Menu Engine Set Up
Configurations in both Genius Portal and Data Management are required to set up Menu Engine services.
To set up Menu Engine follow the procedure. Note that each step is a procedure itself.
Select Company
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To select the company from Genius Portal:
From the upper-right of the Genius Portal, select the username dropdown.
From the dropdown, select Admin.
From the Admin menu on the left, select All Companies
From the Company List, locate the company row.
To the right of the company row, select the 3-dot menu.
From the 3-dot menu, choose Select.
Create Admin User
To create an Admin user:
From the upper-right of the Genius Portal, locate the User Name dropdown.
From the User Name dropdown, select Admin.
From the Admin menu on the left, select All Companies.
From the Company List, use the three-dot menu on the right of the company row to select the company.
From the Dashboard menu on the left, select User Management.
From the User Management options, select Users.
From the upper-right of the Users homepage, select Create User.
From the Users menu on the left, navigate between General, Roles, and Sites to complete the following steps.
From the General page, type the user information in the provided fields.
From the Roles page, assign the Admin role to the user record.
From the Sites page, assign the user to the applicable company sites.
Note
For comprehensive User Management documentation, please see User Management.
Create Order Source
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To create an order source:
From the upper-right of the Order Source List, select New Order Source.
In the General section, define the following:
Field
Value
Name
DMB
ID
dmb
Active
Toggle to Active if the order source is available for use at the site.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
Fields not mentioned in the table do not affect the Menu Engine pricing integration.
From the upper-right, select Save.
Note
For comprehensive order source documentation, please see Order Source.
Create Custom Menu Engine Service
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To create a custom Menu Engine service:
From the Custom Services homepage, select Add Custom Service.
In the General area, define the following fields:
Field
Value
Service Name
DMB-ME
Service URL
{{distributor_url}}/v1/menus/notify
Type
From the dropdown, select Delivery
Order Source
DMB
From the menu on the left, select Custom Fields.
From the Custom Fields area, select + Add New Section.
In the Section Name field of the Add Section form, type DMB.
From the lower-right of the Add Section form, select Create.
Select + Add New Field to add the following five (5) fields.
The specified property values for each field are as follows:
Field 1: Menu Creation Order Source ID
Property
Value
Type
Text Entry
Label
menu_creation_order_source_id
Required
On
Placeholder Text
dmb
Parameter Key
menu_creation_order_source_id
Field 2: Menu Engine Callback URL
Property
Value
Type
Text Entry
Label
menu_engine_callback_url
Required
On
Placeholder Text
dmb
Parameter Key
menu_engine_callback_url
Field 3: Menu Type
Property
Value
Type
Drop Down
Label
menu_type
Placeholder Text
Select an Option...
Required
Off
Parameter Key
menu_type
Field Choices
Add the following choices:
Price
Site
Field 4: Create Time Period Menus
Property
Value
Type
Toggle
Label
create_time_period_menus
Default State
Off
On Description
True
Off Description
False
Field 5: Ignore Store Hours
Property
Value
Type
Toggle
Label
ignore_store_hours
Default state
On
On Description
Ignored
Off Description
Considered
Parameter Key
Leave this field blank.
From the lower-right, select Save.
Note
For comprehensive custom service documentation, see Custom Services.
Enable Menu Engine Service for Company
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To enable the Menu Engine service for a company:
Navigate to the Genius Portal.
From the menu on the left, under Settings and Tools, select Company Settings.
From the Company Settings menu on the left, select Services.
From the list of Services, locate the service.
On the the right of the service row, select the 3-dot menu.
From the 3-dot menu, select Edit.
From the menu to the left of the Edit Service area, select General.
From the General menu, select the Enabled toggle to Yes.
in the provided fields, type the following values:
Field
Value
Note
menu_creation_order_source_id
dmb
Value must match the ID created in the Order Source. For additional information, see Create Order Source.
menu_engine_callback_url
{{distributor_url}}/v1/menus/notify
The URL must match the Menu Update Monitor (XMUM) URL according to the stack.
menu_type
price
For ME integration, always use the value of price.
create_time_period_menus
checked/unchecked
checked the menu includes time periods and product prices are time-based
unchecked the menu does not include time periods and product prices are standard
ignore_store_hours
checked/unchecked
checked menu includes prices for the entire day
unchecked menu contains prices only for time frames, covered by time periods or when the store is open—according to the Store Hours configuration
*Note that the following fields:
menu_creation_order_source_id,menu_engine_callback_url,menu_typeandcreate_time_period_menus, are affected by the environment option selected in Enable Menu Engine Service for Site.From the lower-right, select Done.
Enable Menu Engine Service for Site
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To add and enable the Menu Engine service for a site:
Navigate to Genius Portal.
From the menu options on the left, select Sites.
From the Sites area, select the checkbox to the left of the site.
From the Actions dropdown, select Edit.
From the menu on the left, select Services.
From the upper-right of the Services screen, select Add Service.
From the Add Service panel, select the service.
From the lower-right of the Add Services panel, select Add Service.
From the Services page, locate the service.
To the right of the service row, select the 3-dot menu.
From the 3-dot menu, select Edit.
From the Edit Service panel, select the Activate toggle to Yes.
In the Environment area, select the appropriate option:
Use Company Settings - Inherits defined company settings
Custom - Allows modifications for the service
*The selected option affects configurations in Enable Menu Engine Service for Company.
From the lower-right of the Edit Service window, select Done.
From the upper-right, select Save.