Menu Setup
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Set up and manage a Category (Food Court)
Learn how to create and manage menu categories for food court restaurants on the Eats365 POS or on the Merchant Portal.
"Categories" allow you to place your menu items into groups. You can create categories for different food and item types, and determine where each menu item should fall under. These categories can then be assigned to relevant vendor accounts to ensure that menu items are classified accordingly and show up in the correct vendor account in the Eats365 POS.
In this article, you’ll learn how to set up a category, as well as, manage existing categories.
Delete
Important:
- This setting should be set up first. Otherwise, you won’t be able to complete setting up a menu item.
- Categories become visible on the order-taking screen only after an item is assigned to them. If a category has no associated items, it remains hidden.
Create a category
To add a category, 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 Category.
- At the top right, tap Add Category.
- Select the category language.
Note: You must enter a default name for the category. 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. - On the blank field, enter the category’s name.
- (Optional) Add an image for the category.
- To allow the category to show up on the POS, turn on Show on Menu
.
Tip: When "Show on Menu" is disabled, the category won't be available on the order-taking screen. However, the category can still be used for combo items setup. For example, if you have a "Set Drinks" category and you want items under this category to only be available to customers as part of a combo item, you can turn off Show on Menu
, so customers won't be able to order set drink items individually. - (Optional) If you have Pickup Station set up, select the specific pickup station where you want prepared menu items to be sent.
- Add the date and time when the category becomes available on the POS.
Tip: - You can customize the category to appear on the POS in specific time slots, depending on the day. For example, you can set the category 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.
- If "Date Group" is available, you can also customize the category to appear during “Special Handling Dates,” or define “Excluded Dates.” For more information about Date Group, refer to Create and manage Date Groups.
- Set up staff roles and application permissions.
Note: You can toggle Allow All to grant 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.
Merchant Portal
- Log in to the Merchant Portal.
- At the top, select the vendor account where you want the categoryto appear.
- For food court owners: Click on the '“Vendor” drop-down list then select a vendor account.
- For vendors: The vendor should already be selected by default. You may skip this step.
- For food court owners: Click on the '“Vendor” drop-down list then select a vendor account.
- On the left panel, click on Menu Setup.
- Click on Category. Then, select + Category.
- To allow the category to show up on the POS, turn on Show on Menu
.
Tip: When "Show on Menu" is disabled, the category won't be available on the order-taking screen. However, the category can still be used for combo items setup. For example, if you have a "Set Drinks" category and you want items under this category to only be available to customers as part of a combo item, you can turn off Show on Menu , so customers won't be able to order set drink items individually. - Enter the category name per language.
Note: You must enter a default name for the category. The name becomes available in whatever language the POS app is using. To add more languages, click on Add Language. - Add an image for the category.
- Add the date and time when the category becomes available on the POS.
Tip: - You can customize the category to appear on the POS in specific time slots, depending on the day. For example, you can set the category 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.
- If "Date Group" is available, you can also customize the category to appear during “Special Handling Dates” or define “Unavailable Dates.” For more information about Date Group, refer to Create and manage Date Groups.
- (Optional) If you have "Pickup Station" set up, select the specific pickup station where you want prepared menu items to be sent.
- At the top, click on the Permissions tab. Then, set up staff roles and application permissions.
- At the top right, click on Save to confirm.
Manage categories
Edit a category
To modify a category, 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 Category.
- Tap the category that you want to edit.
- Update the category.
- At the top right, tap Update to confirm.
Merchant Portal
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then select Category.
- Next to the category that you want to edit, click on Edit
.
- Update the category.
- At the top right, click on Save to confirm.
Delete a category
To remove a category, follow the steps below:
Delete
Important: If the category is linked to a Single Item or a Combo Item, you won’t be able to delete the category. You must remove all items associated with the category first before you can proceed.
Eats365 POS
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- Under "General," tap Menu Setup, then select Category.
- Tap the category that you want to delete.
- At the top right, tap Delete. A prompt appears to confirm if you want to delete the category.
- Tap Delete to confirm.
Merchant Portal
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then select Category.
- Next to the category that you want to delete, click on Delete
. Then, select Confirm.
Reorder categories
If you want your categories to appear in a specific order on the POS, 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 Category.
- At the top right, tap Edit.
- Next to the category that you want to move, tap and hold Reorder
. Then, drag the category in the order that you want it to appear on the POS.
- At the top right, tap Done to confirm.
Merchant Portal
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then select Category.
- Next to the category that you want to move, click and hold on Reorder . Then, drag the category in the order that you want it to appear on the POS.
