Menu Setup

Table of Contents

Set up and manage a Custom Menu

Learn how to create and manage a Custom Menu on the Eats365 POS or on the Merchant Portal.

Custom Menu allows you to group a set of categories into one custom menu. For example, if you want to have a different menu for lunch hour, you can create a Custom Menu that only includes the categories that you want to sell for that period. With Custom Menu, you can easily switch from one type of menu to another.

In this article, you’ll learn how to create a Custom Menu, as well as, manage existing Custom Menus.

Important: You must set up your Categories first. Otherwise, you won’t be able to create a Custom Menu.

To add a Custom Menu, follow the steps below:

Eats365 POS

Log in to the Eats365 POS.
At the top left, tap Settings .
Under General, tap Menu Setup, then select Custom Menu.
At the top right, tap Add Menu.
Select the Custom Menu language.
Note: You must enter a default name for the Custom Menu. The name becomes available in whatever language the POS app is using. For multi-language menus, after selecting a default language, tap the language drop-down list and select your preferred language. Then, enter the alternate name in that language.
Enter your Custom Menu’s name.
To make the Custom Menu appear on the POS, turn on Show on Menu .
Add the date and time when your Custom Menu would appear on the POS.
Tip: You can customize your Custom Menu to appear on specific time slots, depending on the day. For example, you can set your Custom Menu to show on the POS from 8 AM to 10 AM on Wednesdays, and from 10 AM to 5 PM on other days of the week.
Select the categories that you would like to include in your Custom Menu.
Set up staff roles and application permissions.
Note: You can choose to Allow All access to all staff roles and applications simultaneously. However, it’s recommended that you enable or disable access to each role and application individually.
At the top right, tap Save to confirm.
To view your Custom Menu, go to the order-taking screen. Next to your menu categories, tap All .

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Custom Menu.
At the top right, click on +Custom Menu.
Select the Custom Menu language.
Note: You must enter a default name for the Custom Menu. The name becomes available in whatever language the POS app is using. For multi-language menus, after selecting a default language, tap the language drop-down list and select your preferred language. Then, enter the alternate name in that language.
Enter your Custom Menu’s name.
Add a description of your Custom Menu.
To make the Custom Menu appear on the POS, turn on Active .
Add the date and time when your Custom Menu would appear on the POS.
Tip: You can customize your Custom Menu to appear at specific time slots, depending on the day. For example, you can set your Custom Menu to appear on the POS from 8 AM to 10 AM on Wednesdays, and from 10 AM to 5 PM on other days of the week.
On the Included Categories tab, select the categories that you want to include in your Custom Menu.
On the Permissions tab, set up staff roles and applications permissions.
Note: You can choose to Enable All access to all staff roles simultaneously. However, it’s recommended that you enable or disable access to each role and application individually.
At the top right, click on Save to confirm.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Custom Menu.
At the top right, click on +Custom Menu.
Enter the Custom Menu Name. You can set a different Custom Menu name per language.
Enter the Custom Menu Description. You can set a different Custom Menu description per language.
To make the Custom Menu appear on the POS, turn on Active .
Add the date and time when your Custom Menu would appear on the POS.
Tip: You can customize your Custom Menu to appear at specific time slots, depending on the day. For example, you can set your Custom Menu to appear on the POS from 8 AM to 10 AM on Wednesdays, and from 10 AM to 5 PM on other days of the week.
On the Included Categories tab, select the categories that you want to include in your Custom Menu.
On the Permissions tab, set up staff roles and applications permissions.
Note: You can choose to Allow All access to all staff roles simultaneously. However, it’s recommended that you enable or disable access to each role and application individually.
At the top right, click on Save to confirm.

Eats365 POS

Edit a Custom Menu

To edit a Custom Menu, follow the steps below:

Log in to the Eats365 POS.
At the top left, tap Settings .
Under General, tap Menu Setup, then select Custom Menu.
Tap the Custom Menu that you want to edit.
Update your Custom Menu.
At the top right, tap Update to confirm.

Delete a Custom Menu

To delete a Category, follow the steps below:

Log in to the Eats365 POS.
At the top left, tap Settings .
Under General, tap Menu Setup, then select Custom Menu.
Tap the Custom Menu that you want to delete.
At the top right, tap Delete. A prompt appears to confirm if you want to delete the Custom Menu.
Tap Delete to confirm.

Reorder Custom Menu

If you want your Custom Menu to appear in a specific order in the POS, follow the steps below:

Log in to the Eats365 POS.
At the top left, tap Settings .
Under General, tap Menu Setup, then select Custom Menu.
At the top right, tap Edit.
Next to the Custom Menu that you want to move, tap and hold Reorder . Then, drag the Custom Menu in the order that you want it to appear in the POS.
At the top right, tap Done to confirm.

Merchant Portal (Classic Theme)

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Edit a Custom Menu

To edit a Custom Menu, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Custom Menu.
Next to the Custom Menu that you want to edit, click on Edit .
Update your Custom Menu.
At the top right, click on Save to confirm.

Delete a Custom Menu

To delete a Custom Menu, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Custom Menu.
Next to the Custom Menu that you want to edit, click on Delete . Then, select Confirm.

Reorder Custom Menu

If you want your Custom Menu to appear in a specific order in the POS, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Custom Menu.
Next to the Custom Menu that you want to move, click and hold on Reorder . Then, drag the Custom Menu in the order that you want it to appear in the POS.

Merchant Portal 2.0

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Edit a Custom Menu

To edit a Custom Menu, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Custom Menu.
Next to the Custom Menu that you want to edit, click on Edit.
Update your Custom Menu.
At the top right, click on Save to confirm.

Delete a Custom Menu

To delete a Custom Menu, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Custom Menu.
Next to the Custom Menu that you want to edit, click on Delete. Then, select Confirm.

Reorder Custom Menu

If you want your Custom Menu to appear in a specific order in the POS, follow the steps below:

Log in to the Merchant Portal.
On the left panel, click on Menu Setup, then select Custom Menu.
Next to the Custom Menu that you want to move, click and hold on Reorder . Then, drag the Custom Menu in the order that you want it to appear in the POS.

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