Categories & modifiers setup (beginner)

For first-time menu setup, follow these 8 steps to set categories, items, and import entry.

The goal is to finish menu setup so cashier can start taking orders and you know where JSON import lives.

Where to enter:

  • iPad: on the empty menu card at the right side of cashier, tap Set Up Menu
  • iPhone: top-right on cashier, tap Settings -> Menu

Steps

  1. Step 1 (F01): Confirm you are at the empty menu entry

    You should see an empty state on the right with a Set Up Menu button below.

    F01 Empty menu entry

  2. Step 2 (F02): Open menu management main screen

    After tapping Set Up Menu, you enter Menu Management in settings.

    F02 Menu Management main screen

  3. Step 3 (F03): Open section management

    Tap Manage sections at the bottom-left to open the Sections sheet.

    F03 Sections management

  4. Step 4 (F04): Open add item form

    Back on the main screen, tap Add menu item at bottom-right to open Edit Menu Item.

    F04 Menu item form

  5. Step 5 (F05): Review customization list

    On the right side, Customization includes notes like less ice or no sugar.

    F05 Customization list

  6. Step 6 (F06): Open customization editor

    Tap one term to open the Edit Customization screen.

    F06 Customization edit form

  7. Step 7 (F07): Open import source

    Tap Import menu at top-right. You will see two options.

    • Import from File
    • Paste JSON from Clipboard
    F07 Import source

  8. Step 8 (F08): Open clipboard preview

    After tapping Paste JSON from Clipboard, you enter JSON Preview.

    F08 Clipboard preview

Flow mapping

This guide covers F01 ~ F08 (Menu Settings module).