There are several best practices that should be followed when maintaining both the company and store menus, once the initial Olo menu has been built out. The best practices outlined below are especially applicable if you are a brand that carries out multiple menu changes throughout a year.
Best Practices to Follow When Adding Products
- Add the products/modifiers to the demo vendor for review.
Products/modifiers that need to be added to live locations should first be added to the demo vendor for review, before being added to live locations. Refer to this article for instructions on adding items to the demo vendor.
Once the menu has been reviewed, you can;
Best Practices to Follow When Removing Products
- Use the "86'ing" feature if removing products/modifiers for a short period of time.
Removing categories, products, and modifiers off of a store menu will cause customers saved favorites and past orders to be disabled, as indicated by the warning you receive when attempting to do so. Removing will also erase any category, product, and modifier level settings (eg: availability settings) that have been configured.
Therefore, if you are looking to remove items and modifiers off of the store menu for a short period of time, it may be best to 86 them instead, in order to save customers saved orders as well as configured settings. This article gives more detail on the 86'ing feature within Store Menu Admin.
- Move items to a restricted category within the company menu, if they will be added back to store menus at a later time.
If the items that have been removed from a store menu will be used again in the future, the items could be moved to a category that is restricted to just the demo vendor. Or if you removed an entire category of items, that category could be restricted to the demo vendor. Restricting a category to the demo vendor will ensure that the product(s) or category will not be accidentally added back to the menu of a live location. Category restrictions need to be managed within the company menu, and this article will walk you through the steps of restricting a category.
Other Best Practices
- Use the internal description field for labeling.
When building out categories, menu items, and modifier groups, utilize the internal description fields as much as possible. Utilizing this field will make the menu management process so much easier. For example, if a category contains items pertaining to the summer menu, you could add "(Summer)" to the internal description of the category. This way, you are able to easily distinguish between specialized categories, products, and modifiers.
- Duplicate menu items and modifier groups easily.
If the same item needs to be available within multiple categories, you could create a copy of the existing item and assign it to whichever category it needs to live under. This article on duplicating existing products will walk you through the steps of creating copies of existing products. This way, you do not need to build a product from scratch, especially if it already exists within the menu. In the same way, you can create duplicates of existing modifier groups as well. Refer to this article on duplicating modifier groups for instructions.
- Lock products/modifiers that should be available within all store menus.
In some cases, you may want to restrict stores from being able to remove certain items and modifiers off of their Olo menu. It may be that there are signature products on the menu that should be offered at all times, or you may want to prevent store level settings from being reset every time a store removes a product and adds it back on to the menu. Whatever the reason may be, this article will show you how you can "lock" a product/modifier group/modifier choice, so that stores are only able to 86 them if they need to be taken off the menu.
- Utilize the menu copy tool, for copying over store level menus.
The menu copy tool will assist with duplicating the menu of an existing store onto a new store. This tool will copy over active products, modifiers, menu settings, and pricing from the existing menu over to the new menu. In order to use this tool, the store menu you are copying to should not have any items or categories that are active. To learn more about utilizing the menu copy tool, refer to this article.
- Use the "Copy Prices" option to copy over pricing from one store to another.
If you would like to copy over pricing from one location to another, you can utilize the "copy prices" tool within Menu Admin. This article goes over the functionality of this tool in detail.
- Use the "Search Menus" tool within Store Menu Admin
The "Search Menus" tool can be used for searching through a store menu for products, modifier groups, and modifier choices to then easily perform functions such as adding, removing, and 86'ing. Refer to this article to learn more about using this tool.
- Use the Menu Audit Log to audit menu changes
Want to see a full history of menu updates that have taken place across the brand? Refer to the menu audit log with the Olo Dashboard to determine which users have been making changes, which date and time the changes took place etc.
If you are a brand with POS integrated stores as well, refer to this article for additional best practices to follow.