Menu Item Categories

Menu item categories are categories that enable grouping of menu items. Similar to item categories, they can be used to track items for reports, subtotals, and filters. Up to three separate Menu Item Categories can be assigned to each Menu Item record.

Menu item categories are different than item categories and should be created and structured differently as well. Learn more about item categories.

Security

The following permissions are associated with menu item categories:

Food
- Menu Item Categories
  - View Menu Item Categories
  - Edit Menu Item Categories
  - Create Menu Item Categories
  - Delete Menu Item Categories

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.

Navigation

Navigation Steps

Open the Sales & Forecasting application.
Click Menu Items.
Click Menu Item Categories.

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 Item Category Page

	Field	Description
1	Enable / Disable Classic View	Opens the option to turn the classic table view on or off. When toggled off, the menu item category list will display in the updated tabled view as pictured above. When toggled on, the table will display in classic view. Menu Item Category Table - Classic View
2	Create	Creates a new menu item category.
3	View Actions	Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about managing table views: Create or duplicate a view Edit or rename a view Set a default view Set a view as public or private Delete a view
4	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.
5	Columns	Names of columns are listed in this row. See below for more column information.

Create Menu Item Categories

Item categories can be created using the following methods:

Menu Item Categories Page

Click the Create button to open a new menu item category record.

From an Open Existing Menu Item Category

Hover over the Save menu and select Save & New to open a new menu item category record.

Via Quick-Add on the Menu Item Record

On the menu item record, type in the text of the new Menu Item Category to add in the Category field.
Press the Tab or Enter key.
The quick-add prompt will appear and prompt the user to add this new category.
Click Yes and the Menu Item Category record will open in a popup window.

Menu Item Category Record

	Field	Description
1	Menu Item Category Level	Level of the Menu Item Category; either Category 1, Category 2, or Category 3.
2	Name	Custom Name of the Menu Item Category.
3	Entree Category	Indicates if Items associated with the Menu Item Category are included in Entree Forecast calculations. On - Indicates that the Menu Item Category is an Entree Category and will be included in Entree Forecast calculations. Off - Indicates that the Menu Item Category is not an Entree Category.
4	Multiplier	The Entree Multiplier assigned to Items associated with the Menu Item Category. The multiplier can be configured as a decimal with a minimum value of 0.01. For example, appetizers may account for 0.25 of an entrée. The multiplier can also be configured as a value greater than one. For example, entrees that serve more than one guest, such as Fajitas for 4. This field is only visible if the Entree Category toggle switch is set to On.

Menu Item Category Examples and Naming Recommendations

Menu Item Category 1

These typically line up with the Item Category 1 values found in Item Categories (with the exception of 'NOT MENU ITEM'). They represent a broader category for your Menu Items.

Food
Liquor
Beer
Wine
N/A Beverage
NOT MENU ITEM

Menu Item Category 2

These typically line up with your menu headers in the restaurant

Entrees
Appetizers
Desserts
Bottled Beer
Draft Beer

Menu Item Category 3

These typically represent the most detailed of the Menu Item Categories and further expand on the Category 2

Mod/Add/No
Craft
Domestic
Import

View and Edit Existing Menu Item Categories

To open an existing menu item category:

Click steps to expand for additional information and images.

1) Double-click an existing menu item category from the list.

2) Review or edit the menu item category settings.

If edits are made, ensure to Save the record before closing