.. index:: ! Local Menu


.. _local:

Local Menu
==========

Contents: This guide will show you how to access a specific store's menu, where you have the ability to manage menu items and local prices.


Local Menu for Users with Store Manager Access
----------------------------------------------

Use the links below to jump right to specific sections of the guide with Store Manager Access:

	* :ref:`localmenu`
	* :ref:`localitem`
	* :ref:`localitempricing`
	* :ref:`childpricing`
	* :ref:`localcatpricing`
	* :ref:`localmods`



Local Menu for Users with Corporate Manager or Higher Access
------------------------------------------------------------

Use the links below to jump right to specific sections of the guide with Corporate Manager Level Access or higher:

	* :ref:`localmenucorp`
	* :ref:`assignmenu`
	* :ref:`actlocal`
	* :ref:`localhrs`
	* :ref:`localhrsdate`
	* :ref:`closedate`
	* :ref:`itemenable`
	* :ref:`localpricing`
	* :ref:`3PDpricing`



.. index:: Local Menu

.. _localmenu:

Accessing your Local Menu
`````````````````````````

To access the menu for a specific location:

1. Click the |myacct| icon in the top right corner of your site
2. Login with your management account credentials
3. Click the |gear| icon in the top right corner that displays after successful login, which will open your Backend Management site in a new tab 
4. On the newly opened Management Tab, click on the *Menus* Tab 

	.. image:: images/LocalMenu/menustab.jpg

5. Depending upon your Management access level, you will see one of the following screens: 

	a. If you have store manager access and manage more than one location, you will need to click the |menuicon| next to the store number you wish to access
	
	.. image:: images/LocalMenu/manmenuA.jpg

	b. If you have store manager access and only manage one location, you may skip to step 6


6. To access your items, click *Menu Items* under the menu you wish to view or edit
   
	.. image:: images/LocalMenu/multimenus.jpg

7. This is your store's menu page. All of your store's available items will be displayed here, grouped by categories, along with item name, menu availability, global pricing and your local, store specific pricing
   
	.. image:: images/LocalMenu/managermenu.jpg
   

.. note:: If you do not have an account with management access, please register as a customer and ask your NovaDine Rep to upgrade your account



.. |myacct| image:: images/Backend/myaccticon.jpg

.. |gear| image:: images/Backend/gearicon.jpg

.. |menuicon| image:: images/Holiday/menuicon.jpg



.. index:: Enable Item, Disable Item, Local Menu

.. _localitem:

Enable or Disable a Local Item
``````````````````````````````

Your menu shows all items that are available at the global level. Some items might be listed on your menu that your location does not offer, or you run out of a particular item and wish to hide it from the customer on the front end. To do this, you would need to disable the item on your store menu:

1. Click *Menu Items* under the menu you wish to edit
   
	.. image:: images/LocalMenu/menutab.jpg

2. Mark an item as disabled for the store by clicking the |enabled| button (turning it red/disabled - will not display on front end for ordering)
3. Mark an item as enabled for the store by clicking the |disabled| button (turning it green/enabled - making it available for online ordering at this location)

	.. image:: images/LocalMenu/mainmenu.jpg


.. note:: If your location is POS integrated, item availability will be updated via local-level menu imports and should be managed in the store's POS.


.. |disabled| image:: images/MasterMenu/disabled.jpg

.. |enabled| image:: images/MasterMenu/enabled.jpg





.. index:: Edit Item Pricing, Local Menu

.. _localitempricing:

Edit Local Item Pricing
```````````````````````

To edit individual local item pricing:

1. Click *Menu Items* under the menu you wish to edit
	
	.. image:: images/LocalMenu/menutab.jpg

2. Click the |pencil| to the far right of the item that you wish to edit

	.. image:: images/LocalMenu/localitem.jpg

3. This configuration screen will show you the sizes and styles in which this item is available, status of the item (enabled or disabled), and the local item pricing. Update the item pricing for each size and/or style, as needed
4. Click *Save*
   
  	.. image:: images/LocalMenu/manitemedit.jpg	 

.. note:: If your location is POS integrated, item pricing will be updated via local-level menu imports and should be managed in the store's POS.

.. |pencil| image:: images/MasterMenu/pencil.jpg




.. index:: Child Pricing, Local Menu

.. _childpricing:

View Child Pricing Rules
````````````````````````

To view child pricing rules:

1. Click *Menu Items* under the menu you wish to edit
	
	.. image:: images/LocalMenu/menutab.jpg

2. Click the |pencil| to the far right of the item that you wish to edit or to the left of the category name to view all items in that category
3. Click the |plusbox| to Show/Hide override tables
4. Your child pricing rules will display below

  	.. image:: images/StoreManager/childpricing.jpg

.. Note:: If your location is POS integrated, child pricing will be updated via local-level menu imports and should be managed in the store’s POS


.. |plusbox| image:: images/StoreManager/plusbox.jpg


.. _localcatpricing:

Edit Local Pricing by Category 
``````````````````````````````

To edit pricing for all items in a category from one screen:

1. Click *Menu Items* under the menu you wish to edit
	
	.. image:: images/LocalMenu/menutab.jpg


2. Click the |pencil| to the left of the category name

	.. image:: images/LocalMenu/clickcat.jpg

3. This configuration screen will show you the sizes and styles in which the items are available, status of the items (enabled or disabled), and the local  pricing for all items in the selected category. Update pricing for each item, including size and/or style, as needed
4. Click *Save*

  	.. image:: images/StoreManager/mancatedit.jpg

.. note:: If your location is POS integrated, item pricing will be updated via local-level menu imports and should be managed in the store's POS.


.. index:: Modifiers, Local Menu

.. _localmods:

Modifiers (Non-POS Locations only)
``````````````````````````````````

When a customer places an order, they have choices to make when selecting certain items. What kind of bread would they like? Would they like their sandwich toasted? For non-POS locations, these are called Modifiers. 

Accessing your Modifiers (Non-POS Locations only)
.................................................

To access your modifiers:

1. Click *Modifier Lists* under the appropriate menu 
   
 	.. image:: images/LocalMenu/modlists.jpg

2. This will pull up your store’s modifiers page. All of your store’s available modifiers, grouped by prompts, will be displayed here, along with modifier name, availability, global pricing and your local, store specific pricing


Enable or Disable a Modifier (Non-POS Locations only)
.....................................................

1. Click *Modifier Lists* under the appropriate menu 
   
 	.. image:: images/LocalMenu/modlists.jpg

2. Enable a currently disabled modifier by clicking the local |enabled| button (turning it red/disabled - will not display on front end for ordering at this location)
3. Disable a currently enabled modifier by clicking the local |disabled| button (turning it green/enabled - making it available for online ordering at this location)
   
 	.. image:: images/LocalMenu/modifiers.jpg   


Edit Local Modifier Pricing (Non-POS Locations only)
....................................................

1. Click *Modifier Lists* under the appropriate menu 
   
 	.. image:: images/LocalMenu/modlists.jpg

2. Click the |pencil| to the left of the prompt name
   
 	.. image:: images/LocalMenu/modprompt.jpg

3. This configuration screen will show you the sizes and styles in which the modifiers are available, status (enabled or disabled), and the local pricing for all modifiers available in the selected prompt. Update pricing for each modifier, including size and/or style, as needed
   
4. Click *Save*
   
 	.. image:: images/LocalMenu/editmods.jpg   

.. note:: If you have an item listed in two modifier lists, you will need to update each one individually






























.. _localmenucorp:

Accessing the Local Menu with Corporate Level Access or Higher
``````````````````````````````````````````````````````````````

To access the menu for a specific location:

1. Click the |myacct| icon in the top right corner of your site
2. Login with your management account credentials
3. Click the |gear| icon in the top right corner that displays after successful login, which will open your Backend Management site in a new tab 
4. On the newly opened Management Tab, click on the *Menus* Tab 

	.. image:: images/LocalMenu/menustab.jpg

5. Select the Edit Menu for a Location link and choose a store from the store search

	.. image:: images/MasterMenu/editlocal.jpg


6. To access your items, click *Menu Items* under the menu you wish to view or edit
   
	.. image:: images/LocalMenu/multimenus.jpg



.. _assignmenu:

Assign Menu to a Location
`````````````````````````

A store needs to have a menu assigned to it in order for customers to order online. To assign a menu to a specific location:

1. From the *Menus* Tab, click the *Edit Menu for a Location* link

   .. image:: images/MasterMenu/editlocation1.jpg 

2. Enter the store number for the location in the Store Search box and select the desired location

   .. image:: images/MasterMenu/storesearch1.jpg 

3. Select the appropriate menu and mode combination from the dropdown 
4. Click *Add*
   
   .. image:: images/MasterMenu/addlocal.jpg    

.. note:: If you previously selected a store, step 2 will not be necessary, as you will be taken to that store's menu page. To select an alternate store, click *Select a Different Location* at the top of the screen





.. index:: Activate Menu, Deactivate Menu, Local Menu

.. _actlocal:

Activate/deactivate a Local Menu
````````````````````````````````

1. From the *Menus* Tab, click the *Edit Menu for a Location* link

   .. image:: images/MasterMenu/editlocation1.jpg 

2. Enter the store number for the location in the Store Search box and select the desired location

   .. image:: images/MasterMenu/storesearch1.jpg

3. To the right of each menu is the Menu ID and the Mode ID that is assigned to the location

4. Click the status to change it (if you click *Active* it will change the status to *Inactive* and vice-versa)
   
   .. image:: images/MasterMenu/addlocal.jpg




.. index:: ! Store Hours, Hours, Local Menu


.. _localhrs:

Local Menu Hours
````````````````

1. From the *Menus* Tab, click the *Edit Menu for a Location* link

   .. image:: images/MasterMenu/editlocation1.jpg 

2. Enter the store number for the location in the Store Search box and select the desired location

   .. image:: images/MasterMenu/storesearch1.jpg

3. Click the |clock1| to the right of the menu name

   .. image:: images/MasterMenu/localhours.jpg

4. Select the menu that you wish to update the hours for from the dropdown

5. You can choose to use the default menu hours or customize your hours and select the appropriate radio button. If you choose the default menu hours, skip to step 8

6. Update the menu hours for each day of the week by choosing the open and close time from the appropriate drop downs. If the menu will be unavailable on specific days of the week, check the *Closed* box next to appropriate day

7. If the menu will have the same hours for each day, simply enter the hours in the first row and click the blue down arrow to copy the hours to the below days

8. Click *Update* to save your changes

   .. image:: images/MasterMenu/updatehours.jpg

.. note:: Local menu hours can also easily be updated via the 'Business Hours' tab in back-end management. Please refer to :ref:`bushours` for more information.





.. _localhrsdate:
    
Edit Menu Hours for a Location for a Specific Date
```````````````````````````````````````````````````

1. From the *Menus* Tab, click the *Edit Menu for a Location* link

   .. image:: images/MasterMenu/editlocation1.jpg 

2. Enter the store number for the location in the Store Search box and select the desired location

   .. image:: images/MasterMenu/storesearch1.jpg

3. Click the |clock1| to the right of the menu name

   .. image:: images/MasterMenu/localhours.jpg
   
4. Under the *Override Hours for this Location* subtab, you have the option to temporarily change your menu’s opening and/or closing hours for a specific date

5. Choose the Menu that you wish to override hours for from the *Please Choose A Menu* dropdown

6. Choose the date from the Calendar dropdown in the *Date* field

7. Choose the radio button next to *Start Time* and choose *Set to* to change your opening time and/or *End Time* to change your menu hours

8. Click *Set*

   .. image:: images/MasterMenu/overridelocal.jpg

If you wish to edit hours for more than one day, repeat the above process for each menu that will need the override hours



.. _closedate:

Close Location for a Specific Date
``````````````````````````````````

1. From the *Menus* Tab, click the *Edit Menu for a Location* link

   .. image:: images/MasterMenu/editlocation1.jpg 

2. Enter the store number for the location in the Store Search box and select the desired location

   .. image:: images/MasterMenu/storesearch1.jpg

3. Click the |clock1| to the right of the menu name

   .. image:: images/MasterMenu/localhours.jpg
   
4. Under the *Override Hours for this Location* subtab, you have the option to temporarily change your menu’s opening and/or closing hours for a specific date

5. Choose the Menu that you wish to override hours for from the *Please Choose A Menu* dropdown

6. Choose the date from the Calendar dropdown in the *Date* field

7. Check the *Closed for the entire day* box

8. Click *Set*

   .. image:: images/MasterMenu/closelocal.jpg

If you wish to mark a location as closed for more than one day, repeat the above process for each day that the menu hours will differ



.. index:: Enable Item, Disable Item, Local Menu, Master Menu

.. _itemenable:

Enable/Disable Item at Local Level
``````````````````````````````````

To enable or disable an item at the store level:

1. From the *Menus* Tab, click the *Edit Menu for a Location* link

   .. image:: images/MasterMenu/editlocation1.jpg 

2. Enter the store number for the location in the Store Search box and select the desired location

   .. image:: images/MasterMenu/storesearch1.jpg 


3. Click the *Menu Items* link below the menu that contains the item you wish to enable/disable

   .. image:: images/MasterMenu/menuitems.jpg

4. Edit item availability for the store by clicking the |enabled| button under the *Local* section to deactivate the item (turning it red/disabled - hiding it from the front end for ordering), or clicking the |disabled| button to activate the item (turning it green/enabled - making it available online for ordering at this location)

   .. image:: images/MasterMenu/localmenu.jpg



.. index:: Local Pricing, Store Pricing, Local Menu, Master Menu

.. _localpricing:

Local Level Pricing
```````````````````

To edit pricing for a specific location:

1. From the Menus Tab, click the *Edit Menu for a Location* link

   .. image:: images/MasterMenu/editlocation1.jpg

2. Enter the store number for the location in the Store Search box and select from the dropdown

   .. image:: images/MasterMenu/menustoresearch.jpg

3. Click the *+* to the left of the menu to drilldown
4. Click the |dollar| next to the category or item that you wish to edit pricing for

   .. image:: images/MasterMenu/localpricing3.jpg

5. Edit pricing, as needed
6. Click *Save* to save in the selected mode or *Save and apply globally* to apply pricing to all modes

   .. image:: images/MasterMenu/localpricing5.jpg




.. index:: 3PD, Surcharge, Child Pricing, Local Menu, Master Menu


.. _3PDpricing:

Third Party Delivery Pricing
````````````````````````````

To update the surcharges on your menu pricing for the third party delivery companies, follow the below steps:

1. From the Menus Tab, click the *Edit Menu for a Location* link

   .. image:: images/MasterMenu/editlocation1.jpg

2. If a store is not selected, enter the store number for the location in the Store Search box and select from the dropdown.

   .. image:: images/MasterMenu/menustoresearch.jpg 

3. Click the *Menu Items* link for the menu you wish to access

   .. image:: images/MasterMenu/menuitems3.jpg 

4. On the local menu screen, click the *Edit Surcharges* link directly below the menu name

   .. image:: images/MasterMenu/editsurcharge.jpg 

5. Select the appropriate menu, category, item, and/or size/style, as needed, along with the appropriate surcharge 
6. Click *Add Surcharge*

   .. image:: images/MasterMenu/surchargefields.jpg 

7. Repeat the above steps for any categories or items that you wish to update the surcharge on

.. note:: You must provide the surcharge dollar amounts or percentages that you wish to show up as options to NovaDine to upload before they will be available in the dropdown.