Before beginning this article, make sure to read the "Menu Management: General Overview" article along with the corresponding video.

This article will walk you through step by step instructions on how to build your basic menu. When you are finished you can read "Menu Management: Advanced Settings" which will go over advanced settings and features.


NOTE: If you are not able to do any of the following steps, it is because of your user permission settings. If you feel your user permissions are incorrect, contact your corporate team to have them changed. Only your corporate team is authorized to make and changes. 



Contents


You may click on any of the following steps within the article to jump to them.


STEP 1: Dashboard

STEP 2: Menu

STEP 3: Rooms

STEP 4: Product Categories

STEP 5: Products

STEP 6: Combos

STEP 7: Modifier Groups and Modifiers

STEP 8: Discounts

STEP 9: Add Modifier Groups and Discount Groups to Products

STEP 10: Push your Menu live






Step 1: Dashboard

To begin, please log onto your dashboard and click "Corporate" then "Menu".


This now opens your Menu Management tool.






Step 2: Menu



Click "Menu" on the top bar.


You will now see the option to add a "New Menu". Please press this. 



This will pop up a window that allows you to name the menu and copy the new menu from an existing menu. 



Multiple menus are used to push different product availability and pricing to different stores within your brand. For example: Your California pricing tier may be higher than your Utah pricing tier. For this reason you would create a "California Menu" and a "Utah Menu" so you can individually manage the prices.


Once you have set up all menus for different pricing and product availability, you can move onto "Rooms".







Step 3: Rooms



Click  "Rooms" on the top bar.




Your "Rooms" are your different dining options. Dining options follow different rules and order flows. 

For example:

- "Walk In" takes you straight from start to finish. 

- "Drive-Thru" has a "Hold" or "Pay" option for separate ordering and payment windows. 

- "Pickup" has pickup "Date" and "Time" options. 

- "Delivery" or "Catering" has "Address" options. 
- "DoorDash" (or any third party) does not require payment, since payment is handled by the third party.


You will now see the option to add a "New Room". Please press this. 

This will pop up a window that will prompt you to fill out settings based on what type of room you are wanting to create.



"Room Type": Is this room run by your location or by a third party(Doordash, UberEats, etc.)?
"Ordering Options": Read through these and select which one fits your dining option best. 

"Advanced Settings": This option only applies for third party rooms. We recommend confirming with your accountant how third party rooms should be handled in sales reporting and taxes.


Once you have set up all rooms for different dining options, you can move onto Product Categories.







Step 4: Product Categories



Click "Product" on the top bar.


It will first open up to "Product Categories".

Product Categories are used to group different products together on the menu. Example: Burgers, Fries, Salads, Drinks, Desserts, Kids Menu, etc.


Click "New Product Category". This will pop up a window that shows all settings for product categories.


I will show you how to do this using the example of "Ice Cream". In the first section enter the category name. 



Under "Availability" there are 3 sections:
- "Menus" : Select all menus that will include this product category.

 


- "Channels" : Select all channels that will include this product category. Assigning a category to a channel decides whether or not that category appears in that "ordering channel". If you do not want this category to be available for catering or online ordering, do not select it. 


- "Rooms" : Please select all rooms. All product categories should always be assigned to all rooms.

Click on the cloud with the arrow to upload a photo for the category. Press save. 


Scroll down to "Group Settings". 



Under "Group Settings" there are 3 sections:
- "Upcharge Groups" : Upcharges that will be available for all products in the category.

- "Discount Groups" : Discounts  that will be available for all products in the category.

- "Tag Groups" : Tags that will be available for all products in the category.


YOU WILL FILL THESE IN LATER. There are currently no groups to choose from. We will come back.

Scroll down to "New Product Defaults".



Under "New Product Defaults" there are 8 sections: All of these are default settings when creating a new product. You can override these settings later on individual products if needed.

NOTE: MOST OF THESE WILL BE BLANK. YOU WILL COME BACK AND FILL THEM IN LATER AFTER YOU CREATE GROUPS AND MODIFIERS.

- "Base Modifiers" : Modifiers that will apply to everything in the category.

- "Default Price" : What the base price of all products in the category are.

- "Default Tax Rate" : When the menu is pushed to individual stores, that store's default tax rate will automatically be assigned to the product.

- "Default Cost to Restaurant" : What the cost of the base product is to your restaurant. This helps when reporting.

- "Default Size Group" : The default size options for the products in the category.

- "POS Button Color : What color you would like the category to show on the POS.

- "Default Printer" : Where you want all items in the category to print. This is helpful if your kitchens have stations. 

- "Default Product Groups" : Where you select where you want items in the category to be reported under. Most likely it will be under the same category, but sometimes will be pulled under others (see example). Follow these directions to add a "Product Group". Click the "Group" tab on the top bar. Click "New Group", title it, and press "Save & Close".

END EXAMPLE: All Ice Cream orders have a base price of "$4.00and it costs the restaurant on average "$1.50" for each ice cream order placed and the size group is specific to "Ice Creams" (Small, Medium, and Large). I like Ice Cream to be "Blue" on my POS, and all ice cream orders should be printed on the "Primary Store Printer". When I pull reports I want to see "Ice Cream" reports, but also want to see it under the umbrella of "Desserts".








Step 5: Products



Click "Product" on the top bar.


Click on a "Product Category" to add products to it.



Click on "Products".



Click "New Product". This will pop up a window that shows how to create a new product.


Enter in the "Product Name" and "Product Description". All other sections are filled in by default. Ignore "Nest product into parent" and "Parent Product" for now. We will go over it later. 



Scroll down to the next section. Upload a photo and save. All other sections are filled in by default. Note: SSK stands for "Self Service Kiosk".


Scroll down to "Product Modifiers" and "Preselected Modifiers". YOU WILL FILL THESE IN LATER. There are currently no groups to choose from. We will come back.








Step 6: Combos



Click "Combos" on the top bar.


Click "New Combo". This will pop up a window that shows how to create a new combo.


Fill out the following sections:

- "Combo Name" : Name of the combo.

- "Price" : What the price of the combo will be.

- "Sales Tax" : When the menu is pushed to individual stores, that store's default tax rate will automatically be assigned to the product.

- "Available" : Where you can order a combo.

- "Menu" : What menus will have the combo.

- "Display as Product" : Click to show as it's own product on the POS.

- "Combo Categories" : These are the categories where the combo will appear IF "Display as product" is enabled. 

- Add photo.



Click "New Section". Add in the name of each option in the combo. Select all products you want included. Add any upcharge if necessary. If you want a combo to have default products, you can also select that here. See example below. 


If you are wanting to up-sell your products, you can select "Section products triggers combo". When you do this each time an individual product is clicked on the POS it will prompt you to order a combo. 









Step 7: Modifier Groups and Modifiers



Click "Modifiers" on the top bar.


You will see options to start 3 new groups:

- "Ingredient Modifiers" : Food Modifications (Toppings, Options, Substitutions, Add Ons, Sauces/Dressings, Sides, etc)

- "Size Modifiers" : Size Modifications (Small, Medium, Large OR 12oz, 24oz, 32oz, etc.)

- "Tags" : Description Modifications (Extra, Heavy, Half, Lite, ect.) These can be used to describe any ingredient modifiers. They do not affect price. Example: Extra Sauce, Lite Ice, Heavy Syrup, On the Side Dressing, etc. 


Here is what it looks like to add each of these groups.

1: Ingredient Modifier


"New Ingredient Group" has settings you will need to fill out before adding individual modifiers.


- "Name" : Name of modifier group

- "Base Options" : Limit the amount of modifiers per product. "Default Base Price" base price for what is included, any more costs extra. 

- "Upcharge Options" : Modifiers added on top of the allotted amount on the base. "Default Upcharge Price" Default price for any extra modifiers.


Example: You can have as many Burger toppings as you want but can only add 3 toppings to your Ice Cream. If you add more than 3 toppings to your Ice Cream you will be charged .25 cents for each added. 

 

Add the Modifiers on the next page.


- "Name" : Name of modifier.

- "Base" : What automatically is selected every time you click on the product. 

- "Extra" : You can set the price to add, multiply, or have a fixed cost here.


Under "Advanced" settings is the option to have the modifier be:

- "Available on SSK" : Available for customers to choose on the Self Service Kiosk.

- "Available Online" : Available for customers to choose Online.

- "Non-Discountable" : In rare cases, a modifier may be exempt from discounts or promotions. Regardless of how the product price is changed during order, this modifiers pricing will still be applied.

 

2: Size Modifier



- "Name" : Name of modifier group.

- "Group Default" : What automatically is selected every time you click on the product. 

- "Name of Size" : You can set the price to add, multiply, or have a fixed cost here.


Under "Advanced" settings is the option to have the modifier be:

- "Available on SSK" : Available for customers to choose on the Self Service Kiosk.

- "Available Online" : Available for customers to choose Online.

- "Non-Discountable" : In rare cases, a modifier may be exempt from discounts or promotions. Regardless of how the product price is changed during order, this modifiers pricing will still be applied.



3: Tags



- "Name" : Name of modifier group.

- "Name of Tag" : Name of tag, this will appear on the POS.









Step 8: Discounts


Click "Discounts" on the top bar.


There are two types of discount groups:

- "Item Discounts" : Affects only the individual product it is applied to.  

- "Order Total Discounts" : Affects the entire order cost.




To create an "Item Discount" click "New Group". This will pop up a window that shows how to create a new item discount group.


- "Name" : Name of discount group.

- Choose how many discounts from this group can be selected.

- "Available for Which Menus" : You can choose to have discounts specific to a location/menu.


Go to the next page to enter in the individual discounts. 

- "Name" : Name of discount.

- What kind of discount is it? Dollar off ($5 OFF), % off (20% OFF), Fixed Price ($10). See examples below.



You can now go back and add "Order Discounts".

- "Name" : Name of discount.

- What kind of discount is it? Dollar off ($5 OFF) OR % off (20% OFF). See examples below.

- Is the Discount active? You may add discounts that are only for a short time. Example: Annual Mother's Day discount for moms. Instead of deleting and re-adding each year. Just deactivate it. 








Step 9: Add Modifier Groups and Discount Groups to Products


Click "Products" on the top bar.


Click on a Product Category you want to add to. 


Scroll down to "Group Settings" under "Product Categories"




Under "Group Settings" there are 3 sections you need to add to:
- "Upcharge Groups" : Upcharges that will be available for all products in the category.

- "Discount Groups" : Discounts that will be available for all products in the category.

- "Tag Groups" : Tags that will be available for all products in the category.

Scroll down to "New Product Defaults".




Under "New Product Defaults" there are 2 sections you need to add to: 


- "Base Modifiers" : Modifiers that will apply to everything in the category.

- "Default Size Group" : The size of everything in the category. 


Press "Save & Close".


Go back to "Products" inside the category. Click on a Product.


Scroll down to "Product Modifiers".



Under "Product Modifiers" there are 4 sections you need to add to: 


- "Size Group" : The size modifier group you want for the product. 

- "Discount Group" : Discounts that will apply to the specific product.

- "Product Categories" : The category this product is in. You can have a single product in more than one place. Example: Ice Cream can be found under both "Ice Cream" and "Desserts".

- "Ingredient Groups" : These are your "Ingredient Modifiers" which are food modifications (Toppings, Options, Substitutions, Add Ons, Sauces/Dressings, Sides, etc)


Scroll down to "Preselected Modifiers". 


Under "Preselected Modifiers" there are a few things you can do.


- "Preselected Modifiers" : If you want an ingredient to come with a product by default, that ingredient should be marked as a preselected modifier. To remove a preselected modifier while taking an order, simply deselect it. This will also send a notification to the kitchen that the product should have "NO ---". The kitchen can be configured to show or hide preselected modifiers on the KDS. It is most common to hide them, since almost all employees are required to know how to make the restaurants products.

- "Hidden Modifiers" :  Some modifiers within modifier groups are not allowed (or just don't make sense) to be added or substituted to a product. In this case, modifiers can be hidden per product to avoid this. Marking a modifier as hidden will cause it to not display on the menu when that product is selected.







CONGRATULATIONS!


Your basic menu is finished. The last step is to "PUSH" the Menu. 






Step 10: Push your Menu live. 


Click "Menu" on the top bar.


Click on the menu you want to push live.

 

Click "Schedule Push".



Input the Day and Time you want the menu to be pushed live. We recommend scheduling menu pushes during stores closed hours. All schedules will be according to the store's local time.


When finished, click "Save & Schedule". 

NOTE: If after 10 minutes of the scheduled push something isn't right, try pushing the menu again. If that does not work contact Crisp Support.






Now you can read "Menu Management: Advanced Settings" which will go over advanced settings and features.