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Dashboard: Centralized Menu Management

The Centralized Menu Management in Billfold Bartender 3.11.5+ lets you manage all menu items from one place.

Updated over 2 months ago

Utilizing the Centralized Menu Management feature in the Billfold Bartender app, version 3.11.5 or later. This handy tool allows you to manage all your menu items from a single location, ensuring that any changes you make to your menu catalog are automatically reflected across all your revenue centers. This document aims to provide you with clear and concise instructions while offering support and guidance throughout the process.

How to Use Centralized Menu Management in the Billfold Bartender App

Enabling Centralized Menu Management

Before you start creating revenue centers, it is crucial to enable the Centralized Menu Management feature. Follow these steps to ensure a smooth setup:

  1. Access Event Settings: Navigate to the Event Settings in your Billfold Dashboard.

  2. Select Centralized Menu Management: Look for the “Centralized Menu Management” option and make sure it is selected. This step is essential to enable automatic updates across all revenue centers.


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Note: Once a revenue center is created, the Centralized Menu Management setting becomes fixed. If changes are necessary, you will need to delete the existing revenue center and create a new one.

Creating Menus and Uploading Items

  1. Navigate to Catalog Section: In the Dashboard, go to the Catalog section.

  2. Create a New Menu:

    • Go to Menus and click on New Menu.

    • Fill out the required details and click Create to save your new menu.


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  3. Upload Items and Categories:

    • Click View next to the menu you want to update.

    • Select the Items tab, open the Actions menu, and choose Import.


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  4. Use the Download Template:

    • Select the Download Template option for a CSV template.

    • Prepare your CSV file and then upload it by selecting your file and clicking Import.

  5. Assign to a Revenue Center: After building your menu, assign it to a revenue center during the creation process.

Adding Items and Categories Manually

This method isn’t as fast as uploading a template, but it’s useful if you just need to add a single item or make a quick update.

  1. Create a New Menu:

    • Under Catalog, go to Menus and click New Menu.

    • Save the menu after entering the necessary details.

  2. Add Categories:

    • Click View next to your menu, then open the Categories tab.

    • Use the Actions menu to add a New Category, enter the details, and save.

  3. Add Individual Menu Items:

    • Go back to the View menu and select the Items tab.

    • Click Actions, then New Item to start adding your menu items.

  4. Favorites Screen:

    • If you want items to appear on the favorites screen, go to the Favorite Items tab.

    • Choose New Favorite Item, select the item, and save it.

  5. Assign to Revenue Center: Ensure you assign the completed menu to a revenue center upon creation.

By following these steps, you can efficiently manage your menu catalog across all revenue centers using the Centralized Menu

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