How to Create and Manage Menus

Complete guide to building menu items, organizing sections, and creating full menus

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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:

  1. Menu Items - Individual dishes (e.g., "Grilled Salmon")
  2. Categories - Groups of items (e.g., "Main Courses", "Starters")
  3. 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

  1. Navigate to Menu Management - Click "Menu" in the left sidebar, select "Menu Items" tab
  2. Click "Add New Item" - Look for "+ Add New Item" or "Create Item" button
  3. Enter Basic Information - Item Name, Description, Price, Currency
  4. Select Category - Starters, Mains, Desserts, Drinks, Sides, etc.
  5. Add Photo (Recommended) - Upload photo, supported formats JPG/PNG, recommended 500x500px
  6. Add Allergen Information - Nuts, Dairy, Gluten, Eggs, Fish, Shellfish, Soy, etc.
  7. Add Dietary Information (Optional) - Vegetarian, Vegan, Gluten-Free, Dairy-Free
  8. 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

  1. Navigate to Menus - Go to Menu section, click on "Menus" tab
  2. Click "Create New Menu" - Look for "+ New Menu" button
  3. Enter Menu Information - Menu Name, Description, Price, Currency
  4. Select Menu Type - A la carte, Set Menu, or Multi-course
  5. Add Menu Items - Click "Add Items", choose from your created menu items
  6. Arrange Items - Drag and drop to reorder, group by course or category
  7. Set Menu Availability - Start Date, End Date, Available Days, Time Slots
  8. Configure Pre-ordering - Toggle "Allow Pre-orders", set deadline
  9. Add Photos (Optional) - Upload menu cover photo
  10. 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

  1. Start Simple: Begin with your core menu items, expand later
  2. Professional Photos: Invest in good food photography
  3. Update Regularly: Keep menus current and seasonal
  4. Guest Feedback: Listen to what guests order most
  5. Test Pre-orders: Try pre-ordering for special events first
  6. Clear Descriptions: Help guests make informed choices
  7. Allergen Accuracy: Double-check all allergen information
  8. Price Consistency: Ensure prices match physical menus

Need more help?

Contact us at info@orionsplan.com or visit the Help Centre for more guides.