Here's where Menu is located within the catering-related dependencies:

1. Dietary Terms
2. Suppliers
3. Order Policies
4. Items
5. ✅ Menus
6. Templates
7. Orders
8. Pantry Timeline as another option to view catering orders

Catering menu is a set of catering items that is shown to the user when they are ordering food or drink. The options on the menu are displayed depending on the delivery time for the order and the notice period for catering items that is set by the order policy. It means that the user will only see those items on the menu that are available and allow enough time for preparation for their space booking.

👋 Share your feedback with us about this documentation. Highlight a word or a whole paragraph and click the plus icon that appears. We keep improving this knowledge base based on your comments.

Create catering menus for each building separately if your organisation has more than one office building. The menu is then assigned to one or more spaces.

On the Catering > Menus page, you can view the list of existing menus. From here, you can:

• Search for a specific menu
• Import list of menus or their updates
• Export existing menus
• Delete one or more existing menus
• Mark menus as Active or Inactive
• Select an existing menu to edit it
• Add a new menu

📝 Read more about role permissions required to have these options available: Role Permissions and Data Security Settings for Catering.

Adding a menu

To add a new menu, do the following:

1. Click +Add from the Catering > Menus page.
2. Fill in the fields in the Catering Menu page that opens.
   

3. Define Name (A) and Short Description (B) for your new menu.
4. Set the dates (C) for this menu to be available.
   Note: Keep end date of the menu far in advance for people who book far in the future to see the active menu. Otherwise you'll need to manually move forward the duration of the active menu.
5. (D) Set the cut-off time for the menu to be available for order depending on the weekday:
   1. (E) Set the weekday on (from Monday to Sunday) if you'd like to allow catering orders to be made for this day of the week.
   2. (F) Indicate a number for Advanced Cut-off Days when you'd like the catering orders to stop being created for that weekday.
      For example: entering 2 for Monday will mean that the last day when users can order for Monday is on Friday.
   3. (G) The Order By Time setting defines time of day when the orders can still be created on the last day before cut-off time.
      For example: entering 11:00 for Mondays with 2 days set up under Advanced Cut-off Days will mean that users can order for Monday until Friday 11:00 AM. After this time, they can only order catering for coming days depending on other settings.
6. Set the Status (H) to active or inactive.
   Use this option to prepare menus in advance or keep them after they expire to reuse later.
7. Add a menu image (I) that will be visible when selecting this menu.
8. Click Save (J). The next sections (K-L-M-N-O) open to be filled in.

(K-L-M) Add items from the categories Beverage, Snack, Food to the menu. The list of options is what has been added previously in Catering Items.

(N) ❌ For now, we recommend not using the Available to Roles setting, or you can allow all users to see the menu. Otherwise, the space booking permission and menu availability permission may conflict and prevent users from being able to make catering orders.

(O) Select the spaces where this menu should be available to use after the space booking.

(P) Click Save.

Now, depending on the selected settings, your menu is stored in the system. If set as active, it can be visible to your organisation in the web or mobile apps on the set dates. Users can create catering orders before the cut-off time only, as set in the menu.

Importing catering menus

Should you require to upload multiple menus for your organisation or do a bulk update of the existing ones, do the following:

1. Click Import on the Catering Menus list page.
   
2. Download Template to ensure that your data is formatted correctly for IBSS system to consume.
3. Click Select File when you have the file ready for upload.
4. Confirm your action by clicking Upload and Process.

If the upload is successful, you will see new records listed on the page or updates within existing records.

Exporting a catering menu

On the Catering Menus list page, you can export existing records and choose what fields to include in the export file.

1. Click the Export button.
2. In the popup that opens, select the fields to include.
3. Click Export to confirm selection.

After the export process is finished, you will receive an email with the link to your export file.