What is the Menu Order System?
The Menu Order System is a feature that allows you to bring an easy to use ordering system that allows users to place orders from the comfort of their own home, track their order’s progress, and get notified when it’s ready to be picked up. It’s also easy to use for your company’s employees and gives them the ability to quickly view orders and adjust their statuses from ordered to completed.
In this article we’ll go over some use cases of the Menu Ordering System, how to set it up in your app, how it’s used in your app, some pro tips that we think will help, as well as some related articles that we think will assist in your app building endeavors. Let’s go over some use cases for this awesome feature!
What are some use cases of the Menu Order System?
While it’s called the Menu Order System it’s not limited to the food industry. Any company that sells products can use this feature. Some use cases of this feature are:
- Restaurant App: While this is obvious, the Menu Order System is a great way to quickly add a to-go order system for your eatery.
- Fitness and Gym Apps: If you’re looking to start selling vitamins, nutritional supplements, or other fitness supplies for members of your gym this is a great way for them to be able to place orders and pick them up after they’re done with their workout.
- Pet Owners App: Have an app that’s for pet owners? You can use this feature to sell recommended food, toys, or other pet supplies.
- Local Attractions App: You can use this feature to give people the ability to skip the line and place their food order on the go when visiting your park, zoo, or other local establishment. Along with food, you can also use this to sell souvenirs!
- Apparel App: With the Menu Order System users can buy your latest limited-time clothing collection or purchase best selling product.
What is the Menu Order System’s primary function and what are the steps to accomplish it?
As we mentioned earlier the Menu Order System is designed to give you the ability to add an easy to use ordering system to your app. One that’s simple to use for your users as well as your employees. First let’s go over how to set up the Menu Order System then we’ll go over how it’s used in your app both by customers and your team.
How to set up the Menu Order System
There’s a number of different elements that need to be set up in the Menu Order System with the first being your menu. Here’s the steps on how to create a menu:
Step 1: Create a new Category
Each menu needs at least one Category but you can have multiple categories in your menu. For this article we’ll use the example of a restaurant but these categories can be anything you want them to be, not just food. To create a new Category click on the “New Category” button:
Then give it a Title and click “Add”:
Now that you’ve created your first Category click on the pencil icon to add Subcategories to that Category:
Step 2: Create a Subcategory
Once you’re in the Category you can create a new Subcategory by clicking the “New Subcategory” button:
Just like the Category you’ll need to give the Subcategory a tite:
Think of the Categories as more general groups of items such as Breakfast, Lunch, or Dinner. The Subcategories can be viewed as groups of food in those groups such as Waffles, Pancakes, and Omlettes for Breakfast.
Unlike the Category, the Subcategory allows you to assign an image or icon to each one that you create. By default the image is an empty dish but if you’d like to change it all you need to do is click on the icon next to the Subcategory’s title:
Which will then open the Media Library where you can either upload your own images or use stock images:
Now that you’ve created the Subcategory click on the pencil icon to add Product to that Subcategory.
Step 3: Add Products to the Subcategory
Just like the Category and Subcategory you add a Product to that Subcategory by clicking the “New Product” button:
Give it a Title and click “Add”:
You can change the Product’s image by clicking on the icon next to it’s Title just like the Subcategory:
Step 4: Add a description and Options to each Product
Once you’ve added one or more Products to the Subcategory you’ll need to add a Description and at least one Option to that Product which you can do by clicking on the pencil icon next to the Product:
This will take you to the Product editing screen. Here you can add a description for your Product in this field:
After adding a description you create your first Option by clicking on the “Add Option” button:
Give that Option a Title and a Price in these fields then once you’re done adding Options click “Save”:
Continue adding Categories, Subcategories, and Products to your Menu until it has everything that you want to offer for sale.
Step 5: Set up an Employee User Tag and Apply it to all of your Employees
Now that you’ve set up your menu the next thing that you need to set up is a user tag for your employees. Once set up this will allow users with the employee tag assigned to them to access the employee-specific features of the app. To set up an employee tag go to the Settings Tab of the feature in the App Dashboard:
By default the employee tag is “employee”. You can feel free to use this if you’d like or use your own. If you want to use your own simply type in the tag that you’d like to use in the “Employee Tag” field and click “Submit”:
After you’ve set up your employee tag you’ll need to apply that tag as well as the user tag “admin” to your employee’s user accounts in the Users tab of the App Dashboard. If you don’t know how to apply tags to users we encourage you to check out our dedicated articles on the User Management and Tagging system.
Step 6: (Optional) Adjust the labels in your Menu
While you don’t have to do this you may want to adjust the labels in the Menu Order System to better fit your app. To do this go to the Language Tab of the feature in the App Dashboard:
Here you’ll see all of the labels that you can change. To change a label type in the text that you want to replace that label with in the field below it:
Once you’ve adjusted the labels to your liking click “Save” at the bottom of the Language Tab to save your custom labels:
Congratulations! You’ve set up the Menu Order System for your app and are now ready for your users to begin placing orders! Next we’ll go over how the feature is used in your app both by your customers and your employees.
How the Menu Order System is used within your app
All users of the Menu Order System are separated into two categories:
Customers: Customers use this feature to place orders.
Employees: Employees use this feature to manage the fulfillment of new and existing orders.
Here’s how an order is placed and fulfilled within your app:
Step 1: The Customer adds the items that they want to their cart
As your customers navigate through your menu when they tap on a Subcategory a window pops up with all of the products and their options:
They add products to their shopping cart by tapping on the “Add” button next to those products’ options:
When they’re ready to place their order they tap on the Shopping Cart icon in the lower right-hand corner of your app:
Within the Shopping Cart they can adjust their order and add special instructions in the “Note” section under each item:
They then enter in their name and phone number and tap “Place Order” to submit their order:
Step 2: Your Employees check the feature for pending orders
After an order has been placed by the Customer your Employees open the feature in your app where they’ll see all of the submitted orders:
Once they see an order that hasn’t been worked on they tap the “Received” button which will send a notification to the Customer letting them know that their order has been received:
As they’re working on fulfilling the order your Employees can tap on the “Pending” button to let your customers know that the order is currently being worked on:
Then when the order is ready your Employees tap on the “Ready” button which lets your Customers know that their order is ready to be picked up:
All three of those button’s phrases can be customized in the Language Tab of the feature in the App Dashboard. If there’s any issues with the order or your Employees have questions for your Customers they can use the phone number submitted with the order to get in contact with them.
That’s it! If your Customers ever want to see their previous orders they can do so in the Order History which is accessed by tapping on this icon in the lower-left corner of the app:
Next let’s go over some Pro Tips that we think you’ll find helpful.
What are some Pro Tips you should know to help take your app to the next level?
Having worked with apps for years, we’ve learned a thing or two. So, to both help your app stand out and help you take full advantage of the Menu Order System, here are some tips you should consider.
Pro Tip 1: Think about other features in our system that can compliment the Menu Order System
We’ve worked hard to design a system where there’s many features that can work together. Some features that you may consider using with the Menu Order System are the Loyalty Feature which allows you to bring a rewards system into your app and the Coupon Feature which allows you to offer coupons for in-store purchases. Both of these features can help incentivize repeat visits to your business.
Pro Tip 2: You can hide products when they’re out of season or out of stock
By default all of your products are displayed in the feature but if you ever want to hide specific Products or an entire Category or Subcategory just uncheck the “Enable” check box next to it:
This is perfect for items that are sold out or not in season.
Pro Tip 3: Use the Language Tab to tailor the feature to your app
As we mentioned earlier you can change many of the phrases in the Menu Order System via its Language Tab. We encourage you to go through all of the phrases available and customize them so that the feature can best fit your app.
What are some related articles?
In addition to this article, we recommend checking out the following related articles so that you have a better insight into how to best use our system:
- Loyalty Feature Tutorial
- Coupon Plugin Tutorial
- Contact Us Feature Tutorial
- Places 2.0 Tutorial
- GeoFence Feature Tutorial
Still have questions? No problem! Reach out to us and we’d be happy to help :)