Menus
Creating a menu
Use the button in the menus section to create a new menu.
Field Name | Purpose/ To be Used For |
* Name | Enter the name of the menu that you are creating. This will appear when you print the menu |
Reference | Use this field for internal referencing. (What date is this menu being created? who created it?) |
Lock | Tick this box to prevent changes to this menu by anyone except business administrators |
Integrated | Only applicable if using API to integrate with another software platform |
Site/s | Select one or more sites to assign this menu to |
* Nutrition |
Hidden Calories Only (minimum requirement for calorie labelling legislation) Full Nutrition Full Nutrition without calories next to recipe name |
* Nutrition values |
Values per serving Values per 100g/ml |
Display From | Please enter the start date for this menu. This is when the menu will be displayed from |
Display Until | Please enter the date you wish to display the menu until. Please leave this section blank if you wish for this menu to remain displayed indefinitely |
Days of the week | Please select days that you wish menu to be displayed on interactive menus |
Banner Image | Image will appear above the menu name in Interactive Menus and menu print view. A rectangle shaped image is recommended. The image must be at least 770 pixels wide. The recommended image height is 175 pixels |
Tick this box to archive this menu | |
Show allergen icons on printed menu | |
Hide from WBA App | Applicable only if you are using Interactive menus (see Interactive menu user guide for full details) |
Show pictures on recipes in WBA App | Applicable only if you are using Interactive menus (see Interactive menu user guide for full details) |
Hide from ePMO | Applicable only if you are using ePMO (see ePMO user guide for full details) |
Add Menu Content
One you have saved the basic menu details you can edit the menu to add recipes to it using the edit pen . You can use any of the filtering functions to find the recipe(s) you are looking for, including searching by name or reference, limiting to a specific list or searching by tag.
Using the + button will push the selected recipe(s) to the right of the screen, which will
become the menu.
To change the order of recipes use the buttons to the right of each recipe (click and hold down the left hand button on your mouse as you drag and drop) . Use the red button to remove the item. If you require them in alphabetical order use
in the top right hand corner to sort.
Field Name | Purpose/ To be Used For |
Search recipe name/ reference | Filter the results by recipe name or reference |
All recipe lists | Filter the results by recipe list |
Contains tags | Filter the results by tag/s (multi select available) |
Exclude recipes with allergens | Filter by allergen (includes and may contain) (multi select available) |
Exclude recipes with ingredients | Filter by ingredient including composite ingredients (multi select available) |
Include recipes with ingredients | Filter by ingredient (multi select available) |
Prices on menus
If the “actual price” field on your recipes is being used, these prices will be displayed on your menu. You can opt to hide them by unticking the “Display prices” box.
You also have the option to add on additional prices should you wish.
These additional prices and descriptions could be the same for a number of the recipes on the menu. These can be copiedthen pasted
onto relevant recipes. This section can be used to add additional details such as ‘add ons’ to available dishes or choices to be selected to ‘pop up’ in interactive menus or ePMO. Please see the specific module user guides for details.
Most elements can be hidden from the menu by unchecking the relevant box next to the data.
If you have chosen to show nutrition in the menu set up this will also be available to see, with separate Kcals per serving if you have chosen an option including this.
You can also add in static content, should you wish. This includes items such as a title, editable text or a page break. These elements can be added and typed into as well as dragged and dropped to position just like recipe elements.
Once you have completed everything, don’t forget to in the top right hand corner. This saves the menu content.
If you want to edit any of the menu details such as the nutrition options, days or display dates, you can do so by selecting the drop down at the top left above the recipe selector.
If you do amend any of these specific details there is a separate save button at the bottom of that section which you must click
History
From the history tab you can view the audit trail for this menu. See what changes have been made, what date and time they occurred, and which user made the change.
Copying a menu
To copy a menu selectnext to the menu you wish to copy. This will open the menu details box. Make any necessary changes then
It will automatically open the menu so you can add on any additional recipes, amend prices as required.
Menu Sorting
Menus are saved with the most recent appearing first. However you can change the order should you wish. To do so on the screen, use the buttons either by the created or updated, as per the screenshot below to bring the oldest onto the first page. Note: it will revert to original order once you have moved away from this screen. You can also select an allergen data sheet specific to the menu by clicking the icon highlighted below, next to the menu in the list.
To permanently change the order of your menus, you can do so by selecting “menu sorting” in the small drop down next to the NEW+ button.
Simply drag your menus into the order that you desire then save at the bottom
Menu Groups
If you would like to “group” menus together under a particular heading, then this functionality is perfect for you.
Go toand select the create new menu group button as below
Name the group, add an image if you wish, check which site(s) you want it available to and then cherry pick which of your menus should ‘live under that group’.
Note: If the field has red asterisk * this means that it is compulsory and the software will not save if this is left blank.
Field Name | Purpose/ To be Used For |
*Name | Enter the name of the menu that you are creating. This will appear when you print the menu |
Image | Select a photo from your device to set as the menu group picture. File type accepted: PNG and JPEG. Max file size: 2MB |
Site/s | Select site(s) that the menu group is relevant to. |
Menus | Select menus that are to be included within the menu group. The order they display can be changed |
Hide from the WBA app | Only applicable if using Interactive menus. Tick if you no longer want these to be visible |
When you have selected some menus for the group you will also have the ability to reorder them, within the group.
As with menus, you can permanently change the order of your menu groups. You can do so by selecting menu group sorting from a drop down next to the ‘create a new menu group’ button.
Simply drag your menu groups into the order that you desire then save.
Bulk Edit
You may wish to use the Bulk Edit function within menus if you wish to make the same change to a selection of menus at one time, rather than manually opening each individual menu.
Simply select the menus you wish to affect or ‘select all’ by using the check box just above the menu list.
Now navigate to ‘Bulk Edit’ and select ‘Menu Bulk Edit’
Within the bulk edit pop up box there are several fields you can select to change across the multiple menus you have selected at once.
You must check the box on the far left relating to the section you are editing first, this then enables you to make the required change e.g. select Nutrition and change all selected menus to Calories only’ from the drop down.
Saving the change at the bottom of the pop up box will cascade that change to all menus which were selected to be part of the bulk edit.
Archive
You can archive old menus that are not in use at any time. Simply edit the menu details and check the box to archive. Alternatively, do this in bulk to several menus at once. Any archived menus will now show on a separate tab on the menus homepage.
Best Practice Tips
Archive at least once a year to keep your account tidy