Use Menu Builder to design your POS and online ordering menu. Drag and drop items to create categories, arrange your menu layout, and control what customers see when they order. Changes you make here are reflected on the POS touchscreen and QR ordering page.

When to use this: When you need to design or update the menu layout that appears on your POS screen or QR ordering page.

Prerequisites

• Products must exist
• Categories configured for menu grouping

Menu Builder

📝 General Description

The Menu Builder is a dual-panel interface for organizing your product catalog into a structured menu. The left panel lists all available products (filterable by category and type), and the right panel shows the menu hierarchy where you arrange groups and items. Products are added to the menu by dragging them from the left panel to the right panel.

10.1.1 Interface Layout

Left Panel — Items

Each product card shows:

• Product name (e.g., "Dove Deodorant")
• Price (e.g., "$38000")

Right Panel — Menu Hierarchy

Menu Hierarchy Structure

Menu Hierarchy
(Groups → Items → Bundles/Attributes)
    │
    ├── Group: "Hot Drinks"
    │    ├── Cafe Latte — Price — ● EQuipOrdering ● ONLINE
    │    ├── Cappuccino — Price — ● EQuipOrdering ● ONLINE
    │    └── Green Tea — Price — ● ONLINE
    │
    ├── Group: "Cold Drinks"
    │    ├── Iced Tea — Price — ● EQuipOrdering
    │    └── Lemonade — Price — ● EQuipOrdering ● ONLINE
    │
    └── Group: "Food"
         ├── Wagyu Burger — Price — ● EQuipOrdering ● ONLINE
         └── Caesar Salad — Price — ● ONLINE

Each item in the hierarchy shows:

• Price — the selling price
• Channel indicators — colored dots showing which channels the item is available on (e.g., ● EQuipOrdering, ● ONLINE)

10.1.2 How to Build a Menu

1. Navigate to Menu Management → Menu Builder.

2. Select the target Outlet from the dropdown (or leave as ALL).

3. Click Add Group to create a menu group (e.g., "Beverages").

4. In the Items panel (left), use the category/type filters or search to find products.

5. Drag a product from the Items list → Drop it into the desired group in Menu Hierarchy.

6. Repeat for all products. 7. Click Save (or changes auto-save depending on configuration).

✅ Expected Result: The menu layout is saved and syncs to POS.

10.1.3 How to Assign Sales Channels

1. Select the menu items you want to configure.

2. Click the Channels button.

3. Check which channels the items should be available on (e.g., EQuipOrdering, ONLINE).

4. Channel assignment is shown as colored dots next to each item in the hierarchy.

10.1.4 How to Set Time-Based Availability

1. Select menu items or a group.

2. Click the Time Window button.

3. Assign a time window (e.g., "Breakfast", "Lunch" — created in Section 10.3). 4. Items will only appear on POS/ordering pages during the assigned time window.

10.1.5 How to Set Day-Based Availability

1. Select menu items.

2. Click the Applicable Days button.

3. Check which days of the week the items are available.

10.1.6 Multi-Outlet Management

[!IMPORTANT] When Apply changes to all outlets is OFF, you must select each outlet individually from the dropdown and configure its menu separately. This is useful when different outlets have different product offerings.

💡 Example

Scenario: A café chain with 3 outlets wants to set up an online ordering menu.

Setup:

1. Select outlet: ALL and toggle Apply changes to all outlets: ON.

2. Click Add Group → name it "Hot Drinks".

3. In the Items panel, filter by category "Beverages". 4. Drag "Cafe Latte", "Cappuccino", and "Green Tea" into the "Hot Drinks" group.

5. Click Channels → enable both ● EQuipOrdering and ● ONLINE.

6. Click Add Group → "Food".

7. Drag food items into the Food group.

8. Click Time Window on the "Breakfast" group → assign "Breakfast" time window (7AM–11AM).

9. Save → All 3 outlets now have the same menu with time-based breakfast items.

[!TIP] Use Add Group to organize your menu into logical categories. Customers browsing the online menu will see these groups as navigation categories.

Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

How to Edit a Menu Builder

1. Navigate to Menu Builder from the sidebar menu.
2. In the list, click the name or code link (blue text) of the record you want to edit.
3. The edit form opens with all current values pre-filled.
4. Modify the fields you want to change.
5. Click Save to apply your changes.

Expected Result: The updated menu builder is saved and changes are reflected across the system after the next POS sync.

How to Delete a Menu Builder

1. Navigate to Menu Builder from the sidebar menu.

2. Click the name or code link (blue text) of the record you want to delete. 3. In the edit form, scroll down to the bottom.

4. Click the Delete button (red button). 5. A confirmation dialog appears — click Yes to confirm deletion.

Expected Result: The record is soft-deleted — it is hidden from the active list and POS terminals but can be restored later using the "Show Deleted" filter.

[!WARNING] Records linked to active transactions or other modules cannot be deleted. The system will display an error if deletion is not allowed.

How to Add a New Menu Builder

1. Navigate to Menu Builder from the sidebar menu.

2. Click the + Add New button (green button).

3. Fill in the required fields in the form.

4. Fill in any optional fields as needed.

5. Click Save to create the new menu builder.

✅ Expected Result: The new menu builder appears in the list and is available for use across the system.

FAQ

Q: Can I reorder menu items? A: Yes. Use the drag-and-drop feature in Menu Builder to reorder items within categories.

Q: Why is a product not appearing in the menu? A: Verify the product is active, assigned to the correct category, and the category is included in the menu configuration.

Troubleshooting

Related Menus

• Product Setup > Product List — product source for menus
• QR Ordering > Menu Setup — QR ordering menu link
• Product Setup > Category Setup — category-based menu grouping

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.

Field Reference

[!NOTE] Additional fields specific to this page are documented in the sections above. The table above shows common fields present across most pages.