Salesforce

Create and Manage Menus, Menu Groups, and Subgroups

« Go Back

Fields

 
Article Body

Looking for a live training experience with a Toast Training Expert? Sign up for a live Toast Classroom session to help you set-up and get started with Toast Web! Select the button below to sign up.
 

 

Add Existing Menu Groups is no longer an available function. Reusing menu groups across multiple menus creates incorrect references and causes incorrect data to be displayed. Read on to learn about creating new menu groups and more.

In this Article:

Menu Hierarchy Overview

Toast uses a hierarchical system to organize your menu offerings. Menus are the highest level of the hierarchy and typically map out the different categories of offerings you serve (e.g., Food, Drink, Lunch, Dinner, Happy Hour, Bar). Groups are the second tier of the hierarchy and typically fall within menus (e.g., Appetizers, Salads, Sandwiches, Desserts). You may also create subgroups (smaller groups within a menu group) to help break things down further (e.g., Wines by the Glass, Wines by the Bottle). Lastly, items will fall into our groups and subgroups (e.g., Mozzarella Sticks may reside in the Appetizers group). 

Another way to think about it is like this:
 

  • Menus are like different filing cabinets in your office.
  • Menu groups are the folders inside your filing cabinets that you use for organization.
  • Items are the individual documents within each folder.

Note: Employees will need the 6.4 Publishing permission to publish any saved changes.
 

example of menu hierarchy

example of menu hierarchy

You can create modifier groups that contain a set of modifier options you wish to offer for a menu item or an entire group. Think of these like sticky notes that you can add to the entire filing cabinet, one of the folders, or one of the individual documents. For more information on modifier groups, check out Create and Manage Modifier Groups and Modifier Options.

See the video below to learn more about the menu hierarchy. Note that modifiers will also fall under this organizational structure. 

Overview of Toast's menu hierarchy.

Back to top

Create Your Menus

To create menus in Toast, navigate to the Menus Menu management > Edit menus in Toast Web using the navigation on the left side of your screen.
 

  • Create a new menu: Select the + Add button at the bottom of the list of menus to enter the name of the new menu.

  • Copy existing menu: You can also copy an existing menu by selecting the drop-down arrow next to the + Add button.

Advanced properties section of Toast Web + Add is highlighted.
Note: Menus copied here will only be available in the restaurant you are currently signed in to. You'll need to enable multi-location management to copy menus to other restaurant locations. 


Back to top

Arrange the Order of Menus

Toast allows you to arrange all of the components of the menu. To change the order for the menus, select the Order button to enter a number determining the order in which your menus will appear on the order screen. When you're done, select Done, and Save when you're finished making changes. 

Arrange menu order in Toast Web advanced properties Order is higlighted
Back to top

Archive/Delete Menu

Toast allows you to archive menus. For example, if you are no longer serving breakfast, you may like to remove the menu. However, Toast recommends doing so with caution. To archive a menu, select the ... icon to the right of the menu name and then select Archive. Select Save and Publish when you're done. 

In Advance Properties in Toast Web Archive or delete is highlighted

Back to top

Rename Menus

To rename a menu, hover over the name (or row) and select the pencil icon that appears. This will allow you to edit the menu name. Make sure to select Save and Publish when you're done making changes. 

In Advanced Properties under Menus  pencil icon on the right side of the table is highlighted

Back to top

Create Menu Groups 

Groups and subgroups divide your menu further for easy navigation. They can be added, ordered, renamed, and deleted. In the example below, these groups are located within a "Lunch" menu. 

Menu groups in Toast Web.
Back to top

Create Subgroups

Groups can also be nested within groups (also known as a subgroup). This is useful for large menus where further organization is required, but subgroups should be minimized to reduce the number of taps required by the server.

Note: Subgroups are not currently supported within Online Ordering. If you use subgroups within your online menus, these groups will not appear anywhere on your Toast Online Ordering website. 

See an example of the following configuration setup in the order screen:
 

  • Menu: Drinks

  • Group: Red Wine

  • Subgroups: By the Glass, By the Bottle

  • Items: GLS Malbec, GLS Pinot Noir, GLS Merlot

Subgroup on the POS.
Back to top

Rename Groups and Subgroups

To rename a group, hover over the name and select the pencil icon that appears. This will allow you to rename your group or subgroup. Make sure to save and publish your changes. 
 

Renaming groups in Toast Web.

Back to top

Arrange the Order of Groups and Subgroups

Groups are ordered from the menu page while subgroups are ordered from the group page. To rearrange groups or subgroups, follow these steps:
 

  1. Select Edit at the bottom of the list of groups or subgroups.

  2. Select the six dot (⋮⋮) icon next to any group/subgroup name, and then drag to rearrange the order. Alternatively, you can select Alphabetize on the bottom of the Items list to quickly organize the entire list.

  3. Select Done when finished.

  4. Save and publish your changes.

Back to top

Delete Groups and Subgroups

There may come a time when you need to archive a group. For example, you are no longer serving dessert, so you need to remove the group. 

Select the Edit button below the table and select the Archive button that appears on the row. When you're done, select Done and make sure to save. Publish your changes when you're finished. 

Note: Even though the group has been archived, the items in that group still live in the Toast database and can be added to another group if needed. 

Delete groups and subgroups in Toast Web.
Back to top

Additional Resources

Looking for more information on building your Toast menu? Consider reading similar articles:

TitleCreate and Manage Menus, Menu Groups, and Subgroups
URL NameMenus-Menu-Groups-and-Subgroups

Powered by