Menu Management on Dashboard and POS

Introduction

In this session, you'll learn how to connect and manage menus seamlessly between our Dashboard and Point of Sale (POS) system. This ensures consistent menu offerings and streamlines operations across all platforms.

Table of Contents

Navigating Menus

Dashboard Menu Page Overview

Point of Sale Menus Page Overview

Best Practices

Adding or Creating New Menus on the Dashboard

Adding or Creating New Menus on Vimeo

Step 1: Select Menus in the menu management section.

Step 2: Tap “+ New Menus" and select from the following options to add your menu and tap Continue.

2a. Upload a menu from your device using compatible formats:

i. Choose the "Upload from your device" option.

ii. Tap on Continue.

iii. Navigate to the file's location on your device and tap Upload.

iv. Select the appropriate location and tap Done to save the changes.

2b. Create the menu manually.

i. Tap Continue.

ii. Enter the required information and tap the Save button to save the menu.

2c. Create a menu using AI

i. Choose the "Create a menu using AI" option.

ii. Select the desired cuisine for the menu.

iii. Enter the name of the menu.

iv. Tap "Submit" to initiate the menu creation process by the AI.

2d. Import from a third-party menu like DoorDash, Grubhub, and Uber Eats

i. Tap Continue

ii. Select the desired third-party platform to import from and tap Next.

iii. Enter the URL associated with the menu.

iv. Enter the name of the imported menu.

v. Select the appropriate location.

vi. Tap Continue to proceed. You will receive a notification once the menu has been successfully created.

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Navigating Menus on the Point of Sale

Step 1: From your new order screen tap the drop-down arrow ( 1a ) or slide the setting bar down ( 1b ):

Step 2: Tap on Menu

Step 3: In the "Menu Management" section, select "Menu" to be directed to the menu page

How to Add a Menu on Point of Sale

Pro Tip: To apply the same hours of operation on the applicable days of the week, simply tap on the icon located on the right of the end time field. Upon selection, it will prompt you to select all or set as required.

How to edit or archive an existing Menu

The following illustration shows how the menu items are positioned in your Point of Sale after you have configured your POS menu section.

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Updated on: 10/04/2025

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