Introduction to menu management in Figure:
All items are stored in Items & Categories.
Then, you use those items to create menus for individual services such as POS (see how), Kiosk (see how) or Online Ordering (see how).
One item can be used by multiple locations and multiple services (POS, Make It Butter, Kiosk).
One item can have different price for every location if needed.
Add Items to Items & Categories
Add items manually or import (CSV) to Figure. Set prices, modifiers or options.
You can add items right away or you can organize them in categories.
Add Items – Manually
[1] Go to Figure Manage
[2] Go to Management -> Items & Categories
[3] Hit New Item
[4] Fill the item information:
Item Name*: this will be displayed at every service and receipt if not set differently in 'Additional Info' for each part of the system
Active: keep this setting 'on' if the item should be active and used in the menu
Category: you can create categories such as beverages, lunch, etc, to better organize your items and menus. If you want to add an item under a category, that category has to be created first, or the item can be assigned to any category later.
Icon & Color: these will be displayed in your POS
Pricing Type*: choose a pricing type – learn more about different pricing types
Fixed Price*
[5] Add Options if needed (for 'Set In Options' pricing type)
[6] Add Modifiers if needed
Modifiers = additions, modifications or exclusions that you can add to any item.
[7] Set Aditional info
Display name: this name will be displayed to your customers
Register Name: this name will be displayed on your POS
Order/Kitchen Name: this name will be printed on your kitchen receipts and displayed on your Kitchen Display
Alternative Names: this helps to identify your items which might be coming from 3rd parties' websites such as Grubhub, Doordash. In case you are selling a Banana, which is named 'Banana' in the Figure system, but in Grubhub system it is named 'The Yellow Thing', add 'The Yellow Thing' as an alternative name for Banana item. This way, the system will recognize it is the same item. See this article on Alternative Names.
Tags
Product Description: Add a description which will be displayed on your Online Ordering website or Kiosk. Describe ingredients, etc.
Image: Upload an image of the meal (learn more about uploading images)
Multiple Pieces: Use this when an item consists of several parts. This is used mostly by drycleaning services.
Contain Alcohol: When this is marked, the online ordering will always notify customers that an item they are about to order, contains alcohol.
Item Note: Item notes are allowed by default for all items. By using this setting, you can disallow adding items notes on Online Ordering (Make It Butter) or Kiosk.
Always Open Popover: When an item will be tapped on POS, the item detail will always open.
Add Items – CSV Import
[1] Go to Figure Manage
[2] Go to Management -> Items & Categories
[3] Hit Import.csv button
[4] Hit Download .csv to download a CSV template
[5] Open the downloaded file and fill the columns as needed
[6] When the file is completed, save it and go back to Figure Manage -> Items & Categories
[7] Hit Import .csv
[8] Choose Import .csv
[9] Choose the saved CSV filed you've just created
Your menu is created. You can adjust the items manually.
Note: Currently, it is not possible to download already existing menus from Figure Manage in a CSV form.
Efficiency Tips
Duplicate items
When creating multiple similar items, it might get time consuming to create them all form scratch with all the options and modifiers. For that, we implemented a button by which it is possible to duplicate an item. When this button is used, a copy of the item will be created named 'Duplicate of The Item Name'.
We recommend to rename the new item, add the Additional Info and adjust other fields as needed.
How to duplicate an item:
[1] In Figure Manage > Management > Items & Categories and find the item you would like to duplicate, the either
[2-a]click the three dots bottom on the right to show Quick Actions and selecte 'Duplicate', or
[2-b] click on the item to open the item detail and click on the Duplicate button at the bottom
[3] The item will get duplicated along with it's options and modifiers (Additional Info is not duplicated)
Bulk Delete
You can delete multiple items at once. See the recording below.
Quick Actions NEW
Access quick actions under the three dots button on the right side by each item. You can process actions such as Duplicate Item or Delete Item without the necessity of opening the item detail (where these actions can still be done as well).
