1. self-paced eLearning series
Creating POS Menus

2. Optimize your learning environment!
A Laptop or Tablet can also be used as a 2nd screen
Connect a 2nd Monitor to your Computer
Open your eLearning lesson on one,
And Login to Solana on the other.
As you complete the lesson, navigate Solana to the appropriate location and see it in real time!

3. Creating POS Menus
During this lesson you will be asked to follow along in your Solana environment and complete a series of exercises.
Please allow approximately 60 minutes to complete the course.
‘Creating Users’
was the previous lesson in the series.

4. Navigating the Lesson
To advance to the next slide, use the Right Arrow, Enter or Spacebar.
Use the Left Arrow to go back.
Hit Esc to exit the lesson.

5. Following this Lesson You will;
Understand the elements of a POS Menu
Know how to create Items and Categories
Be able to create new Menus and edit existing ones.
What category is available by default and what is it used for? How does the auto sale feature work? Create your categories
Understand the importance of Meal, Premium, Always allow charging? Why is that important
Do you have menus created and assigned? Do you know how to edit these menus?

6. Creating POS Menus Key Topics POS Menu Building – a preview
Creating Categories for your Items
Adding your Items
Making a Menu
Know where and how to create categories
Know all the parts to creating menu items
Know the 2 ways to create a menu

7. We’ll begin by taking a look at a completed Menu.
POS Menu Building – a preview
We’ll begin by taking a look at a completed Menu.
Then, learn how to create the Items and Categories to populate a new Menu.
And next, build a new Menu from scratch.

8. POS Menu Building – a preview
Access POS Menus by hovering over POS
then clicking on Menus.
(The ‘other’ Menus is for recipes, menus and production.)

9. POS Menu Building – a preview
Let’s begin by looking at the relationship between POS Menus, Items and Categories.
Each Item belongs to a Category that you will create.
Later in this lesson, you’ll learn about Menu Name, Serving Period, Items and Terminals.
Enter your Menu Name, as simple as Lunch or perhaps Week 1 Day 1 for cycle menus.
Click the Blue Arrow to select the Serving Period, usually Breakfast or Lunch
The Categories and corresponding Items you create show here. We’ll demonstrate when we create a Menu from scratch.
You’ll drag your Items to the Menu grid. It’s Category will show on top. Double-click to delete an Item.
have up to 4 Tabs per Menu. Click in the Tab to give it an appropriate name.
You can have up to 5 Categories per Tab and you can drag them to appear in any order you like. Hover over them to pick a size.
You will assign your Terminals to the Menu. This can be as simple as assigning all Terminals to 1 menu or
assigning each terminal a unique menu, like Hot Lunch or Salad Bar.
Assign the Serving Period for the Menu.
Not ere: This can be used to automatically ‘flip’ to the appropriate Serving Period and Menu at the appropriate time.
Items, created by you, are used to populate your Menus.

10. Log into Solana and review a Menu and it’s parts.
POS Menu Building – a preview
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Log into Solana and review a Menu and it’s parts.
Make a list of categories
Make a list of menu items and enter into Solana
Create your breakfast and lunch menu
Helpful Hints!
Click on >POS>Menus

11. Use the Menus selection under POS Menus have multiple parts
POS Menu Building – a preview
Key Takeaways
Use the Menus selection under POS
Menus have multiple parts
You need to create Items and Categories before making Menus
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Next up, Designing and Listing you’re Items and Categories

12. Designing and Listing you’re Items and Categories
And their related Categories.
On your Menus, items will be listed beneath the Category you assign.
Menu building begins
by creating your Items,

13. Designing and Listing you’re Items and Categories
When you begin creating Items and Categories, you’ll be working in this screen.
You may find it easiest to start a spreadsheet to catalog your initial list of items and their parts,
then transfer the information into Solana.

14. Things to consider before building your Menus in Solana;
Create your list of Menu Items ahead of time, paying attention to names (be sure the cashiers understand them) and whether you’ll let Solana auto-assign the item numbers or you’ll be assigning your own
Create your list of Categories ahead of time. Items are listed by Categories, usually like groupings such as Meals, Ala Carte, Drinks, etc.
If using multiple Menus per site, like Hot Line, Salad Bar, etc., know which terminal assignments in Solana correspond to your sites’ serving stations.
Serving Periods, per site, can be configured to automatically switch from Breakfast to Lunch and present the assigned Menu per terminal. Decide if this is the behavior you prefer and work w/ our Engineers to set up your Serving Period times.
Let’s take a closer look at Categories, Items and how they’re used.

15. POS Menu Building – a preview
Menu building begins by adding your Items and Categories to Solana.
Hover your mouse over POS
then click on Items to enter the POS Items page

16. Creating Categories for your Items
Because each item you add requires a Category, we’ll begin there.
Earned is the only category that comes with Solana. Items assigned to the Earned category will be Free but counted under the appropriate Eligibility.
Click the Blue Arrow to View Categories.
Let’s create a new Category.
Click the Blue Arrow,
then click Create New Category.

17. Creating Categories for your Items
Type in your Category Name.
Choose a Button Color.
And check Auto Sale as needed.
Then click Create to Save.
Auto Sale allows the 1st item under the Category on a Menu to sell automatically as the accounts are brought up by the cashier.
This is popular when no Ala Carte is being sold and you’re trying to sell a large volume quickly.

18. Categories- a Review Creating Categories for your Items
Categories are used to logically group items on your Menus.
You will create your Categories BEFORE your POS Items because each POS Item requires a Category.
Auto Sale allows the 1st item under the Category on a Menu to sell automatically as the accounts are brought up by the cashier.
Earned comes with Solana. You will create and name all other Categories.
Categories are color coded. Items assigned to the Category appear on the menu with this color. Select Edit to change your color.

19. Creating Categories for your Items
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Write down the Categories you’ll need and add them to Solana.
Make a list of categories
Make a list of menu items and enter into Solana
Create your breakfast and lunch menu
Helpful Hints!
Categories help group like items.

20. All Items will belong to a Category.
Creating Categories for your Items
Key Takeaways
All Items will belong to a Category.
You will create your Categories based on the Items you serve.
It’s best to plan ahead, make a list of your Categories and then create them in Solana.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Next up, Adding your Items.

21. Adding your Items
Now it’s time to enter your Items;
Hover you mouse over POS
then click on Items to enter the POS Items page

22. Let’s preview the POS Items page
Adding your Items
Let’s preview the POS Items page
You will create all of your Menu Items using this screen.
Always Allow Charging overrides the Global and individual charge limits you’ve set.
This item will ONLY charge, never ask for cash.
Unit Cost is your wholesale cost.
Student Price is the Student ala carte price.
Uncheck Active if you no longer want to display this item.
A Premium item will use the Student Price for Full Pay students. The Student Price must be higher than the Full Pay eligibility price. Free and Reduced students will be charged based on their Eligibility.
The Item Number will auto-populate, using the next highest number.
You can overwrite with any alpha-numeric value as needed.
The Item Description will show on the Menu button. Space is limited so keep it concise.
Some people prefer all CAPS for visibility.
Check the Meal option if the item makes up a reimbursable meal. Items named Lunch or Breakfast are often marked this way
Adult Price is the Adult ala carte price.
Taxable is checked by default, only applies to Adult sales and will only apply if you set up tax tables.

23. To create a new Item, select Create New POS Item
Adding your Items
To create a new Item, select Create New POS Item
Solana can add as many rows as you need. 1 is the default. Type in the # of rows you need.
Click Add
Solana will ‘guess’ the next number. To use your own, type your value in.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

24. Adding your Items
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Create an Items spreadsheet and make a dozen entries.
Make a list of categories
Make a list of menu items and enter into Solana
Create your breakfast and lunch menu
Helpful Hints!
An example of the spreadsheet was provided earlier in this lesson.

25. Adding your Items
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Create a few Items in Solana by transferring the data from the spreadsheet.
Make a list of categories
Make a list of menu items and enter into Solana
Create your breakfast and lunch menu
Helpful Hints!
An example of the spreadsheet was provided earlier in this lesson.

26. Create a spreadsheet to develop your items
Adding your Items
Key Takeaways
Create a spreadsheet to develop your items
Understand all the elements of an Item, they will impact your sales.
Know how to enter Items into Solana
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Next up, Making a Menu

27. Making a Menu
Before creating a Menu, we’ll take a brief detour to Site Setup to review a couple of things that effect Menus. Click >Admin>Schools
Auto-Sale is ‘per terminal’. Be sure you check this option to turn it on.
Serving Periods can be scheduled per site and switch automatically, to prevent Sales in the wrong Serving Period.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

28. Next, let’s review a Menu’s elements;
POS Menu Building – a preview
Next, let’s review a Menu’s elements;
Enter your Menu Name, as simple as Lunch or perhaps Week 1 Day 1 for cycle menus.
Click the Blue Arrow to assign a Serving Period, usually Breakfast or Lunch
Click Items to display Categories and Items here.
Enter your Menu Name, as simple as Lunch or perhaps Week 1 Day 1 for cycle menus.
Click the Blue Arrow to select the Serving Period, usually Breakfast or Lunch
The Categories and corresponding Items you create show here. We’ll demonstrate when we create a Menu from scratch.
You’ll drag your Items to the Menu grid. It’s Category will show on top. Double-click to delete an Item.
have up to 4 Tabs per Menu. Click in the Tab to give it an appropriate name.
You can have up to 5 Categories per Tab and you can drag them to appear in any order you like. Hover over them to pick a size.
You will assign your Terminals to the Menu. This can be as simple as assigning all Terminals to 1 menu or
assigning each terminal a unique menu, like Hot Lunch or Salad Bar.
Assign the Serving Period for the Menu.
Not ere: This can be used to automatically ‘flip’ to the appropriate Serving Period and Menu at the appropriate time.
Assign the Menu to the appropriate Terminal*.
* Do NOT assign Terminals here when using Scheduled, or Cycle Menus. See the eLearning ‘Scheduling Menus’.

29. Menu Review, continued. POS Menu Building – a preview
Each palette can have up to 4 tabs.
The Item’s Category will display above. You can have up to 5 Categories per palette.
Enter your Menu Name, as simple as Lunch or perhaps Week 1 Day 1 for cycle menus.
Click the Blue Arrow to select the Serving Period, usually Breakfast or Lunch
The Categories and corresponding Items you create show here. We’ll demonstrate when we create a Menu from scratch.
You’ll drag your Items to the Menu grid. It’s Category will show on top. Double-click to delete an Item.
have up to 4 Tabs per Menu. Click in the Tab to give it an appropriate name.
You can have up to 5 Categories per Tab and you can drag them to appear in any order you like. Hover over them to pick a size.
You will assign your Terminals to the Menu. This can be as simple as assigning all Terminals to 1 menu or
assigning each terminal a unique menu, like Hot Lunch or Salad Bar.
Assign the Serving Period for the Menu.
Not ere: This can be used to automatically ‘flip’ to the appropriate Serving Period and Menu at the appropriate time.
You will ‘drag’ Items onto the Menu palette.

30. A blank Menu page will appear.
Making a Menu
To create a Menu from scratch, click >POS>Menus, then Create Menu
A blank Menu page will appear.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

31. Enter the Menu name and Serving Period
Making a Menu
Enter the Menu name and Serving Period
Use the resizer to make the Item Small, Medium or Large.
Under Items, your Categories are at the top.
Click on the Blue Arrow to reveal the list of Categories, then choose the one for the Items you need.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

32. Using your mouse, ‘drag’ Items onto the Menu palette.
Making a Menu
Using your mouse, ‘drag’ Items onto the Menu palette.
Note that the Category appears at the top of the Menu.
Use the resizer to make the Item Small, Medium or Large.
If the Item is on the Menu it will no longer show in the Items listing.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
To remove an Item from the Menu, double-click it.
It will reappear in the list.

33. Click on the Tab to type in a name for this Menu.
Making a Menu
Click on the Tab to type in a name for this Menu.
Grab and Drag an item to move it up and down in the list.
You can do the same to rearrange Categories.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
And assign the Menu to the appropriate Sites and Lines.

34. Creating Items for prices that vary, like a weighed Salad.
Making a Menu
Creating Items for prices that vary, like a weighed Salad.
-Add a tab named General
-Create the Categories Tens, Dollars, Dimes and Cents
-And create the corresponding Items. In this example, we can ring up to $10.99 for an item.

35. Time to exercise! Create and populate your first Menu!
Making a Menu
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Create and populate your first Menu!
Make a list of categories
Make a list of menu items and enter into Solana
Create your breakfast and lunch menu
Helpful Hints!
Grab and Drag Items with your mouse to put them on the menu palette. Double-click on an Item to remove it. It will reappear in the Items List.

36. Making a Menu
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Resize an Item, then move Items up and down in the column.
Make a list of categories
Make a list of menu items and enter into Solana
Create your breakfast and lunch menu
Helpful Hints!
As you change sizes, note how many visible items each column can hold.

37. Time to exercise! Rename and add Tabs to your Menu
Making a Menu
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Rename and add Tabs to your Menu
Make a list of categories
Make a list of menu items and enter into Solana
Create your breakfast and lunch menu
Helpful Hints!
You’ll need to drag an Item onto the Tab before you can rename it.

38. Comfortable with editing existing Menus Able to create new Menus
Making a Menu
Key Takeaways
Comfortable with editing existing Menus
Able to create new Menus
Understanding of Serving Period and Terminal assignments
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

39. Congratulations, you’ve mastered Menus!
And are able to:
Create Categories
Add and Edit Items
Build and Maintain Menus

40. Thanks again for your time and effort. It’s appreciated!