Working with Menu Template

To streamline the process of menu setup, you can prepare a menu template. The menu template is a file in the XLS format. In the menu template, you can provide information about all items that you want to add to a QwickServe menu: recipe items, ingredients, sets, add-ons and so on. The populated menu template is then used to set up the menu in QwickServe Cloud.

To download a menu template, use the following link: QwickServe Menu Template.

General Workflow

The main workflow for using the menu template is the following:

1. A customer downloads a menu template and enters available data in the template. When entering the data, try to provide the most comprehensive information about the menu items. For more details, see Preparing Menu Template.
2. Once the menu template is ready, the customer can contact a Petrosoft representative and send the prepared template to the representative. Together with the template, the customer can provide additional information that relates to the menu, for example, images or photos that need to be uploaded to the system.
3. The Petrosoft representative responsible for data input reviews the obtained menu template, makes all necessary edits (if necessary) and sends the updated template to the customer for approval.
4. Once the template is finalized and approved, the Petrosoft representative enters the menu data in the system using the prepared template.

Preparing Menu Template

To prepare the menu template, do the following:

1. Download the menu template using the link above.
2. Open the template.
3. Fill data in the sheets of the template document. You need to enter the following data:

• Full Menu Version
• Sets
• PB Items Summary

Full Menu Version

To fill the Full Menu Version data, follow the steps:

1. Open the Full Menu Version sheet.
2. In the Category Name cell, enter the name of a category that you want to add to the menu, for example, Burgers.

   

3. (Optional) In the Category Description cell, enter the category description.

   

4. (Optional) In the cell below, enter the name of a subcategory within the category, for example, Steak Burgers.

   

5. In the Recipe Items cell, enter the name of a recipe item, for example, Hamburger.

   

6. In the Recipe PLUs cell, enter the PLU for the recipe item.

   

7. In the Recipe Retail Price cell, enter the retail price for the recipe item.

   

8. In the Ingredients for Recipe Items cells, enter the names for base ingredients.

   

9. In the Portion Size cells, enter the portion size for base ingredients.

   

10. Remove the blank lines.

    

11. In the Optional and Hidden cells, mark the ingredients as optional or hidden.

    

12. (Optional) In the Sets Included cells, enter the sets descriptions, for example, Burger Add-ons and Add Cheese.

    

13. (Optional) In the Add-ons cells, enter the add-ons descriptions, for example, Coke 20 oz.

    As add-ons, you can only add items that exist in the Price Book.

    

14. (Optional) In the Description cell, enter the recipe item description.

    

Sets

To fill the Sets data, follow the steps:

1. In the Full Menu Version sheet, copy the sets names.
2. Open the Sets sheet.
3. In the Set Name cells, enter the copied sets names.

   

4. In the Min and Max cells, enter the minimum and maximum number of ingredients that the customer can choose:

• If the customer can choose nothing, the minimum quantity must be set to 0.
• If the customer can choose an infinite number of ingredients, the maximum quantity must be set to 0.

5. In the Ingredient Name cells, enter the names of ingredients that you want to add to the set.

   

6. In the Q-ty cells, enter the amount of ingredients in the set.

   

7. In the Max. Q-ty cells, enter the maximum amount for each ingredient. If the customer can choose an infinite amount of ingredients, the maximum number must be set to 0.

   

8. In the Price N+ cells, enter the price for each ingredient.
   If the first portion is for free, enter the price in the Price 2+ cell. If the first two portions are for free, enter the price in the Price 3+ cells and so on.

   

PB Items Summary

To fill the PB Items Summary data, follow the steps:

1. In the Full Menu Version and Sets sheets, copy the ingredients names.
2. Open the PB Items Summary sheet.
3. In the Ingredients cells, enter the copied ingredients names.

   

4. In the PLU cells, enter the ingredients PLUs.

   

5. In the Measure Unit cells, enter the measurement units for the ingredients.

   

6. In the Category and Department cells, enter the category and department for ingredients. Typically, the 100 QwickServe department and category are used.

   

   If you do not need recipe costing, do not read the following information. If recipe costing is necessary, please follow the next steps.

7. In the Price Book Item cells, enter the names of the Price Book items matching the ingredients.

   You can only enter information about items existing in the Price Book.
   Please pay attention that the measurement units of the Price Book item and measurement unit of the ingredient must be the same.

   

8. In the Unit in Case cells, enter the number of units in case for the ingredients.

   

9. In the Package Cost, USD cells, enter the package cost. The unit cost will be calculated automatically.

   

When the PB Items Summary sheet is finished, in the Full Menu Version sheet you will see that Measure Unit, Unit Cost, Total Amount and GPM are calculated automatically.