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Menu Setup

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If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

    • Explore Eats365 products
        • Explore the Eats365 POS screens
        • Restaurant service modes
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          • Use Eats365 in a fine dining setup
          • Use Eats365 in a fast food setup
          • Use Eats365 in a casual dining setup
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    • Set up and Installation
        • Set up and install the Eats365 POS app
        • List of compatible devices
        • Connect an iPad to a network
        • Log in to the Eats365 Merchant Portal
        • Hardware Setup
    • Menu Setup
        • Set up and manage a Category (Full Service)
        • Set up and manage a Category (Quick Serve)
        • Set up and manage a Category (Food Court)
        • Set up and manage Product and Sub Product Type
        • Set up and manage a Single Item (Full Service)
        • Set up and manage a Single Item (Quick Serve)
        • Set up and manage a Single Item (Food Court)
        • Set up and manage a Combo Item (Full Service)
        • Set up and manage a Combo Item (Quick Serve)
        • Set up and manage a Combo Item (Food Court)
        • Set up and manage Catering Items
        • Set up and manage a Custom Menu
        • Set up a tax-inclusive menu
        • Set up and manage Modifiers
        • Set up and manage Modifier Masters
        • Set up and manage Modifier Presets
        • Set up and manage Tier Pricing Rules
        • Allocate item sales to different sales categories
        • Set up and manage a Kitchen Station
        • Set up a Pickup Station
        • Set up a Pickup Station (Food Court)
        • Customize the menu layout
        • Set up and manage Special Request Quick Keys
        • Set up and manage Menu Tags
        • View and manage Inventory
    • Table Map Setup
        • Set up and manage Areas and Tables
    • Restaurant Settings
        • Set up restaurant information
        • Restaurant Codes
        • Set up and manage Media Group
        • Set up and manage a Reporting Period
    • Dine-In Settings
        • Set up Dine-In settings (Full Service)
        • Set up Dine-In settings (Quick Serve)
        • Set up Dine-In settings (Food Court)
        • Configure Dining Time settings
        • Set up Self Checkout for Dine-in orders
    • Takeout Settings
        • Set up Takeout settings
        • Set up Takeout settings (Food Court)
    • Catering settings
        • Set up Catering settings
    • Queuing Settings
        • Set up Queuing
        • Set up VIP Queuing
        • Set up Online Queuing
    • System Preferences
        • Manage General Preferences
        • Manage System Preferences (Full Service)
        • Manage System Preferences (Quick Serve)
        • Manage System Preferences (Food Court)
        • Set up and manage Ordering Quantity Limit
        • Modify Action Button options
        • Set up a Revenue Center
        • Enable Sequential Order Number
        • Configure Audit Log settings
    • Device Management
        • Set a primary POS
        • Reset the Eats365 POS
        • Update the Eats365 POS
        • Change POS device name
        • Configure POS to sign out automatically
        • Maintain restaurant operations using Offline Mode
        • Configure POS login preferences
        • Available features when in Offline Mode
    • Account Management
        • Change POS password
        • Change the Merchant Portal password
        • Change activation email or phone number
        • Switch between Merchant Portal themes
    • Reservation
        • Set up Reservation
    • Import Tools
        • How to use Import Tools
    • Time Sheets
        • Manage staff time sheet
    • Menu Template
        • Create and manage a Menu Template
        • Set up and manage a Location Group
        • Apply pricing changes to shops in a Location Group
    • Scan to Order
        • Set up Static QR Code
        • Set up Dynamic QR Code
        • Configure Scan to Order settings (Full Service)
        • Configure Scan to Order settings (Quick Serve)
        • Configure Scan to Order settings (Food Court)
    • All You Can Eat Menu
        • Create an All You Can Eat Menu
        • Configure general All You Can Eat Menu settings
        • Enable All You Can Eat mode on the Eats365 POS
        • Set up a Menu Tier for All You Can Eat Menu
    • Food Court Settings
        • Add a vendor to a food court restaurant
        • Assign a vendor to a POS terminal (Food Court)
        • Set up unique menus for each food court vendor (Food Court)
        • Set up a centralized cashier (Food Court)

Table of Contents

Set up and manage Catering Items

Learn how to create and manage Catering Items on the Eats365 POS or on the Merchant Portal.

Catering allows you to create a separate set of menu items for customers that require large quantities of orders to meet various functions or large social gatherings. This feature functions similarly to Takeout settings, but you can create separate rules for delivery fees, minimum charges, and more. 

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Note: This article discusses how to create and manage Catering Items. For more information on how to create Dine-In or Takeout Items, refer to Set up and manage a Single Item and Set up and manage Combo Items.

Before you start

  • Make sure you’ve already set up the following settings first. Otherwise, you won’t be able to configure these settings on the Items page.
    • Category
    • Product Type and Sub Product Type
    • Tax Group
    • Tier Pricing
  • Allow Role Permission for Catering.
  • Enable Catering under Catering Settings.
  • A Catering Service license is required to use the Catering feature.

Create a Catering Item

Add a Single Item

To add a single Catering Item to your menu, follow the steps below: 

Eats365 POS

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Tap Menu Setup, then tap Item.
  4. Select Catering.
  5. At the top right, tap Add Item.
  6. Select Single Item as the Item Type.
  7. Select the item language. 
    Note: You must enter a default name for the Single Item. 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.
  8. Enter your Single Item’s information and configure your preferred settings.
  9. At the top right, tap Save to confirm.

You can add the Single Item’s information or change these settings on the POS:

General

Upload image

Upload an image of the item.

Language

Set the language for the menu item.

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Tip: For multi-language menus, add an Item Name and Description for your default language, then choose another language you support and add the Item’s Name and Description for the additional selected language.

Type

Select if you want the item to be a Single Item or a Combo Item.

Name

Enter the item name.

Description (Optional)

Add a description of the Item.

Simplified Name

This setting allows you to create a simplified name for the item. Simplified names are used when printing kitchen tickets.

Product Type

Select the Product Type to which the item belongs.

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Note: If you haven’t created a Product Type, this setting only shows Product Type presets.

Sub Product Type

Select the Sub Product Type to which the item belongs.

Delete

Note: If you haven’t created a Sub Product Type, this setting appears as N/A. There are no Sub Product Type presets available on the POS.

Tax Group

This setting allows you to add a Tax Group to the item. 

Delete

Note: If you haven't create a Tax Group, this setting appears as N/A.

Category

Select the Category to which the item belongs.

Delete

Important: You must create a Category before creating your Item. Otherwise, you won’t be able to complete the setup.

Product Code (SKU)

Set a specific Product Code to the Item. The Product Code is generally used for system integrations such as for ERP and Inventory System integrations. System reports can also group items from different restaurant branches with the same Product Code as the same item for consolidated analysis.

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Note: The Product Code should be a unique 5-digit number and shouldn’t have any duplicates.

Item Code

Set a specific Item Code to the item. The Item Code can be used to add the item to an order.

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Note: The Item Code should be unique and shouldn’t have any duplicates.

Item Barcode

Add the item’s barcode. When an item has a Global Trade Item Number (GTIN) item barcode on its packaging, input the value of that barcode here.

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Note: Item Barcodes should be unique and shouldn’t have any duplicates.

Reporting ID

Set a specific reporting ID to the item. This allows the system to group items with same reporting ID as the same item for consolidated analysis.

Excluded from Discount

When turned on, you won’t be able to apply any discount to the Item.

Waive Service Charge

When turned on, service charge will not apply to this item by default.

Exempt Order Surcharge

Enable this setting to restrict applying surcharge to this item by default.

Available Date

Select the Start and End date for the availability of the Item.

Dining Type

Select if the item is a Dine-In & Takeout item, or a Catering item.

Available for

Select if you want the item to be available for Pickup, Delivery, or both.

List Price

Set how much you want to sell the item. You can set different prices for Pickup and Delivery.

Tier Prices

Tier Pricing Rules allow you to define different pricing rules for your menu items based on the time or day.

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Tip: If another item already has Tier Prices set up, you can import the Tier Price from the existing item. To do this, tap Import from another Item, then select the item with the Tier Prices that you want to import.

Include in Combo Items

Select the combo option where you want the item to be included.

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Note: You must import the category where the item belongs to a combo option first to add or remove this item. For more information, refer to Set up and manage a Combo Item.

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Additional Details

Cost

Add the cost of the item’s raw materials.

Recommended

Select Yes to make the item appear as a promoted item on various Modules.

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Roles and Permissions

Category’s Permission

This setting shows you the permissions set on the category to which you’ve assigned the item. 

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Tip: You can copy the same permissions you set in the category to the Single Item. To do this, tap Import Permission to Item.

Access Permission

Turn on or off access from applications. 

Website Permissions

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Note: You must allow Access Permission to Website to show Website Permissions.

Turn on or off Catering - Pickup and Catering - Delivery access from the website.

Role Access Permission

Turn on or off access for different staff roles.

Delete

Tip: You can enable or disable access to all staff roles simultaneously. However, it’s recommended that you enable or disable access to each staff role individually.

Delete

Modifier

To add modifiers to the item, refer to Set up and manage Modifiers.

Delete
Delete

Merchant Portal (Classic Theme)

Delete

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

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Item.
  3. Select Catering.
  4. At the top right, click on +Single Item.
  5. Select the item language. 
    Note: You must enter a default name for the Single Item. The name becomes available in whatever language the POS app is using. For multi-language menus, after selecting a default language, click on the language drop-down list and select your preferred language. Then, enter the alternate name in that language.
  6. Enter the Single Item’s information and configure your preferred settings.
  7. At the top right, click on Save to confirm.  

You can add the Single Item’s information or change these settings on the Merchant Portal:

General

Item image

Upload an image of the item.

Type

Select if you want the item to be a Single Item or a Combo Item.

Name

Enter the item name.

Description

Add a description of the item.

Simplified Name

This setting allows you to create a simplified name for the Item. Simplified names are used when printing kitchen tickets.

Product Type

Select the Product Type to which the item belongs.

Delete

Note: If you haven’t created a Product Type, this setting only shows Product Type presets.

Sub Product Type

Select the Sub Product Type to which the item belongs.

Delete

Note: If you haven’t created a Sub Product Type, this setting appears as N/A. There are no Sub Product Type presets available on the POS.

Tax Group

This setting allows you to add a Tax Group to the item. 

Delete

Note: If you haven’t created a Tax Group, this setting appears as N/A.

Category

Select the Category to which the item belongs.

Delete

Important: You must create a Category first before creating your item. Otherwise, you won’t be able to complete the setup.

Product Code (SKU)

Set a specific Product Code to the item. The Product Code is generally used for system integrations such as for ERP and Inventory System integrations. System reports can also group items from different restaurant branches with the same Product Code as the same item for consolidated analysis.

Delete

Note: The Product Code should be a unique 5-digit number and shouldn’t have any duplicates.

Item Code

Set a specific Item Code to the item. The Item Code can be used to add the item to an order.

Delete

Note: The Item Code should be unique and shouldn’t have any duplicates.

Item Barcode

Add the item’s barcode. When an item has a Global Trade Item Number (GTIN) item barcode on its packaging, input the value of that barcode here.

Delete

Note: Item Barcodes should be unique and shouldn’t have any duplicates.

Item Code (Reporting)

Set a specific reporting ID to the item. This allows the system to group items with same reporting ID as the same item for consolidated analysis.

Exclude from Discount

When turned on, you won’t be able to apply any discount to the item.

Exempt Service Charge

When turned on, service charge won't apply to this item by default.

Available Date

Select the Start and End date for the availability of the item.

Available for

Select if you want the item to be available for Catering - Pickup, Catering - Delivery, or both.

List Price

Set how much you want to sell your Item. You can set different prices for Catering - Pickup and Catering - Delivery.

Tier Prices

Tier Pricing Rules allow you to define different pricing rules for your menu items based on the time or day. 

Delete

Tip: If another item already has Tier Prices set up, you can import the Tier Price from the existing item. To do this, click on Import from another Item, then select the Item with the Tier Prices that you want to import.

Include in Combo Items

Select the combo option where you want the item to be included.

Delete

Note: You must import the category where the item belongs to a combo option first to add or remove this item. For more information, refer to Set up and manage a Combo Item.

Delete

Additional Details

Cost

Add the cost of the item’s raw materials.

Recommended

Select Yes to make the item appear as a promoted item on various Modules.

Tag

Add a Menu Tag to the item to label menu items and highlight specific attributes.

Role Access Permission

Turn on or off access for different staff roles.

Delete

Tip: You can enable or disable access to all staff roles simultaneously. However, it’s recommended that you enable or disable access to each staff role individually.

Website Permissions

Delete

Note: You must allow Access Permission to Website to show Website Permissions.

Turn on or off Catering - Pickup and Catering - Delivery access from the website.

Application Access Permission

Turn on or off access from applications. 

Delete

Modifier

To add modifiers to the item, refer to Set up and manage Modifiers.

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Merchant Portal 2.0

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

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Item.
  3. Click on Catering tab.
  4. At the top right, click on +Single Item.
  5. Enter the Single Item’s information and configure your preferred settings.
  6. At the top right, click on Save to confirm.

You can add the Single Item’s information or change these settings on the Merchant Portal:

General

Item image

Upload an image of the item.

Type

Select if you want the item to be a Single Item or a Combo Item.

Name

Enter the item name per language.

Delete

Note: You must enter a default name for the item. The name becomes available in the language the POS app is using. To add more languages, click on Add Language. 

Description

Enter the item description per language.

Delete

Note: You must enter a description for the item in the default language. The description becomes available in the language the POS app is using. To add more languages, click on Add Language. 

Simplified Name

This setting allows you to create a simplified name for the item. Simplified names are used when printing on kitchen tickets.

Product Type

Select the Product Type to which the item belongs.

Delete

Note: If you haven’t created a Product Type, this setting only shows Product Type presets.

Sub Product Type

Select the Sub Product Type to which the item belongs.

Delete

Note: If you haven’t created a Sub Product Type, this setting appears as N/A. There are no Sub Product Type presets available on the POS.

Tax Group

This setting allows you to add a Tax Group to the item. 

Delete

Note: If you haven’t created a Tax Group, this setting appears as N/A.

Category

Select the Category to which the item belongs.

Delete

Important: You must create a category first before creating your item. Otherwise, you won’t be able to complete the setup.

Product Code (SKU)

Set a specific Product Code to the item. The Product Code is generally used for system integrations such as for ERP and Inventory System integrations. System reports can also group items from different restaurant branches with the same Product Code as the same item for consolidated analysis.

Delete

Note: The Product Code should be a unique 5-digit number and shouldn’t have any duplicates.

Item Code

Assign a specific Item Code to the item. The Item Code can be used to add the item to an order.

Delete

Note: The Item Code should be unique and shouldn’t have any duplicates.

Item Barcode

Add the item’s barcode. When an item has a Global Trade Item Number (GTIN) item barcode on its packaging, input the value of that barcode here.

Delete

Note: The Item Barcode should be unique and shouldn’t have any duplicates.

Item Code (Reporting)

Set a specific reporting ID to the item. This allows the system to group items with same reporting ID as the same item for consolidated analysis.

Exclude from Discount

When turned on, you won’t be able to apply any discount to the item.

Exempt Service Charge

When turned on, service charge won't apply to the item by default.

Exempt Order Surcharge

Enable this setting to restrict applying surcharge to this item by default.

Available Date

Select the Start and End date for the availability of the item.

Available For

Select if you want the item to be available for Catering - Pickup, Catering - Delivery, or both.

List Price

Set how much you want to sell the Item. You can set different prices for Catering - Pickup and Catering - Delivery.

Tier Pricing

Tier Pricing Rules allow you to define different pricing rules for your menu items based on the time or day.

Delete

Tip: If another Item already has Tier Prices set up, you can import the Tier Price from the existing Item. To do this, click on Import from Another Item, then select the Item with the Tier Prices that you want to import.

Include in Combo Items

Select the combo option where you want the item to be included.

Delete

Note: You must import the category where the item belongs to a combo option first to add or remove this item. For more information, refer to Set up and manage a Combo Item.

Delete

Additional Details

Cost

Add the cost of the item’s raw materials.

Recommended

Select Yes to make the item appear as a promoted item on various Modules.

Tag

Add a Menu Tag to the item to label menu items and highlight specific attributes.

Application Access Permission

Turn on or off access from applications. 

Online Ordering Permissions

Delete

Note: You must allow Application Access Permission to Online Ordering - Web App to show Online Ordering Permissions.

Turn on or off Catering - Pickup and Catering - Delivery access from the website.

Role Access Permission

Turn on or off access for different staff roles.

Delete

Tip: You can enable or disable access to all staff roles simultaneously. However, it’s recommended that you enable or disable access to each staff role individually.

Member Plan Exclusive

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Note: This setting is only available on Merchant Portal 2.0.

Enable this setting to make the item available exclusively to customers who are members of a specific plan.

To do this, turn on Exclusive to Specific Member Plans and select the member plan required to purchase the item. For third-party CRM setups, click on Add New and enter the "3rd Party CRM Member Plan Code."

Delete

Modifier

To add modifiers to the item, refer to Set up and manage Modifiers.

Delete
Delete

Add a Combo Item

To add a Catering Combo Item to your menu, follow the steps below: 

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Tap Menu Setup, then tap Item.
  4. Select Catering.
  5. At the top right, tap Add Item.
  6. Select Combo Item as the Item Type.
  7. Select the item language.
    Note: You must enter a default name for the Combo Item. The name becomes available in whatever language the POS app is using. For multi-language menus, after selecting a default language, click on the language drop-down list and select your preferred language. Then, enter the alternate name in that language.
  8. Enter the Combo Item’s information and configure your preferred settings.
  9. At the top right, tap Save to confirm.

You can add the Combo Item’s information or change these settings on the POS:

General

Item image

Upload an image of your Item.

Type

Select if you want the item to be a Single Item or a Combo Item.

Name

Enter the item name.

Description (Optional)

Add a description of the item.

Simplified Name

This setting allows you to create a simplified name for the item. Simplified names are used when printing kitchen tickets.

Product Type

Select the Product Type to which the item belongs.

Delete

Note: If you haven’t created a Product Type, this setting only shows Product Type presets.

Sub Product Type

Select the Sub Product Type to which the item belongs.

Delete

Note: If you haven’t created a Sub Product Type, this setting appears as N/A. There are no Sub Product Type presets available on the POS.

Tax Group

This setting allows you to add a Tax Group to the item. 

Delete

Note: If you haven’t created a Tax Group, this setting appears as N/A.

Category

Select the Category to which the item belongs.

Delete

Important: You must create a Category first before creating your Item. Otherwise, you won’t be able to complete the setup.

Product Code (SKU)

Set a specific Product Code to the Item. The Product Code is generally used for system integration such as for ERP and Inventory System integration. System reports can also group items from different restaurant branches with the same Product Code as the same item for consolidated analysis.

Delete

Note: The Product Code should be a unique 5-digit number and shouldn’t have any duplicates.

Item Code

Set a specific Item Code to the item. The Item Code can be used to add the item to an order.

Delete

Note: The Item Code should be unique and shouldn’t have any duplicates.

Item Barcode

Add the item’s barcode. When an item has a Global Trade Item Number (GTIN) item barcode on its packaging, input the value of that barcode here.

Delete

Note: Item Barcodes should be unique and shouldn’t have any duplicates.

Item Code (Reporting)

Set a specific reporting ID to the item. This allows the system to group items with same reporting ID as the same item for consolidated analysis.

Exclude from Discount

When turned on, you won’t be able to apply any discount to the Item.

Waive Service Charge

When turned on, service charge won't apply to the item by default.

Exempt Order Surcharge

Enable this setting to restrict applying surcharge to this item by default.

Available Date

Select the Start and End date for the availability of the item.

Dining Type

Select if the item is a Dine-In & Takeout Item, or a Catering Item.

Available for

Select if you want your Item to be available for Pickup, Delivery, or both.

List Price

Set how much you want to sell your Item. You can set different prices for Pickup and Delivery.

Tier Prices

Tier Pricing Rules allow you to define different pricing rules for your menu items based on the time or day.

Delete

Tip: If another Item already has Tier Prices set up, you can import the Tier Price from the existing Item. To do this, click on Import from another Item, then select the Item with the Tier Prices that you want to import.

Delete

Additional Details

Recommended

Select Yes to make the item appear as a promoted item on various Modules.

Access Permission

Turn on or off access from applications. 

Role Access Permission

Turn on or off access for different staff roles.

Delete

Tip: You can enable or disable access to all staff roles simultaneously. However, it’s recommended that you enable or disable access to each staff role individually.

Website Permissions

Delete

Note: You must allow Access Permission to Website to show Website Permissions.

Turn on or off Catering - Pickup and Catering - Delivery access from the website.Delete

Combo Options

To quickly add combo options from an existing combo, tap Import from Another item. Then, select the item that you want to import.

To create options for a Combo Item, tap Add Combo Option. Then, enter the Combo Option details:

Option Name

Defines the name of the Combo Option.

Mandatory

When enabled, this sets the minimum and the maximum number of options that can be selected for the Combo Option.

Separate

Turn this setting on if you want to print the Combo Option in a separate kitchen ticket.

Default Item

Determines the default item in the Combo Option. You can also choose N/A if you don’t have a preferred default.

Import a Category

To include one or more categories in this Combo Item, tap Import a Category. Then select the category you’d like to import. You can only select one category at a time. To add another category, tap Import a Category again.

On the category you selected, enter the following information:

  • Combo Discount: Sets the discount amount that is applied to either all items in the category or to specific menu items.
  • Default Max Allowed: Sets the default maximum number of times the item can be chosen for the Combo Option.
  • Apply to All Items: Determines whether the Combo Discount applies to a specific menu item or all of the menu items included in the chosen category.
  • Add-on Price Override: Sets the price amount that is added to the base list price of an item.

Import a Single Item

To include Single Items individually, tap Import a Single Item. Then, select the item you’d like to import. 

On the category you selected, enter the following information:

  • Add-on Price: Sets the price amount that is added to the base list price of an item.
  • Max Allowed: Sets the maximum number of times the item can be chosen for the Combo Option.

After adding the Combo Option details, tap Update to confirm.

Once all the details have been added to General, Additional Details, and Combo Options, tap Save to create the Combo Option.

Delete
Delete

Merchant Portal (Classic Theme)

Delete

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

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Item.
  3. Select Catering.
  4. At the top right, click on +Combo Item.
  5. Select the item language. 
    Note: You must enter a default name for the Combo Item. The name becomes available in whatever language the POS app is using. For multi-language menus, after selecting a default language, click on the language drop-down list and select your preferred language. Then, enter the alternate name in that language.
  6. Enter the Combo Item’s information and configure your preferred settings.
  7. At the top right, click on Save to confirm.  

You can add the Combo Item’s information or change these settings on the Merchant Portal:

General

Item image

Upload an image of the item.

Type

Select if you want the item to be a Single Item or a Combo Item.

Name

Enter the item name.

Description

Add a description of the Item.

Simplified Name

This setting allows you to create a simplified name for the item. Simplified names are used when printing kitchen tickets.

Product Type

Select the Product Type to which the item belongs.

Delete

Note: If you haven’t created a Product Type, this setting only shows Product Type presets.

Sub Product Type

Select the Sub Product Type to which the item belongs.

Delete

Note: If you haven’t created a Sub Product Type, this setting appears as N/A. There are no Sub Product Type presets available on the POS.

Tax Group

This setting allows you to add a Tax Group to the item. 

Delete

Note: If you haven’t created a Tax Group, this setting appears as N/A.

Category

Select the Category to which the item belongs.

Delete

Important: You must create a Category first before creating your Item. Otherwise, you won’t be able to complete the setup.

Product Code (SKU)

Set a specific Product Code to the item. The Product Code is generally used for system integration such as for ERP and Inventory System integrations. System reports can also group items from different restaurant branches with the same Product Code as the same item for consolidated analysis.

Delete

Note: The Product Code should be a unique 5-digit number and shouldn’t have any duplicates.

Item Code

Set a specific Item Code to the item. The Item Code can be used to add the item to an order.

Delete

Note: The Item Code should be unique and shouldn’t have any duplicates.

Item Barcode

Add the item’s barcode. When an item has a Global Trade Item Number (GTIN) item barcode on its packaging, input the value of that barcode here.

Delete

Note: Item Barcodes should be unique and shouldn’t have any duplicates.

Item code (Reporting)

Set a specific reporting ID to the item. This allows the system to group items with same reporting ID as the same item for consolidated analysis.

Exclude from Discount

When turned on, you won’t be able to apply any discount to the item.

Exempt Service Charge

When turned on, service charge won't apply to the item by default.

Available Date

Select the Start and End date for the availability of your Item.

Available for

Select if you want the item to be available for Catering - Pickup, Catering - Delivery, or both.

List Price

Set how much you want to sell the item. You can set different prices for Catering - Pickup and Catering - Delivery.

Tier Prices

Tier Pricing Rules allow you to define different pricing rules for your menu items based on the time or day.

Delete

Tip: If another Item already has Tier Prices set up, you can import the Tier Price from the existing Item. To do this, click on Import from another Item, then select the Item with the Tier Prices that you want to import.

Delete

Additional Details

Recommended

Select Yes to make the item appear as a promoted item on various Modules.

Tag

Add a Menu Tag to the item to label menu Items and highlight specific attributes.

Role Access Permission

Turn on or off access for different staff roles.

Delete

Tip: You can enable or disable access to all staff roles simultaneously. However, it’s recommended that you enable or disable access to each staff role individually.

Application Access Permission

Turn on or off access from applications.

Website Permissions

Delete

Note: You must allow Access Permission to Website to show Website Permissions.

Turn on or off Catering - Pickup and Catering - Delivery access from the website.Delete

Combo Options

To quickly add combo options from an existing combo, next to Import from Another item, select the item that you want to import from the drop-down list.

To create options for a Combo Item, click on Add Combo Option. Then, enter the Combo Option details:

Combo Option Name

Defines the name of the Combo Option.

Mandatory

When enabled, this sets the minimum and the maximum number of options that can be selected for the Combo Option.

Separate Kitchen Ticket

Turn this setting on if you want to print the Combo Option in a separate kitchen ticket.

Default Item

Determines the default item in the Combo Option. You can also choose N/A if you don’t have a preferred default.

Import a Category

To include one or more categories in this Combo Item, click on Import a Category. Then select the category you’d like to import. You can only select one category at a time. To add another category, click on Import a Category again.
On the category you selected, enter the following information:

  • Combo Discount: Sets the discount amount that is applied to either all items in the category or to specific menu items.
  • Default Max Allowed: Sets the default maximum number of times the item can be chosen for the Combo Option.
  • Apply to All Items: Determines whether the Combo Discount applies to a specific menu item or all of the menu items included in the chosen category.
  • Add to Price: Sets the price amount that is added to the base list price of an item.

Import a Single Item

To include Single Items individually, click on Import a Single Item. Then, select the item you’d like to import. 

On the category you selected, enter the following information:

  • Add On Price: Sets the price amount that is added to the base list price of an item.
  • Max Allowed: Sets the maximum number of times the item can be chosen for the Combo Option.
Delete
Delete

Merchant Portal 2.0

Delete

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

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Item.
  3. Click on Catering tab.
  4. At the top right, click on +Combo Item. 
  5. Enter the Combo Item’s information and configure your preferred settings.
  6. At the top right, click on Save to confirm.  

You can add the Combo Item’s information or change these settings on the Merchant Portal:

General

Item image

Upload an image of the item.

Type

Select if you want your Item to be a Single Item or a Combo Item.

Name

Enter the item name per language.

Delete

Note: You must enter a default name for the item. The name becomes available in whatever language the POS app is using. To add more languages, click on Add Language. 

Description

Enter the item description per language.

Delete

Note: You must enter a description for the item in the default language. The description becomes available in whatever language the POS app is using. To add more languages, click on Add Language. 

Simplified Name

This setting allows you to create a simplified name for the item. Simplified names are used when printing kitchen tickets.

Product Type

Select the Product Type to which the item belongs.

Delete

Note: If you haven’t created a Product Type, this setting only shows Product Type presets.

Sub Product Type

Select the Sub Product Type to which the item belongs.

Delete

Note: If you haven’t created a Sub Product Type, this setting appears as N/A. There are no Sub Product Type presets available on the POS.

Tax Group

This setting allows you to add a Tax Group to the item. 

Delete

Note: If you haven’t created a Tax Group, this setting appears as N/A.

Category

Select the Category to which the item belongs.

Delete

Important: You must create a Category first before creating your Item. Otherwise, you won’t be able to complete the setup.

Product Code (SKU)

Set a specific Product Code to the item. The Product Code is generally used for system integration such as for ERP and Inventory System integrations. System reports can also group items from different restaurant branches with the same Product Code as the same item for consolidated analysis.

Delete

Note: The Product Code should be a unique 5-digit number and shouldn’t have any duplicates.

Item Code

Assign a specific Item Code to the item. The Item Code can be used to add the item to an order.

Delete

Note: The Item Code should be unique and shouldn’t have any duplicates.

Item Barcode

Add the item’s barcode. When an item has a Global Trade Item Number (GTIN) item barcode on its packaging, input the value of that barcode here.

Delete

Note: Item Barcodes should be unique and shouldn’t have any duplicates.

Item code (Reporting)

Set a specific reporting ID to the item. This allows the system to group items with same reporting ID as the same item for consolidated analysis.

Exclude from Discount

When turned on, you won’t be able to apply any discount to this Item.

Exempt Service Charge

When turned on, service charge won't apply to this item by default.

Exempt Order Surcharge

Enable this setting to restrict applying surcharge to this item by default.

Available Date

Select the Start and End date for the availability of your Item.

Available for

Select if you want the item to be available for Catering - Pickup, Catering - Delivery, or both.

List Price

Set how much you want to sell the item. You can set different prices for Catering - Pickup and Catering - Delivery.

Tier Pricing

Tier Pricing Rules allow you to define different pricing rules for your menu items based on the time or day.

Delete

Tip: If another Item already has Tier Prices set up, you can import the Tier Price from the existing Item. To do this, click on Import from another Item, then select the Item with the Tier Prices that you want to import.

Delete

Additional Details

Recommended

Select Yes to make the item appear as a promoted item on various Modules.

Tag

Add a Menu Tag to the item to label menu items and highlight specific attributes.

Application Access Permission

Turn on or off access from applications. 

Role Access Permission

Turn on or off access for different staff roles.

Delete

Tip: You can enable or disable access to all staff roles simultaneously. However, it’s recommended that you enable or disable access to each staff role individually.

Online Ordering Permissions

Delete

Note: You must allow Application Access Permission to Online Ordering - Web App  to show Online Ordering Permissions.

Turn on or off Catering - Pickup and Catering - Deliveryaccess from the website.

Member Plan Exclusive

Delete

Note: This setting is only available on Merchant Portal 2.0.

Enable this setting to make the item available exclusively to customers who are members of a specific plan.

To do this, turn on Exclusive to Specific Member Plans and select the member plan required to purchase the item. For third-party CRM setups, click on Add New and enter the "3rd Party CRM Member Plan Code."

Delete

Combo Options

To quickly add combo options from an existing combo, next to Import from Another item, select the item that you want to import from the drop-down list.

To create options for a Combo Item, click Add Combo Option. Then, enter the Combo Option details:

Combo Option Name

Defines the name of the Combo Option.

Mandatory

When enabled, this sets the minimum and the maximum number of options that can be selected for the Combo Option.

Separate Kitchen Ticket

Turn this setting on if you want to print the Combo Option in a separate kitchen ticket.

Default Item

Determines the default item in the Combo Option. You can also choose N/A if you don’t have a preferred default.

Import a Category

To include one or more categories in this Combo Item, click on Import a Category. Then select the category you’d like to import. You can only select one category at a time. To add another category, click on Import a Category again.

On the category you selected, enter the following information:

  • Combo Discount: Sets the discount amount that is applied to either all items in the category or to specific menu items.
  • Default Max Allowed: Sets the default maximum number of times the item can be chosen for the Combo Option.
  • Apply to All Items: Determines whether the Combo Discount applies to a specific menu item or all of the menu items included in the chosen category.
  • Add to Price: Sets the price amount that is added to the base list price of an item.

Import a Single Item

To include Single Items individually, click on Import a Single Item. Then, select the item you’d like to import. 

On the category you selected, enter the following information:

  • Add On Price: Sets the price amount that is added to the base list price of an item.
  • Max Allowed: Sets the maximum number of times the item can be chosen for the Combo Option.
Delete
Delete

Manage Catering Items

Edit an item

To modify an item, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Tap Menu Setup, then tap Item.
  4. Select Catering.
  5. Tap the item that you want to edit. 
  6. Update the item’s details.
  7. At the top right, tap Save to confirm.
Delete

Merchant Portal (Classic Theme)

Delete

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

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Item.
  3. Select Catering.
  4. Select the item that you want to edit. Then, click on Edit .
  5. Update the item.
  6. At the top right, click on Save to confirm.
Delete

Merchant Portal 2.0

Delete

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

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Item.
  3. Click on Catering tab.
  4. On the Item that you want to edit, click on Edit .
  5. Update the item.
  6. At the top right, click on Save to confirm.
Delete

Delete an item

To delete an item, follow the steps below:

Delete

Important: If you are deleting a Single Item that’s linked to a Combo option, you must delete the Combo option first before you can delete the Single Item.

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Tap Menu Setup, then tap Item.
  4. Select Catering.
  5. Next to the item that you want to remove, tap the three-dot menu. Then, tap Remove.
  6. Tap Delete to confirm.
Delete

Merchant Portal (Classic Theme)

Delete

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

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then Item.
  3. Select Catering.
  4. Select the item that you want to delete. Then, click on Delete . A prompt appears to confirm if you want to delete the Item.
  5. Click on Confirm to delete.
Delete

Merchant Portal 2.0

Delete

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

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Item.
  3. Click on Catering tab.
  4. Next to the item that you want to delete, click on Delete.
  5. Click on Confirm to delete.
Delete

Delete multiple Items

If you want to delete multiple Items simultaneously, follow the steps below: 

Delete

Note: Deleting multiple Items is only supported on the Merchant Portal.

Merchant Portal (Classic Theme)

Delete

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

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then Item.
  3. Select Catering.
  4. Next to the items that you want to delete, click on the check box .
  5. At the top of the items, click on Delete. A prompt appears to confirm if you want to delete the item. 
  6. Click on Confirm to delete the items.
Delete

Merchant Portal 2.0

Delete

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

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Item.
  3. Click on Catering tab.
  4. Next to the items that you want to delete, click on the check box .
  5. At the top of the items, click on Bulk Action and choose Delete.
  6. Click on Confirm to delete the items.
Delete

Create a copy of an Item

Why you need to create a copy of an Item

  • To move the item to a different category. You won’t be able to do so unless you create a copy of the item. Once an item has been saved under a category, you won’t be able to change it from the Item page. 
  • To customize the item before adding it to a Combo option.

To create a copy of the item, follow the steps below: 

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Tap Menu Setup, then tap Item.
  4. Select Catering.
  5. Next to the item that you want to copy, tap the three-dot menu . Then, tap Copy to a new Item .
  6. Make your changes, if you have any. 
    Note: Make sure to update the item’s Product Code and Item Code. An item’s Product Code and Item Code should be unique and should not have any duplicates.
  7. Tap Save to confirm.
Delete

Merchant Portal (Classic Theme)

Delete

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

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Item.
  3. Select Catering.
  4. Select the item that you want to copy. Then, click on Copy.
  5. Make your changes, if you have any. 
    Note: Make sure to update your Item’s Product Code and Item Code. An Item’s Product Code and Item Code should be unique and should not have any duplicates.
  6. At the top right, click on Save to confirm.
Delete

Merchant Portal 2.0

Delete

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

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup, then select Item.
  3. Click on Catering tab.
  4. Next to the item that you want to copy, click on Copy.
  5. Make your changes, if you have any. 
    Note: Make sure to update your Item’s Product Code and Item Code. An Item’s Product Code and Item Code should be unique and should not have any duplicates.
  6. At the top right, click on Save to confirm.
Delete

Create a copy of multiple Items

When you create a copy of multiple Items, you can change multiple settings on different items simultaneously. These settings include Item Category, Availability, and Roles and Permissions.

Delete

Note: Product Code, Item Code, and Item Barcode won’t be copied when you create a copy of multiple Items. You need to update each one manually on their individual settings.

To create a copy of multiple Items, follow the steps below: 

Merchant Portal (Classic Theme)

Delete

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

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Item.
  3. Select Catering.
  4. Next to the items that you want to copy, click on the check box .
  5. At the top of the items, click on Copy.
  6. Choose the settings that you’d like to retain.
  7. At the top right, click on Copy to confirm.
Delete

Merchant Portal 2.0

Delete

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

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Item.
  3. Click on Catering tab.
  4. Next to the items that you want to copy, click on the check box .
  5. At the top of the items, click on Bulk Action and choose Copy.
  6. Choose the settings that you’d like to retain.
  7. At the top right, click on Copy.
Delete
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