Now that elements like Menu, Combos, Modifiers or POS Mapping have been successfully migrated to MC, and new concepts such as Store Groups have been introduced as part of the BMM strategy we need to make some adjustments to improve the MC experience and meet evolving business needs for those Brands that had several chains in CMS.
If you want to refresh your memory about BMM, check our KB article Intro to BMM
What does this mean?
While in CMS a Brand could have several menus for different chains, in MC the concept of a “Selected menu” is adopted. To be more specific, the Selected menu would regroup the categories, subcategories, items, combos, combo clusters, modifier groups and modifiers from the all the created chain menus, to be used across brand, by having products that are offered across all your stores. This way, we simplify the menu maintenance, creating new products and aligning product offering across all your stores.
Take a look at this video and also at the step-by-step instructions below:
What now? Menus cleanup
From our end, we made sure that every menu from your chains in CMS has been migrated to the MC under the same Brand.
Therefore, we are happy to guide you through the clean-up process in which you will decide which of the existing menus will be the core one (Selected menu) by adding elements from all other chain menus to this one.
To cleanup your menus:
- Select the Overview sub navigation of the Menu option of the side navigation bar on All Stores level.
- Choose a menu that contains most of the elements of every other chain menu of your Brand; this will be the Selected menu moving forward (we will refer to the rest as “secondary menus”).
- Make sure that your Selected menu, includes all categories, subcategories, and items from the rest of existing menus.
To do this:
- You can re-create manually the missing category/subcategory/item in your Selected Menu.
- You can drag & drop the subcategory/item from the secondary menus to the Selected Menu.
- You can change the subcategory by editing the item and moving it to a subcategory of the Selected Menu.
- Click on the item you aim to move; a pop-up window opens on the right side of the screen
- Choose from the Subcategory dropdown list the subcategory of the Selected Menu you want this item to move
- Click Save to confirm the changes
Note: you can edit & move Subcategories from Categories following the above mentioned steps
- Add Internal Names to each subcategory and item of your Selected menu to help the clean-up process, and help you select the correct product during the POS mapping.
What about Combos and Modifiers?
In this case, there is no option to drag & drop Combos, Modifier groups or Modifiers from one menu to another. For this reason, each Combo, Modifier group or Modifier that is missing from the Selected Menu, but exists in any of the secondary menus, must be re-created in the Selected menu.
In case you had to move items from the secondary menus to the Selected one (because they were not available previously in the Selected menu), or you had re-created those items in the Selected menu, make sure you also re-create the modifier groups and their modifiers in the Selected menu, and to finally attach the correct Modifier group to the items.
Note: Use the options of Internal Name and Manage Visibility to simplify this process.
During the migration we have migrated all your chains with their existing POS connections, converting the chains into Store groups, based on their Integration and Menu Management.
Since you are now creating a unique menu and setting up the availability of products by managing the visibility for Store groups and Stores, you need to connect the Products of your Selected menu with all your existing POS Systems.
Please note that: in case you drag & drop some items from previous chain menus, the internal names can help you find fastest the item to map with the items of the POS System.
Keep in mind that a Selected menu is primary chosen because that specific Store group (previously chain) contains the most up to date and complete menu. This means that you have already a POS system correctly mapped with your products from the Brand menu.
However, the rest of existing POS systems (we will refer to them as “secondary”) are still mapped with products from previous chain menus; this needs to be changed to achieve a correct POS mapping.
How to achieve this?
- Select the POS-Mapping option of the side navigation bar on All Stores level
- Select a secondary POS system (not the one of your Selected Menu)
- Connect each product from your Selected Menu with the products listed in your secondary POS system.
- Repeat the same process until you connect every product (item, combo, modifier group and modifier) with every product of your secondary POS systems.
What about applying Prices?
Store Groups connected to a POS System will take over the product prices saved in your POS System.
For other Store Groups you need to set up prices on all Store level.
To do this:
- Select the Overview sub-navigation of the Menu option on the side navigation bar.
- Click on the item, whose price you want to manage.
- Click on Apply prices to under the Manage Price Group option, and select from the dropdown list:
- All Stores - Prices are applied in all the stores except the ones connected to a POS System
- Specific Stores – Prices are applied to a specific store or store group that would use the same price.
After re-creating or, moving the items to the Selected menu, you need to manage the visibility of the redundant categories and subcategories so that they are not shown on the ordering channels of the Brand.
Please note that in the future, redundant menus will be deleted once you are sure that the Selected menu includes all Categories/subcategories/items and are available in all Store groups and stores or Channels (if applicable).
To manage visibility:
- Click on the 3 dots next to the Category, whose visibility you want to manage, and choose the Manage visibility option.
- At first, turn on the visibility for each Category/subcategory/item so you can easily select which of them you want to turn off.
- Repeat the process, but this time deselect all Store groups and Stores, any MENU external and internal ordering channels for the categories, subcategories and items which you don't want to be visible in your Brand menu.
Please note that either you turn ON or OFF the visibility, you need to check the changes on your mobile or web app as well, to make sure that these have been replicated correctly and that are available for all menus VS Store groups (previously chains).