Menu Items

1

Menu

Opens the menu with the following options:

• Archived Items - Opens the list of archived menu items.

• Classic View Toggle - Gives users the option to turn the classic table view on or off.

  • When toggled off, the menu items list will display in the updated tabled view as pictured above.

  • When toggled on, the table will display in classic view.

    Menu Items Table - Classic View

    

2

View Actions

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'.

3

Table Actions

• Search - Filters the table for the entered text.

• Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. 

  

• Columns - Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button.

  

• Export - Exports the table to a .csv file.

• Refresh Data - Refreshes the table without changing the view.

• Row Height - Switches table row spacing between tall, medium, or short. Changes made to the table using this selector apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.

• Striped Rows - Enables or disables alternating row colors. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.

• Column Filtering - Turns column filtering on or off. When enabled, filters can be applied directly in the column headers. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.

4

Columns

Names of columns are listed in this row. The columns pull the information from the menu item record.

1

Section Menu

Sections of the menu item record.

2

Section Details

Informational and editable fields by section. Read more about each section below.

3

Menu Item Status

The status of the menu item. This will be one of the following:

• Active

• Archived

4

Menu

Opens the menu item menu options, including the following:

• Archive Item / Restore Item - This archives (deactivates) or restores (activates) the POS Item in the system. When the status of the item is Active, this option will be Archive Item. When the status of the item is Archived, the option will be Restore Item.

5

Save

Saves any changes or edits made to the menu item record.

6

Close

Closes the menu item record without saving.

1

Recipe

The recipe item that will be directly associated with this menu item. Linking recipes and menu items enables the calculation of theoretical usage and quantity on hand.

1

Point of sale items table

Lists all the point of sale items that this menu item is linked to. The table contains the following information:

• POS Item Name

  Clicking the POS Item name will open the POS item record.

• Menu Item

• Created on

• Modified On

• Is Menu Item toggle

General Information

1

Name

The menu item name, as it appears in your POS system, will be populated in this field.

2

POS Menu ID

The menu ID within the point of sales system.

3

PLU

The PLU or price look up code of the item.

4

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.

5

Barcode

The barcode for the item.

6

SKU

The SKU or stock keeping unit code of the item.

Menu Item Categories

7

Category 1

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.

8

Category 3

9

Category 2

Costing

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.