Create a Menu for Xenial Ordering

Create product menus for the Ordering application using the Menu editor. Populate the menus with the product and modifier records that were previously created with the Product List and Modifier List editors.

To create a menu:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Menu Layout.

  3. Select Menu.

  4. Select Create Menu.

  5. Configure the record as needed.

Define General Settings for a Menu

Xenial PortalData ManagementOrdering SettingsMenu LayoutMenu

To define general settings for a menu:

  1. Locate the General section of the Menu editor.

  2. In the Name field, type a name for the menu. This field is required.

  3. Set the Active toggle to Active if the menu is available for use at the site.

    • Multi-site users: Select the globe icon located to the right of the field to define values for each site.

  4. In the Sort Order field, type the ordinal number for this menu in relation to the other menus. The Sort Order value defined for each menu determines the order in which the menus are sorted and displayed at the POS.

  5. Set the Restrict Availability by Order Source toggle to On to restrict the availability of the menu to particular order sources (e.g. Mobile App, Website, and Restaurant Terminal).

    For example, the Alcoholic Beverages menu is restricted to orders placed at the Restaurant Terminal. The menu is not available on the Mobile App or Website.

    To identify the restricted order sources:

    • Locate the Order Sources section.

    • From the Available column, select the order source(s) to which the menu is restricted. To select multiple order sources, hold down the Crtl key on the keyboard and select each order source.

    • Select the right arrow to move the order source(s) to the Included column.

  6. Select the item categories to include on the menu.

    • Locate the Categories section.

    • From the Available column, select the item categories to include on the menu. To select multiple categories, hold down Crtl on the keyboard and select each category.

    • Select the right arrow to move the categories to the Included column.

Note

  • The Order Sources section is populated with records created using the Order Source editor, which is accessible from the Ordering Settings > Settings menu.

  • The Categories section is populated with records created using the Menu Category editor, which is accessible from the Ordering Settings > Menu Layout menu.

Define Time Period Availability for a Menu

Restrict the time periods when the menu is available on the Ordering application. For example, the Breakfast Buffet menu is only available during the hours of 7:00 AM - 12:00 PM on Sundays.

To identify the time periods when a menu is available:

Xenial PortalData ManagementOrdering SettingsMenu LayoutMenu

  1. Locate the Time Period configuration section of the menu record.

  2. From the Available column, select the time periods when the menu is available. To select multiple time periods, hold down Crtl on the keyboard and select each time period.

  3. Select the right arrow to move the time periods to the Included column.

Note

Time periods are defined using the Time Period editor, which is available from the Ordering Settings > Settings menu in Data Management.

Priority Level for Menu Availability

If more than one menu is configured as the default menu for the same time period, the menu with the most defined restrictions is given priority.

  • A date range restriction has the highest priority.

  • If more than one menu has a date range restriction:

    • The shorter date range has the highest priority.

    • If the date ranges match, then the day of the week is given the highest priority.

    • If the days of the week match, the shorter time range is given the highest priority.

  • If all restrictions match, then the menus are prioritized alphabetically by menu name.

Perform Actions on a Menu

To perform an action on a menu:

Xenial PortalData ManagementOrdering SettingsMenu LayoutMenu

  1. From the homepage of the Menu editor, select the desired menu.

  2. Select the ellipsis icon to the right of the Type column to open a dropdown menu.

    The following actions are available:

    Action

    Description

    Edit

    Edit the menu properties.

    Remove

    Delete the menu.

    Duplicate

    Create a copy of the menu.

    Add Menu Category

    Create a new menu category and link it to the menu.

    From the Create New Menu Category window:

    • In the Name field, type a name for the menu category.

    • Select Open in editor after creation to define the properties of the menu category in the Menu Category editor immediately.

    • Select Done.

Perform Actions on a Menu Category

To perform an action on a menu category:

Xenial PortalData ManagementOrdering SettingsMenu LayoutMenu

  1. From the homepage of the Menu editor, locate the menu that contains the menu category.

  2. Select the + symbol next to the menu name to expand the menu components.

  3. Select the menu category.

  4. Select the ellipsis icon to the right of the Type column to open a dropdown menu.

    The following actions are available for the selected menu category.

    Action

    Description

    Edit

    Edit the menu category properties.

    Remove

    Delete the menu category.

    Unlink

    Remove the association between the menu category and its menu.

    Duplicate

    Create a copy of the menu category.

    Move Up

    Move the menu category up one level on the list.

    Move Down

    Move the menu category down one level on the list.

    Move to Top

    Move the menu category to the top of the list.

    Move to Bottom

    Move the menu category to the bottom of the list.

    Add Menu Item Group

    Create a new menu item group and link it to the menu category.

    From the Create New Menu Item Group window:

    • In the Name field, type a name for the menu item group.

    • Select Open in editor after creation to define the properties of the menu item group in the Menu Item Group editor immediately.

    • Select Done.

Perform Actions on a Menu Item Group

To perform an action on an existing menu item group:

Xenial PortalData ManagementOrdering SettingsMenu LayoutMenu

  1. From the homepage of the Menu editor, locate the menu that contains the menu item group.

  2. Select the + symbol next to the menu name to expand the menu components.

  3. Locate the menu category that contains the menu item group.

  4. Select the + symbol next to the menu category name to expand its components.

  5. Select the menu item group.

  6. Select the ellipsis icon to the right of the Type column to open a dropdown menu.

    The following actions are available for the selected menu item group.

    Action

    Description

    Edit

    Edit the menu item group properties.

    Remove

    Delete the menu item group.

    Unlink

    Remove the association between the menu item group and its menu category.

    Duplicate

    Create a copy of the menu item group.

    Move Up

    Move the menu item group up one level on the list.

    Move Down

    Move the menu item group down one level on the list.

    Move to Top

    Move the menu item group to the top of the list.

    Move to Bottom

    Move the menu item group to the bottom of the list.

Perform Actions on a Product

To perform an action on an existing product:

Xenial PortalData ManagementOrdering SettingsMenu LayoutMenu

  1. From the homepage of the Menu editor, locate the menu that contains the product.

  2. Select the + symbol next to the menu name to expand the menu components.

  3. Locate the menu item group that contains the product.

  4. Select the + symbol next to the menu item group name to expand its components.

  5. Select the product.

  6. Select the ellipsis icon to the right of the Type column to open a dropdown menu.

    The following actions are available for the selected product.

    Action

    Description

    Edit

    Edit the product properties.

    Remove

    Delete the product.

    Unlink

    Remove the association between the product and its menu item group.

    Duplicate

    Create a copy of the product.

    Move Up

    Move the product up one level on the list.

    Move Down

    Move the product down one level on the list.

    Move to Top

    Move the product to the top of the list.

    Move to Bottom

    Move the product to the bottom of the list.