How to Create and Manage Menus in Orion's Plan
This comprehensive guide explains how to build, organize, and manage menus in Orion's Plan.
Understanding Menu Structure
Orion's Plan supports a hierarchical menu system:
- Menu Items - Individual dishes (e.g., "Grilled Salmon")
- Categories - Groups of items (e.g., "Main Courses", "Starters")
- Menus - Complete menu collections (e.g., "Dinner Menu", "Christmas Set Menu")
Prerequisites
- You must be logged in as a restaurant administrator
- Your restaurant profile must be set up
Part 1: Creating Menu Items
Menu items are the building blocks of your menus. Create these first.
Step-by-Step: Create a Menu Item
- Navigate to Menu Management - Click "Menu" in the left sidebar, select "Menu Items" tab
- Click "Add New Item" - Look for "+ Add New Item" or "Create Item" button
- Enter Basic Information - Item Name, Description, Price, Currency
- Select Category - Starters, Mains, Desserts, Drinks, Sides, etc.
- Add Photo (Recommended) - Upload photo, supported formats JPG/PNG, recommended 500x500px
- Add Allergen Information - Nuts, Dairy, Gluten, Eggs, Fish, Shellfish, Soy, etc.
- Add Dietary Information (Optional) - Vegetarian, Vegan, Gluten-Free, Dairy-Free
- Save Menu Item - Click "Create Item" or "Save" button
Managing Existing Menu Items
- Edit: Go to Menu > Menu Items, find item, click edit icon, modify, save
- Delete: Find item, click delete icon, confirm deletion
- Search and Filter: Use search bar, filter by category, dietary options, sort by name or price
Part 2: Creating Complete Menus
After creating menu items, combine them into complete menus.
Step-by-Step: Create a Menu
- Navigate to Menus - Go to Menu section, click on "Menus" tab
- Click "Create New Menu" - Look for "+ New Menu" button
- Enter Menu Information - Menu Name, Description, Price, Currency
- Select Menu Type - A la carte, Set Menu, or Multi-course
- Add Menu Items - Click "Add Items", choose from your created menu items
- Arrange Items - Drag and drop to reorder, group by course or category
- Set Menu Availability - Start Date, End Date, Available Days, Time Slots
- Configure Pre-ordering - Toggle "Allow Pre-orders", set deadline
- Add Photos (Optional) - Upload menu cover photo
- Save Menu - Click "Create Menu" or "Save"
Managing Menus
- Edit: Click on menu name or edit icon, modify, save
- Activate/Deactivate: Toggle "Active" switch
- Duplicate: Click "Duplicate" icon, edit name and dates, save as new menu
Part 3: Assigning Menus to Bookings
- When Creating Booking: Find "Menu" dropdown, select appropriate menu
- For Existing Booking: Click on booking, "Edit Booking", select menu, save
Best Practices
Menu Items
- Use clear, appetizing descriptions
- Include all allergen information
- Upload high-quality photos
- Keep prices up to date
- Review and update seasonally
Menu Organization
- Group items logically by course
- Use consistent naming
- Keep descriptions concise but enticing
- Remove unavailable items promptly
Pre-ordering
- Enable for set menu events
- Give reasonable deadlines (24-48 hours)
- Send reminders before deadline
- Allow modifications up to deadline
- Generate kitchen prep reports
Tips for Success
- Start Simple: Begin with your core menu items, expand later
- Professional Photos: Invest in good food photography
- Update Regularly: Keep menus current and seasonal
- Guest Feedback: Listen to what guests order most
- Test Pre-orders: Try pre-ordering for special events first
- Clear Descriptions: Help guests make informed choices
- Allergen Accuracy: Double-check all allergen information
- Price Consistency: Ensure prices match physical menus