HelpCenter

ADM - Setting Up Menus / Item Buttons
Updated

Table of Contents

 

Purpose

This article will cover the various menu types per device, how to setup your menus/buttons, and further customize your menu display. If you have Order Ahead enabled, you will have additional features you can use to customize your setup and the consumer's flow. This document will define the Order Ahead specific features/settings as well.

  • Menus are used to place buttons on the kiosk screen.

  • Menus are also be used for the Order Ahead feature so consumers will be able to see the menu from the app when placing an order on their phone.

 

Menu Types by Device

There are different menu services depending on the device being used. A ReadyTouch device (365Dining) can use more than one service. This section defines the menu service types that can be used per device.

 

365Dining / ReadyTouch

Self Service

This would be used in a 365Dining environment. Used to display menu/product buttons on a ReadyTouch device when it is in Self Service mode. This is also the service that controls the menus/products displayed on the 365Pay app/mymarketaccount.net for Order Ahead. All items within a self service menu for a location will default to showing on the Order Ahead menu for consumers unless you exclude the item from Order Ahead.

  • In an environment where this is used, the consumer would place their order on either the ReadyTouch device on-site or, if using OrderAhead, on the 365Pay app/mymarketaccount.net.

 

Cashier Service

This would be used in a 365Dining environment to display menus and sub-menus on a ReadyTouch device when it is in Cashier Service mode.

  • In an environment where this is used, the orders and payments would be taken by a cashier on-site, rather than the consumer placing their own order.


Order Service / ReadyOrder

Used to display menu/product buttons on a ReadyTouch device when it is in Order Service mode. Order Service is NOT the same as Order Ahead. Order Service cannot be used with the Order Ahead functionality. This service does NOT control any of the mobile app's display or the consumer's website display.

  • In an environment where this is used, the consumer would place their order on the ReadyTouch device on-site. The ReadyTouch would NOT prompt for payment at the time of the order being placed. The consumer would pay for the meal at a separate cashier station ran by an employee of the location. The idea of this is to have the consumer place their order on-site, roam the market while they wait for the food to be prepared and grab any add-ons like chips or beverages, then to pay for it all together at the cashier station.

 

Gen 2 / Gen 3 V5 MicroMarket

MicroMarket (Self Service)

Used to display product buttons on a Gen 2 or Gen 3 V5 MicroMarket. This can display a menu button like "Coffee" and then have products under that button like "Small Coffee", "Medium Coffee", "Large Coffee". This can also be used to display a single item button such as "Apple".

 

NanoMarket / PicoCooler / PicoMarket

Tablet Service

Used to display menu/product buttons on a NanoMarket, PicoCooler, or PicoMarket device. This can display a menu button like "Fruit" and then have products under that button like "Banana", "Apple", "Orange". This can also be used to display a single item button such as "Apple".

 

Creating a New Menu

There are different menu services depending on the device being used. See the Menu Types by Device section to see which services area available for a particular device. This section will instruct you on creating a menu for any service type, including Static Menus. Static Menus designate a menu as static so that it can be active all the time, while the day part menus are then the only part to be managed.

 

Creating Service Menu

  1. Log into to ADM.

  2. Click the Menu tab.

  3. Select the desired service from the drop-down menu. The Menu List screen will display.
    Note: Self Service, Tablet Service, and MicroMarket (Self Service) do not allow the usage of sub-menus.
    Image1.png
  4. Click the drop-down menu next to the Create New button to choose the location where you are creating the menu.

  5. Click the blue Create New button at the upper, right corner of the screen.
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  6. Give your menu a name. (This is to remind you what this menu is used for - for example, "Breakfast".)

  7. Choose the days of the week you want your menu to display.

  8. Choose the times you want your menu to display. Be sure your start and end times do not overlap with the start and end times for any existing menus. Menu times are reported using a 24-hour clock.
    mceclip1.png
  9. You can also import an existing menu from an associated location.

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  10. Click Save. The Menu List page will display again where you can see the menu you just created.

  11. After saving a menu, click the Menu tab on the ADM Home page, then select the desired service to see the menus you have created.
    mceclip4.png

 

Creating a Static Menu

This option designates a menu as static so that it can be active all the time, while the day part menus are then the only part to be managed. The Static Menus are treated similar to menu services in that they are created by location and can be copied across one or more locations in which they can be edited.

  1. Log into ADM.

  2. Click the Menu tab, then select Static Menus.

  3. You can edit an existing Static Menu, copy an existing Static Menu, or create a new Static Menu.
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    1. Clicking the Menu Name will allow you to edit the existing Static Menu for a location.

    2. Clicking the Copy button will open a prompt for you to select the location(s) to copy the static menu to and add the copied static menus to the Static Menu List screen (same menu name and same products but able to be edited as needed). 

      When adding a product, a check is run against the menu items included in the static menu to be copied and the product list(s) of each location selected. If there is one or more products from the Static Menu found to NOT be extended to the target location, the 3rd prompt shown below will display.
      • If Cancel is tapped, you will return to the Static Menu List screen with no static menus copied. If Yes is tapped, the static menu will copy to each of the locations selected but exclude any products from the static menu for any locations that may not be offering (have product extended) in their product list. See ADM - Add, Edit, or Extend a Product for instructions on extending a product to a location.
        copystatic.png
    3. Clicking the Create New button will allow you to create a new Static Menu for a location. If you are creating a new Static Menu, give the menu a name and add the desired products. The menu name does not have to be unique.
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  4. Be sure to save any changes made.

  5. Once the Static Menu has been created, it must be be added to the menu for the appropriate service for a location. See Adding Static Menu Buttons.

 

Add Products to Menu

Next we are going to look at adding products using the Add Item button and the Add Menu button.

  • For Dining/Order Ahead there is no limit to how many buttons can be created

  • For all of our other devices you can fit a total of 10 buttons on the kiosk screen (either Item buttons, Menu buttons or a combination of both). You can also add a total of 12 individual items on each Menu button.

 

Add an Item Button

The Add Item button is for creating a button that links to ONE individual item.

  1. Click the Add Item button.

  2. The product database will display for the location where you are creating the menu.

    mceclip5.png
  3. Click on the item that you want to turn into a button. (You can only choose ONE.)

  4. Click Add.

  5. Give the button a name which the customers will see displayed on the kiosk screen. (The name will always default to the product name.)

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  6. Click Add.

  7. Your item will now be part of the menu.

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  8. Continue to add more Item buttons as needed.

  9. Click Save to keep the item(s) as part of the menu.
    Note: You will have the option to delete an item from the menu only after you save the menu.
    mceclip9.png
  10. Go to the Location Summary page and click Update Prices and Full sync for the menu to be applied to the kiosk immediately.

 

Consumer View

Item Level buttons will have a plus (+) sign in the lower right corner. When an item button is tapped, the product will automatically be added to the consumer's cart.
itembutton.png

 

Add a Menu Button

A menu button allows you to have multiple items nested under ONE button - such as "Fruit" with "Banana", "Apple", "Orange", etc. nested.

  1. Click the Add Menu button.

  2. Give the button a name and add an image if needed. (Images are for ReadyTouch/Dining only.)
    Example: If you are selling different types of fruit, you can title the button "Fruit" and add all your fruit products to this button. A consumer will tap on the Fruit button and see all of the choices.
    Image10.png
  3. Click Add.

  4. The Menu button that you just created will display.

  5. Click Add Products.

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  6. The product database for the location you had chosen will display.

  7. Click on all the products that you want to link to this one button. Selected products will be highlighted in blue.
    Note: There is a limit of 12 products you can add to one Menu button on MicroMarkets, NanoMarkets, PicoCoolers, and PicoMarkets but there is no limit to how many products you can add for a ReadyTouch/Dining kiosk.

  8. Click Add when you have chosen all of your products.
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  9. Click Save.

  10. Go to the Location Summary page and click Update Prices and Full sync for the menu to be applied to the kiosk immediately.

 

Consumer View

Menu buttons will have three lines in the lower right corner. When a menu button is clicked, the consumer will see the nested options to choose from.
menubutton1.png

 

Add Static Menu Buttons to Menu

Once the Static Menu has been created, it can then be added to a location's service menu. These buttons will show as standard buttons on the consumer end.

  1. Click the Menu tab, then select the desired service.

  2. Select the menu you'd like to add static buttons to.

  3. Click + Add static menu
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  4. This will open a prompt that includes all static menus associated to the location you are creating the menu under. ONLY this location’s static menus will appear in grid. Select one or more static menus from the grid and click Add to add the static menu(s) to your menu service.
    mceclip3.png
  5. Static Menus are added to menu service and will display the name of the static menu UNEDITABLE and number of products. If you expand all for the Static Menu button, then you will see a read-only
    view of the products associated to the static menu (un-editable from the service menu).
    mceclip4.png
  6. Save any changes made and run a full sync from Location Summary.

 

Consumer View

As an example, below is a self-service menu with Tacos and Soups menu buttons - plus a Static Menu called "Daily Drinks" which includes menu buttons for Coffee & Tea, Soda, and Beverage. "Daily Drinks" won't show as a button the kiosk, but the menu buttons in that Static Menu will (coffee & tea, soda, beverage).

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Sorting Buttons in the Menu

  1. Click the Menu tab, then select the desired service.

  2. Click the menu that has the product(s) you want to sort.

  3. Click on the menu/item button and drag it up or down depending on where you want it to be displayed in the device's menu. You can also do this for individual products nested within a menu.

  4. Extending_2.gif

 

Editing Products in the Menu

  1. Click the Menu tab, then select the desired service.

  2. Click the menu that has the product(s) you want to edit.

  3. Move the cursor near the price of the item. You will see two options appear when hovering:
    • Delete: Click the trash can icon to remove the product.
    • Edit: The Product Summary screen will display.
      Note: This will take you away from the Menu. To change pricing at the location level, you will need to scroll to the bottom of the Product Summary page and adjust the Price field for the location.
      Extending_3.gif
  4. Save any changes made.

  5. Go to the Location Summary page and click Update Prices. This will fully sync the changes and they will take effect at the kiosk level immediately.

 

Order Ahead Features

If you have Order Ahead enabled, you will have additional features you can use to customize your setup and the consumer's flow. This section will cover the Order Ahead specific settings. For more information on Order Ahead, see 365Dining OrderAhead Operator Guide.

 

Setting Order Limits

After you have created a menu, you will see the option to set Order Limits for each day. Setting order limits allows you to control how many orders can be submitted to your kitchen for each pick up time. If all spots for a given time period are full, consumers will not be able to select that time-frame for pickup.

  1. Click the Menu tab, then select Self Service from the drop-down menu.

  2. Next to the desired menu, click Set Limits (in the Order Limits column).
    (If you are already in the specific menu, simply click the blue Set Order Limits button in the top right.)

  3. You will see the Order Limits separated by day and pickup location. The pickup location name will be displayed in blue text above the Max Orders and Additional Lead Time fields. The days will be displayed in black text on the right side of the screen. For each day you will see the following fields:
    1. Start Time and End Time: These are the time-frames that the order limits will be in place.
    2. Timeslots: These are the time intervals in between each pick up time that consumers can choose.
    3. Max Orders (totals): The total amount of orders that can be taken for a pickup location during a certain time-frame, calculated using the max orders, lead time, and additional lead time set.
    4. Max Orders: This is used to define the amount of orders that can be taken for each timeslot interval. Consumers will not able to choose timeslots that have already received their max order limit.
    5. Additional Lead Time: Additional Lead Time can be set for a specific menu by pickup location. Assuming the Order Ahead Settings under the Location Summary for Send to Kitchen Prior to Pickup is set to 15 (minute lead time), the first available pickup time will be 15+ minutes later than actual ordering time depending on timeslots and additional lead time for the pickup location selected. 

      Example: If a consumer chooses a 2:00PM pickup time slot for The Main Cafe location on Monday on the app, the lead time is 15 minutes, and the additional lead time is set to 15 minutes, then there would be a minimum total of 30 minutes lead time. This means that the orders for that timeslot would be sent to the kitchen for preparation at 1:30PM.
      mceclip0.png
  4. Click Save.

 

All Menu Button

When creating menus, products typically are placed into various categories such as Sandwiches, Sides, Beverages. However, we offer the ability to display all menu items in one singular tab on the consumer end. The All menu button allows you to show all your menu items in one place on the mobile app or on mymarketaccount.net. If a customer taps on that button they will then see all the items to choose from without having to go category by category.

  1. Log into ADM.

  2. Click the Menu tab, then click Self Service.

  3. Select the desired menu.

  4. Verify Show is selected for 'All' Menu Button. If Hide is selected, consumers will not see the All button in the app or on the website.

  5. If you would like to rename the button, hover the option on the menu page and click Edit. Rename the button and click Done.

  6. If you would like to change the order of the menu categories, you can simply drag and drop them into the desired order (see Editing Products in the Menu).
    all.gif
  7. If any changes were made, click Save. Then go to the Location Summary and run a full sync.

 

Excluding Items From your Menu

This feature will give you the ability to hide a particular product from the Order Ahead menu, Kiosk Menu, or both. This means that the item would not be available for purchase on the mobile app/website or ReadyTouch device depending on the selections made.

  1. Log into ADM.

  2. Click the Menu tab, then click Self Service.

  3. Select the desired menu.

  4. Click Expand All in the menu category of your choice. You will see Exclude from Menu with checkboxes next to Kiosk and Order Ahead. The item will be hidden from the menu depending on the selection made.

  5. If any changes are made, click Save. Then go to the Location Summary and run a full sync.
    mceclip0.gif

 

Previewing Your Menu

If you want to see what your menu will look like on the kiosk screen, click Preview at the bottom of the page within the desired menu. This option becomes available after you save the menu.

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Note: If you have created any sub-menus, you will not be able to see them in the preview.