selfpaced e Learning series Creating POS Menus Optimize

self-paced e. Learning series Creating POS Menus

Optimize your. Here learning Click Forenvironment! Text Connect a 2 nd Monitor to your Computer Open your e. Learning lesson on one, And Login to HST on the other.

Optimize your. Here learning Click Forenvironment! Text A Laptop or Tablet can also be used as a 2 nd screen Connect a 2 nd Monitor to your Computer Open your e. Learning lesson on one, And Login to HST on the other. As you complete the lesson, navigate HST to the appropriate location and see it in real time!

Creating POS Menus During this lesson you will be asked to follow along in your HST environment and complete a series of exercises. Please allow approximately 60 minutes to complete the course. ‘Creating Users’ was the previous lesson in the series.

Navigating 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.

FOLLOWING 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.

CREATING POS MENUS Key Topics POS Menu Building – a preview Creating Categories for your Items Adding your Items Making a Menu

POS 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.

POS Menu Building – a preview Access POS Menus by hovering over POS

POS Menu Building – a preview Access POS Menus by hovering over POS then clicking on Menus. (The ‘other’ Menus is for recipes, menus and production. )

POS Menu Building – a preview Let’s begin by looking at the relationship between POS Menus, Items and Categories. Each Item belongs to a Category that you will create. Items, created by you, are used to populate your Menus.

POS Menu Building – a preview Let’s begin by looking at the relationship between POS Menus, Items and Categories. Each Item belongs to a Category that you will create. Later in this lesson, you’ll learn about Menu Name, Serving Period, Items and Terminals. Items, created by you, are used to populate your Menus.

POS Menu Building – a preview Let’s begin by looking at the relationship between POS Menus, Items and Categories. Each Item belongs to a Category that you will create. Later in this lesson, you’ll learn about Menu Name, Serving Period, Items and Terminals. Items, created by you, are used to populate your Menus.

POS Menu Building – a preview TIME TO EXERCISE! Log into Solana, take a self-guided tour and log out again. Repeat 3 times! Log into HST and review a Menu and it’s parts. Helpful Hints! Click on >POS>Menus

POS Menu Building – a preview Key Takeaways • Use the Menus selection under POS • Menus have multiple parts • You need to create Items and Categories before making Menus Next up, Designing and Listing you’re Items and Categories

Designing and Listing you’re Items and Categories And their related Categories.

Designing and Listing you’re Items and Categories And their related Categories. On your Menus, items will be listed beneath the Category you assign. Menu building begins by creating your Items,

Designing 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 HST.

Things to consider before building your Menus in HST; • Create your list of Menu Items ahead of time, paying attention to names (be sure the cashiers understand them) and whether you’ll let HST 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.

POS Menu Building – a preview Menu building begins by adding your Items and Categories to HST. Hover your mouse over POS then click on Items to enter the POS Items page

Creating Categories for your Items Because each item you add requires a Category, we’ll begin there. Click the ‘…’ button and then ‘Edit Categories’ to view Categories. Let’s create a new Category. Click the ‘…’ button, then click Create New Category.

Creating Categories for your Items Because each item you add requires a Category, we’ll begin there. Earned is the only category that comes with HST. Items assigned to the Earned category will be Free but counted under the appropriate Eligibility. Click the ‘…’ button and then ‘Edit Categories’ to view Categories. Let’s create a new Category. Click the ‘…’ button, then click Create New Category.

Creating Categories for your Items Because each item you add requires a Category, we’ll begin there. Earned is the only category that comes with HST. Items assigned to the Earned category will be Free but counted under the appropriate Eligibility. Click the ‘…’ button and then ‘Edit Categories’ to view Categories. Let’s create a new Category. Click the ‘…’ button, then click Create New Category.

Creating Categories for your Items Type in your Category Name. Choose a Button Color. And check Auto Sale as needed. Then click Create to Save. 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.

Creating Categories for your Items Categories- a Review Categories 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. Earned comes with HST. You will create and name all other Categories. 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. Categories are color coded. Items assigned to the Category appear on the menu with this color. Select Edit to change your color.

Creating Categories for your Items TIME TO EXERCISE! Log into Solana, take a self-guided tour and log out again. Repeat 3 times! Write down the Categories you’ll need and add them to HST. Helpful Hints! Categories help group like items.

Creating Categories for your Items Key Takeaways • All 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 HST. Next up, Adding your Items.

Adding your Items Now it’s time to enter your Items; Hover you mouse over POS

Adding your Items Now it’s time to enter your Items; Hover you mouse over POS then click on Items to enter the POS Items page

Adding your Items Let’s preview the POS Items page 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.

Adding your Items Let’s preview the POS Items page 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.

Adding your Items Let’s preview the POS Items page 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

Adding your Items Let’s preview the POS Items page 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 Unit Cost is your if the item makes up a wholesale cost. reimbursable meal. Items named Lunch or Breakfast are often marked this way

Adding your Items Let’s preview the POS Items page 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 Unit Cost is your if the item makes up a wholesale cost. reimbursable meal. Items named Lunch or Adult Price is Breakfast are often the Adult ala marked this way carte price.

Adding your Items Let’s preview the POS Items page 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 Unit Cost is your Student Price is if the item makes up a wholesale cost. the Student ala carte price. reimbursable meal. Items named Lunch or Adult Price is Breakfast are often the Adult ala marked this way carte price.

Adding your Items Let’s preview the POS Items page 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 Unit Cost is your Student Price is if the item makes up a wholesale cost. the Student ala carte price. reimbursable meal. Items named Lunch or Taxable is checked by default, Adult Price is Breakfast are often only applies to Adult sales and the Adult ala marked this way will only apply if you set up tax carte price. tables.

Adding your Items Let’s preview the POS Items page 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 Unit Cost is your Student Price is Uncheck Active if if the item makes up a wholesale cost. the Student ala you no longer want carte price. to display this item. reimbursable meal. Items named Lunch or Taxable is checked by default, Adult Price is Breakfast are often only applies to Adult sales and the Adult ala marked this way will only apply if you set up tax carte price. tables.

Adding your Items Let’s preview the POS Items page 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 Unit Cost is your Student Price is Uncheck Active if if the item makes up a wholesale cost. the Student ala you no longer want carte price. to display this item. reimbursable meal. Items named Lunch or Taxable is checked by default, Adult Price is Breakfast are often only applies to Adult sales and the Adult ala marked this way will only apply if you set up tax carte price. tables. 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.

Adding your Items Let’s preview the POS Items page You will create all of your Menu Items using this screen. Always Allow Charging overrides the Global and individual charge limits you’ve set. This item will ONLY charge, never ask for cash. 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 Unit Cost is your Student Price is Uncheck Active if if the item makes up a wholesale cost. the Student ala you no longer want carte price. to display this item. reimbursable meal. Items named Lunch or Taxable is checked by default, Adult Price is Breakfast are often only applies to Adult sales and the Adult ala marked this way will only apply if you set up tax carte price. tables. 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.

Adding your Items To create a new Item, click the ‘+’ icon Add information in the New Item window.

Adding your Items To create a new Item, click the ‘+’ icon Add information in the New Item window. Click Update to add item

Adding your Items To create a new Item, click the ‘+’ icon Add information in the New Item window. HST will ‘guess’ the next number. To use your own, type your value in. Click Update to add item

Adding your Items TIME TO EXERCISE! Log Create into Solana, a self-guided tour and logmake out again. Repeatentries. 3 times! an take Items spreadsheet and a dozen Helpful Hints! An example of the spreadsheet was provided earlier in this lesson.

Adding your Items TIME TO EXERCISE! Log Create into Solana, take. Items a self-guided tour log out again. the Repeat 3 times! a few in HST byand transferring data from the spreadsheet. Helpful Hints! An example of the spreadsheet was provided earlier in this lesson.

Adding your Items Key Takeaways • Create a spreadsheet to develop your items • Understand all the elements of an Item, they will impact your sales. • Know how to enter Items into HST Next up, Making a Menu

Making 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.

Making 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.

POS 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

POS 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 e. Learning ‘Scheduling Menus’.

POS Menu Building – a preview Menu Review, continued. Each palette can have up to 4 tabs. The Item’s Category will display above. You can have up to 5 Categories per palette. You will ‘drag’ Items onto the Menu palette.

Making a Menu To create a Menu from scratch, click >POS>Menus, then Create Menu

Making a Menu To create a Menu from scratch, click >POS>Menus, then Create Menu A blank Menu page will appear.

Making a Menu Enter the Menu name and Serving Period 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. Use the resizer to make the Item Small, Medium or Large.

Making a Menu Using your mouse, ‘drag’ Items onto the Menu palette. Note that the Category appears at the top of the Menu. If the Item is on the Menu it will no longer show in the Items listing. To remove an Item from the Menu, double-click it. It will reappear in the list. Use the resizer to make the Item Small, Medium or Large.

Making a Menu Grab and Drag an item to move it up and down in the list. You can do the same to rearrange Categories.

Making a Menu Click on the Tab to type in a name for this Menu. Grab and Drag an item to move it up and down in the list. You can do the same to rearrange Categories.

Making a Menu Click on the Tab to type in a name for this Menu. Grab and Drag an item to move it up and down in the list. You can do the same to rearrange Categories. And assign the Menu to the appropriate Sites and Lines.

Making a Menu Creating Items for prices that vary, like a weighed Salad. -Add a tab named General -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.

Making a Menu TIME TO EXERCISE! Log into Solana, take a self-guided tour and log outfirst again. Menu! Repeat 3 times! Create and populate your 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.

Making a Menu TIME TO EXERCISE! Log into Solana, take a self-guided tour and log out again. Repeat 3 times! Resize an Item, then move Items up and down in the column. Helpful Hints! As you change sizes, note how many visible items each column can hold.

Making a Menu TIME TO EXERCISE! Log into Solana, take a self-guided tour and log out again. Repeat 3 times! Rename and add Tabs to your Menu Helpful Hints! You’ll need to drag an Item onto the Tab before you can rename it.

Making a Menu Key Takeaways • Comfortable with editing existing Menus • Able to create new Menus • Understanding of Serving Period and Terminal assignments

CONGRATULATIONS, YOU’VE MASTERED MENUS! And are able to: • Create Categories • Add and Edit Items • Build and Maintain Menus

Thanks again for your time and effort. It’s appreciated!