How to Use Quick Menu from Back Office
Purpose
Use Quick Menu to build and arrange a location's menu, preview its tablet and handheld layouts, edit category and item settings, assign inventory labels, and save the completed structure.
Before You Start
- Sign in to Back Office with permission to manage menus.
- Confirm which location you intend to change. Each location can have a different Quick Menu.
- Know the required category order, item prices, kitchen display names, taxes, charges, modifiers, and inventory labels before editing.
- Avoid making menu changes during a busy service period. Review the preview and save only after checking the complete layout.
Part 1: Open the Quick Menu
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In the Back Office navigation drawer, expand Manage Menus, then select Quick Menu.
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Review the Quick Menu workspace. Categories are the main rows, subcategories are nested below them, and items appear inside a category or subcategory. Use the arrows beside a row to expand or collapse its contents.
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Open the location selector at the top and choose the location you want to edit. Search when the list is long. Confirm the selected location before changing anything.
Part 2: Preview the Menu Layout
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Select Preview Menu to inspect the menu without leaving the Quick Menu workspace.
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Select Tablet to check how categories, subcategories, and items are arranged on a wider screen. Confirm that important choices are easy to find and that names fit their tiles.
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Select Handheld to check the compact layout. Review the category list and the items shown for the selected category. Close the preview when finished.
Preview only: Preview shows the planned layout. It does not save pending changes.
Part 3: Add and Arrange Menu Content
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Select + Category to add a category. The new block includes editable placeholders for a category, a subcategory, and items. Replace the placeholder names and remove any rows you do not need.
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Use the controls shown in the numbered overview below. Select a name or price field to edit it. Use a six-dot handle to drag a row into the required order.
Numbered Quick Menu Controls
| Number | Control | What to Do |
|---|---|---|
| 1 | Category drag handle | Drag the category to change its position in the menu. Use the nearby arrow to expand or collapse it. |
| 2 | Category name | Select the name and enter the customer-facing category label. |
| 3 | + Subcategory | Add a subcategory inside this category. |
| 4 | + Item | Add an item directly to the category. |
| 5 | Category More Option | Open the full category editor for visibility, inventory, tax, and charge settings. |
| 6 | Duplicate category | Create a copy of the category, then rename and review the copied contents before saving. |
| 7 | Delete category | Remove the category from the working layout. Check all nested content before deleting. |
| 8 | Subcategory drag handle | Drag the subcategory within its category. Use the arrow to show or hide its items. |
| 9 | Subcategory name | Enter the label staff will see for this group of items. |
| 10 | Subcategory + Item | Add an item inside this subcategory. |
| 11 | Subcategory More Option | Open the full subcategory editor. |
| 12 | Item drag handle | Drag the item to change its order within the current group. |
| 13 | Item name | Enter or update the item name. |
| 14 | Default price | Enter the normal selling price and verify the currency and decimal value. |
| 15 | KDS display name | Enter the shorter or kitchen-friendly name shown on the kitchen display. |
| 16 | Inventory label | Choose the inventory label used to group or track this item. |
| 17 | Item More Option | Open the full item editor for pricing, kitchen, tax, size, modifier, upsell, and description settings. |
| 18 | Duplicate item | Create a copy, then change any item-specific values before saving. |
| 19 | Delete item | Remove the item from the working Quick Menu. |
Part 4: Edit Category, Subcategory, and Item Details
Edit a Category
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Select the category's More Option. In Edit Category, review:
- Category Name: the category label.
- Click To Upload: the category image, when your menu design uses one.
- Display Time: the time range during which the category should be available.
- Inventory Label: the inventory group associated with the category.
- Options: Forced Category, Default Hide on menu, Inventory Tracking, and Hide on Online Ordering. Enable only the controls required by your approved menu setup.
- Tax: the category's tax and default tax-and-charge values.
- Charges: fixed or percentage item charges inherited from the category setup.
Edit a Subcategory
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Select the subcategory's More Option. Update Subcategory Name, choose its Inventory Label, and use Default Hide on menu only when the group should start hidden. Select the editor's Save.
Edit an Item
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Select the item's More Option. Review the primary item fields:
- Item Name: the menu name.
- Default Price: the normal selling price.
- Cost: the business cost used for reporting or margin calculations.
- Price for Online Ordering: the selling price used online, when different.
- Item Unit: the unit in which the item is counted.
- Barcode: the barcode used to find or scan the item.
- Inventory Label: the item's inventory group.
- KDS Display Name: the kitchen-facing item name.
- Allergens: the relevant allergen information.
- Cooking Time: the expected preparation time in minutes.
- Calories: the calorie value, when maintained by the business.
- Taxes included in Price?: choose whether the entered selling price already includes tax.
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Scroll down and expand only the sections needed for this item:
- Item background: configure the item tile's visual background.
- Options: review additional item behavior and visibility choices.
- Tax & Charges: set item-specific tax and charge rules.
- Sizes: maintain available sizes and their related values.
- Modifiers: attach the choices used to customize the item.
- Upsell: choose items or suggestions offered with this item.
- Item Description: enter the customer-facing item description.
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For a quick inventory-label change, open the item's inline Inventory Label list and select the correct label. Clear an existing selection only when the item should no longer use that label.
Part 5: Save or Discard Changes
- Reopen Preview Menu and check both Tablet and Handheld. Confirm names, grouping, order, and visible items for the selected location.
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Select the main Save button at the top right to store all pending Quick Menu changes.
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If you try to leave with pending changes, Back Office displays Discard unsaved changes? Select No to stay on the page and save or review the work. Select Yes, discard only when you intentionally want to lose every unsaved change from the current editing session.
Important: Saving an individual Category, Subcategory, or Item editor applies that edit to the working Quick Menu. Use the main Save at the top right to store the complete menu layout.
Expected Result
The selected location has the intended category, subcategory, and item structure. Names, prices, kitchen labels, inventory labels, and optional settings are saved, and the tablet and handheld previews show the expected layout.
Troubleshooting
- Save is unavailable: Make a valid change and complete every required field marked with an asterisk.
- A category or item is in the wrong place: Use its six-dot handle to drag it to the correct position, then preview and save again.
- An item is under the wrong group: Confirm whether it belongs directly in the category or inside a subcategory, then rebuild or move it in the intended structure before saving.
- A menu choice is missing from the preview: Check Default Hide on menu, display time, and other visibility options on its category, subcategory, and item.
- An inventory label is unavailable: Confirm that the required label already exists for the selected location and that you are editing the correct location.
- You selected the wrong location: Do not save. Leave the page and select Yes, discard, then reopen Quick Menu for the correct location.
- You deleted or changed something by mistake: If the main menu has not been saved, leave and discard the pending changes. If it has been saved, restore the entry manually using the approved menu details.
Common Questions
- Does Preview Menu save my work? No. It only shows the current planned tablet or handheld layout.
- Can the same Quick Menu be used for every location? Each location is selected separately. Confirm and save the required layout for every location that should use it.
- What is the difference between Item Name and KDS Display Name? Item Name is the menu label; KDS Display Name is the kitchen-facing label and can be shorter or clearer for kitchen staff.
- Can I duplicate a category or item? Yes. Use the duplicate icon, then review and change the copied name, price, labels, and optional settings before saving.
- Should I delete a category that still contains items? Only after confirming that the complete category and all nested content are no longer needed.
Notes
This tutorial uses only the supplied Back Office screenshots; no POS screenshots are included. The Sky zone location, menu names, prices, labels, and other values shown are examples. Exact behavior for business-specific options such as Forced Category, inventory tracking, taxes, charges, sizes, modifiers, and upsell should follow the restaurant's approved configuration.