Daily menu boards

Daily menu is the menu, that changes every day based on a calendar.

To create a daily menu, you first need to “Create new location” — think of this as a physical store where the daily menu will be available.

How to create a new location?

Go to Integrations section inside of your account and click on Menu Boards1, then choose Create Location2.

A new window will open:

1 Give your location a name.

2 Set up location's alternative languages. Every menu board has a default language which does not need to be specified, but all other languages must be defined here. For example the default language can be English and alternative languages can be German and Italian.

You can add new language options to the list here: specify language codes1 and language names2 to do so.

3 Choose Meal entry mode: Choose between Calendar view and Weekly template.

4 Use the Advanced setting to load daily menu boards from external sources like Point of Sale (POS) or Enterprise Resource Planning (ERP) systems (optional).
Click Save afterwards.

Calendar view

By clicking on the newly created location, a monthly calendar will open where you can prepare menus in advance.

For each day, click on the desired date (+ icon1) in the calendar to create a daily menu for that day.

After creating the menu for the current month, you can use the Next month2 button to move on to planning the menu for the following month or subsequent months.

Click on Previous month button to view menus for the previous month or click on Current month to return to the current time.

Weekly template

By clicking on Weekly template (grid), you will be asked to create meal categories (for example Main dish, Special, Soup or Dessert).

Click on Add category1 and add a name for the category.
You can create as many categories as you like (in this example we created 2 categories - Soup and Dessert).
You can also delete them by pressing the Bin icon.

Click Save to finish adding categories. After saving the progress, you will see the Weekly template dashboard.

2 Use the Advanced setting to load daily menu boards from external sources like Point of Sale (POS) or Enterprise Resource Planning (ERP) systems (optional).

Weekly template dashboard

This dashboard shows the chosen week and the categories that you created in the previous step.

1 Switch between Calendar view and Weekly template.

2 Choose the time frame for which you desire to create a menu. Use This, Previous and Next week buttons to move on to planning the menu between current and previous or future weeks.

3 Your meal categories, created in the previous step.

4 You can see already added meal templates assigned to specific week days from here.
Click on a small x near the meal to remove it.
Click on the + icon (near the meal) to add another meal template. Choose one from the list of previously created meals and click on it to add it.

5 If you prefer to to add meal templates without fixed categories, click on Fixed categories toggle to switch the view.
From this menu, you can still add meal templates, but there will be no categorization. Click on Add Meal1 under the week day to start adding it.
By default the Fixed categories2 toggle is switched on.

6 Click here to create a new meal template. You can learn more about the Creation and usage of Meal templates here.
Click on Save week to save progress.

Creating a Daily Menu

Fill in the required information about the menu in the editor, before adding information about the meals:

1 Specify the date of the menu.

2 Set up menu's alternative languages. Every menu board has a default language which does not need to be specified, but all other languages must be defined here. For example the default language can be English and alternative languages can be German and Italian.

You can add new language options to the list here: specify language codes1 and language names2 to do so.

3 Click on Add Meal to start adding dishes to the menu.

4 Click on Add from Template to add a dish from a template, created earlier.

5 Click Save to save changes or Cancel to revert them.

After the menu is created, you can choose it from the list1 to edit the menu, edit the location or to delete it2.