In this first part, we will cover Company Menu Admin. As a brand manager, you will initially spend most of your time in the company menu, building out categories, products, and modifiers. Whenever you would like to add a new product to the menu and offer it to your customers, it would first need to be created within the company menu, before it can be added to store menus.
TIP: As you work on building out the menu, our number one tip is to keep the menu as simple as possible. We have heard from brands that have initially built out complex menus that this was their biggest regret with the menu, since it is now causing a lot of work in terms of menu maintenance, and has also led to poor customer experience. It is always possible to add to the menu later on, but it is quite difficult to simplify the menu once a complex menu has already been setup. If you are using our Rails product, we highly recommend setting up the menu as simply as possible, to help streamline the Rails onboarding process. And what constitutes a "simple menu"? A menu that does not include too many advanced/complex features such as modifier quantities, the folder/tab view, and input view.
Step 1: Getting into Company Menu Admin
To begin building out your menu, you would first need to get into the company menu.
- Instructions: Getting to Company Menu Admin [Article]
Step 2: Adding Categories
As a first step, you would need to add a category to the company menu.
- Instructions: Adding a Category [Article/Video]
As you build out categories within the Olo menu, if you wish to do so, you have the ability to restrict categories to only be visible to certain stores. You are not required to restrict categories in any way, but if there is a need, you can follow the steps outlined in the article below to learn more about restricting categories. An example of when categories can be restricted is when a "test" category is restricted to just be seen by the demo/test vendor.
- Instructions: Restricting a Category to Specific Stores [Article]
Step 3: Adding Products
Once you have a category or more built out, the next step would be to add some products to the categories.
- Instructions: Adding a Product [Article/Video]
Once you have built out items, if you are looking to easily copy menu items over to other categories, refer to the article listed below. This is just a helpful feature for you and it is not a required step during the menu building process.
- Instructions: Duplicating Existing Products [Article]
Step 4: Adding Modifiers
If you would like to add modifiers to the products you have built out, follow the instructions below.
- Instructions: Adding a Modifier [Article/Video]
As you are building out the menu, you can reuse existing modifier groups and/or make copies of existing modifier groups and assign them to products, if you wish to do so. You are not in any way required to complete this step during the menu building process. This is just a tool that may be helpful to you. If you are a POS integrated brand, it may be best to refer to the menu mapping instructions for your specific POS, prior to using an existing modifier group or using a duplicate copy of an existing modifier group under an item, since you may have to ensure that any menu mapping that has been entered within the existing modifier group is applicable under the new item you are assigning it to.
In certain instances, you may want to preselect certain modifier choices (eg: preselecting the included ingredients on a burger).
- Instructions: Preselected Modifiers [Article]
In some cases, you may need to set up hidden modifier groups, which are modifier groups that will not be displayed on the front end menu but, for example, are in place to notify the kitchen of ingredients that would need to be included in an item, amongst other reasons.
- Instructions: Hidden Modifiers [Article]
Now that you have covered Company Menu Admin, click on the relevant links below to test your knowledge.
- Click here if you have stores that are POS integrated
- Click here if you do not have stores that are POS integrated