Menus - Items

Description:
This article explains how to create, view, and edit items in Canopy 2.0. Items represent products or services available for purchase at a revenue center. Follow these steps to manage items efficiently in the platform.

How to Create Items:

1. Access Menu Manager Items by going to your instance-menu.ordernext.com In Menu Manager, select Items from the list on the left.
2. Click the Blue Plus Icon in the upper-right corner.
3. The Add an Item panel will appear on the right side of the screen.
4. Enter a Name for the new item.
   • Note: The first name field is the Internal Only name for the Item. If you would like a special name for the item for reporting purposes this is where you enter that name.
     1. The Display Name field does not have to be unique and can be a duplicate of the “name” field(internal). This is where you could enter a custom guest/cashier-facing name for an item.
5. Enter a Description.
   • Note: This only applies to items on Kiosk, Mobile, and Delivery menu types so that the customer can be presented with a unique description of an item if applicable.
6. Create a unique SKU.
   • Note: SKUs should always be unique, and existing SKUs should never be duplicated. If this is your first time creating items and you’re unsure of what existing SKUs you’re already using then follow these steps.
     1. Navigate to your instance-datanow.ordernext.com
     2. From the left sidebar menu under Reports select Venue Config
     3. Here you can either use Item Configurations by Menu or the Active Global Items report to extract your item data to view all currently used SKUs and more. 
   • If you’re working in a new Venue/Organization then follow our SKU Best Practices Guide for assistance in making SKUs.
     1. One final note is that if you’re using a 3rd party inventory integration then you should verify what SKUs you should be using based on those integration requirements. 
7. Set your item Availability.
   • Setting your item to Available will allow it to appear on all menu types.
   • Setting your item to Low on Inventory only affects Mobile, Delivery, and Kiosk Menus. This would allow any orders currently in queue or in the process of being ordered to complete and then the item would disappear from those menu types. 
   • Setting your item to Unavailable would remove it altogether from all menu types so that it cannot be ordered.
8. You can also add other details such as:
   • Item Image
     1. This only applies to Mobile, Delivery, or Kiosk Menus. Item images do not apply to any POS menus at this time.
     2. Image Specifications
   • Menus
     1. You are required to select at least one menu to apply the item to for the item to be created. 
     2. You may also select all the menus the item applies to here if not done under the menu itself.
   • Price
   • Tax Settings
   • Classifications
     1. Alcohol
        1. When enabled, it will classify the item as Alcohol. This will allow configurations such as two “Alcohol” item limits or “Alcohol” item age restrictions messages to function on Kiosk and Mobile ordering models. It would also group all classified items marked as Alcohol to be excluded from discounts when applicable. 
     2. Discountable
        1. When enabled, will allow any discounts to be applied to the item when that discount has the item as a part of its inclusions.
     3. Fast Fulfill
        1. Intended for use with orders that don't need to be printed to the kitchen for Xpedite Mobile or Delivery locations.
9. Set a Display and Reporting Category.
   • • • • Note: You can assign multiple categories for both Display and Reporting, but if you assign multiple Display Categories to an item then it will duplicate the item on the Menu as it now has to display in each of those categories. 
         • Additionally: Reporting Categories are required to create an item.
10. After filling in the required and optional fields, click Add Item to create your new item.
    
    

How to View and Edit Items:

1. Access Menu Manager Items by going to your instance-menu.ordernext.com In Menu Manager, select Items from the list on the left.
2. All existing items will be displayed, along with relevant details such as:
   • Item Image
     1. This only applies to Mobile, Delivery, or Kiosk Menus. Item images do not apply to any POS menus at this time.
     2. Image Specifications
   • Price
   • SKU
     • Note: SKUs should always be unique, and existing SKUs should never be duplicated.
   • Availability Status
3. Select the desired item to edit.
4. The Edit Item panel will appear on the right side of the screen.
5. You can edit the following details:
   • Name
   • SKU
   • Availability
   • Item Image
   • Menus
   • Price
   • Tax Settings
   • Classifications
     1. Alcohol
     2. Discountable
     3. Fast Fulfill
6. Modify Display and Reporting Category categories.
   • Reminder: You can assign multiple categories for both Display and Reporting, but if you assign multiple Display Categories to an item then it will duplicate the item on the Menu.
7. After making the necessary changes, click Save to update the item.