Menu
The Menu section is a single screen for building your catalog. Instead of moving between the Products and Product Groups pages, you work on groups, subgroups and products together, in the structure the customer will see.
Note
The section is available to administrators, and to users holding both the Products and Product Groups abilities — managing the menu means creating groups and the products inside them, so both are required.
Warning
The Menu screen is not shown on a phone. It needs a tablet or desktop to be usable.
Building the Menu
From this one screen you can:
- Add group — create a top-level product group
- Add sub-group — nest a group under an existing one
- Add product — create a product directly inside the group you are looking at
- Reorganize — change the order in which groups and products appear
Products created here carry the same fields as on the Products page — price, VAT, printer routing, barcode, options — and groups the same as on Product Groups. This is a different way into the same catalog, not a separate one.
Tip
Use the Menu screen when setting up a new card or restructuring an existing one, where you are thinking in terms of the whole menu. Use the Products page when you need to change many products at once — bulk edit and import live there.
Tablet Mode
Tablet mode switches the screen to a touch-friendly layout for building the menu on a tablet rather than with a mouse and keyboard. Exit tablet mode returns to the standard layout.
Saving
Changes are confirmed with Save. Leaving the screen with unsaved changes prompts you to confirm before your work is discarded.
Warning
Reorganising is a change like any other — it is not applied until you save.
Summary
- One screen for groups, subgroups and products together
- Requires both the Products and Product Groups abilities
- Tablet mode for building the menu on a touchscreen
- The same catalog as the Products and Product Groups pages, approached structurally