Preset menu

The preset menu is the brand's menu standard — every category, item, size, and add-on, defined once for the franchise. Connected stores load it as the starting point for their own menus, so what you build here is what every franchisee starts selling from.

This walkthrough takes the preset from empty to a complete brand catalog: categories first, then items, sizes, and add-ons, and finally combos and per-item exceptions.

Open the franchise you want to work on. In the sidebar, under the Preset group, click Menu. The Preset Menu screen spans three columns: Category on the left, the selected category's Items in the centre, and the right column stacking the category's Sizes on top of its Add-ons. Selecting a category on the left updates everything to the right. The POS Preview switch in the page header turns those three panels into the POS grid — see Preview the POS.

The Preset Menu screen with the Juices category selected — the Category panel on the left, the category's items in the centre, and the Size and Add-ons panels stacked on the right — The Preset Menu screen — the three-column layout you will work in for the next steps.

2. Create a category

In the Category panel, categories are grouped into two sections — Single Menu and Combo Menu — each with its own + button:

Single — ordinary items, each sold on its own.
Combo — set meals built from items across single categories. The Combo + stays gated until two or more single categories exist.

An empty Preset Menu screen — no categories, items, sizes, or add-ons yet, with the + next to Single Menu highlighted in the Category panel — The Preset Menu before you do anything — every panel starts empty; the + next to Single Menu creates your first category.

Click the + next to Single Menu. The Create Preset Category dialog asks for the Type (Single or Combo — fixed once created) and the Category Name (e.g. "Ramen", "Drinks", "Sides").

The Create Preset Category dialog open, with Type set to Single and 'Juices' typed into the Category Name field — Clicking the + next to Single Menu opens the dialog where you pick the type and name the new category.

3. Add items

Select the category you just created, then click the + at the top of the Item panel. The Add Preset Item dialog asks for:

The Preset Menu with the Juices category selected and the + button at the top-right of the Item panel highlighted — Click the + at the top of the Item panel to open the new-item dialog.

Name — the item as it will appear on every store's menu and POS.
Base Price — the brand default price.
Description — optional.
Image (Optional) — one photo for the item. Choose image uploads a file from your device, Replace swaps it, Remove clears it. PNG, JPEG and WebP are accepted, and large files are resized on upload.

Repeat for every item the category carries.

The Add Preset Item dialog open, with 'Guava Cooler' typed in Name and 115 in Base Price, the note 'Default price. Stores can adjust this.' under the price, and the optional Description and Image fields below — the Image field showing a No image placeholder beside a Choose image button — Each preset item carries a name and a base price — the brand default every store starts from.

4. Set sizes

If the category needs sizes — Small / Medium / Large, for example — add them in the Sizes panel on the right. Each size in the Add New Size dialog carries:

The Preset Menu with the + button at the top-right of the Size panel highlighted; Regular is listed as the default size with Large below it — Click the + at the top of the Size panel to add a size to the selected category.

Name — free-form (e.g. "Small", "Medium", "Large").
Price Adjustment — added on top of an item's base price at that size.
Set as default size — the size a store's POS pre-selects. Normally this is the size with no price adjustment, so the base price is what the default sells at.

Sizes are defined per category, so every item in the category offers the same set.

The Add New Size dialog open, with 'Medium' typed in Name, 15 in Price Adjustment, and the Set as default size checkbox below — Size names are free-form; the price adjustment is added on top of every item's base price at that size.

5. Add add-ons

Use the Add-ons panel in two steps: first create a group — a named set of related choices — then add the options inside it.

The Preset Menu with the + button at the top-right of the Add-ons panel highlighted; the Boosters and Sweetness groups are listed below it — Click the + at the top of the Add-ons panel to create a new group.

Add Group opens the New Add-on Group dialog, which just needs a Group Name (e.g. "Sugar Level", "Toppings").

The New Add-on Group dialog open, with 'Mix-ins' typed in Group Name — A group just needs a name — its options go inside it.

Each group row has its own + for options. The New Option dialog asks for the Option Name (e.g. "Cheese", "Extra Shot") and its Price Adjustment.

The Add-ons panel with the Boosters and Sweetness groups expanded, showing their options with price adjustments; the Boosters group's own + button is highlighted — Each group has its own + for adding the options inside it.

The New Option dialog open, with 'Coconut Flakes' typed in Option Name and 12 in Price Adjustment — Each option has a name and the price adjustment it triggers when picked.

6. Customize sizes or add-ons for a single item if needed

The sizes and add-ons above apply to every item in the category. If one item needs to differ, open that item's edit dialog from the Item panel (the pencil on its row) and switch to the Sizes & Add-ons tab.

The Preset Menu with the edit pencil on the Green Detox row of the Item panel highlighted — Click the pencil on the item's row to open its edit dialog, then switch to the Sizes & Add-ons tab.

Sizes and add-ons each take a mode of their own:

Inherit category — use the category's set (the default).
Customize — turn category sizes or add-on groups on or off for this item, and add item-only sizes, groups, or options that belong to this item alone.
Disable — the item has no sizes / no add-ons at all.

The Edit Preset Item dialog's Sizes & Add-ons tab — Sizes in Customize mode with toggles for the category's Regular and Large sizes and an Add custom size button, Add-on Groups set to Inherit category, and the Update button at the bottom — The Sizes & Add-ons tab — set a mode per section, then pick or add what this item offers.

7. Build combo menus

A combo bundles items from across your single categories and sells them as one priced product — a juice, a snack, and a drink as a single "Value Duo", for example. The Combo Menu + only becomes available once two or more single categories exist.

Create a combo category

Click the + next to Combo Menu in the Category panel. The Create Preset Category dialog opens with the Type set to Combo — just name the category (e.g. "Bundles") and create it.

The Preset Menu with the + next to Combo Menu highlighted in the Category panel; two single categories (Juices, Smoothies) already exist — With two or more single categories in place, click the + next to Combo Menu.

Add a combo item

With the combo category selected, click the + at the top of the Item panel.

The Preset Menu with the Bundles combo category selected and the + button at the top-right of the Item panel highlighted — Click the + at the top of the Item panel to start a new combo item.

The New Combo Item dialog is a wider workspace with two halves: the usual item details on the left — Name, Base Price (the price of the whole set), an optional Description and an optional Image — and a Set Contents panel on the right with two columns:

Fixed Items — the items that are always part of the combo.
Selectable Items — a category the customer picks an item from at order time.

The New Combo Item dialog — Details on the left with 'Value Duo' typed in Name, 220 in Base Price and an Image (Optional) field below Description, and the Set Contents panel on the right with empty Fixed Items and Selectable Items columns, each carrying its own + button — The New Combo Item workspace — details on the left, the set's Fixed and Selectable columns on the right.

Add fixed items

Click the + at the top of the Fixed Items column. The Add Fixed Item dialog asks you to pick a category, then the specific item from it, and set the Qty — how many copies the combo includes (e.g. "1× Green Detox").

The Add Fixed Item dialog — Categories on the left with Juices selected, the items of Juices on the right with Green Detox picked and its Qty input showing 1, and the Add Selected Item button below — Pick a category, then the specific item from it, and set how many copies the combo includes.

Add selectable choices

Click the + at the top of the Selectable Items column. The Add Selectable Item (Category) dialog asks for the category and the Qty, and lists every item in that category under Allowed items as a checklist. All of them start ticked, so the customer can choose any item in the category.

The Add Selectable Item (Category) dialog — Juices selected with Qty 1, and the Allowed items (6/6) checklist below with every juice ticked and a Select all checkbox — Pick the category and quantity. Every item starts ticked, so the customer can choose any of them.

To offer only some of the category, untick the items you don't want — the card is then labelled "Limited to N of M items" so the narrowed choice is visible at a glance. Leave at least one item ticked.

Create the combo

With both columns reflecting the bundle, click Create.

The New Combo Item dialog fully staged — Value Duo at 220 in Details, Green Detox (Qty 1) in Fixed Items, Choice of Juices (Qty 1) in Selectable Items, and the Create button at the bottom-right highlighted — Once both columns are set, Create commits the combo item to the preset.

The combo item now lives under its combo category, and selecting it surfaces its set components in the right column — fixed items first, then the selectable choices, in the order customers will see at the store's POS.

The Preset Menu with the Bundles combo category selected — the Juice Duo combo item in the centre, and the right column showing Fixed Items (Green Detox) above Selectable Items (Choice of Juices) — Selecting a combo item surfaces its Fixed and Selectable contents in the right column.

To adjust a combo later, reopen it with the pencil on its row — Edit Combo Item carries the same Set Contents panel, and clicking a selectable card there reopens its Edit Allowed Items checklist. Stores that pull the preset get the whole combo, components and all.

Preview the POS

POS Preview, the switch at the top-right of the page, replaces the three editing panels with the POS grid rendered from the preset you are building — the fastest way to check that the brand's menu reads well before a single store loads it.

The Preset Menu with POS Preview switched on — the three editing panels replaced by the POS grid, with Juices, Smoothies and Bundles as category tabs and the Juices items as tiles below — POS Preview on — the same preset, drawn the way a counter will see it.

Tapping a tile opens the same size / add-on and combo dialogs the POS uses, so a size list or a combo's choices behave exactly as they will at the counter. There is no cart and no checkout — the preview shows the menu, not a sale. Switch it off and your category and item selection are exactly where you left them.

What you see is the preset itself, so it is the brand standard rather than any one store's screen — a store that has overridden a price, or hidden an item it does not carry, will differ by that much.

The red trash icon on a row checks whether any connected store still carries it before doing anything.

No store has it — the row is deleted outright, together with everything nested under it.
A store has it — the row is archived instead and the confirm names how many stores still use it, so the id survives for those stores to be asked about the removal on their next reload.

Archived rows do not vanish from this screen. Turn on the Show Archived switch in the header and they come back inline in the list they belong to — an archived item still sitting under its category, an archived option still under its group — each with a Restore control. That is on purpose: menu rows nest, and pulling them out into a separate box would hide which parent an archived row would return to. (Preset inventory and expenses do use a separate Archived card, because those catalogs are flat.)

What the store sees, and how it approves or declines the removal, is covered in How updates reach stores.