Menu Management
The Menu Management system provides comprehensive tools for organizing and managing your restaurant menus, products, and categories across multiple locations and ordering channels.
Overview
Oolio's Menu Management allows you to:
- Organize Products: Group products into logical categories for better customer discovery
- Sync with POS: Automatic synchronization with your Point of Sale system while preserving customizations
- Multi-Location Support: Manage menus across multiple restaurant locations
- Channel Publishing: Publish to various ordering channels (Online, UberEats, DoorDash)
- Real-time Updates: Changes propagate instantly to all active ordering channels
Key Concepts
Menus
A menu is a collection of products organized into categories. Each menu can be:
- Linked to one or more locations
- Published to multiple ordering channels
- Customized with service availability and order types
- Updated independently or synced from POS
Categories
Categories help organize products for easier browsing:
- POS Categories: Synchronized from your Point of Sale system
- OOM Categories: Created directly in Oolio Order Management
- Products can be assigned to exactly one category per menu
- Categories support custom display names and descriptions
Products
Products are the items customers can order:
- Synced from POS or created in OOM
- Can be assigned to different categories across different menus
- Support customizations (price, availability, options)
- Modification tracking for POS sync protection
Core Features
🏷️ Category Management
Create, organize, and manage menu categories with:
- Inline editing for category names and descriptions
- Drag-and-drop sorting
- Bulk product assignment operations
- Visual indicators for POS vs OOM-created categories
Learn more about Category Management →
📦 Product Assignment
Efficiently assign and organize products:
- Bulk selection and assignment
- Multi-location product discovery
- Visual assignment status indicators
- Move products between categories
Learn more about Product Assignment →
🔄 POS Sync Protection
Your customizations are preserved during POS synchronization:
- User assignments override POS defaults
- Modification tracking system
- Automatic conflict resolution
- Complete audit trail
Learn more about POS Sync Behavior →
Getting Started
Creating Your First Menu
- Navigate to the Menus section in Oolio Order Management
- Click "Create Menu" or sync from your POS system
- Add products to your menu
- Organize products into categories
- Publish to your desired channels
Best Practices
- Use Categories Strategically: Group similar items to help customers find what they're looking for
- Leverage POS Sync: Let your POS be the source of truth for product data while customizing presentation
- Test Before Publishing: Preview your menu before publishing to customer-facing channels
- Monitor Sync Status: Keep an eye on POS sync logs to catch any issues early
API Access
All menu management operations are available via REST API:
- Menus: Create, update, and query menus
- Categories: Manage category structure and assignments
- Products: Add and customize product details
- Publishing: Control channel publication