Catalog & menu items

The Catalogue page is where you build and maintain your menu: the categories it's organised into, the items in each category, and the reusable option groups (modifiers) you can attach to items — for example, a "Choice of dressing" or "Add extras" group.

The page has two tabs: Items and Modifiers.

Master Catalog (all sites)

If you're an admin, switching to All Sites in the site selector gives you access to a Master Catalog, in addition to each site's own Catalogue. It's a central reference menu for your whole organization, and it works exactly like the Catalogue described in the rest of this article — you create categories, add items and modifiers, and can import a menu from a photo or PDF the same way. Standard company users don't see the Master Catalog in the navigation menu.

The Master Catalog isn't linked to any site's own menu. Adding an item here doesn't make it available to customers at any site — it's a place to build out your menu once. To make an item available for customers to order today, add it to the relevant site's own Catalogue — either manually, or by using Import Menu > Inherit Master Menu at that site to copy everything in at once (see below).

Organising items into categories

Items are grouped into categories (for example, "Main Course," "Beverages"). You need at least one category before you can add an item — if none exist yet, the Add New Item button is disabled and you'll see a prompt to create a category first.

To create a category, select Create Category and fill in:

Category Name — a short, required name (for example, "Main Course")
Internal Name — optional, see Internal names below
Category Icon — pick one of the available icons to represent the category

To edit or delete a category, open its menu (the three-dot icon next to the category name) and choose Edit or Delete. Deleting a category permanently deletes it and every item inside it, so you'll be asked to confirm before it happens.

Each category header shows its internal name (if it has one) and how many items it contains, and can be collapsed or expanded — there's also a button to collapse or expand all categories at once. When you aren't searching or filtering, you can drag categories (using the handle next to each one) to reorder them, and drag items within a category to reorder those too. Reordering is turned off while a search term, category filter, or status filter is active.

Managing items

The Items tab lists your items grouped by category. You can search by name or internal name, and filter by category or status (Active/Inactive). Each item card shows its photo, name, internal name (if it has one), dietary/allergen tags, a modifier count badge if it has modifiers attached, a minimum-order badge if one is set, its price, and whether it's Active or Inactive. From here you can edit, duplicate, or delete an item. Duplicating pre-fills a new item form with the same details (named "Copy of [item name]") so you can adjust and save it as a new item. Deleting an item asks you to confirm first.

Creating or editing an item opens a form with the following sections:

Item Details

Item Name (required)
Internal Name — optional, see Internal names below
Item Image — upload a photo (JPEG, PNG, or WebP); you can change or remove it afterwards
Category (required) — which category the item belongs to
Label (required) — classify the item as Food, Beverage, Labour, or Expense
Active — a switch controlling whether the item is available to order
Description — optional free text

Sizing & Pricing

Choose between:

One Size — a single Price (required) and optional Serves value (for example, "1" or "1-6")
Multiple Sizes — add two or more sizes, each with a Name (for example, "Small," "Medium," "Large"), a Price, an optional Serves value, and a checkbox to mark one size as the default. You can add more sizes or remove them, but at least two must remain.

Minimum Order Quantity

A switch to require a minimum quantity per order. When turned on, you set the minimum number of units a customer must order (it starts at 2 by default and can be changed).

Modifiers

Select Attach Modifiers to open a list of your modifiers, each showing its selection rule (for example, "Select exactly 1" or "Select 2 to 4") and its options with any price adjustments. Modifiers with an internal name are shown as "Name — Internal name" (for example, "Small — Toastie size"), and you can search by either name. Select the ones you want to offer with this item, then confirm. Attached modifiers are listed on the item form and can be removed individually with the X on their tag.

Managing modifiers

The Modifiers tab lists every modifier you've created, showing its selection rule and how many options it has, its internal name (if it has one), plus whether it's Active or Inactive. You can search modifiers by name or internal name, and filter by status. From here you can edit, duplicate, or delete a modifier; duplicating pre-fills a new modifier form (named "Copy of [modifier name]"), and deleting asks you to confirm first.

Creating or editing a modifier opens a form with:

Modifier Details

Name (required, for example, "Flavour" or "Topping")
Internal Name — optional, see Internal names below
Active — a switch controlling whether the modifier can still be attached to items (only shown when editing)

Rules

Set how many options a customer can select, choosing one of:

Between X and Y options
Exactly X option(s)
At least X option(s)
Up to X option(s)

If the rule allows exactly one option (for example, "Exactly 1" or "Up to 1"), customers pick a single option, similar to a radio button. Any other rule lets customers pick multiple options up to the limit you set, similar to checkboxes.

Options

Add one or more options, each with:

A name (for example, "Chocolate," "Strawberry")
A price — the amount added to the item's price when a customer chooses this option (enter $0.00 if it shouldn't change the price)
A checkbox to mark it as the default selection (only one option can be marked default)

You can add or remove options freely, but at least one option is required.

If you're editing a modifier that's already attached to one or more items, you'll see a notice telling you how many items use it and reminding you that your changes will apply to all of them.

Internal names

Lots of items and modifiers share the same name, like "Small," "Gluten free," or "Lunch box." To tell them apart, you can give any category, item, or modifier an optional Internal Name (for example, "Toastie size") alongside its customer-facing name.

Internal names are only shown to you and your team. Customers never see them, including when ordering and in order confirmations and emails.
They can be up to 100 characters and don't need to be unique.
To remove one, clear the field and save.
Existing categories, items, and modifiers have no internal name until you add one.

Internal names appear on the Catalogue page, when attaching modifiers to an item, and when choosing items for an order form. Duplicating an item or modifier copies its internal name too.

Importing a menu

Instead of adding categories and items one at a time, select Import Menu on the Items tab to bring a menu in all at once. If your organization has a Master Catalog with items in it, you'll see two tabs to choose from — Upload Menu and Inherit Master Menu. If it doesn't, only the upload option is shown.

Upload Menu

Drag and drop a photo (JPEG or PNG) or PDF of your menu into the upload area, or select Choose File to browse for one. Files must be no larger than 10MB.
Wait while your menu is analysed. This usually takes under a minute, but large or multi-page PDFs can take several minutes. You can select Cancel at any point while this is in progress if you change your mind — nothing is added to your catalogue until you approve it.

To keep menu scanning reliable for everyone, uploads are limited to 3 per minute and 10 per day, per user. If you reach either limit, or if the menu scanner is temporarily busy, you'll see a message asking you to wait and try again shortly — you can always add items to your catalogue manually in the meantime.

Items brought in this way are added as Active and labelled Food, with no dietary/allergen tags, minimum order quantity, or modifiers attached, and their categories use a default icon — edit them afterwards, the same way you would an item you created manually, to fine-tune these details.

Inherit Master Menu

Select the Inherit Master Menu tab, then Copy Master Menu, to copy every category and item from your organization's Master Catalog straight into this site's catalogue.

Items brought in this way keep their image, dietary/allergen tags, active status, minimum order quantity, internal name, and price from the Master Catalog. Categories keep their internal name too. If your organization sets prices per site rather than in the Master Catalog itself, some items may come in priced at $0.00 — check and update pricing before approving.

Reviewing before you import

However you brought items in, you'll land on the same review step:

Review the categories, items, prices, and descriptions found — you can edit any category name, item name, description, or price directly, and remove an item you don't want using the delete icon next to it.
Select Approve & Import to add everything to your catalogue, or Reject to discard the results and start over.

If any of the categories or items look like they already exist in your catalogue — or are repeated more than once — they're marked with a Duplicate label, and a warning is shown above the list. This is just a heads-up: importing will still add them as new entries, so review the warning first if you don't want duplicates created.

Building order forms