Creating POS Menus Optimize your learning environment Connect a 2 nd Monitor to your Computer Open your eLearning lesson on one And Login to Solana on the other As you complete the lesson navigate Solana to the appropriate location and see it in real time ID: 785672
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Slide1
self-paced eLearning series
Creating POS Menus
Slide2Optimize your learning environment!
Connect a 2
nd
Monitor to your Computer
Open your eLearning lesson on one
,
And Login to Solana on the other.
As you complete the lesson, navigate Solana to the appropriate location and see it in real time!
A Laptop or Tablet can also be used as a 2nd screen
Slide3During this lesson you will be asked to follow along in your Solana environment and complete a series of exercises.
Please allow approximately
60 minutes
to complete the course.
Creating POS Menus
‘Creating Users’ was the previous lesson in the series.
Slide4Navigating the Lesson
To advance to the next slide, use the Right Arrow, Enter or Spacebar.
Use the Left Arrow to go back.
Hit Esc to exit the lesson.
Slide5Following this Lesson You will;
Understand the elements of a POS Menu
Know how to create Items and Categories
Be able to create new Menus and edit existing ones.
Slide6Creating POS Menus
POS Menu Building – a previewCreating Categories for your ItemsAdding your Items
Making a Menu
Key Topics
Slide7POS Menu Building – a preview
We’ll begin by taking a look at a completed Menu.
Then, learn how to create the Items and Categories to populate a new Menu.
And next, build a new Menu from scratch.
Slide8POS Menu Building – a preview
Access POS Menus by hovering over POS
then clicking on Menus.
(The ‘other’ Menus is for recipes, menus and production.)
Slide9POS Menu Building – a preview
Items, created by you, are used to populate your Menus.
Each Item belongs to a Category that you will create.
Let’s begin by looking at the relationship between POS Menus, Items and Categories.
Later in this lesson, you’ll learn about Menu Name, Serving Period, Items and Terminals.
Slide10Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Helpful Hints!
Click on >POS>Menus
Log into Solana and review a Menu and it’s parts.
POS Menu Building – a preview
Slide11Use the Menus selection under POS
Menus have multiple parts
You need to create Items and Categories before making Menus
Key
Takeaways
Next up, Designing and Listing you’re Items and Categories
POS Menu Building – a preview
Slide12Designing and Listing you’re Items and Categories
Menu building begins
by creating your Items,
And their related Categories.
On your Menus, items will be listed beneath the Category you assign.
Slide13Designing and Listing you’re Items and Categories
When you begin creating Items and Categories, you’ll be working in this screen.
You may find it easiest to start a spreadsheet to catalog your initial list of items and their parts,
then transfer the information into Solana.
Slide14Create your list of Menu Items ahead of time, paying attention to names (be sure the cashiers understand them) and whether you’ll let Solana auto-assign the item numbers or you’ll be assigning your own
Create your list of Categories ahead of time. Items are listed by Categories, usually like groupings such as Meals, Ala Carte, Drinks, etc.
If using multiple Menus per site, like Hot Line, Salad Bar, etc., know which terminal assignments in Solana correspond to your sites’ serving stations.
Serving Periods, per site, can be configured to automatically switch from Breakfast to Lunch and present the assigned Menu per terminal. Decide if this is the behavior you prefer and work w/ our Engineers to set up your Serving Period times.
Let’s take a closer look at Categories, Items and how they’re used.
Things to consider before building your Menus in Solana;
Slide15POS Menu Building – a preview
Menu building begins by
adding
your Items and Categories
to Solana.
then click on Items to enter the POS Items page
Hover your
mouse over POS
Slide16Creating Categories for your Items
Because each item you add requires a Category, we’ll begin there.
Let’s create a new Category.
Click the Blue Arrow,
then click Create New Category.
Earned is the only category that comes with Solana.
Items assigned to the Earned category will be Free but counted under the appropriate Eligibility.Click the Blue Arrow to View Categories.
Slide17Creating Categories for your Items
Type in your Category Name.
Choose a Button Color.
And check Auto Sale as needed.
Auto Sale
allows the 1
st item under the Category on a Menu to sell automatically as the accounts are brought up by the cashier. This is popular when no Ala Carte is being sold and you’re trying to sell a large volume quickly.Then click Create to Save.
Slide18Categories
are used to logically group items on your Menus.
You will create your
Categories
BEFORE
your POS Items because each POS Item requires a Category.
Creating Categories for your ItemsCategories are color coded. Items assigned to the Category appear on the menu with this color. Select Edit to change your color.Categories- a ReviewAuto Sale allows the 1
st item under the Category on a Menu to sell automatically as the accounts are brought up by the cashier. Earned comes with Solana. You will create and name all other Categories
.
Slide19Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Helpful Hints!
Categories help group like items.
Write down the Categories you’ll need and add them to Solana.
Creating Categories for your Items
Slide20All
Items will belong to a Category.
You will create your Categories based on the Items you serve.
It’s best to plan ahead
, make a list of your
Categories and then create them in Solana.
Key Takeaways
Next up, Adding your Items.Creating Categories for your Items
Slide21then click on Items to enter the POS Items page
Hover you mouse over POS
Adding your Items
Now it’s time to enter your Items;
Slide22Adding your Items
You will create all of your Menu Items using this screen.
The
Item Number
will auto-populate, using the next highest number.
You can overwrite with any alpha-numeric value as needed.
The
Item Description
will show on the Menu button. Space is limited so keep it concise.
Some people prefer all CAPS for visibility.
Check the
Meal
option if the item makes up a reimbursable meal. Items named Lunch or Breakfast are often marked this way
Unit Cost
is your wholesale cost.
Let’s preview the POS Items page
Adult Price
is the Adult
ala carte
price.
Student Price
is the Student
ala carte
price.
Taxable
is checked by default, only applies to Adult sales and will only apply if you set up tax tables.
Uncheck
Active
if you no longer want to display this item.
A
Premium
item will use the
Student Price
for Full Pay students. The Student Price must be higher than the Full Pay eligibility price. Free and Reduced students will be charged based on their Eligibility.
Always Allow Charging
overrides the Global and individual charge limits you’ve set.
This item will ONLY charge, never ask for cash.
Slide23Adding your Items
To create a new Item, select Create New POS Item
Solana can add as many rows as you need. 1 is the default. Type in the # of rows you need.
Click Add
Solana will ‘guess’ the next number. To use your own, type your value in.
Slide24Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Helpful Hints!
An example of the spreadsheet was provided earlier in this lesson.
Create an Items spreadsheet and make a dozen entries.
Adding your Items
Slide25Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Helpful Hints!
An example of the spreadsheet was provided earlier in this lesson.
Create a few Items in Solana by transferring the data from the spreadsheet.
Adding your Items
Slide26Create a spreadsheet to develop your items
Understand all the elements
of an Item, they will impact your sales.
Know how to enter Items into Solana
Key Takeaways
Next up, Making a Menu
Adding your Items
Slide27Making a Menu
Before creating a Menu, we’ll take a brief detour to Site Setup to review a couple of things that effect Menus. Click >Admin>Schools
Auto-Sale is ‘per terminal’. Be sure you check this option to turn it on.
Serving Periods can be scheduled per site and switch automatically, to prevent Sales in the wrong Serving Period.
Slide28POS Menu Building – a preview
Next, let’s review a Menu’s elements;
Enter your Menu Name, as simple as
Lunch
or perhaps
Week 1 Day 1
for cycle menus.
Click the Blue Arrow to assign a Serving Period, usually Breakfast or Lunch
Click Items to display Categories and Items here.
Assign the Menu to the appropriate Terminal*.
* Do NOT assign Terminals here when using Scheduled, or Cycle Menus. See the eLearning ‘Scheduling Menus’.
Slide29POS Menu Building – a preview
Menu Review, continued.
You will ‘
drag’ Items onto
the Menu palette.
The Item’s Category will display above. You can have up to 5 Categories per palette.
Each palette can have up to 4 tabs.
Slide30Making a Menu
To create a Menu from scratch, click >POS>Menus, then Create Menu
A blank Menu page will appear.
Slide31Making a Menu
Enter the Menu name and Serving Period
Use the resizer to make the Item Small, Medium or Large.
Under Items, your Categories are at the top.
Click on the Blue Arrow to reveal the list of Categories, then choose the one for the Items you need.
Slide32Making a Menu
Use the resizer to make the Item Small, Medium or Large.
Using your mouse, ‘drag’ Items onto the Menu palette.
Note that the Category appears at the top of the Menu.
To remove an Item from the Menu, double-click it.
It will reappear in the list.
If the Item is on the Menu it will no longer show in the Items listing.
Slide33Making a Menu
Grab and Drag an item to move it up and down in the list.
You can do the same to rearrange Categories.
Click on the Tab to type in a name for this Menu.
And assign the Menu to the appropriate Sites and Lines.
Slide34-Create the
Categories
Tens, Dollars, Dimes
and Cents-And create the corresponding Items. In this example, we can ring up to $10.99 for an item.
Creating Items for prices that vary, like a weighed Salad.
-Add a tab named
General Making a Menu
Slide35Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Helpful Hints!
Grab and Drag Items with your mouse to put them on the menu palette. Double-click on an Item to remove it. It will reappear in the Items List.
Create and populate your first Menu!
Making a Menu
Slide36Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Helpful Hints!
As you change sizes, note how many visible items each column can hold.
Resize an Item, then move Items up and down in the column.
Making a Menu
Slide37Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Helpful Hints!
You’ll need to drag an Item onto the Tab before you can rename it.
Rename and add Tabs to your Menu
Making a Menu
Slide38C
omfortable
with editing existing Menus
Able to create new Menus
Understanding
of Serving Period and Terminal assignments
Key TakeawaysMaking a Menu
Slide39Congratulations,
you’ve mastered Menus!
Create Categories
Add and Edit Items
Build and Maintain Menus
And are able to:
Slide40Thanks again for your time and effort. It’s appreciated!