Back to Olo.com

Menu Training FAQ


Company Menu

  1. Who gets access to the company menu?
  2. Can make time be set at the product level?
  3. Can a product exist within multiple categories?
  4. Can I change the order that categories, products, and modifiers are displayed in?
  5. Can I restrict categories and products to specific locations?
  6. Why am I not seeing the POS Menu Viewer tool within Company Menu Admin?
  7. When the company menu is created, does the menu automatically get added to all store locations?
  8. Should pricing be added within the company menu?

Store Menu

  1. Who gets access to the store menu?
  2. Can I copy over a store menu from one location to another?
  3. Can I copy over pricing from another location?
  4. How can I easily access the front end menu?
  5. Why is pricing not showing up on the store menu?
  6. Can I set category, product, or modifier specific availability?
  7. How can I set up an item as an LTO?
  8. Can I easily search for products and modifiers within the store menu?

Menu Mapping

  1. What causes menu mismatches?
  2. Why am I not seeing the POS Menu Viewer tool within Company Menu Admin?

Other

  1. When does the automatic price updater run?
  2. Can I run a manual price update for a store?
  3. Calories have been added to the menu, but why are they not showing on the front end menu?
  4. Is there a way to audit the changes that have been made on the company menu or on a store menu?
  5. How can I add upsells to the menu?


Company Menu

1. Who gets access to the company menu?

Only a brand's corporate contacts get access to the company menu. If you are part of the corporate team and would like access to Menu Admin, reach out to your Deployment Manager or Customer Success Manager (CSM) to request company menu access.

 

2. Can make time be set at the product level?

Make time cannot be set at the product level. Make time needs to be configured at the category level. There are three different make times that can be set at the category level; Estimated Make TimeFixed Make Time, and Catering Make Time.

Additionally, you can also utilize Quote Time to show the customer the same time estimate for an order, no matter how large or small the order.

 

3. Can a product exist within multiple categories?

This is possible, but in order to do this, you will need to create duplicate items within each category that the product needs to live under. You have the ability to create duplicate copies of existing products and assign them to different categories. Refer to this article on steps to duplicate products. If there is an image assigned to the existing product, it would need to be reassigned to the duplicated product.

 

4. Can I change the order that categories, products, and modifiers are displayed in?

Yes, you can! But this can only be done within the company menu. To change the order of categories, click and hold a category, and move it up or down within the category list.

To change the order of products, modifier groups, or modifier choices, click on the double arrows next to the name, and move the products or modifiers up or down, to place them in the order that you prefer.


 

5. Can I restrict categories and products to specific locations?

You are able to restrict categories to only be available to certain stores. You are essentially controlling whether or not the categories appear within a stores' menu in Dashboard. This article will walk you through category restrictions.

You are not able to restrict products to only be available to specific stores. If certain products should only be available to certain stores, a workaround is to create a separate category that is specific to those stores, create the relevant products within the category and restrict the category to the necessary stores.

 

6. Why am I not seeing the POS Menu Viewer tool in Company Menu Admin? [for POS integrated brands]

The POS Menu Viewer may be available within the company menu, it just may not be expanded. Check to see if you have the option to "Open Mapping" at the top right-hand corner of the menu. If so, click on the "Open Mapping" option and the POS Menu Viewer will expand on the screen.


If there is no "Open Mapping" option showing up within Company Menu Admin, submit a Support Ticket so that we can enable this option for you. Only POS integrated brands will be able to see the POS Menu Viewer within Menu Admin. This is a permission-based setting as well, so permissions may need to be updated for certain Dashboard users.

 

7. When the company menu is created, does the menu automatically get added to all locations?

The menu does not automatically get added to all store locations. The menu needs to be added to stores via Store Menu Admin in Dashboard. Click here for instructions on adding products to store menus. New products and modifiers that are added to the company menu will remain inactive within the store menus until they are added to the store menu(s). 

 

8. Should pricing be added at the company menu level? [For SSOS/non-POS integrated stores]

Pricing should be set at the company menu level only if pricing is the same across all store locations. This also only applies to brands that are non-POS integrated and for those that are on SSOS. For POS integrated brands, pricing will pull directly from each store's POS. If pricing differs between store locations for non-integrated and SSOS stores, pricing should be entered within the store menu. The articles listed below will guide you through adding pricing within Store Menu Admin in Dashboard.

  

Store Menu

1. Who gets access to the store menu?

The brand decides on who gets access to the store menu, and which permissions a Dashboard user would have. Reach out to your corporate contacts if you have questions on your permissions.

 

2. Can I copy over a store menu from one location to another?

Yes, you have the ability to do that, as long as you have access to other store locations within Dashboard. This article will give you more information and walk you through the Menu Copy Tool. 

 

3. Can I copy over pricing from another location? [For SSOS/non-POS integrated stores]

For non-integrated and SSOS stores, you are able to copy over pricing from one store location to another. This article will walk you through the Price Copy Tool. This tool should not be used by stores that are integrated into a POS since we will pull pricing directly from the stores POS.

 

4. How can I easily access the front end menu?

As you are making changes within a store menu, you may want to see how all of the changes look on the front end menu. You can access the front end menu directly from Store Menu Admin. This article will walk you through the necessary steps.

 

5. Why is pricing not showing up on the store menu?

If the store is POS integrated, you may need to run the price updater, in order for pricing to start showing up on the store menu. Olo runs the price updater for all POS integrated brands during the times listed below. But refer to this article, if you would like to run the price updater manually, either for a specific store or for your entire brand.

  • When DST is in effect, the price updater runs at 9:30 am & 4:30 pm EST
  • When DST ends, the price updater runs at 8:30 am & 3:30 pm EST

For non-integrated and SSOS stores, make sure that pricing has been added within the store menu in Dashboard. This article will walk you through the steps of adding product pricing within Store Menu Admin.

 

6. Can I set category, product, or modifier specific availability?

You have the ability to set availability at the category, product, or modifier level through Store Menu Admin. This article will walk you through setting up availability at each of those levels.

 

7. How can I set up an item as an LTO?

Refer to the "Change Available Date Range" section within this article for instructions on setting up an item as an LTO (limited time offering).

 

8. Can I easily search for products and modifiers within the store menu?

This article contains both a video and instructions on how you can utilize the search tool within Store Menu Admin, to search for both active and inactive items and modifiers within the store menu, to then perform additional functions!

  

Menu Mapping [For POS Integrated Brands]

1. What causes menu mismatches?

Mismatches can be caused due to a variety of reasons. This article on fixing mismatches will walk you through various issues that could lead to mismatches, as well as the steps you could take to resolve mismatches.

 

2. Why am I not seeing the POS Menu Viewer tool within Company Menu Admin?

The POS Menu Viewer may be available within the company menu, it just may not be expanded. Check to see if you have the option to "Open Mapping" at the top right-hand corner of the menu. If so, click on the "Open Mapping" option and the POS Menu Viewer will expand on the screen.


If there is no "Open Mapping" option showing up within Company Menu Admin, submit a Support Ticket so that we can enable this option for you. Only POS integrated brands will be able to see the POS Menu Viewer within Menu Admin.

  

Other 

1. When does the automatic price updater run? [for POS integrated stores]

The automatic price updater runs twice a day, once in the morning and once in the evening, to ensure that we are pulling the most up to date pricing from each store's POS.

  • When DST is in effect, the price updater runs at 9:30 am & 4:30 pm EST
  • When DST ends, the price updater runs at 8:30 am & 3:30 pm EST

 

2. Can I run a manual price update for a store? [for POS integrated stores]

You are able to run a manual price update either for a single store or for your entire brand. Refer to this article for steps on running a manual price update.

 

3. Calories have been added to the menu, but why are they not showing on the front end menu?

Once calories have been added, they need to be enabled via Dashboard, in order for them to show up on the front end menu. This article will show you how to enable calories.

 

4. Is there a way to audit the changes that have been made on the company menu or on a store menu?

Refer to this article that gives an overview of the audit log. Once you login to Dashboard, you could access the Menu Audit Log and easily decipher the changes that have been made on either the company menu or on a store menu. 

 

5. How can I add upsells to the menu?

This article will give you all of the information you need to know about upsells and how you can get them added to the menu.

  

Not seeing what you are looking for? Reach out and let us know what you need assistance with.

 

Didn't find what you need?

Submit a request to our Help Team and someone will
get back to you shortly.

Submit a request

Copyright © 2019 Olo. All rights are reserved.