Menu & Catalog Overview

Who this is for

Admins who create and maintain sellable items, menu structure, and cashier-facing catalog behavior.

Before you start

• Confirm the correct brand.
• Decide whether you are changing structure, item content, pricing logic, or POS display behavior.
• If the change affects live service, record the current state before editing.

What this section is for

Menu Management is the core catalog setup area for HQ.

Use this section to manage:

• categories and smart categories
• menu items
• POS menus
• modifiers
• meal sets
• button styles used in the interface

How to use this section

Use the pages in this section in a logical setup order:

1. Button Styles: create reusable button appearance presets when needed.
2. Categories: define the standard category structure.
3. Smart Categories: create rule-based or display-specific category groupings.
4. Menu Items: create the products the POS can sell.
5. Modifiers: define add-on or selection groups.
6. Meal Sets: create combo-style selection groups.
7. POS Menus: decide which categories appear together in a menu.
8. Use Promotions and Discounts from POS Settings when you need automatic or manual price reductions.

Common tasks

• Create a new sellable item: start with Menu Items.
• Change how cashiers browse products: review Categories, Smart Categories, and POS Menus.
• Add combo choices: use Meal Sets with Menu Items.
• Add manual markdown rules: open POS Settings -> Discounts.
• Add automatic cart logic: open POS Settings -> Promotions.

What changes after you save

Catalog changes can affect cashier browsing, reporting structure, and online ordering setup. Save one related change at a time and verify the result in the target workflow.

If something goes wrong

• Confirm the item or category is attached to the correct parent structure.
• Check whether the issue is in categories, menus, or item settings before editing more records.
• Verify whether a customer-facing channel uses a separate online ordering configuration after the core menu change.

When to ask owner/admin

• You are changing live pricing, discounting, or promotional rules.
• The same item structure affects multiple shops and channels.
• You cannot tell whether the issue is in the base catalog or in online ordering setup.