Setting up Routing Groups in Canopy Classic

📋 Overview

This guide walks you through creating Routing Groups in Canopy Classic so that items can be properly routed to their designated printers via item routing. 

🔧 Before you begin: Make sure your Production Lines are already created. If not, follow the [Production Line Setup Guide] or contact venuesupport@shift4.com for help.

🤔 What Are Routing Groups?

Routing Groups act as the link between your Production Lines and the menu items that need to be printed on Chits. Think of them as "printer bundles" organized by function (e.g., Hot Line vs Cold Line).

Examples:

• Hot Line Routing Group – for printers handling hot food
• Cold Line Routing Group – for items like salads and desserts

📌 Note: Only printers that are already added to a Production Line for the same Revenue Center will be available when creating a Routing Group.

⚠️ If you’re using Xpedite with Routing Groups then you cannot have your printer(s) directly assigned to the tablet configuration.

🛠️ Creating a Routing Group

Step 1: Log In to Canopy Classic

• Visit yourinstance-menu.ordernext.com
• From Canopy 2.0, click the dropdown next to your venue name in the top-left corner
• Select Canopy Classic

Step 2: Navigate to Routing Groups

• In Canopy Classic, go to F&B > Xpedite Devices
• Select Routing Groups from the top menu
• Click (+) Add Routing Group in the top-right corner

Step 3: Configure Your Routing Group

Fill out the form as follows:

• Name (Internal): Name your Routing Group something meaningful (e.g., Hot Line, Dessert Station)
• Location: Select the Revenue Center/Menu this group pertains to (cannot be changed later)
• Routing ID: Assign a unique number that doesn't match other Routing Groups
• Assigned Printers: Search and select printer(s) that have already been added to a Production Line for this location

✅ Once printers are selected, they'll appear in the Assigned Printers list.

Step 4: Save

• When setup is complete, click Create in the top-right corner
• Your Routing Group is now ready for item assignment

📦 Next Steps

Once your Routing Groups are created, you can now route items by following the [Item Routing Guide]. This allows items under specific menus to print to their designated Chit Printers.