Menu Builder: Menu Products

Introduction

A menu consists of products organised into categories, with each product offering a range of customisable settings. Some settings are specifically defined within the menu for individual products, while others are inherited from broader product settings outside the menu. This article offers guidance on effectively managing products within a menu and their associated settings.

It's important to note that any alterations made to the menu won't be reflected on the sales platform until the menu is republished.

Viewing Existing Menu Products

To view existing products within a menu:

Head to Menu Management > Menu Builder.
Against the relevant menu, select [MENU DESIGNER].

All products within the menu are displayed in the Items section of the menu designer. You can filter this section to show only items within a specific category by selecting [ITEMS] against the relevant category in the Categories section.

Each product has the following options:

Product Name
- Centegra Plus: The product name as known within Centegra Plus for internal purposes.
- In Menu: The product name as known on the menu for external use. (This is seen by customers.)
Description
- Centegra Plus: The product description as known within Centegra Plus for internal purposes.
- In Menu: The description as known on the menu for external use. (This is seen by customers.)
Product Code: The Centegra Plus product code.

Within a category, products can be moved into the order that they should appear on the menu platform using the drag-and-drop icons on the end of each product row.

Adding A New Menu Product

To add a new product into the menu:

Head to Menu Management > Menu Builder.
Against the relevant menu, select [MENU DESIGNER].

In the Items section of the menu designer, select [ADD NEW PRODUCT].

In the Add New Product window:

Product: Select the product to add into the menu.
Category: Select the Menu Category that the product should be assigned to.
Modifier Groups: Select any modifier groups that should be linked to this product.
- Note that if the selected category has modifier groups assigned, these will populate automatically here. You can override these if required.
- For more details on modifier groups, see Editing Product Modifier Groups later in this article.
Name: If applicable, enter a name for the product which will override the name as it is known within Centegra Plus. It is this name that is visible to customers on the menu.
- Note that if the selected product has a Product Menu Name defined within the Product Details tab of the Product Setup page, it will automatically show in the Name field here.
Product Sale Description: If the selected product has a Sale Description defined within the Product Details tab of the Product Setup page, it will automatically show here for reference.
Override Product Sale Description: Enter a sale description for this product. If entered, this will override the default sale description for this product if one exists.

Then select [CREATE].

The product will be added at the top of the items list within the selected category, but can be moved to elsewhere in the list using the drag-and-drop icon on the righthand side of the row.

At this point, additional settings can be defined against this product if required, as covered in the next section on Editing An Existing Menu Product.

Editing An Existing Menu Product

To edit an existing product in a menu:

Head to Menu Management > Menu Builder.
Against the relevant menu, select [MENU DESIGNER].
Locate the required product in the Items section of the menu designer.

From here, a variety of options are available:

Editing Product Names & Descriptions

To edit a products name or sale description, against the relevant product:

Select the edit icon, then select [EDIT].

Against the product row, the "In Menu" columns are now available to edit:

Product Name: Update the name as it should be shown to customers on the menu.
Description: Update the product description as it should be shown to customers on the menu.

Select [SAVE] to save any changes.

Editing Product Categories

To edit reassign a product a different category, against the relevant product:

Select the edit icon, then select [REASSIGN CATEGORY].

Then, in the Reassign Category window:

Category: Select the category that the product should be reassigned to.

Then select [SAVE].

The product will be added at the top of the items list within the selected category, but can be moved to elsewhere in the list using the drag-and-drop icon on the righthand side of the row.

Editing Product Prices

Prices for products within a menu are defined against price levels within Centegra Plus, and so can be seen and updated against price levels outside of the menu.

For more information on how price levels are assigned to the menu, Click Here.
For more information on updating prices against price levels, Click Here.

You can also see and update menu prices against individual products within the menu too.

To do so, against the relevant product select the currency button on the end of the row. This will display the following for each price level associated with the menu*:

Price Level: Displays the price level that the price is associated with.
Price: Displays the current price against the price level.
Tax Rate: Displays the tax rate associated with this product on the price level.
Price Excludes Tax: Displays whether the price shown includes tax or not.

If required, you can select either select:

[EDIT PRICE] to edit the existing price.
[NEW PRICE] to add a price against the price level if it does not already exist.

Within the Add/Edit Pricing window, the following is available to update:

Price Level: Displays the price level that the price is associated with.
Price Type: Select the price type as: Price.
Price: Enter the price of this product.
Tax Rate: Select the tax rate for this product.
Price Excludes Tax: Select this if the price entered excludes tax. (For US-style net pricing.)

Select [SAVE] to update the price.

Editing Product Modifier Groups

Modifier groups are assigned to products within the menu, but the modifier groups are configured outside of the menu within the Modifier Groups section.

For more information on how to configure modifier groups, Click Here.

As well as being able to assign modifier groups to items within the menu, you also have visibility of the modifiers within those groups and the pricing associated with the modifier.

To see this, against the relevant product:

Select the edit icon, then select [MODIFIERS].

The Edit Modifier Groups window lists all modifier groups assigned to the product within the menu currently. Here, you can:

Add or remove modifier groups in the Modifier Groups field.
Arrange modifier groups into the order that they should be presented to customers on the menu, using the drag-and-drop icons on the row.

To see more information on the modifier groups listed, you can:

Select the name of the modifier group to open the edit modifier group page in a new tab in your browser. For more details on editing modifier groups, Click Here.
Select the "+" icon on the left to expand the row and view the modifier items assigned to the modifier group.

Modifier Pricing

Prices for modifiers available within a menu are defined against price levels within Centegra Plus, and so can be seen and updated against price levels outside of the menu.

For more information on how price levels are assigned to the menu, Click Here.
For more information on updating prices against price levels, Click Here.

You can also see and update modifier prices against individual modifiers within the menu too.

To do so, against the relevant modifier select the currency button on the end of the row. This will display the following for each price level associated with the menu*:

Price Level: Displays the price level that the price is associated with.
Price: Displays the current price against the price level.
Tax Rate: Displays the tax rate associated with this product on the price level.
Price Excludes Tax: Displays whether the price shown includes tax or not.

If required, you can select either select:

[EDIT PRICE] to edit the existing price.
[NEW PRICE] to add a price against the price level if it does not already exist.

Within the Add/Edit Pricing window, the following is available to update:

Price Level: Displays the price level that the price is associated with.
Price Type: Select the price type as: Price.
Price: Enter the price of this product.
Tax Rate: Select the tax rate for this product.
Price Excludes Tax: Select this if the price entered excludes tax. (For US-style net pricing.)

Select [SAVE] to update the price.

Editing Product Images

Products images are assigned against the product itself. The menu then inherits these for the product when the product is added into the menu.

For more information on assigning product images against products, Click Here.

Editing Product Nutritional, Allergen, Dietary & Age-Restriction Settings

Editing Nutritional & Allergen Information

A products nutritional and allergen information is defined against the product itself. The menu then inherits these for the product when the product is added into the menu.

For more information on defining nutritional and allergen information against products, Click Here.

Editing Dietary Information

Product dietary tags are defined against the product itself. The menu then inherits these for the product when the product is added into the menu.

To assign dietary tags against a product, within the Product Details tab of the Product Setup page, assign the relevant dietary attribute(s) against the product.

Note that not all menu destinations utilise all dietary tags. For more details on individual menu destination capabilities, Click Here.

If dietary tag attributes are not available for you to select, Contact Centegra.

Editing Age-Restricted Status

A products age-restricted status is defined against the product itself. The menu then inherits this status for the product when the product is added into the menu.

To designate a product as age-restricted, within the Product Details tab of the Product Setup page, assign the Alcohol attribute against the product.

Note that not all menu destinations utilise this flag for age-restricted products. For more details on individual menu destination capabilities, Click Here.

If the Alcohol attribute is not available for you to select, Contact Centegra.

Removing A Menu Product

To remove a product from a menu:

Head to Menu Management > Menu Builder.
Against the relevant menu, select [MENU DESIGNER].

Locate the product in the Items section of the menu designer and:

Select the delete icon on the end of the row.
Confirm the deletion.

The product is no longer available on the menu.

* Price levels associated with the menu are based on price levels assigned to menu destinations that are linked to the menu through Location & Destination assignment.

Contents

Introduction

Viewing Existing Menu Products

Adding A New Menu Product