will display in the updated tabled view as pictured below.
- When toggled on, the table will display in classic view, as pictured above.
  Menu Items - New View

Menu Items Table

Names of columns are listed in this row. The columns pull the information from the menu item record. See below for more column information.

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 categories are different from item categories.

R365 Best Practice
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.
Users can 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'.