Overview

Data setup activities are all performed in the Moneris Go Restaurant portal and should be completed before you use the Moneris Go Restaurant app to interact with your guests.

Required steps

Sign into the Go Restaurant portal and perform the data setup tasks in the order shown below. This will ensure that tasks will be accomplished as efficiently as possible.

1. Set up employee roles and profiles.
2. Create one or more tax profiles. This step is mandatory in order to collect sales taxes.
3. Set up one or more kitchen stations. This includes creating kitchen profiles and assigning a kitchen to each menu category.
4. Create your menu. This includes order types, menu categories, food modifiers, and the individual menu items.
5. Return to Getting started with Moneris Go restaurant POS to continue setting up the Go Restaurant solution. This includes:
   • installing apps
   • setting up your payment terminal
   • installing hardware including the receipt printer, cash drawer, and kitchen printer
   • assigning a kitchen printer to each kitchen

Employee setup

Employee setup overview

In the Moneris Go Restaurant portal, follow these steps to create employee roles, and then create employee profiles to enable your staff to use the solution. 

In this section you'll learn how to:

• create employee roles 
• create employee profiles
• password requirements for the portal
• edit employee roles 
• edit employee profiles
• delete employee roles
• delete employee profiles 
• export employee profiles 

After setting up employee roles and profiles, return to Data setup overview to continue setting up Go Restaurant. 

Create employee roles

Employee roles determine the level of access that your employees will have for Moneris Go Restaurant. You need to assign a role to each employee who will be interacting with the portal, Moneris Go Restaurant POS app, and/or the Kitchen Display System (KDS) app. Usually these roles are tied to a job title such as Manager, Cashier, Counter staff, etc. If these existing roles do not meet the needs of your restaurant, follow the directions below to define new employee roles.

1. In the portal, click Profiles on the main menu.
2. In the Employees screen, click Roles.
3. In the Roles screen, click the Create role button. The New role screen appears.
4. Enter the role’s name into the Name field.
5. Enter the role’s description into the Description field.
6. Select the role’s level of System access as follows:
   • Place a checkmark in the Portal checkbox if you want members of this role to have access to the Moneris Go Restaurant portal.
   • Place a checkmark in the Restaurant App checkbox if you want members of this role to access the Moneris Go Restaurant point of sale (POS) app.
   • Place a checkmark in the Kitchen Display App checkbox if you want members of this role to access the Kitchen Display System (KDS) app on a tablet in the kitchen.
     

     Note: Leaving a box unchecked means members of the role will not be able to access this particular system when signing in with their credentials.

      
7. In the Role permissions section, place checkmarks in the checkboxes for permissions you want to allow.
   
   

   Note: You will only be able to check boxes under the section header of the section(s) you checked in step 6. For example, if you only checked off Kitchen Display App in step 6, you will only be able to check boxes in the Kitchen Display App section of the Role permissions section.

    
8. Click Save when finished. The Employees Roles screen reappears with the new role listed.
9. Repeat steps 3 – 8 to create additional roles.

Create employee profiles

Create a profile for each member of your staff who will be interacting with the Moneris Go Restaurant POS app, the Kitchen Display System (KDS) app, or the portal.

1. In the Go Restaurant portal, click Profiles on the main menu.
2. In the Employees screen, ensure the Employees tab is selected on the left side of the screen. The list of employees appears.
   
3. Click the Create employee button. The New employee screen appears.
4. Enter the first and last name of the employee in the provided fields.
5. Click the Role drop-down menu and select the role this employee performs in your business.
   

   Note: The roles that appear in the drop-down menu correspond to the roles you created or the pre-set roles. If you do not see a role that is appropriate for this employee, click Cancel and create a new role.

    

   IMPORTANT: Some roles selected will require a user to enter login credentials to login to the apps or the portal, while other roles do not have access to the apps or portal.

    
   • If the role has access to the portal, enter an email address for the employee. Refer to step 7.
   • If the role has access to the apps, enter a username and PIN for the employee. Refer to step 8.
   • If the role has access to both the portal and the apps, enter both an email address as well as a username and PIN. Start at step 7.
6. Leave the Status field as Active. If an employee leaves your restaurant, you can change it to Inactive.
7. Under Language, choose English or French. 
8. In the Portal credentials section, enter the employee’s email address into the Email field. This email address will be used to send the employee a message with a link to create a password. The password requirements will appear on screen as a checklist during password creation.
   

   Notes:

   If you click Reset Password, the employee will also receive an email message that allows them to set a new password.

   An employee can reset their own password at any time by clicking on the Forgot password link on the sign in page.

    
9. In the App Credentials area of the page, click inside the Username field and enter a username for this employee.
10. Click inside the PIN field and enter a 6-digit PIN for this employee.
    

    Notes:

    This PIN must be unique to this employee.

    This PIN enables the employee to sign into the Go Restaurant POS app and/or the KDS app. 

     
11. (Optional) In the Additional information section, fill out the additional information about the employee, including their Employee ID, address, and contact information.
    

    Note: The Employee ID can match the Username you entered in step 8 above.

     
12. Click the Save button in the top right corner of the screen. The Employees screen reappears, with the new staff member visible.
13. Repeat steps 3 – 11 to create additional staff profiles as needed.

Password requirements for the portal

Passwords for accessing the portal must have at least 11 characters, including: 

• One uppercase letter and one lowercase letter 
• At least one number 
• At least one non-alphanumeric character e.g., $, @, !, etc.
• Must not be the same as the previous 24 passwords used for the system.

Edit employee roles

Follow the directions below to edit an employee role. 

1. In the portal, click Profiles on the main menu. 
2. In the Profiles screen, click Employees.
3. In the Employees screen, click Roles.
4. In the Roles screen, click the row containing the role that you wish to edit. The Edit role screen appears.
   
5. Make your changes to the role as necessary, then click Save when finished. The Roles screen reappears.

Edit employee profiles

Follow the instructions below to edit an employee’s profile.

1. In the Go Restaurant portal, click Profiles on the main menu.
2. In the Profiles screen, click Employees.
3. In the Employees screen, click on the row of the employee you wish to edit. The Edit employee screen appears.
   
4. Make your changes to the employee’s profile as necessary, then click Save when finished. The Employees screen reappears.

Delete employee roles

Follow the instructions below to delete an employee role. 

1.  In the portal, click Profiles on the main menu. 
2. In the Profiles screen, click Employees. 
3. In the Employees screen, click Roles.
   
4. In the Roles screen, place a checkmark in the checkbox on the role you wish to remove.
5. Click the Delete button. A confirmation popup appears.
6. Click the Confirm button. The Roles list reappears and the role is deleted.

Delete employee profiles

Follow the instructions below to delete employee profile(s).

1. In the Go Restaurant portal, click Profiles on the main menu.
2. In the Profiles screen, click Employees.
3. In the Employees screen, ensure the Employees tab is selected on the left side of the screen. The list of employees appears.
   
4. Place a checkmark in the checkboxes of the employee profile(s) you wish to remove.
5. Click Edit employee then click Delete. A confirmation message appears.
6. Click Delete to delete the selected employee(s) and return to the Employees screen.

Export employee profiles

Follow the instructions below to export a list of employee profiles.

1. In the Go Restaurant portal, click Profiles on the main menu.
2. In the Profiles screen, click Employees.
3. In the Employees screen, ensure the Employees tab is selected on the left side of the screen. The list of employees appears.
   
4. In the Employees screen, click Edit employee in the top right corner of the screen.
5. Click Download from the list of options.
   Depending on your browser, you may be prompted to select a location to save your download, or it may begin automatically without requiring any input from you.

Kitchen station setup

Kitchen station overview

Moneris Go Restaurant provides you with the ability to create multiple kitchen stations to better organize order routing. A kitchen station is a preparation area for food or drinks, it does not have to be an entire room. Whether your restaurant uses a single kitchen behind the counter or several kitchens preparing different aspects of a meal, use the information in this section to manage your kitchen stations.

In this section you'll learn how to:

• create kitchen stations
• assign one or more menu categories to a kitchen station

Create kitchen stations

Create a kitchen station for each area where orders are prepared. Each kitchen station will have menu categories assigned to it. When you place an order, each menu item in the order will be routed to the correct kitchen station for preparation, based on its menu category. 

Follow these steps to create a kitchen station.

1. On the portal’s main menu, hover over Settings. 
2. On the sub-menu, click Kitchens. 

	Click Create kitchen station.
	When the Create kitchen station panel appears: Enter a name for the kitchen station; for example, Main kitchen, Salad, Dessert, Bar, Drinks, and so on. To make this kitchen station the default kitchen for all newly created menu categories, click the checkbox beside Set as default. Enter an optional description for this kitchen station.
	Click the Printer assignment field and select the printer where order tickets routed to this kitchen station will be printed. If your printer is not set up, you can leave this field blank for now and proceed to the next field, Category assignment. When you add a printer, you can select a kitchen station at that time.
	Next to Category assignment, click Assign. Select which menu category or categories will be handled by this kitchen. If you haven't created your categories yet, you can skip this step and proceed to the next step. When you create menu categories, you can select a kitchen station at that time.
	Click Create.

Menu creation

Menu creation overview

With Moneris Go Restaurant, you can easily create a menu with various categories, items, and add-ons. Menu creation is all done in the portal. When serving customers, your staff will select menu items using the Go Restaurant app on a tablet.

First watch the video to understand the basics, then review each of the tasks shown below in the summary.

[videos are currently being reviewed]

Summary

• In this chapter, you will learn how to perform the following tasks.
• Set the types of menu items used in your restaurant (optional)
• create menu categories
• understand food modifiers and the role they play in menu creation
• create food modifier groups and add modifiers
• create food menu items
• view and search all menu items
• modify multiple menu items in one operation (bulk edit)
• edit menu items
• edit modifiers
• delete menu items
• deactivate menu items
• create recipes

Before you begin

Before you begin creating your menu in the portal, please note the following to make this process easier:

• You can edit the menu at any time.
• Take appealing photos of your food to encourage sales. Refer to the Notes about photo restrictions for more information. You can also set up menu items without photos if none are available.
• Take pictures with your phone or a digital camera and ensure they are saved on your computer’s local hard drive to ensure easy and accurate file transfer to the portal when creating the menu.
• Your menu should be proofread, and spell checked to ensure accuracy.
• Create categories for your menu before creating the actual menu items to ensure an easier process.
• Create modifiers for your menu before creating the actual menu items to ensure an easier process.

Return to Data setup overview to continue setting up Go Restaurant. 

Order type setup

Order types (for example, Takeout, Eat-in) are a way of organizing the activities of your restaurant and appear separately in the POS application. Sales for different order types are grouped together in reports. Go Restaurant automatically creates the Takeout order type. This is the default. If your restaurant does takeout only, you do not have to create any other order types. 

Create a new order type

If you need to create more order types, in addition to Takeout, follow these steps. 

On the main menu in the portal, hover over Menu, then click Order types. Click Create order type. The Create order type panel appears.

Enter a name for the order type you are creating, for example, Catering. Assign items from existing order type: This is an optional field. If you select an existing order type, all the menu items from that order type will be assigned to this new order type to save you time. You can edit any menu item to remove it from this order type as needed. Enter a description of the order type.  Click Create order type.

Edit an order type

To edit an order type, follow the instructions below. 

1. On the Order types screen, click on the > at the end of the row of the order type you wish to edit. The Edit order type panel appears.
2. Make your changes, then click Update order type at the bottom of the panel. 

Delete an order type

To delete an order type, follow the instructions below. 

1. On the Order types screen, place a checkmark next to the order type you wish to delete.
2. Click the Delete button. A confirmation prompt appears. 
3. If you are sure, click the Delete button. The order type is deleted and the Order types screen reappears.

Create menu categories

Categorize your menu to make it easier to navigate when ordering. Categories can be as narrow and granular, or as broad as you wish.

Follow the instructions below to create as many menu categories as you need. 

Examples of menu categories include: Breakfast, Lunch, Dinner, Entrees, Desserts, Beverages, Starters, Salads, Sandwiches, Pasta and so on.

To create a menu category:

1. On the main menu, hover over Menu, then click Categories. The Categories screen appears.
2. Click Create category in the top right corner of the screen. The "Create category" panel appears.
3. Click Change button style and select a colour for this category.
   
4. Scroll down.
   
5. Click inside the Category name field and enter a name. 
6. Under Tax Profile, select a default tax profile for this category. 
7. Under Kitchen station assignment, select the kitchen where menu items in this category will be prepared. 
8. Printer assignment. Note that this field is not editable. It displays the printer assigned to the selected kitchen station (if you have assigned a printer). To assign a printer to each kitchen station, refer to Data Setup > Kitchen setup > Create kitchen station. 
9. Click Create category. 

Related topics

Manage multiple menu items (for example, change the category of multiple items)

Manage menu categories

View categories

On the main menu of the Go Restaurant portal, hover over Menu, then click Categories. Your menu categories appear.

Adjust order of categories

You can adjust the order of the categories. This order will be reflected in the Go Restaurant app. Follow these instructions to adjust the order in which the categories appear.

1. On the Categories tab, click Sort. The portal displays the list of categories on a new screen where you can drag and drop the categories to change their order.
2. Click and hold the mouse on a category in the list. The mouse cursor changes to a closed hand icon. 
3. Drag the category to a different position on the list. 
   
4. Once it is in the desired position, release the mouse. The category will anchor to its new position. 
5. Repeat steps 2 – 4 to reposition other categories as necessary. 
6. When finished, click the Save button. The categories are saved in their new positions. 

Edit a category (name, tax profile, delete)

On the Categories tab, click Edit next to the category to you want to modify.

When the Edit category panel appears, you can perform one or more of the following actions:  To change the colour of the category button, click Change button style, select a new colour, then click Save.  To change the name of the category, place your cursor in the Category name field and type a new name, then click Save. To change the tax profile, click the tax profile field and select a new tax profile, then click Save.  To delete the category and its menu items, click Delete.    Caution: This action cannot be undone.

Manage menu items in a category (sort, delete)

	On the Categories tab, click View items next to the category you want to manage.
	To delete all menu items in the category:  Caution: This action cannot be undone.   Click Delete all items.  At the confirmation prompt, click Confirm if you are sure you want to delete all the menu items in this category.
	To sort the menu items in this category: Click Sort. The portal displays the menu items on a new screen where you can drag and drop items to change their order. Click an item and start dragging it. The cursor changes to a closed hand. Drag the item to a new location. Release the mouse to drop it.  click Save.

Understanding food modifiers

Modifiers are items that can be added to a menu item. Modifiers can be mandatory or optional, and may or may not have a fee associated with them. Some modifiers are mutually exclusive, i.e., selecting one option will make it impossible to select others. Other modifiers allow multiple selections, for example, you can select multiple toppings for a burger. Modifiers can be created as side dishes (for example, a side salad) or as extras to be added to a meal (for example, burger toppings).

For example, when setting up a modifier group for salads, modifiers might look like this: 

When setting up a modifier group for a steak dish, modifiers might look like this:

Modifiers should be used for:

• Items that can be added to a dish, e.g., add gravy to fries, add bacon bits to baked potato, add cheese to a burger, etc. 
• Side dishes, e.g., add soup or salad, add fries, etc.
• Toppings (e.g., burgers and pizza)
• Upselling items (such as combos)

Modifiers are not used for:

• Creating size variants, e.g., small, medium, and large. Instead, use the variable pricing section of the procedure for adding menu items, for example, Add food items and non-alcoholic beverages.

Create food modifier groups and add modifiers

The modifier groups allow you to organize modifiers to make them easier to locate when assigning them to menu items later on.

Follow the instructions below to create a modifier group and then add modifiers to the group.

1. From the main menu in the portal, hover over Menu, then click Modifiers.
2. Click the Create modifier group button on the right side of the screen. The "Create modifier group" panel appears. 
   

   Note: In the event that you have not yet created modifiers, the Create modifier group button will not be visible. Instead, the button is called Create add-on category. However, the instructions are the same from this point onward.

    

Modifier group settings

	Click inside the Modifier group name field and enter a name for this modifier group, for example, Burger toppings. Note: The name will be visible in the app when taking a customer’s order, so be sure that the name is meaningful.
	Enter the name of the first modifier, for example, Cheese.  If you charge extra for this modifier, enter the price of the modifier, for example, 1.50. To add another modifier to this group, click Add a modifier item. To change the order of the modifiers, hover over the two-line icon beside each item, then click and drag the item to a new position.
	Under Modifier Group settings, choose any of these options: Set the minimum number of selections if needed. To make this modifier group mandatory for the customer, use the plus sign to set the mandatory number of selections. To make this modifier group optional, keep the number of selections at 0.  Set the maximum number of selections if needed. First check the box in front of Maximum, then use the plus sign to indicate the maximum number of modifiers a customer can select from this group.  Set the quantity limit if needed. The quantity limit is available only if you set a maximum number of selections. First check the box in front of “Set quantity limit“ then click the plus sign to indicate the limit for each modifier. For example, if you set the limit to 3, a customer can order no more than 3x the standard amount of any modifier in the modifier group. Note that the quantity ordered for each item counts toward the maximum number of selections. For example, if the maximum is set to 3 and a customer orders 3 slices of cheese, they cannot add another item from the modifier group.
	Click Save.

Once the modifier groups are created and the modifiers have been added to the groups, you can create menu items.

Edit modifiers

To make changes to your modifiers, follow the instructions below.

1. From the main menu in the portal, hover over Menu, then click Modifiers. 
   
2. Click on the arrow of the modifier group you wish to change. The "Edit modifier group" panel appears. 

	Make your changes to the modifiers that belong to this group as needed. To change the order of the modifiers, hover over the two-line icon beside each item, then click and drag the item to a new position.
	To delete the modifier group, click Delete. If not, proceed to the next step.  Make changes to the modifier group settings as needed.  Tap Save. The Modifiers screen reappears.

Add food items and non-alcoholic drinks to a menu

There are three types of items you can add to a menu: 

• Individual food items, including non-alcoholic beverages: Follow the instructions in this topic to add individual food items to your menus.
• Alcoholic beverages
• Combos

1. On the portal’s main menu, hover over Menu. 
2. On the sub-menu, click Categories.
3. Determine the category under which your menu item will go, then click View items in that row. For example, if you are creating a main dish, click View items in the row for the Main category.
   
4. A list of all the items assigned to the menu category appear. 
   

	Click the Create new button in the top right corner.
	On the list of options, click Individual food item.
	When the Menu panel opens, click Change button style and select a colour and style for this menu item, consistent with the colour you chose for the menu category.
	Scroll down. Enter the name of this menu item. Enter the price you will charge your customers.  Modify the following settings as needed. If this item is not ready to serve to customers, click the toggle next to Active item to change the setting to Off .  If this item is not In stock, click the toggle next to In Stock to change the setting to Off.  If this item is not available for takeout (or any other means of service), uncheck the box next to it.
	Enter an optional description. Under Image, click Edit to add an image. You can use PNG or JPG files. The maximum file size is 1 MB. The maximum dimensions are 200 x 200 pixels. When the Edit image panel appears, click Upload an image to select an image, then click Save.
	If this menu item is available in more than one size, or has an additional cost for takeout, click Edit.
	Adding a different size Enter the item size, for example, Large.  Under Price, enter the additional cost to the customer, for example, if the large size cost an additional $4.50 then enter 4.50. Click Add to add another size for this menu item.  Click Save when finished.
	Adding additional charge for takeout If you charge extra for takeout orders, enter the additional charge under price (takeout).  Click Save. The menu panel reappears.
	If this menu item has modifiers (for example, dressings, toppings, add-ons), click Assign modifier groups(s).  In the "Assign modifier group" panel, click the dropdown list and select the modifier group(s) you want to add.  If the modifier group you need does not exist, click Create a modifier group to create it now. Refer to Create modifier groups and add modifiers  for detailed steps. The selected modifier group(s) appear in the panel. Click Add to item to add these modifier groups to the menu item you are creating.  For more information, refer to Understanding modifiers and Create food modifier groups and add modifiers.
	The modifier group(s) you selected appear in the menu item creation panel.  If you added more than one modifier group, you can change the order of the modifier groups. Hover over the two-line icon beside each group, then click and drag the item to a new position. Click the options icon ( three vertical dots) to edit a modifier group or remove it from the menu item.
	Under Tax, the default setting is Category tax. This means the customer will be charged the tax based on the tax profile associated with the menu category. If you want to use a different tax: select Custom tax and choose a different tax profile.  select Tax-free is no taxes should be charged for this menu item.  Click the box next to Tax inclusive if you want the display price of this item to include taxes.
	Click Save to save this menu item. it will appear in the Go Restaurant app (unless marked as Inactive or Out of stock).

Add combos to a menu

Follow these instructions to add a combo to your menu.

Ensure you have created all categories before creating the combo.  You can only add existing menu items to a combo. If the items you want to offer as part of this combo do not already exist on your menu, create them first. Refer to Add food items and non-alcoholic beverages to a menu or Add alcoholic beverages to a menu.

Start the combo

1. On the portal’s main menu, hover over Menu, then click Categories. 
2. Click View items in the category under which the combo will appear. You may have a category called Combos or you may choose any other category. 
3. Click Create an item in the top right corner. 
4. From the list of options, click Combos. The "Create combo item" panel appears.
   

	Click inside the Name field and enter the name of the combo as you want it to appear on your menu (examples: Soup and salad combo, Pizza slice and pop combo, Dessert and coffee combo). Click inside the Price field and enter the default or base price for the combo.
	Click Change button style to select a colour and style for the combo, consistent with the colour you chose for the category.  After making your selections, you can click Change button style again to collapse the section.
	If you wish to change the menu category for the combo, click the dropdown list, then select a new category.

Set up each section of the combo

	Hover your mouse over Combo Section 1, then click the edit (pencil) icon. A panel appears to enter the items for section 1.
	Place your mouse in the Section name field field and enter a name for this section. Using the example of a Soup and Salad combo, this section could be called Soup.  Now select the menu items that will be offered to customers for section 1 of the combo. You can search for items using the search field or you can scroll down the list of all items. Click the box next to the item you want to include for section 1.  As you select each item, it will appear under Selected items on the right side of the panel.  Under Selected items: If needed, enter a surcharge for the item(s). In the sample image above, if the customer chooses French onion soup, it will cost $1.50 extra. If they select the chicken noodle soup, there is no extra charge.  The items will appear in the order shown on the screen. To change the order, click on the item and drag it to a new position. The open hand cursor will change to a closed hand cursor as you drag the item. Release the mouse when the item is in the desired position.  To remove an item, click the x at the end of the row.  To clear all items, click Clear all.
	When you are finished with section 1, click Save combo section. Alternatively, you can click Cancel to close the panel without saving or you can click Delete Section to delete section 1.
	When the Create combo panel reappears, hover over Combo section 2 and click the edit (pencil) icon.  For combo section 2, enter a name for this section and select the menu items you want to offer. Using the Soup and Salad example, section 2 would be a list of salads available for this combo. Return to step 2 for help if needed.  You must have at least 2 sections for a combo. After setting up 2 sections, proceed to the next step.
	If your combo requires 3 sections, click Add a combo section. For example, the combo includes a sandwich, a drink, and a cookie.  For combo section 3, enter a name for this section and select the menu items to offer. Return to step 2 for help if needed.

Complete the combo and save it

	To change the order of the combo sections, drag and drop any section to a new position. In the sample image to the left, you can drag the Salad section so that it appears above Soup.
	When you create a combo, the default status is Active. To make it Inactive, click the toggle. When you are ready to make this combo active, click the toggle again.
	By default, the combo will apply to all order types. Click the box next to each order type to exclude or include it. If the box is checked, the order type is included.
	Variable pricing allows you to set a different price for each order type. For example, you may charge higher prices for takeout and delivery to account for packaging and utensils. To set variable pricing: Click Edit.  For each order type, enter the additional cost. For example, if you charge $1.00 extra for Takeout, then enter $1.00 in the Takeout field.  Click Save.
	Click inside the Description field and enter a description of this combo. If you have a picture of the combo, follow these instructions to add the image.  Under Image, click the Edit button. The Edit image panel appears.  Click Upload an Image.  Browse your computer’s hard drive for the image file you wish to add. Once located, select the image file and click the Open button to attach the image to the menu item. The image now appears on the screen.  Click the Save button at the bottom of the Edit image panel. The combo panel reappears, and the image is now present.
	Click Save at the bottom of the combo panel. The menu category screen reappears showing the combo you just added. Make sure you are looking under the right category.

Add alcoholic beverages to a menu

Follow these instructions to add alcoholic beverages to a menu. To add non-alcoholic drinks or other menu items, refer to Add food items and non-alcoholic beverages to a menu.

1. On the portal’s main menu, hover over Menu, then click Categories. 
2. Click View items for the category under which alcoholic beverages will go. You may have a category for Alcohol or a category for Drinks.
   
3. A list of all the items assigned to that menu category will appear, if there are any.
   

	Click the Create new button in the top right corner.
	On the list of options, click Alcoholic beverage.
	Click Change button style and select a colour and style for this menu item, consistent with the colour you chose for the menu category.
	Scroll down. Enter the name of this alcoholic beverage, for example, Molson Canadian beer. Enter the price you will charge your customers.  Modify the following settings as needed. If this item is not ready to serve to customers, click the toggle next to Active item to change the setting to Off .  If this item is not In stock, click the toggle next to In Stock to change the setting to Off.  If this item is not available for takeout (or any other means of service), uncheck the box next to it.
	Enter an optional description. Under Image, click Edit to add an image. You can use PNG or JPG files. The maximum file size is 1 MB. The maximum dimensions are 200 x 200 pixels. When the Edit image panel appears, click Upload an image to select an image, then click Save.
	If this menu item is available in more than one size, or has has different price for Takeout, click Edit.
	Adding a different size Enter the item size, for example, Large.  Under Price, enter the additional cost to the customer, for example, if the large size cost an additional $4.50 then enter 4.50. Click Add to add another size for this menu item.  Click Save when finished.
	Adding additional charge for takeout If you charge extra for takeout orders, enter the additional charge under price (takeout).  Click Save. The menu panel reappears.
	Adding modifier groups If this menu item has modifiers (for example, toppings, add-ons), click Assign modifier groups(s).  In the "Assign modifier group" panel, click the dropdown list and select the modifier group(s) you want to add.  If the modifier group you need does not exist, click Create a modifier group to create it now. Refer to Create modifier groups and add modifiers  for detailed steps. The selected modifier group(s) appear in the panel. Click Add to item to add these modifier groups to the menu item you are creating.  For more information, refer to Understanding modifiers and Create food modifier groups and add modifiers.
	The selected modifier group(s) appear:  If you added more than one modifier group, you can change the order of the modifier groups. Hover over the two-line icon beside each group, then click and drag the item to a new position. . An options icon (three vertical dots) appears after each modifier group. Click the icon to edit the modifier group or to remove the modifier group from the menu item.
	Under Tax, the default setting is Category tax. This means the customer will be charged the tax based on the tax profile associated with the menu category. If you want to use a different tax: select Custom tax and choose a different tax profile.  select Tax-free is no taxes should be charged for this menu item.  Click the box next to Tax inclusive if you want the display price of this item to include taxes.
	Click Save to save this menu item. it will appear in the Go Restaurant app (unless marked as Inactive or Out of stock).

Edit menu items

Follow these steps to edit a menu item. 

1. From the portal’s main menu, hover over Menu, then click Categories.
2. Click View items next to the category that contains the menu item you wish to edit. 
   
3. In the list of menu items, click Edit on the tile of the menu item you wish to edit.
   
4. When the Menu panel appears, make the necessary changes.
   
5. Click the Save button in the bottom right corner of the panel. You will see a notification confirming that the item has been saved.
   

View and search all menu items

View and search all menu items

The Item catalogue provides a convenient way of viewing all your menu items together on one screen including useful properties such as price, category, status, in-stock, tax profile, and modifier group. You can also sort, search, and filter menu items to find what you need.

View all menu items

Follow these steps to navigate to the Item catalogue: 

1. On the main menu, hover over Menu. 
2. On the sub-menu, click Item catalogue.
3. The Item catalogue appears automatically showing all your menu items.

Sort menu items

The items in the catalogue can be sorted by each of the fields in the table. You can display the information in ascending or descending order to better understand your menu. 

Choose which field you want to use to sort the list of menu items. Let's use Price as an example.  To sort the list by Price, click on the word Price at the top of the table. The portal displays the menu items in ascending order by price (largest price first) as indicated by the arrow pointing up.  To sort by descending order, click Price again. The portal displays the menu items in descending order by price (smallest price first), as indicated by the arrow pointing down.

Search menu items

You can search all menu items by entering one or more words in the name of the items.

In the search bar, enter a word or two to find specific items. You do not need to press the Enter key on your keyboard. The portal displays all items that match your search terms.  Note: If your search returns no results, try using fewer words.    To clear the search and view all items again, remove the search terms from the search bar. You do not need to press the Enter key on your keyboard.

Filter menu items

You can filter the menu items by menu category. By default, the catalogue displays items from all categories. 

Click on the Filter by field and select a menu category. The portal displays only the menu items from that category. To clear the filter and view all items, click the field again and select All.

Related topics

Modify multiple menu items in one operation (bulk edit)

Modify multiple menu items in one operation (bulk edit)

The Go Restaurant portal allows you to perform an action on multiple menu items at the same time. You can: 

• Add modifier groups to one or more items
• Unassign (remove) modifier groups from one or more items
• Duplicate one or more items
• Reassign (change) the menu category for one or more items
• Delete one or more items
• Change the price of one or more items

Follow these steps to proceed.

	View all menu items using the Item catalogue. On main menu, hover over Menu. Click Items.  The Item catalogue appears showing all menu items. Search or filter the list of menu items, as needed, to create a subset of items.  For help, refer to View and search all menu items.
	Click on the checkbox (located on each row) to select the items on which you want to perform a bulk action. To select all the items on the screen, click the checkbox next to "Item Name" in the table header.
	Click the Edit menu located above the table and select the action to perform: Add modifier groups (to assign one or more modifier groups to one or more menu items) Unassign modifier groups (to remove one or more modifier groups from one or more menu items) Duplicate (one or more menu item) Reassign category (to change the menu category for one or more items) Delete (to delete one or more menu items) Price (to change the price of one or more menu items). You can increase or decrease the price by a dollar value or by a percentage. You can also set the price of all the selected items to a particular dollar value, for example, all soft drinks set to $1.
	At the confirmation prompt, click the appropriate button to proceed.  For example, if you asked the portal to duplicate items, then click Duplicate (as shown in the example image on the left). The portal performs the selected bulk action and re-displays the list of menu items.
	If you don't see all items, click the "Filter by" dropdown menu and choose All.

Delete menu items

Follow the steps below to delete a menu item.

• If you wish to remove an item because you are not currently selling it (like seasonal items), Moneris recommends deactivating the item as opposed to deleting.
• Moneris recommends not deleting menu items while your business is open and serving guests. Save this work for outside of business hours. 
• If needed, you can view all menu items on one screen and make changes to multiple items. 

1. From the portal’s main menu, hover over Menu, then click Categories. 
2. Click View items on the category that contains the menu item you wish to remove.
   
3. In the list of menu items, click Edit on the tile of the menu item you wish to remove. 
   
4. The Menu panel appears, enabling you to make changes. Click Delete at the bottom of the panel. 
   
5. At the confirmation prompt, click the Confirm button if you are sure you want to delete this item. 
   
6. The Menu screen reappears, and the item is now gone.

Deactivate menu items

If you have seasonal menu items, or something that is only available for a limited time periodically, you can deactivate the menu item, and then reactivate it at a later point. Follow the instructions below to deactivate a menu item. 

1. From the portal’s main menu, hover over Menu, click Categories. 
2. Click View items on the category that contains the menu item you wish to remove.
   
3. In the list of menu items, click Edit on the tile of the menu item you wish to remove.
   
4. The Menu panel appears, enabling you to make changes. Click the Active item toggle to change it to OFF.
   
5. At the bottom of the menu panel, click Save. 
   
6. The Menu screen reappears showing all the items for the category.

Discount setup

Discount setup

Follow these instructions to create a discount. These pre-set discounts can be offered to your customers in addition to custom discounts.

1. On the portal’s main menu, hover over Settings, then click Discounts. 
2. Click Create discount.
3. The Create discount panel appears. 
   
4. Under Type, click Item or Order. An item discount can be applied only to individual items. An order discount can be applied only to the whole order.
5. Click inside the Name field and enter a name for this discount.
6. Under Value, click percent (%) or dollar value ($). 
7. Click inside the Value field and enter a value as follows:
   • If the discount is a percentage, enter the percentage as a whole number. For example, if you are offering a 20% off special, enter “20” into the field. 
   • If the discount is a dollar value, enter the dollar amount as a decimal value. For example, if you are offering a $5 off coupon, enter “5.00”. 
8. Click Save.  The Discounts screen reappears showing the discount you created.

Tax Setup

Create and manage tax profiles

In order to calculate the correct payment for orders, you must create one or more tax profiles for your restaurant using the taxes that apply in your province. In the Go Restaurant portal, first add the individual taxes that apply to your products, then create the tax profiles. Once you create the tax profiles, you can assign them to your menu categories. 

Add individual taxes

Begin by adding the individual taxes that apply to your products, based on the province in which you are operating. 

1. On the main menu of the portal, hover over Settings.
2. On the sub-menu, click Taxes. The portal displays the screen for Taxes. 
3. Click Create Tax.
   
4. The "Create Tax" panel appears:
   
   1. Enter a name for the tax. Here are some examples: PST, GST, HST.
   2. Enter any comments you wish to include. The comments field is optional. Use it to briefly describe the tax.
   3. Enter the percentage value of the tax. 
   4. Click Save. The Taxes page reappears showing the tax you just created. 
5. Repeat these steps to create all of the individual taxes that apply to your products.

Create tax profiles

After adding the individual taxes to the portal, you can now create your tax profiles.

1. On the main menu, hover over Settings, click Tax profiles, and then click Create tax profile.
   
2. When the "Create tax profile" panel appears:
    
   1. Enter a name for this profile, for example, Food, Drinks, Alcohol, Soda, Grocery, Retail items
   2. Enter any comments you wish to include. The comments field is optional. Use it to briefly describe this profile.
   3. Click the Select tax dropdown menu and select each individual tax you want to include in this profile. For example, to create a profile for food sales, you might select both PST and GST. 
   4. Under Tax reduction: If you wish to specify a tax reduction for products under a specific price or quantity, click the checkbox labelled "Apply tax reduction." Complete the required fields to indicate the condition ( by taxable dollar amount or by quantity or both) and the percentage tax to charge when the condition is true. For help with tax rules, refer to federal and provincial government sources. 
   5. Click Save. The new profile appears on the Tax Profiles screen. 
3. The Tax Profiles screen shows all the tax profiles you created, including: 
   • any comments you added
   • the individual taxes you added
   • whether tax reduction was applied or not
   • the number of categories and number of products to which a profile has been applied. (Note: Tax profiles are applied when you create menu categories.)
     
4. Repeat these steps to create all of the tax profiles you will need for your products.

Delete a tax profile

1. On the Tax Profiles screen, click on the tax profile you want to delete.
2. At the bottom of the tax profile panel, click Delete tax profile.
   

Reassign items to another tax profile

If there are categories or menu items assigned to the tax profile you want to delete, Go Restaurant will prompt you to reassign the items to a different tax profile. 

3. When the "Cannot delete" message appears, click Reassign category. 
   
4. At the "Reassign tax profile" screen, click the checkbox beside each category or item to assign it to another profile. To assign all items to the same profile, click the checkbox beside All. For each field under the Replacement column, select the new tax profile to which the category or item will be assigned. 
   
5. Click Reassign category. 
6. At the "Reassignment complete" message, click Done. 
   

Return to Data setup overview to continue setting up Go Restaurant.

Tax settings

When customers order an item from your menu, they will be charged taxes based on the tax settings for the menu item, its menu category, and the tax categories set up in your tax profile. Here are the available options for taxes for each menu item: