Creating a New Meal Group

This article will show you how to create a new Meal Group so that it can be added to an item for Pop Up menus of items to appear.

Meal Groups

Meals are used to attach options to an item, for example attaching cooking options to a steak, or attaching flavour options to ice cream.

Although they are primarily used with food items, they can be used for other types of items if required.  The guidance provided here assumes the options are related to food items.

Creating Options

Each option (or choice) available needs to be created as an item within the database, e.g. Rare, Medium Rare, Well Done need to be created as items.  The most common type of options are those which do not incur a charge, such as cooking options, ice cream flavours etc.  However, there are some instances where you may want the options to incur an additional charge, such as extra pizza toppings which are charged per extra topping.

Each of these types of options are covered in the sections below.

Creating Options Which Do Not Incur a Charge

To create options which do not incur a charge, carry out the following:-

  1. From the panel down the left, go to Catalog > Item Catalog.

Tip:  The easiest way to create a new option is to search for an existing one (e.g. “Medium Rare”) and copy it (see Page 3 for guidance on searching/filter items).

  1. With a similar item selected (i.e. another item with the category of “Food Modifier”), copy the item, giving the copy an appropriate name, e.g. “Vanilla”.
  2. Ensure the new item has the following properties (entered on the Details tab of the item):-
Category Food Modifier
Print Group Food Modifier or Food Other (depending on your database setup)
Course Food Modifier or Food Other (depending on your database setup)
Zero Price Ticked
  • For example:-
  1. Click on the Save button.
  2. Repeat this process to create all of the options required.

Creating Options Which Incur a Charge

To create options (‘extras’) which incur a charge, carry out the following:-

  1. From the panel down the left, go to Catalog > Item Catalog.
  2. The new item should be created with the same properties as the item it’s going to be attached to. For example, if this is an option which is going to be attached to Margherita Pizza on the Lounge menu, search for Margherita Pizza, then copy it, giving the copy an appropriate name, e.g.“Extra Cheese”.
  3. Repeat this process for each of the options required.
  4. Price the item(s) accordingly

Creating a Meal

Once the items have been created for the options to be included in the meal, four steps need to be completed in sequence to link the options together.  This is done through the Configuration > POS Setup > Meals Setup screen, which is split into four sections:  Meals; Meal Groups; Groups; and Group Items:-  

Creating a Group

This is the first step and is carried out within the Groups section at the top right.

A Group is created for each set of options, and defines the minimum and maximum number of options that can be selected within that set of options.  For example, for a steak cooking option, the minimum and maximum selections would both be set to 1, because it is compulsory to select one, but only one option can be selected.

An ice cream selection however may allow selection of up to 3 flavours, so the minimum selection would be 1 and the maximum would be 3.

A sauce option is not compulsory, so in this example the minimum selection would be 0 and the maximum would be 1.

  1. Go to Configuration > POS Setup > Meals Setup.
  2. Within the Groups section, click on the Insert button.
  3. Enter an appropriate Description for the group, e.g. “Steak Cooking Options” or “Sauce Options”.
  4. Set the Min and Max values as required.
  5. Click on the Save button.

Creating Group Items

This is the second step and is carried out within the Group Items section at the bottom right.

This is where the individual items (options) are added to the Group.

  1. Go to Configuration > POS Setup > Meals Setup.
  2. Select the appropriate group from the Groups section.
  3. Within the Group Items section, click on the Insert button.
  4. From the Item drop-down list, start typing the name of the item. The more text which is entered, the more filtered the list becomes.

Tip:  The Item ID is displayed in brackets after the name of the item, which ensures that the correct item is selected when there are items with the same or similar names:

  1. Select the appropriate item and press the tab key to automatically populate the Description field.
  2. Click on the Save button.
  3. To add further options to the set, click on the Insert button and repeat the process for each option required, and save between adding each option to keep the same order as they have been entered, or save at the end of adding all options if the order doesn’t matter:-

Creating a Meal

This is the third step and is carried out within the Meals section at the top left.

The Meal is what will ultimately be linked to the item so that when the item is sold, the user is prompted to select the required options.

  1. Go to Configuration > POS Setup > Meals Setup.
  2. Within the Meals section, click on the Insert button.
  3. Enter an appropriate Description for the meal, e.g. if these options are just for the cooking options for a steak, then “Steak Cooking Options” would be appropriate, however if these options are for the cooking options and a sauce choice, then “Steak and Sauce Options” would be more appropriate.
  4. Leave the Price Level and Deal Trigger columns blank.
  5. Click on the Save button.

Creating a Meal Group

This is the fourth step and is carried out within the Meal Groups section at the bottom left.

A Meal Group needs to be created for each set of options within the Meal.  For example, the Meal of “Steak and Sauce Options” needs to link together the Groups for “Steak Cooking Options” and “Sauce Options”.

  1. Go to Configuration > POS Setup > Meals Setup.
  2. Select the appropriate meal from the Meals section.
  3. Within the Meal Groups section, click on the Insert button.
  4. Select the first Group of options required within the Meal, e.g. “Steak Cooking Options”.
  5. Click on the Save button.
  6. If no further sets of options are required within this meal, this part of the process is complete, however if multiple sets of options are required (as they are with the example “Steak and Sauce Options”), click on the Insert button again and select the next set of options required, e.g. “Sauce Options”.
  7. Click on the Save button.

Linking Meals (Options) to an Item

The final step in the process is to link the item (such as “Rump Steak”) to the meal (e.g. “Steak and Sauce Options”).

  1. From the panel down the left, go to Catalog > Item Catalog.
  2. Search for the item that the options need to be associated with.
  3. Under the Details tab at the right hand side of the screen, click on the Meal Group drop-down field.  All existing meals are listed:-
  1. Select the appropriate meal and click on the Save button. The item is now linked to the meal.
Have more questions? Submit a request

Comments

Powered by Zendesk