The Enterprise Menu system offers features through Sales Categories and Sales Category Groups to help you categorize and manage your menu items effectively. This article will guide you through navigating the Sales Categories section, adding and editing sales categories, and utilizing multi-location features to ensure a consistent and tailored menu across all your locations.
Table of Contents
- Navigating the Sales Categories Section
- Adding & Editing Sales Categories
- Multi-location Features - Do you have multiple locations on EMS? Start here!
Section View
The Sales Categories tab displays a list of sales category names. Click on a sales category to access its edit menu.
Revealing Sales Categories in a Group
Sales category groups are indicated by a black arrow to the left of the name. Click the black arrow to reveal the sales categories within the group.
- Navigate to the Sales Category Section:
- Access Menu Admin and navigate to the Sales Categories section.
- Create a New Sales Category:
- Click the Add Sales Category button at the top right of the Sales Categories section.
- Fill Out the Add Sales Category Menu:
- Complete each field in the Add Sales Category edit menu.
- Save or Publish:
- Select Save to save the changes in Menu Admin, or Publish to save and apply the changes to the POS system.
Note: Sales categories with duplicate names or codes cannot be created.
Add/Edit Sales Category Menu:
Below is a breakdown of the various fields available when adding or editing a sales category.
- When editing, view details on each field by hovering over the
icon to gain further insight. - NOTE: If a Sales Category has assigned categories or items, it cannot be deleted.
| Field | Description |
| Sales Category Name | Name of the Sales Category. |
| Code | Create a code number of your choice for the Sales Category. |
| Category Group Toggle | Enabling this toggle indicates that the sales category functions as a category group, allowing the nesting of subcategories beneath it. Once this toggle is turned on, an additional 'Sales Categories' field will appear. Assign the desired sales categories to the group. |
| Assign Menu Items to the Sales Category |
Select the items you would like to assign the Sales Category too.
|
Best Practice: To ensure consistency and streamline updates across all locations, it's crucial to make all menu edits at the Enterprise Level. Editing at the individual location level can cause disconnections between the enterprise and location menus, which can result in future updates not being reflected at the location level. Always edit from the Enterprise Level to maintain consistency and ensure all locations are up-to-date with the latest menu changes.
Features
For businesses with multiple locations, the Enterprise Menu offers enhanced flexibility and control through its multi-location features. Here’s a detailed look at these capabilities:
-
Sales Category Creation
- Sales categories can be created at both the enterprise and location levels.
- Once created, sales categories will be available for all locations to use.
-
Editing Sales Categories
- Only the enterprise level can edit the name and code of a sales category.
- Only the enterprise level can delete a sales category. If a Sales Category has assigned categories or items, it cannot be deleted.
FAQ
Q: How do I access the Enterprise Level?
A: To access the Enterprise Level, follow these steps:
- Log into CAKE Admin Portal: Log into CAKE Admin Portal and select the Menu Admin icon.
- Select the Enterprise Level: You will be prompted to select the location you would like to access. Choose the Enterprise level, identifiable by the arrow to the left of the enterprise name. Selecting the arrow will reveal the locations within the enterprise.
Q: What happens if I make an edit at the location level?
A: Editing at the location level can create inconsistencies between the location menu and the enterprise menu. Future updates made at the enterprise level will not affect fields that were edited at the location level. To maintain a seamless connection and ensure updates are reflected across all locations, always make edits at the enterprise level. If a disconnection occurs, contact support to re-establish the connection.
Q: What if I only need to update the menu for one of my locations?
A: For menu data specific to a single location, it's best to create it at the enterprise level. Use the availability field to designate which location can access it. This approach allows for easy expansion to other locations in the future by simply adjusting the availability settings
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