Difficulty Level - Expert Impact - Organization Level

A menu item is an item that can be mapped to a PLU Product Look-Up code is the numeric code used in Point of Sale systems to identify a menu item that is sold to a customer. code so that CLEARVIEW can understand the sales data received from the POS. Menu items can be actual items that are listed on stores' menus, discounts, rebates, substitutes offered for combos, etc. Menu Items lets you view/manage the menu items for your organization.

To access Menu Items settings:

  1. Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.

  2. In the Settings window:

    Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.

    1. Select Menu from the Filter drop-down list.

    2. Click on Menu Items from the List box in the left pane.

The following information is displayed on the settings page for the filters Drop-down boxes that let you select from the options available. displayed at the top of the page:

The details of a menu item can be found on the Menu Item Update page.

Only organizations not subscribed to the inventory module have access to create, edit and delete Menu Items.

ClosedFind a Menu Item

  1. Go to Menu Items settings.

  2. If the Find a Menu Item section is not displayed on the page, click on .

  3. Use the filters Drop-down boxes that let you select from the options available. described below to find a menu item (none of the fields are mandatory):

  4. Click on the Find button.

ClosedView Details of a Menu Item

  1. Go to Menu Items settings.

  2. Find the menu item you want to view (see Find a Menu Item).

  3. Click on the name of the menu item that you want to view in the Description column.

  4. The details of the menu item are displayed in the Menu Item Update window.

ClosedCreate a Menu Item

Only organizations not subscribed to the inventory module have access to create menu items. Please contact your CLEARVIEW Support Team to create menu items if you don't have access.

  1. Go to Menu Items settings.

  2. Click on the Create a New Menu Item* button.

  3. In the Create New Menu Item window:

    1. Enter the name of the menu item in Description.

    2. Enter a unique name for the menu item to differentiate if there are multiple menu items with the same or similar names in Mapping Description, if required.

    3. Enter the name of the menu item as per the POS in Description on POS.

    4. Select the menu Product Mix in which you want to classify the menu item from the drop-down list.

    5. Select the Product Type of the menu item from the drop-down list.

    6. Change the Sales Multiplier for the menu item to account for multiple units sold through the menu item (this multiplier will only reflect in the Actual Units column of the Product Mix report), if required.

    7. Place a checkmark in the Exclude from "Actual Units" equation in Product Mix to assume no units of the menu item were sold for the Actual Units column of the Product Mix report, if required. For example, if the menu item is a modifier that will always be recorded with another menu item (which is the primary item), one unit sold could get recorded twice - once as the primary item and once as the modifier. A checkmark in this box for the modifier will provide a more accurate count of the units actually sold.

    8. Enter any comments or notes that you want to record for the menu item in Memo.

    9. Enter the portion of the cost of the menu item that's attributed to food in Fixed Food Cost.

    10. Enter the portion of the cost of the menu item that's attributed to paper in Fixed Paper Cost.

    11. Click on the Create button.

ClosedEdit a Menu Item

Only organizations not subscribed to the inventory module have access to edit menu items. Please contact your CLEARVIEW Support Team to edit menu items if you don't have access.

  1. Go to Menu Items settings.

  2. Find the menu item you want to edit (see Find a Menu Item).

  3. Click on the Description or the Mapping Description of the menu item that you want to edit.

  4. In the Update Menu Item window:

    1. Make changes to the menu item as required (see Create a Menu Item for details of the controls).

    2. Change the Status to Active if the menu item is offered to customers at present, or to Inactive if it's not.

      Inactive menu items will not appear in product mix reports and cannot be mapped to PLUs.

      Click here to learn how to map menu items to PLUs in Point of Sale Details.

    3. Click on the Update button.

ClosedDelete a Menu Item

Only organizations not subscribed to the inventory module have access to delete menu items. Please contact your CLEARVIEW Support Team to delete menu items if you don't have access.

  1. Go to Menu Items settings.

  2. Find the menu item you want to delete (see Find a Menu Item).

  3. Click on the Description or the Mapping Description of the menu item that you want to delete.

  4. In the Update Menu Item window:

    1. Click on the Delete button.

    2. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

Only menu items that have no sales recorded can be deleted.

ClosedAudit Menu Items

  1. Go to Menu Items settings.

  2. Find the menu item you want to audit View a detailed list of changes made. (see Find a Menu Item).

  3. Click on the Description or the Mapping Description of the menu item that you want to audit View a detailed list of changes made..

  4. Click on the Audit tab* or button* in the Update Menu Item window:

Related CLEARVIEW Pages

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.