Menu Builder

Step 1: Navigate to the Catalogs Page

① Log in to Portal and navigate to Online Ordering > Catalog.

Step 2: Create Location Groups

Location groups are designed for 2 purposes:

Segment menus and restrict permissions so that managers or owners can only edit the menus for their specific locations.
If you operate multiple locations with completely different menus, Location Groups keep them organized and separate. Alternatively, if your locations share the same menu, you can still place multiple locations into a single group.

② Click + CREATE LOCATION GROUP.

③ Type in the name of the location and in the dropdown select the existing location that this group will be tied to.

Note: You cannot select a location that is already tied to another location group.

If you need to make changes to your location group, click 3 dots to the right of the group and select Edit.

Step 3: Create Your Catalog

④ Click on location group and on the following page select + CREATE CATALOG.

⑤ Type in the name for your catalog (ex. Main Menu, Catering Menu, etc.).

⑥ Click Create once done.

Step 4: Set Up Ordering Hours

⑦ Click + Add Time Frame to open the Create Time Frame window.

Select applicable locations: If you have more than 1 location associated with the menu, then this will allow you to choose which location this time frame should apply to

Select type:

Single day: This option allows you to set a single-date exception to your regular ordering hours (Day(s) of the week). For example, holidays or unexpected store closures.
Day(s) of the week: This option allows you to set your regular business operating days and hours. These are daily ordering hours that recur weekly.

Open or Closed: Select whether this catalog will be available for ordering during the above selected day(s) or date(s)

Start Time" and "End Time: Start time is the time of day when your catalog will be available and end time is the time of day when your catalog will stop being available for orders.

Average Prep Time (Minutes): This is the amount of time it takes the kitchen to complete an order. Customers are advised of this prep time when they place their order.
Prep Time is also factored into End Time and when orders are no longer able to be placed

For example, if online ordering is set to end at 9 pm and the prep time is 15 minutes, orders cannot be placed from 8:46-9 pm as there is not enough prep time to complete the order.

⑧ Click Create to save your time frame settings, then click Submit again on the main Edit Catalog page to finalize your settings.

Step 5: Create Menu Categories and Subcategories

Now that the catalog is created and your timeframes are set, you can begin adding categories to the menu.

⑨ Click + CREATE CATEGORY and type in the name of your category. Click OK to save.

⑩ Click on the newly created category. If you wish to create sub categories, click + ADD CATEGORY and repeat the above steps.

To edit, hide or delete a category or subcategory, click on the 3 dots to its right.

Hiding Categories

Click the 3 dots to the right of the category followed by Hide/Show to launch the Hide Category window. Select the location that it will be hidden for and click Submit. The category will appear greyed out once hidden.

To unhide an category you will follow the same steps. Launch the Hide Category window, uncheck the location and Submit. The category will no longer appear greyed out.

Step 6: Create Menu Items

After creating your categories, you can begin adding the individual items available for purchase within each one.

⑪ Click on the newly created category or subcategory, then click + ADD ITEM.

⑫ A Create Item window will pop up requesting information about the product.

Name: Enter the title of the item.

Description - Provide a detailed overview of the item (e.g., ingredients, materials, dimensions, or use cases). Anticipate and answer any questions a customer might have.

Image - Upload an image of the item. Refer to our guide: Uploading Images to Menu Items

Price - Set the base cost for the item. You can add more complex pricing options later using Modifiers (explained below).

⑬ Click Create Item when finished to save your product.

To edit an existing item, click on it to reopen the Create Item window. To hide or delete an item, click on the 3 dots to its right.

Hiding Items

If an item is no longer in stock at a certain location it can be hidden until it's available again. After launching the Hide Item window (from the 3 dots), select the location that it will be hidden for and click Submit. The item will appear greyed out once hidden.

To unhide an item you will follow the same steps. Launch the Hide Item window (from the 3 dots) and uncheck the location and Submit. The item will no longer appear greyed out.

Step 7: Create Modifier Groups

Modifier Groups are collections of adjustments, additions, or customizations - such as sizes, flavors, and special requests - that can be applied to an item. A single modifier group can be used by multiple items, regardless of the category or catalog the item belongs to.

Modifier groups can be created in two places: from the Create Item page or from the Modifier Group tab above the catalog:

Create Item page

Navigate to a specific product in the catalog by drilling down through categories until you select the item.

On the Create Item page, click + ADD MODIFIER GROUP, then + CREATE MODIFIER GROUP to open the Create Modifier Group window.

Modifier Group tab (Catalog Page)

At the top of the main Catalog page, select the Modifier Groups tab.

On the next page, click + CREATE MODIFIER GROUP to open the Create Modifier Group window.

Once you are on the Create Modifier Group window, the steps to create the modifiers will be the same whether you are creating the modifier group from a product page or the catalog page.

⑭ From the Create Modifier Group window, enter in the required details for your new modifier group.

Name - The name of your modifier group

Description - A description of the modifier group for yourself and the customer

Min Selection - Minimum required modifiers

Max Selection - Maximum modifiers per item allowed. Cannot be lower than the minimum selection.

To only have one, optional modifier you must set the Min to 0 and Max to 1

⑮ Click + ADD MODIFIER to build out the individual choices within this modifier group.

⑯ Once you are done creating all your modifiers, click Create to save them.

Adding Modifier Groups to Products

Once you've created a modifier group, you can add that group to any product going forward.

To do this, drill down to a specific item and click + ADD MODIFIER GROUP to launch the "Choose Modifier Group" window.

You will be presented a list of all your modifier groups. Click on the one you want to add to the item and then click Submit to save your changes.

Editing Modifier Groups

Modifier groups can be edited from the Modifier Group tab above the catalog.

⑰ At the top of the main Catalog page, select the Modifier Groups tab.

⑱ From the list of modifier groups, click the 3 dots next to the group you wish to change and click Edit.

Step 8: Publish Your Catalog

Once a catalog is published, customers can place orders through your mobile app during the menu’s available time frame.

You will need to publish your catalog anytime you make a change.

From the catalog tab, click Publish. You will be given the choice of publishing the menu right away or scheduling for a later date and time.

Articles in this section

Create a Location Group

Step 1: Navigate to the Catalogs Page

Step 2: Create Location Groups

Structure Your Menu

Step 3: Create Your Catalog

Step 4: Set Up Ordering Hours