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Managing Menu Items

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Menu Item Analysis

Menu Item Analysis has the following benefits:

  • Visually review the performance of each menu item with ease
  • Analyze menu items with greater efficiency
  • Easily see where you are doing well and where you can improve

Setup Menu Items

The Menu Item Analysis has two main components that need to be setup – Menu Items and Menu Item Links

Menu Items Allows the user to set the details for each Menu Item including: Estimated Cost, Price, Target Margin, etc.

Menu Item Links Allows the user to link together more than one item. This is especially helpful when the menu item has a different name in the POS at each location

A ‘Menu Item’ record is created for each item listed on a sales ticket exactly as listed in the POS and can be edited by the user.

To review these items go to Operations – Sales – Menu Items in left hand ribbon and open the desired record.

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Next, select a record to open and update the following fields:

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Update name if desired

Lookup the recipe associated with this menu item to link it for recipe cost reporting

Set if this item is entrée or not and that will be used on some reports

Specify target margin % you wish to make on this item

Set this if desired, actual recipe cost will be calculated based on most recent purchases

Set this if desired, actual price will be calculated based on sales tickets

Specify category fields that can be used to filter results on some reports.

Price Grid will only be populated if you have a ‘Recipe’ set up for the ‘Menu Item’. Use the following link to learn more about ‘Recipe Costing’

This grid is a read only representation of current avg. selling price and current cost for each location where this item is sold. The grid will list the profit margin and compare to target margin to provide the Price needed to hit the target % based on current cost

Menu Item Links

Menu Item Links allows the user to link together more than one POS item to one R365 Menu Item. This is especially helpful when the menu item has a different name in the POS at each location. To review these items go to Operations – Sales – Menu Item Links

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In this example we have two Menu items that are the same. We will link the two POS Menu Items to a single R365 Menu Item. Linking the two items together will give you a more accurate view of the Menu Item Performance across locations.

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Click on the ‘POS Name’ of the record you wish to edit. A ‘Menu Item Link’ record will open. Click on the ‘Menu Item’ Look-up Box. to select the appropriate Menu Item to link the POS Name to.

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Select the appropriate Menu Item to link the POS Name to and click on ‘OK’.
You will see that the POS Name is now Linked to the R365 Menu Item Name you selected. Click on Save & Close to complete the edit.

Reporting

A few reports exist to calculate and analyze recipe costs and more reports are added often. Two primary reports used in this module are the ’Menu Item Analysis’ and the ‘Menu Price Analysis’ Reports.

Menu Item Analysis Report

Menu Item Link8

That covers the basics of ‘Menu Items’. Thank you for attending this training session. This article is one of many training sessions available to you on-demand. We invite you to continue your training so that you can get the most out of Restaurant365 to help your restaurant reach it’s full potential.

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