Section | About |
How to build global organization for your catalog, separate from your menu categories | |
Adding your products into the global catalog | |
How to add variables to your products (sizing, colors, flavors, etc) | |
How to create a menu that pulls from your global catalog | |
How to add items from your global catalog to your new menu | |
How override and edit your menu items |
Global Catalog Management for Central Menus
The global item catalog is a master list of all products existing across your venue or stadium. It serves as a central inventory database for building individual event menus.
Step One: Catalog Categories
Catalog categories provide global organization for your master product list. These categories are strictly internal to the catalog and do not affect or create categories on your event menus.
To create a catalog category:
Navigate to the Catalog section and select the Categories tab.
Click the New Category button to open the creation form.
Fill out the Title field.
Set the default Sales tax rate. This rate will automatically pre-fill for any item assigned to this category, though it can be changed on individual items later.
Select the Type category to enable filtering within the general product list.
Click Create.
Step Two: Catalog Items
Once your internal categories are established, you can add individual products to the master catalog. By default, every catalog item is created with at least one default variation.
To create a catalog item:
Navigate to the Catalog section and select the Items tab.
Click New Item to open the configuration form.
Complete the required fields: Name, Category, Price, Sales tax, and Status.
Fill out optional fields if needed: Color, Option Set, Image, SKU, Description, and COGS (Cost of Goods Sold defaults to 0).
Click Create.
In the master catalog list, items with multiple variations appear as a single line item. The SKU column displays the total number of variations, while the Price, Sales tax, and COGS columns display the values as a range.
Step Three: Option Sets and Variations
Option sets allow you to automatically generate product variations for attributes like size or color.
To create and manage option sets:
Open the Option Sets section of the catalog and click New Option Set.
Enter a Name for the set and define the individual options within it.
Save the set. You can change the display order of options at any time by utilizing drag and drop. Sorting changes save globally and update the item in the catalog as well as any active menus.
Important rules for option sets:
Adding a new option to an existing option set does not automatically update active items or menus.
To apply a new option, you must manually edit the item in the catalog. A notification will prompt you to regenerate the variations.
Clicking Add variation will completely regenerate all variations for that product. This action resets all existing variation values to 0, requiring you to re-enter pricing, SKUs, and COGS data.
To configure an item with multiple option sets:
In the item creation form, select one or more Option Sets.
Click Generate variations at the bottom of the form. The system will automatically combine the option names (such as S, Black).
To change the hierarchy of the options (for example, sorting by color first, then by size), use the drag and drop handle to the left of the option sets.
Note: Rearranging the option set order requires a full variation regeneration, which resets all item values to 0 across the catalog and all linked menus.
Step Four: Catalog-Based Menus
A catalog-based menu pulls product data exclusively from your master global catalog. Standalone items cannot be created directly inside a catalog-based menu.
To establish a catalog-based menu:
Open the menu creation form.
Fill out the standard menu details and ensure you select the Catalog based checkbox.
Save the form.
Step Five: Adding Items to a Menu
Before you can add master catalog products to a catalog-based menu, you must build local menu categories. Local menu categories are unique to each menu and are used directly for the Item Sales Report.
To add products from the catalog:
Open your catalog-based menu and navigate to the Items tab.
Under the Actions dropdown, select Variation group.
In the modal window, use the Category field to select the target local menu category.
In the Select items block, locate your products using the catalog category filter or by searching for the product Name or SKU.
Note: Active item selections are automatically reset if you apply a new filter. Always filter your list before checking item selection boxes.
Check the boxes for the desired items and click Add.
Menu Item Edits and Overrides
When products are pulled into a menu, they mirror the catalog values for Price, Sales Tax, COGS, and Image by default. When viewing the menu item form, these synchronized values display as gray text. Any changes made to the master catalog will automatically push to the menu.
Price Overrides
If a specific menu requires a different price or tax rate than the master catalog standard, you can break the synchronization.
Open the item form within the specific menu.
Type the new value directly into the desired field. The text color will turn black, confirming an active override.
Save your changes. Once overridden, changes made to this product in the master catalog will no longer affect this specific menu.
To remove an override and restore live catalog synchronization, clear the field entirely and save the item.
Main Variation Setup
For products with multiple variations, you must designate a primary choice for the point of sale.
Open the menu item variation list.
Select the Main checkbox next to your chosen variation.
The variation marked as Main will be preselected by default when a bartender taps the product on the POS terminal. The image assigned to the Main variation is also used as the visual display tile on the POS screen.