Eats365 Products
Merchant Guide
Modules
Membership
Integrations
Hardware
Staff Operations
Roles & Permissions
Payments
Reports
What’s New
Release Notes
Troubleshooting
Simulators
Glossary
Troubleshooter
System StatusMenu Setup
Table of Contents
Set up Catering Items
Learn how to create 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.
Note: This article discusses how to create 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.
- 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
- Log in to the Eats365 POS.
- At the top left, tap Settings
. - Under "General," tap Menu Setup, then select Item.
- Select Catering.
- At the top right, tap Add Item.
- Select Single Item as the Item Type.
- Enter the single item’s information and configure your preferred settings.
- 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.
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
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.
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.
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
Add a tax group to the item.
Note: If you haven't create a Tax Group, this setting appears as N/A.
Category
Select the Category to which the item belongs.
Important: You must create a Category before creating your Item. Otherwise, you won’t be able to complete the setup.
Product Code (SKU)
Assign 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.
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.
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.
Note: Item Barcodes should be unique and shouldn’t have any duplicates.
Reporting ID
Assign 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
Enable this setting to restrict applying any discount to this item.
Apply Discount to Item's Base Price Only
Note: This setting applies to restaurants using Discount 2.0.
Enable this setting to apply discounts to the item's base price only. Combo options and modifiers with an add-on price won't be included in the discount.
Waive Service Charge
Enable this setting to restrict applying service charge to this item by default.
Exempt Surcharge
Enable this setting to restrict applying surcharge to this item by default.
Non Sales Item
Enable this setting to include non-sales items in various reports under the “Non Sales Summary” section.
Note: Service charge is automatically waived for a non-sales item.
Available Date
Select the start and end date for the availability of the item.
Dining Type
Select the dining type where the item becomes available.
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
Adjust the price of your menu items depending on set conditions such as the time, day, membership plans, or third-party delivery integrations. For more information, refer to Set up and manage Tier Pricing Rules.
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.
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.
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.
DeleteRoles and Permissions
Category’s Permission
View the permissions set on the category where the item is assigned.
Tip: You can copy the same permissions you set in the category to your single item. To do this, tap Import Permission to Item.
Access Permission
Enable or disable access from applications.
Website Permission
Note: You must allow access permission to “Website” to show the “Website Access Permission” setting.
Enable or disable access to the following service types from the Branded Online Store.
- Catering - Pickup
- Catering - Delivery
Role Access Permission
Enable or disable item access for different staff roles.
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.
Merchant Portal
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then select Item.
- Click on the Catering tab.
- At the top right, click on +Single Item.
- Enter the Single Item’s information and configure your preferred settings.
- 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.
Item Details Page Media
Upload multiple images or a video that will appear on the branded online store.
Note: You can upload up to five images and one video.
Type
Select if you want the item to be a Single Item or a Combo Item.
Name
Enter the item name per language.
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.
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
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.
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.
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
Add a tax group to the item.
Note: If you haven’t created a Tax Group, this setting appears as N/A.
Category
Select the Category to which the item belongs.
Important: You must create a category first before creating your item. Otherwise, you won’t be able to complete the setup.
Product Code (SKU)
Assign 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.
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.
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.
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.
Apply Discount to Item's Base Price Only
Note: This setting applies to restaurants using Discount 2.0.
Enable this setting to apply discounts to the item's base price only. Combo options and modifiers with an add-on price won't be included in the discount.
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.
Price Tier
Adjust the price of your menu items depending on set conditions such as the time, day, membership plans, or third-party delivery integrations. For more information, refer to Set up and manage Tier Pricing Rules.
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.
Sales Categories
Allocate an item's sales amount to different sales categories. Enter the "List Price" or the "Percentage" that you want to allocate to the selected sales category. The sum of the percentages should total to 100%.
Include in Combo Items
Select the combo option where you want the item to be included.
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.
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
Enable or disable access from applications.
Online Ordering Permissions
Note: You must allow application access permission to “Online Ordering - Web App” to show the “Online Ordering Permissions” setting.
Enable or disable access to the following service types from the Branded Online Store.
- Catering - Pickup
- Catering - Delivery
Role Access Permission
Enable or disable item access for different staff roles.
Tip: You can enable or disable access to all staff roles simultaneously. However, it’s recommended that you grant access to each staff role individually.
Member Plan Exclusive
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."
Add a Combo Item
To add a Catering Combo Item to your 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 Item.
- Select Catering.
- At the top right, tap Add Item.
- Select Combo Item as the Item Type.
- Enter the combo item’s information and configure your preferred settings.
- 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 the item.
Language
Set the language for the menu item.
Tip: When creating multi-language menus, start by adding the item name and description in your default language. Then, select another language and provide the corresponding translations for the item name and description. This ensures your menu is accessible to a wider audience.
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
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.
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.
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
Add a tax group to the item.
Note: If you haven’t created a Tax Group, this setting appears as N/A.
Category
Select the Category to which the item belongs.
Important: You must create a Category first before creating your Item. Otherwise, you won’t be able to complete the setup.
Product Code (SKU)
Assign 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.
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.
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.
Note: Item Barcodes should be unique and shouldn’t have any duplicates.
Reporting ID
Assign 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
Enable this setting to restrict applying any discount to this item.
Apply Discount to Item's Base Price Only
Note: This setting applies to restaurants using Discount 2.0.
Enable this setting to apply discounts to the item's base price only. Combo options and modifiers with an add-on price won't be included in the discount.
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 the dining type where the item becomes available.
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
Adjust the price of your menu items depending on set conditions such as the time, day, membership plans, or third-party delivery integrations. For more information, refer to Set up and manage Tier Pricing Rules.
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.
Additional Details
Recommended
Select Yes to make the item appear as a promoted item on various Modules.
Category’s Permission
View the permissions set on the category where the item is assigned.
Tip: You can copy the same permissions you set in the category to your single item. To do this, tap Import Permission to Item.
Access Permission
Enable or disable access from applications.
Website Permissions
Note: You must allow access permission to “Website” to show the “Website Access Permission” setting".
Enable or disable access to the following service types from the Branded Online Store.
- Catering - Pickup
- Catering - Delivery
Role Access Permission
Enable or disable item access for different staff roles.
Tip: You can enable or disable access to all staff roles simultaneously. However, it’s recommended that you grant access to each staff role individually.
Combo Options
Tip: 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. Once done, tap Update to confirm.
You can add the following combo option details:
Option Name
Enter the combo option name.
Tip: When creating multi-language menus, start by adding the combo option name in your default language. Then, select another language and provide the corresponding translations for the combo option name. This ensures your menu is accessible to a wider audience.
Mandatory
Enable this setting to require the customer to add the option to the order. You must then set the minimum and maximum number of times that the option can be selected.
Separate
Enable this setting to print the combo option in a separate kitchen ticket.
Default Item
Determine 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.
After selecting a category, enter the following information:
- Combo Discount ($): Set the discount amount that will apply to the items in the selected category. For example, if you set the “Combo Discount” amount to $10 and the original item price is $15, the new item price becomes $5.
- Default Max Allowed: Set the default maximum number of times an item can be chosen for the combo option.
- Apply to All Items: Enable this setting to apply the combo discount to all menu items included in the chosen category.
-
Add-on Price Override: Individually set the price of an item. For example, if you set the “Add-On Price” of an item to $10 and the original item price is $15, the new item price becomes $10.
Note: This setting becomes available when “Apply to All Items” is disabled.
Once the combo option item price has been configured, the discounted item price will be added to the base price of the Combo Item. For example, if you set the “List Price” to $10 and a customer selects a combo option item worth $2, then the total item price becomes $12.
Import a Single Item
To include Single Items individually, tap Import a Single Item. Then, select the item you’d like to import. 
After selecting an item, enter the following information:
- Add-on Price ($): Set the price of an item. For example, if you set the “Add-On Price” of an item to $10 and the original item price is $15, the new item price becomes $10.
- Max Allowed: Sets the maximum number of times the item can be chosen for the combo option.
Merchant Portal
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then select Item.
- Click on the Catering tab.
- At the top right, click on +Combo Item.
- Enter the Combo Item’s information and configure your preferred settings.
- 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
General
Item image
Upload an image of the item.
Item Details Page Media
Upload multiple images or a video that will appear on the branded online store.
Note: You can upload up to five images and one video.
Type
Select if you want your Item to be a Single Item or a Combo Item.
Name
Enter the item name per language.
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.
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.
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.
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.
Note: If you haven’t created a Tax Group, this setting appears as N/A.
Category
Select the Category to which the item belongs.
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.
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.
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.
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.
Apply Discount to Item's Base Price Only
Note: This setting applies to restaurants using Discount 2.0.
Enable this setting to apply discounts to the item's base price only. Combo options and modifiers with an add-on price won't be included in the discount.
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.
Availability & Price
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.
Price Tier
Adjust the price of your menu items depending on set conditions such as the time, day, membership plan, or third-party delivery integrations. For more information, refer to Set up and manage Tier Pricing Rules.
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 price that you want to import.
Sales Categories
Sales Categories
Allocate an item's sales amount to different sales categories. Enter the "List Price" or the "Percentage" that you want to allocate to the selected sales category. The sum of the percentages should total to 100%.
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.
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
Note: You must allow Application Access Permission to Online Ordering - Web App to show Online Ordering Permissions.
Member Plan Exclusive
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."
Combo Options
Tip: To quickly add combo options from an existing combo, next to “Import from Another item,” click on the drop-down list and select the item that you want to import.
To create options for a Combo Item, click on +Add Combo Option. Then, enter the Combo Option details:
Combo Option Name
Enter the combo option name per language.
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.
Mandatory
Enable this setting to require the customer to add the option to the order. You must then set the minimum and maximum number of times that the option can be selected.
Separate Kitchen Ticket
Enable this setting to print the combo option in a separate kitchen ticket.
Default Item
Determine 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, under +Import a Category, click the drop-down button and select the category you’d like to import.
Note: You can only select one category at a time.
After selecting a category, enter the following information:
- Combo Discount: Set the discount amount that is applied to either all items in the category or to specific menu items. For example, if you set the “Combo Discount” amount to $10 and the original item price is $15, the new item price becomes $5.
- Default Max Allowed: Set the default maximum number of times the item can be chosen for the combo option.
-
Apply to All Items: Control how the combo discount configuration applies to items.
-
Enabled : Apply the combo discount to all menu items included in the chosen category.
-
Disabled
: Set a different combo discount and default max allowed configuration for items. You can configure the following:
-
Add to Price: Individually set the discounted price of an item. For example, if you set the “Add to Price” of an item to $10, and the original item price is $15, the new item price becomes $10.
Note: If no price is set for the item, the item follows the main "Combo Discount" configuration. -
Max Allowed: Individually set the default maximum number of times the item can be chosen for the combo option.
Note: If the "Max Allowed" isn't set for the item, the item follows the main "Default Max Allowed" configuration.
-
Add to Price: Individually set the discounted price of an item. For example, if you set the “Add to Price” of an item to $10, and the original item price is $15, the new item price becomes $10.
-
Enabled
Once the combo option item price has been configured, the discounted item price will be added to the base price of the Combo Item. For example, if you set the “List Price” to $10 and a customer selects a combo option item worth $2, then the total item price becomes $12.
Import a Single Item
To include single items individually, under +Import a Single Item, click the drop-down button and select the item you’d like to import. 
After selecting an item, enter the following information:
- Add On Price: Set the discounted price of an item. For example, if you set the “Add On Price” of an item to $10 and the original item price is $15, the new item price becomes $10.
- Max Allowed: Set the maximum number of times the item can be chosen for the combo option.