Create and manage POS menus

Choose the best device screen size

The POS menu comes in two sizes: regular and small. These sizes exist so that the physical screen size available on the POS device is used most efficiently. Set your device screen size based on the resolution of your POS device.

Create a new POS menu

You can add a new menu to new or existing devices and templates. Follow the steps below.

1. From Venue Manager, go to Apps > Point of Sale.
2. Then select Devices (for standalone setups) or Templates (for updating multiple devices at once). Learn more about creating and managing devices and templates.
3. Select Unlock to edit menus in the top right.
4. From the left-side Menu, select Add menu. Give your menu a name and select an appropriate icon from the icon dropdown. A new menu section is immediately created in the Menu panel.

Add products to your POS menus

To add products to a new menu, follow the steps below.

1. Select the new menu and then Select products.
2. You can choose to select your products by Specific tag or by choosing Specific products.
   
   We recommend selecting products by tag because product tags reduce the administrative burden of manually managing and updating your POS device menus. When you add or remove a tag from a product, it’s automatically added or removed from your POS menus too — no need to make manual updates to each of your devices and templates.
3. Select your tags or products and then select Apply.
4. Once you’ve chosen all the products you want to add, select Done.

To add products to an existing menu, follow the steps below.

1. Select the menu from the left-side panel.
2. Select products and then choose the products you wish to add. Again, you can do this by Specific tag or by Specific products.
   
   This will be dependent on how the existing products have been added. For example, if the existing products have been chosen by tag, then you can select new products using tags. You can’t use a mix of tags and individual products.
3. Select Done.

Arrange products in your POS menus

Products are arranged in rows by default, but you can change this arrangement by selecting the pencil icon in a section header.



The options are:

Group products in rows (default)
A new row is created for each product and each ticket for the product is stacked from left to right. This layout is best used when a menu contains more products than there are columns available (4 or 5 depending on your device size).

Group products in columns
A new column is created for each product and tickets are stacked vertically. Use this option when the number of products in the menu is equal to or fewer than the number of columns available (4 or 5 depending on your device).

Wrap tiles
Each product follows on from the next with no line breaks and flows from left to right, top to bottom. This is best for saving space but ensure that you use colour and/or images effectively to differentiate products.

Change the position of product tiles

To change the position of product tiles, turn on Tile edit mode at the bottom of the Menu settings panel.

Once enabled:

• If product tiles are grouped by rows, use the keyboard cursor keys to move products either up and down.
• If product tiles are grouped in columns, use the keyboard cursor keys to move products left and right.

Remove products from POS menus

If you’ve added products to your POS menus individually (as in, you haven’t used tags) then you can delete individual product tiles.

Enable Tile edit mode from the bottom of the Menu settings panel, select the tile you want to remove and then use the delete key on your keyboard to remove it.

Edit the appearance of product tiles

To edit a product tile, first select the tile to open the Edit dialogue box.

To edit the text displayed on the tile, edit the Tile label and Subheading fields. By default, the product name is used for the tile’s label in bold and the ticket name is displayed as a subheading beneath it.

To swap the product and ticket names so that the ticket name is the tile label in bold, use the swap icon to toggle the order.

To edit the color, select a new color from the list of colors. Select None to remove color from the tile.

To display the product image on the tile, select Use image.

When making changes to the colors and images, select Apply to save your changes for this specific tile only, or Apply to all to quickly change the colors and images for all other ticket types within the product. 

If you've created multiple sections within your menu, you can change the section that the tile appears in by selecting Section and then choosing a new section from the dropdown. Read below for more on creating sections.

Create POS folders

If you’re creating food and beverage menus, you can also streamline your POS menus with folders. Folders make it easier for you to find stock products, reducing the time it takes to put through a purchase, resulting in a better guest experience.

A well-organized POS with folders keeps the interface less cluttered, especially if you have a large list of stock, making it easier for staff to use without getting overwhelmed.

To create POS folders, follow these steps.

1. Select Add menu.
2. Enter a Menu name (eg Hot food) and select an icon from the dropdown.
3. Select Add folder (this option will be next to the Select products button).
4. Give your folder a Name and choose a Tile color for the folder.
5. Then, add your products to the folder. You can choose to select your products by Specific tag or by choosing Specific products.
   We recommend selecting products by tag because product tags reduce the administrative burden of manually managing and updating your POS folders. When you add or remove a tag from a product, it’s automatically added or removed from your POS folder too — no need to make manual updates!
6. Select your tags or products and then select Apply.
7. Once you’ve chosen all the products you want to add, select Add folder.

At POS, when you want to add a stock product in a folder to the cart, simply select the folder, find the stock product and add it to the cart.

Edit and delete POS folders

You can also edit and delete your POS folders. Follow the steps below.

1. Select the pencil icon in the top-right corner of the POS folder.
2. Then you can edit the folder name, the tile color and the products.
3. To save your changes, select Save.
4. To delete the folder, select Delete folder.

Create a section within a menu

1. Select Add section.
2. Give your section a Section title and choose your Tile arrangement.
3. Select Create section to create the new menu section.
4. Once the new section is created, you can add and rearrange products and edit the appearance of the product tiles.
5. Select Save when done.

Rearrange menu sections

If your menu has multiple sections, you can rearrange a section by using the up and down arrows on a section header.

Rename menu sections

To rename a menu section, hover over a section header and select the pencil icon. Enter your new name in the popup window. Select Save to apply the changes. 

Delete menu sections

To remove a menu section, hover over a section header and select the trash can icon.