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Configuring Your Menu

Learn how to view and configure menu hierarchy, menu groups, items, modifier groups, and modifier options from a single page. 

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Menu Hierarchy

How to Use Menu Hierarchy

Toast uses a hierarchical system to organize your menu offerings:

  • Menus - Menus are the highest level of the hierarchy and typically map out the different categories of offerings that you serve (i.e Food, Drink, Lunch, Dinner)
  • Groups - Groups are the second tier of the hierarchy and typically fall within menus. (Appetizers, Salads, Sandwiches, Desserts)
  • Subgroups - Subgroups are groups within a menu group. Subgroups are useful to help break things down further. (i.e Wines by the Glass, Wines by the bottle). 
  • Items - Items fall into the groups and subgroups. (i.e Mozzarella Sticks may reside in the Appetizers group).

1. To view your menu hierarchy, login to toasttab.com and navigate to the Menu section. Select Advanced Properties


2. To expand the Menus and Groups, select the icon to the left.


Modifiers

Toast also uses Modifiers to organize your menu. Modifiers are used to customize Items by providing additional options. These are typically organized by creating a Modifier Group and then creating Modifier Options within that group. 

For example, a Modifier Group could be Salad Dressing Substitutes and the Modifier Options would be the different salad dressings to choose from such as Ranch.  

Note: Modifier Groups do not appear on receipts or tickets, only the selected Modifier Option will. For example, "Salad Dressing Substitutes" would not appear on the ticket, but "Substitute Ranch Dressing" would.

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Adding and Removing Items

How To Add an Item

1. Once logged into toasttab.com, navigate to the Menu section and select Advanced Properties

 

2. Expand the desired Menu and select the Menu Group you want to add this item to. For example, expand DRINKS and then select the Group Beverages. 


3. Navigate to the Items section of the page and select + Add


4. Enter the Name and the Price


5. Be sure to Save and Publish your changes!


How to Remove an Item

Toast allows you to Archive and Delete Items from your Menu. It’s important to understand the difference.

  • Delete - Removes the Item from the location, but will KEEP in the Items Database, so you can add it back to your Menu at a later time.If you think you may offer the Item on your Menu again, it is recommended to Delete the Item, as Deleting will only remove the item from that location on the Menu--not Toast. This is the more common option.
  • Archive - Removes the Item from the Items Database completely. You will NOT be able to access an Item that has been Archived.If you DO NOT plan to have the Item on your Menu again, you may choose to Archive the Item and remove it completely from Toast.


Deleting an Item

1. Once logged into toasttab.com, navigate to the Menu section and select Advanced Properties.


2. Expand the desired Menu and select the Menu Group that the Item you want to delete is in.


3. Navigate to the Items section of the page and select Edit


4. Then, select the X Icon for the item you want to remove.


5. Be sure to Save and Publish your changes!


Archiving an Item

To Archive an Item, follow steps 1 and 2 above, but instead of selecting Edit, select the actual Item. Then, select the three-dot icon next to the Save button and select Archive from the drop down. 

Remember: Archiving completely removes the item from the system.  

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Adding and Removing Modifiers

How to Add a Modifier Group and Modifier Options

1. Once logged into toasttab.com, navigate to the Menu section and select Advanced Properties


2. Expand the desired Menu and select the Menu Group you want to add this Modifier Group to. For example, FOOD > Sandwiches. 


3. Navigate to the Modifiers section of the page. To add a new Modifier Group, select +Add

4. Enter the name of the Modifier Group, for example "Sandwich Add On's". 

5. Then, select the desired settings for this Modifier Group: 

  • Required?
    • Required - Forces a guest to make a selection before adding the item to their cart.
    • Optional Force Show - Prompts the guest to view the modifier group but does not force them to choose a Modifier before continuing. This can be used to upsell a side or popular modification dish. 
    • Optional - Prompts the guest to view the Modifier Group, but does not force them to choose a Modifier before continuing. This can be used to upsell a side or popular modification to a dish. 
  • Multi-select? - Allows you to select more than one Modifier at a time. For example, salad toppings.
  • Min # selections - The minimum number of Modifiers that can be selected. Note: This is only available if the modifier group is Required. 
  • Max # selections - The maximum number of Modifiers that can be selected.


6. Once you create your Modifier Group, make sure to Save!

7. Once you Save, select the Modifier Group you just added and navigate to the Modifiers section of the page. 


8. Select +Add to begin adding the desired Modifier Options. For example, Bacon for an additional $2.00.


9. Remember to Save and Publish your changes when finished. 


How To Remove a Modifier Group

1. Once logged into toasttab.com, navigate to the Menu section and select Advanced Properties.

2. Select the Menu Group the Modifier Group you want to remove is located. For example, FOOD > Sandwiches. 

3. Navigate to the Modifiers section of the page and select Edit


4. Select the X Icon to remove the Modifier Group. 


5. Remember to Save and Publish your changes!


How To Remove a Modifier Option

1. Once logged into toasttab.com, navigate to the Menu section and select Advanced Properties.

2. Locate and select the Modifier Group the Modifier Option you want to remove is under. For example, Expand FOOD > Expand Sandwiches > Select Side Choices. 


3. Navigate to the Modifiers section of the page and select Edit Group. 


4. Navigate to the Items section of the page and select Edit. 


5. Select the X Icon for the Modifier Option you want to remove. 


6. Remember to Save and Publish your changes when finished. 

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Menu Item Visibility

How to Configure Menu Item Visibility

Often you have Menus, Groups and/or Items that cannot be ordered online and need to disable the ability to order one or more of these online. Most commonly, this is the case for alcoholic beverages.

1. To make changes, login to toasttab.com and navigate to the Menu section. Select Advanced Properties


2. Using the Show/Hide Columns drop-down menu, select to show the Order Online and Visibility options.  

This will add the selected property options to the page.  

Note: By default, Order Online is set to Yes, and Visibility is set to All. Both properties MUST be set as such for a menu to display for Online Ordering.


3. To turn off ordering online capability, select No from the Order Online drop-down menu at the Menu Group or Item level.

Note: Setting visibility at the Menu level will NOT change visibility of the entire Menu, as the setting must be updated at the Menu Group or Item level. 


4. Be sure to Save and Publish your changes!