Menu Items

1

Create

Opens a new blank menu item record. Read more about how to create menu items.

2

Menu

Opens the menu with the following options:

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

Previously, this menu held the Classic View toggle, which enabled users to view and open classic menu items. This toggle was removed in January 2026.

3

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'.

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. The columns pull the information from the menu item record.

1

Menu Item Name / Type

Name and type of the open menu item.

• Menu item name is as it appears in the Name field.

• Type may be Menu Item or Modifier. If a menu item has no type, the type is unknown.

2

Section Menu

Sections of the menu item record.

3

Section Details

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

4

Menu Item Status

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

• Active

• Archived

5

Menu

Opens the menu item menu options, including the following:

• Archive Item / Restore Item - This archives (deactivates) or restores (activates) the menu 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.

6

Save

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

7

Close

Closes the menu item record without saving.

1

Search

Searches the list of existing menu item rules,

2

Add Rule

Opens the rule builder to create a new menu item rule.

3

Menu Item Rule

Configured menu item rule. This has the name of the rule as well as the preview of the conditional statement. Ex. WHEN Menu Item is [Menu Item] THEN deplete [Recipe].

4

Edit

Opens the associated menu item rule for editing.

5

Delete

Deletes the associated menu item rule.

There is no confirmation when deleting, and deleted menu item rules cannot be recovered once the record has been saved.

1

Name

Name given to the menu item rule. This should be a name that allows users to identify the rule.

2

Automation Description

Read-only preview of the rule trigger(s) and action(s) in plain language. Updates automatically as conditions and actions are added.

3

WHEN Section

Section header for rule conditions. Defines the ticket context that must be true for the rule to trigger.
Triggers have three selectable fields:

• Type ( Menu Item, Modifier, Sales Category, Modifier Group)

• Is / is not

• Value (options based on the type selected in the first field)

4

Primary Indicator

Notice indicating the locked primary entity. The primary entity is the menu item the rule belongs to and the entity that receives cost attribution when the rule triggers.

5

Add Condition

Adds a new condition to the WHEN section.

6

THEN Section

Section header for rule actions. Defines the depletion or replacement that executes when the WHEN conditions are met.

7

Delete Condition / Action

Removes the associated condition or actionfro

8

Add Action

Adds a new action row to the THEN section.

9

Menu

Opens the rule action menu. From here, the delete option is accessible.

10

Add Rule / Update Rule

Saves the rule with its settings. When creating a new rule, this button will say Add Rule. When editing an existing rule, this will say Update Rule.

11

Close

Closes the menu item rule without saving.

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

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.

Menu Item Categories

3

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.

4

Category 2

5

Category 3

Costing

6

Target Profit %

The target profit % for the menu item. Informational only.

7

Estimated Cost

The estimated cost for the menu item. Informational only.

8

Estimated Price

The estimated price for the menu item. Informational only.