.. index:: ! Master Menu

.. _mastermenu:

Master Menu
===========

Contents: This guide will show you how to access the Master Menu, where you have the ability to manage modes, menu items, options, prices and item descriptions.

.. toctree::
   :maxdepth: 3

Menu Overview
-------------

A vital part of the online ordering experience is the menu. All menu items, options, prices, and item descriptions should be up to date and customer friendly. Each menu consists of seven parts:

   * :ref:`Categories <categories>`
   * :ref:`Subcategories <subcats>`
   * :ref:`Items <items>`
   * :ref:`Picklists <picklist>`
   * :ref:`Picklist Members <PLmembers>`
   * Grandchild Picklists
   * Grandchild Picklist Members

   
   .. image:: images/MasterMenu/hierarchy.jpg	  


This documentation will guide you through the process of creating and editing all aspects of your menu

.. note:: Backend Management is not supported in Internet Explorer. Chrome or FireFox must be used


.. index:: Menu Export, Master Menu

NovaDine/POS Menu Cross Reference
`````````````````````````````````

As a POS location, your menus will export with every change and update into our system. Be sure that your menu items have the correct external IDs so that they link to the menu items in your POS


Accessing Global Menus
----------------------

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 
5. This is the *Dashboard* for your menu management

   .. image:: images/MasterMenu/accessmenu.jpg 

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

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




Menus
-----

Create a Menu
`````````````

To create a new menu:

1. From the *Menus* Tab, click the *Create a new menu* link

   .. image:: images/MasterMenu/createmenu.jpg

2. Enter a *Name* for the new menu
3. Enter a *Short Description* for the menu (Optional)
4. Enter a *Long Description* for the menu (Optional)
5. Enter the *External ID* of the menu from the POS, if required (For POS Integrated locations only)
6. Click *Create*

   .. image:: images/MasterMenu/createmenu2.jpg

.. note:: See :ref:`Categories/Subcategories <categories>` and :ref:`Items <items>` for instructions to add categories and items to the new menu



Edit Menu Description and Availability
``````````````````````````````````````

To edit the Menu Description and Availability of an existing menu:

1. From the *Menus* Tab, click on the name of the menu that you wish to edit

   .. image:: images/MasterMenu/menuname.jpg

2. Edit name, descriptions, and External ID, as needed 
3. Check the boxes next to the modes in which this Menu should be available
4. Check the boxes next to the Service Types in which this Menu should be available (default is Available in All Service Types - all boxes unchecked)
5. Click *Save*

   .. image:: images/MasterMenu/editmenu.jpg



.. index:: Global Menu Hours, Master Menu

Edit Global Menu Hours
``````````````````````

To update the hours for a global menu:

1. From the *Menus* Tab, click the |clock| to the right of the menu name that you wish to edit hours for
   
   .. image:: images/MasterMenu/edithours.jpg

2. You will see the current menu hours listed in the top section
3. Update the menu hours for each day of the week by choosing the open and close time from the appropriate drop downs
4. If the menu will be unavailable on certain days, check the *Closed* box next to appropriate day
5. 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
6. Click *Update* to save your changes


   .. image:: images/MasterMenu/edithours2.jpg


Edit Menu Hours for a Specific Date
'''''''''''''''''''''''''''''''''''

To update hours a specific date, a holiday, for example, please follow the below steps:

1. From the *Menus* Tab, click the |clock| to the right of the menu name that you wish to edit hours for

   .. image:: images/MasterMenu/edithours.jpg

2. Under the *Current Overrides* section, you have the option to temporarily change your menu's opening and/or closing hours for a specific date
3. Choose the date from the Calendar dropdown in the *Date* field
4. 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
5. Click *Set*

   .. image:: images/MasterMenu/overridehours.jpg

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



Close Menu for a Specific Date
''''''''''''''''''''''''''''''

To close a menu for a specific day:

1. From the *Menus* Tab, click the |clock| to the right of the menu name that you wish to edit hours for

   .. image:: images/MasterMenu/edithours.jpg

2. Under the *Current Overrides* section, you have the option to close your menu for a specific date
3. Choose the date from the Calendar dropdown in the *Date* field for which your stores will be closed
4. Check the *Closed for the entire day* box
5. Click *Set*
6. Repeat the above steps for each date that your menu will be closed

   .. image:: images/MasterMenu/overrideclosed.jpg





.. index:: ! Mode, ! Modes, Master Menu

Modes
-----

Modes are used to create unique versions of a menu that allow you to assign different pricing, overrides, external IDs, and availability to items at a specific number of stores

Create a Mode
`````````````

To create a new Mode:

1. From the *Menus* Tab, click *Switch to Mode Editor*

   .. image:: images/MasterMenu/modeedit.jpg

2. Click *Create a New Mode*

   .. image:: images/MasterMenu/createmode.jpg

3. Enter an ID # to identify the mode (leave blank to Auto Number)
4. Enter a Name for the Mode
5. Enter a Nutrition Mode, if applicable
6. Click *Create*
   
   .. image:: images/MasterMenu/modeinfo.jpg


Assign a Mode to a Menu
```````````````````````

To assign a Mode to a specific Menu:

1. From the *Menus* Tab, click *Switch to Mode Editor*

   .. image:: images/MasterMenu/modeedit.jpg

2. Click on the name of the specific Mode that you wish to add to a Menu

   .. image:: images/MasterMenu/addmode.jpg

3. Select a Mode from the dropdown to copy, if you wish to copy an existing mode
4. Enable the checkbox to the left of the Menu(s) in which you would like to add this Mode
5. Click *Save*

   .. image:: images/MasterMenu/selectmenu.jpg


Manage Modes
````````````
Use the |dollar| to accomplish the following tasks:

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

* :ref:`Enable or disable mode items <enable-items>`
* :ref:`Update pricing by mode <pricing-mode>`
* :ref:`Remove items from mode <remove-items>`
* :ref:`Enter or edit External IDs (POS locations only) <external-id>`  

**Note:** It is possible to update different modes from the |dollar| page, without having to return to the main menu page. From the dropdown at the top of the window, select the mode you wish to edit next and click "Switch". Select *All Modes* from the dropdown to show and make changes to all modes on one page

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




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

.. _enable-items:

Enable or Disable Mode Items
''''''''''''''''''''''''''''

To enable or disable items by mode:

1. From the *Menus* Tab, click the |dollar| next to menu name that contains the items that you wish to enable/disable. You can also drill down to the category or item level 

   .. image:: images/MasterMenu/dollaritem.jpg

2. You are able to filter by modes by selecting from the dropdown, and clicking *Switch*

3. Click the |pencil| to right of item or to the left of the category name to enable/disable multiple items in a mode category

   .. image:: images/MasterMenu/pencilmode.jpg

4. To enable items, click checkbox beside |disabled|. To disable items, click checkbox beside |enabled|
5. Click *Save*
   
   .. image:: images/MasterMenu/enablemodeitem.jpg


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

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



.. _pricing-mode:

Update Pricing by Mode
''''''''''''''''''''''

To update pricing by mode:

1. From the *Menus* Tab, click the |dollar| next to menu name that contains the items that you wish to update pricing for. You can also drill down to the category or item level 

   .. image:: images/MasterMenu/dollaritem.jpg

2. You are able to filter by modes by selecting from the dropdown, and clicking *Switch*

3. Click the |pencil| to right of item or to the left of the category name to update pricing for multiple items in a mode category

   .. image:: images/MasterMenu/pencilmode.jpg


4. Enter/edit the item pricing

5. Click *Save* to save in the selected mode or *Save and apply globally* to apply pricing to all modes
   
   .. image:: images/MasterMenu/modepricing.jpg

.. note:: You can use the blue arrow to automatically fill that item's pricing, external ID, availability, and minimum quantity into the same sized item in all modes   


.. _remove-items:

Remove Items from Mode
''''''''''''''''''''''

To remove items from a mode:

1. From the *Menus* Tab, click the |dollar| next to menu name that contains the items that you wish to remove from a mode. You can also drill down to the category or item level 

   .. image:: images/MasterMenu/dollaritem.jpg

2. You are able to filter by modes by selecting from the dropdown, and clicking *Switch*

3. Click the |pencil| to right of item or to the left of the category name

   .. image:: images/MasterMenu/pencilmode.jpg


4. Click checkbox in *Remove* Column to the right of the item that you wish to remove from that mode

5. Click *Save*   

   .. image:: images/MasterMenu/removemode.jpg




.. index:: ! External ID, ! POS IDs, Master Menu

.. _external-id:

Enter or edit External IDs (POS locations only)
'''''''''''''''''''''''''''''''''''''''''''''''

To add/edit an External ID by mode:

1. From the *Menus* Tab, click the |dollar| next to menu name that contains the items that you wish to add/edit an External ID for. You can also drill down to the category or item level 

   .. image:: images/MasterMenu/dollaritem.jpg

2. You are able to filter by modes by selecting from the dropdown, and clicking *Switch*

3. Click the |pencil| to right of item or to the left of the category name

   .. image:: images/MasterMenu/pencilmode.jpg

4. Enter the POS ID in the item's External ID field
5. Click *Save*
   
   .. image:: images/MasterMenu/extID.jpg   




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

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

.. |clock1| image:: images/MasterMenu/clock1.jpg





Remove Mode from a Menu
````````````````````````

To remove a Mode from a specific Menu:

1. From the *Menus* Tab, click *Switch to Mode Editor*

   .. image:: images/MasterMenu/modeedit.jpg

2. Click on the name of the specific Mode that you wish to remove from a Menu

   .. image:: images/MasterMenu/addmode.jpg

3. Deselect/uncheck the checkbox to the left of the Menu in which you would like to remove this Mode

4. Click *Save*

   .. image:: images/MasterMenu/removemodefrommenu.jpg






.. index:: Local Menu

Managing Local Menu
```````````````````

At the local level, you can manage the menu for a specific store. Please see the :ref:`Local Menu <local>` page for additional information.






.. index:: ! Categories, Local Menu, Master Menu

.. _categories:

Categories/Subcategories
------------------------

Create a New Category
`````````````````````

To create a new category:

1. From the *Menus* Tab, drilldown to the category level on the menu that you wish to add the new category to
2. Select *New Category*
3. Click *Add*

   .. image:: images/MasterMenu/createcat.jpg

4. Enter a Name and Description for the new category
5. Click *Add*
 
   .. image:: images/MasterMenu/addnewcat.jpg



.. _subcats:

Create a Subcategory
````````````````````

To create a subcategory:

1. From the *Menus* Tab, drilldown to the category level on the menu that you wish to add the new subcategory to
2. Select *New Category*
3. Click *Add*

   .. image:: images/MasterMenu/createcat.jpg

4. Enter a Name and Description for the new subcategory
5. Click *Add*

   .. image:: images/MasterMenu/addnewcat.jpg

6. Back on the *Menus* Tab, click on the name of the category that you just created

   .. image:: images/MasterMenu/subcat.jpg

7. To make it a subcategory, select a Parent Category from the dropdown and make any other changes needed
8. Click *Save*

   .. image:: images/MasterMenu/assignsubcat.jpg





Edit an Existing Category
`````````````````````````

To edit an existing category:

1. From the *Menus* Tab, drilldown to the category level on the menu that contains the category that you wish to edit
2. Click on the category name that you wish to edit

   .. image:: images/MasterMenu/editcat.jpg

3. Enter/edit the category information, as needed
   
 * **Category Name:** name of the category
 * **Short Description:** a brief description of the category
 * **Parent Category:** if this is a child category, choose the *Parent Category* from the dropdown or select *No Parent*
 * **Min Quantity:** minimum quantity of the category
 * **Min Purchase:** minimum purchase amount required for the category
 * **Service Types:** check the box next to each service type in which this category should be available
 * **Restrict to Time Slots:** if your chain has time slots enabled, select the time slots that the category should be available in
 * **Status:** select if this new category should be Active or Inactive. Inactive means the category will not be used
 * **Visibility:** select if this new category should be Visible or Hidden. Hidden means that the category can be used but is not shown in the menu
 * **Bulk View:** enable checkbox if bulk view (quantity box) should be available for this category
 * **Bulk Item:** select the appropriate bulk item from the dropdown
 
4. Click *Save*

   .. image:: images/MasterMenu/catedit.jpg   




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


Delete a Category from a Menu
`````````````````````````````

1. Drilldown to category or subcategory level
2. Click the |deletelink| to the far right to remove the category from the menu

   .. image:: images/MasterMenu/deletecat.jpg





To Change the Category Display Order
````````````````````````````````````

1. Drilldown to category or subcategory level
2. Drag and drop the category to the desired location

   .. image:: images/MasterMenu/displayorder.jpg





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

.. index:: Category Image, Local Menu, Master Menu

Add Category Image
``````````````````

To add an image to a category:

1. Drilldown to category level
2. Click |pic| to the right of the category

   .. image:: images/MasterMenu/addcatimage.jpg 

3. Click *Choose File*
4. Select the image file that you want to upload for the category
5. Click *Upload*

   .. image:: images/MasterMenu/uploadimage.jpg

.. note:: Menu images need to be 400x300px in png format




Add an Existing Category to Menu
````````````````````````````````

To add an existing category to a Menu:

1. Drilldown to category level
2. Select an existing category from the dropdown
3. Click *Add*

   .. image:: images/MasterMenu/addnewcat1.jpg

 



.. |override| image:: images/MasterMenu/overrideicon.jpg

Category Overrides
``````````````````

To override a category:

1. Drilldown to category level
2. Click the |override| next to the category that you wish to override

   .. image:: images/MasterMenu/catoverrides.jpg

3. Enter override information

 * **Category Name:** this is the new/alternate name of the category (e.g., Category is named *Platters* on Master Menu, but should be called *Plates* in southern states)
 * **Short Description:** a brief description of the category

4. Under *Status*, select if this new category should be *Active*, *Inactive*, or *No Override*. Inactive means the category will not be used
5. Under *Visibility*, select if this new category should be *Visible*, *Hidden*, or *No Override*. Hidden means that the category can be used but is not shown in the menu
6. Under *Override Image*, you can override the standard image that appears
7. Check the boxes next to each mode in which the override should appear  
8. Check the boxes next to specific Order Providers if the override should only apply to certain providers
9. Click *Create*

   .. image:: images/MasterMenu/catoverrides1.jpg




Items
-----

For documentation regarding management of items, please see :ref:`item`




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

Manage Menu Pricing
```````````````````

Master Menu Pricing
'''''''''''''''''''

1. Click the |dollar| next to menu name

   .. image:: images/MasterMenu/mastermenupricing.jpg

2. Click the |pencil| to right of item you wish to edit pricing for or click on the category name to bring up all items in that category

   .. image:: images/MasterMenu/mastermenupricing2.jpg

3. Enter/edit item pricing - use the blue arrow to automatically fill that item's pricing, external ID, availability, and minimum quantity to the same sized item in all modes
4. Click *Save* to save in the selected mode or *Save and apply globally* to apply pricing to all modes

   .. image:: images/MasterMenu/mastermenupricing3.jpg

.. note:: You can use the blue arrow to automatically fill that item's pricing, external ID, availability, and minimum quantity to the same sized item in all modes   


.. index:: Mode Pricing, Local Menu, Master Menu
  
.. _mode-pricing:

Mode Pricing
''''''''''''

1. Click the |dollar| next to menu name

   .. image:: images/MasterMenu/mastermenupricing.jpg

2. Click the |pencil| to right of item you wish to edit pricing for or click on the category name to bring up all items in that category

   .. image:: images/MasterMenu/mastermenupricing2.jpg

3. Select All Modes from dropdown or select a specific mode to edit and click *Switch*
4. Enter/edit the item pricing
5. Click *Save* to save in the selected mode or *Save and apply globally* to apply pricing to all modes
   
   .. image:: images/MasterMenu/modepricing.jpg

.. note:: You can use the blue arrow to automatically fill that item's pricing, external ID, availability, and minimum quantity to the same sized item in all modes   





.. index:: Menu Exports, POS Exports, Local Menu, Master Menu

POS Menu Exports
````````````````

As a POS location, your menu will export through the NovaDine Agent to the website. Verify the date of the last export before editing your menu to ensure the most up to date information has been exported. 

1. Click the Locations Tab (the default tab upon login)
2. Enter your store number or any store information (city, state, zip) into the *Store Search* field and select from the dropdown

   .. image:: images/MasterMenu/locationsstoresearch.jpg

3. Verify *Last Menu Export* date to ensure it is current (usually early morning of current day)

   .. image:: images/MasterMenu/locations.jpg


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

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


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

Child Pricing
`````````````

Child pricing is imported from your POS system. Once the store imports the menu, the pricing will be correct. If you want to test, set up all of the items, then export your lab’s menu and test using that test location.






.. index:: Picklists, Local Menu, Master Menu

Picklists
---------

For documentation regarding management of picklists, please see :ref:`picklist`