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Menu Template

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Create and manage a Menu Template

Learn how to add and edit menu templates, as well as display different menus based on your preferred conditions on the Eats365 POS using the Merchant Portal.

Menu Templates enable you to save existing menus, converting them into customizable templates for reuse at your convenience. While specific menu sets can only be displayed one at a time, if your restaurant offers various menu types, such as seasonal menus, you can use your existing Menu Templates as a convenient way to instantly switch between different sets of menus. For example, if your restaurant offers a different menu during summer, you can create a Menu Template for summer season and switch to it when summer comes.

In this article, you’ll learn how to create, edit, clone, delete, and apply changes to a menu using a Menu Template.

Important:

A Menu Template license is required to create Menu Templates. To purchase a license, contact Eats365.
Your account needs to have Group-level permissions to access Menu Templates.

To create a Menu Template, follow the steps below:

Note: Creating a Menu Template copies your restaurant’s current menu, saving it as a template for editing and application to your POS. You can modify the Menu Template after creation.

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 Template, then click on Menu Template.
At the top left, click the drop-down menu, and choose the shop that uses the menu that you’d like to create a template from.
Enter the name for the Menu Template.

Once created, you’ll find the Menu Template listed as “Processing.” It may take a few minutes for the Menu Template to be available.

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 Template, then click on Menu Template.
At the top left, click on the drop-down menu, and choose the shop that uses the menu that you’d like to create a template from.
Enter the name for the Menu Template.

Once created, you’ll find the Menu Template listed as “Processing.” It may take a few minutes for the Menu Template to be available.

A Menu Template is a copy of the your whole menu, which includes items, categories, discounts, tax types, and more. To learn how to configure each of these menu settings, refer to Menu Setup and Payment articles.

Merchant Portal (Classic Theme)

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

A Menu Template can include the following menu settings depending on your setup:

Items (Dine-in, Takeout, Catering)
Product Type
Sub Product Type
Category
Custom Menu
All You Can Eat Menu
Kitchen Station
Item Access Permission
Special Request Quick Keys
Pickup Station
Tax Type
Tax Group
Public Discount
Merchant Discount
User App Discount
Merchant Discount (Member)
Bundle Promotion
Tier Pricing
Period Rule

To edit a Menu Template’s contents, follow the steps below:

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 Template, then click on Menu Template.
Next to the Menu Template that you’d like to update, click on Edit .
Select the setting that you’d like to modify.
Apply your changes.

Merchant Portal 2.0

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

A Menu Template can include the following menu settings depending on your setup:

Menu Setup
- Items
- Product Type
- Sub Product Type
- Category
- Custom Menu
- All You Can Eat Menu
- Menu Tier
- Ordering Quantity Limit
- Kitchen Station
- Coursing
- Item Access Permission
- Special Request Quick Keys
- Layout Editor
- Pickup Station
Taxes
- Tax Type
- Tax Group
Tier Pricing Preset
- Tier Pricing
- Period Rule
- Membership Plan Rule
- Custom Rule
Modifiers
- Bulk Replace Item Modifiers
- Modifier Preset
- Modifier Master
Bulk Price Editor (Location Group pricing)
Note: To learn more about applying location-based menu pricing in bulk, refer to Apply pricing changes to shops in a Location Group.
Discount
- Discount List
  Note: When cloning a shop's menu to another shop, including item-specific discounts without the corresponding parent items will result in errors. In Discount 2.0, the discount will be deemed invalid, while, in Discount 1.0, the offer field will be blank. This occurs when you exclude the parent item but include the discount in the Menu Template. In this case, the system doesn't recognize the offer of the discount since it's tied to a specific item that's not included in the template you applied.
- Bundle Discount
- Discount Folder
- Discount Tags
- Non-stackable Discount

To edit a Menu Template’s contents, follow the steps below:

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 Template, then click on Menu Template.
Next to the Menu Template that you’d like to update, click on Edit .
At the top right, click on the "Edit Mode" drop-down menu. Then, select the setting that you’d like to modify.
Apply your changes.
Tip:
- You can exclude items, categories, discounts, and custom menus from being applied to particular shops when applying menu changes using a Menu Template.
  1. While on the appropriate "Edit Mode," click on Edit or add a new item, category, discount, or custom menu.
  2. Under "Shop(s) Unavailable," select the shop(s) that won’t receive changes made to the item, category, discount, or custom menu when applying the Menu Template changes.
  3. At the top right, click on Save.
- If you’ve created a Location Group, you can choose to select the group and customize the menu and item pricing. For more information on creating a Location Group, refer to Set up and manage a Location Group.

Once your Menu Template is ready, you can apply that menu to your shop or Location Group to update the POS menu with the contents of the Menu Template. To do this, follow the steps below:

Important:

Menu Templates apply to the whole shop, so if you have multiple POS terminals in the same shop, the menu change will apply to all terminals.
Ensure the menu template is fully applied before making any menu changes. If changes are made while the menu application is still in progress, the system will display an alert.

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 Template, then click on Menu Template.
Click on the name of the Menu Template.
Toggle Apply Now on if you want to apply the menu change immediately. To apply the menu change automatically at a later time, toggle on Schedule to apply instead. Then, set your preferred date and time.
Under "Apply To," select the shops where you want the menu to apply.
.
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 Template, then click on Menu Template.
Click on the name of the Menu Template.
To control how inventory tracking is applied to menu items, toggle Skip Inventory Tracking Update.
- Enabled : Each item retains its current inventory configuration. The Menu Template does not override existing values.
  - Example 1: If the existing item quantity is 100 and the Menu Template has no inventory tracking, upon Menu Template application, the item quantity will remain as 100.
  - Example 2: If the existing item quantity has no inventory tracking and the Menu Template quantity is 100, upon Menu Template application, the item quantity will remain as Unlimited.
  - Example 3: If the existing item quantity is 20 and the Menu Template quantity is 100, upon Menu Template application, the item quantity will remain as 20.
- Disabled : The Menu Template inventory configuration is applied and overrides existing item settings.
  - Example 1: If the existing item quantity is 100 and the Menu Template has no inventory tracking, upon Menu Template application, the item quantity will change to Unlimited.
  - Example 2: If the Existing item quantity has no inventory tracking and the Menu Template quantity is 100, upon Menu Template application, the item quantity will change to 100.
  - Example 3: If the existing item quantity is 20 and the Menu Template quantity is 100, upon Menu Template application, the item quantity will change to 100.
Next to "Apply Mode," click on Apply Now to apply the menu change immediately. To apply the menu change automatically at a later time, click on Schedule Time instead. Then, set your preferred date and time.
Under "Apply To," select the shop(s) where you want the menu to apply.
Tip: If you’ve created a Location Group, you can choose to select the group and customize the menu and item pricing. For more information on creating a Location Group, refer to Set up and manage a Location Group.
At the top right, click on Save to confirm.

Once the Menu Template has been applied to the applicable shops or Location Group, you must update the Eats365 POS to load the updated menu.

To duplicate a Menu Template, follow the steps below:

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 MenuTemplate, then click on MenuTemplate.
Next to the Menu Template that you’d like to duplicate, click on Copy .
Enter the name for the new Menu Template.

Once created, you’ll find the Menu Template listed as “Processing.” It may take a few minutes for the Menu Template to be available.

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 MenuTemplate, then click on MenuTemplate.
Next to the Menu Template that you’d like to duplicate, click on Copy .
Enter the name for the new Menu Template.

Once created, you’ll find the Menu Template listed as “Processing.” It may take a few minutes for the Menu Template to be available.

To remove a Menu Template, follow the steps below:

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 MenuTemplate, then click on MenuTemplate.
Next to the Menu Template that you’d like to delete, click on Delete . A prompt appears to confirm that you want to proceed.
Click on Confirm to delete.

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 MenuTemplate, then click on MenuTemplate.
Next to the Menu Template that you’d like to delete, click on Delete . A prompt appears to confirm that you want to proceed.
Click on Confirm to delete.

If your restaurant’s discount setup upgrades to Discount 2.0, you’ll need to convert pre-existing Menu Templates to align with the new discount structure. Menu Templates that require conversion will display a “Migration Needed” status.

To learn how to convert a Menu Template to work with the Discount 2.0 system, refer to Migrate a Menu Template to Discount 2.0.

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