Item Routing in Canopy Classic

Description:
This article will guide you through routing each of your required items under each menu you have created production lines and routing groups for.

Explanation of Item Routing:

• Once you have completed your setup of your Production Lines and Routing Groups you will need to go to those menu locations in Canopy Classic to assign the items on each menu that need to be routed under your routing groups so they print on Chits.
  
  
  • Not all items under a menu need to be routed, only the items that are required(which may be all the items.)
    
    
  • Items that require routing will need to be routed one by one. There is no way to bulk route items at this time.
    
    
  • As long as a modifier's parent item is routed then all modifier items under the parent item will route to chit printers.

Note: Items that are Modifiers DO NOT need to be routed. These items should not have a Display Category assigned to them, so they will be grouped under the generic “Items” Display Category when looking at them on the menu configuration page.

• • If you have further questions on modifiers and routing then please contact venuesupport@shift4.com. 

Routing your Items:

1. Navigate to your Ecosystem and Organization in Canopy Classic. You can also access Canopy Classic by visiting your instance-menu.ordernext.com in Canopy 2.0. Then select the dropdown under your Venue Name by the upper left-hand corner and select Canopy Classic.
   
   
2. Once in Classic, navigate to F&B → Locations.
   • From here select the desired Menu Name under the Menu Category to begin.
     
     
     • Once the menu items load you will see a ‘Print Settings’ Gear Icon under each category to select.
       
       
     • Locate the first item that you would like to route and select the Gear Icon.
       
       
3. When the ‘Menu Item Print Settings’ box appears the only option we should edit is the Routing Group drop-down.
   
   
   • From the drop-down select the Routing Group you created for the Revenue Center/Menu that pertains to this specific item.
     
     Note: Only the Routing Groups that you create for this specific Revenue Center/Menu will be available under the drop-down menu.
     
4. After selecting the routing group click ‘Update’ to SAVE the changes. Selecting update is all that is needed to save the changes being made to each item’s routing group setting.
   
   
5. Continue these steps with all the remaining items that need to be routed on your menu. Remember to ignore the generically named “Items” Category that contains your modifier items.
   
   
6. After you finish routing all your items you can refresh the page and you’ll notice that the items you have routed will have the ‘Print Settings’ Gear Icon change to GREEN indicating the item has been added to a routing group.
   
   
    

This would conclude your print routing setup. We recommend running a test sale against all your routed items to ensure they’re printing correctly to their set locations.

Need Help? We’re Here for You!

For assistance with SkyTab Venue, reach out to our support team:

• 📞 Phone: 877.559.4225
• 📧 Email: venuesupport@shift4.com

Our support team is available to help with any questions or issues you may have.

📢 System Status: Stay updated on service availability and incidents by visiting our Status Page.