Create Menus with Square for Restaurants

One of the first steps in setting up your Square for Restaurants account is to set up your menus in your account. Square for Restaurants provides intuitive and easy-to-use ways to upload all of your existing menus into your Square Dashboard or create brand new menus right in your Dashboard.

Create Items

Before you can create menus for your Restaurants account, you’ll need to have your item library set up.

  1. Select the Apps Menu in the upper left corner and click Menus.
  2. Select Item Library.
    Note: All item creation and editing will display in a fullscreen window. To return to your Items, select the X in the top left corner.

  3. Fill in the item information.
    Items Descrption from the Online Dashboard.

  4. Fill in the variation information. If your item has a bar code, add the SKU or UPC in the SKU field.

    Add single variations:
    Single Variation View
    Add multiple variations:
    Multi-Variation View

  5. You can add variations to an item by clicking Add Variations in the single variation view and Add / Remove Variations in the multi-variation view. This will open up the screen below allowing you to quickly add a new variation name, price, and SKU.
    Add Variations

  6. If you have already created a menu, select the menus that you’d like to add your item to. If you have not created a menu, you can add items to menus later.

  7. If you have Modifier Sets created, you can add a modifier set to your item. If not, learn how to create Modifier Sets.

  8. Once you complete editing properties for the item, click Save.

Create a Menu

To begin creating a menu for you Restaurants account, you’ll need to head to a computer and log onto your Square Dashboard:

  1. Select the Apps Menu in the upper left corner and click Menus.
  2. To create a new menu, click Create a Menu in the upper right corner. If you need to edit a menu, select the correct menu from the Menu drop down.
  3. Enter in your Menu Name and choose the location you’d like to have the menu correspond with.
  4. If your restaurant only has one location, that’s okay. Assign it anyway.

Once you’ve named your Menu, you can start adding items, Display Groups, and Modifiers.

With Square for Restaurants, Menus are designed to correspond with the physical menus in your restaurant. If you have multiple menus you use throughout the day, you should have multiple menus in your Restaurants account.

For example, if your restaurant has different menus for breakfast, brunch, lunch, and dinner, these should be four different menus in your POS. If you only use one menu throughout the day, every day, you can keep it simple and just create one Menu. You can also create separate menus for special events or different dayparts.

No need to worry about duplicating items or display groups, since you can have items or display groups assigned to multiple menus at one time.

Display Groups

A Display Group is a simple tool to help you organize how your Menus appear on your Restaurants POS.

Display Groups function as “subsections” of your Menu. If you have subsections in your physical menus, like appetizers, wines, or desserts, you can create Display Groups to match with your physical menus. Display Groups can be used across multiple menus.

Keep in mind, Display Groups will appear on your Square for Restaurants Point of Sale as tiles with the background color you choose when creating those Display Groups.

To create a display group:

  1. Select the Apps Menu in the upper left corner and click Menus.
  2. Select the Add Display Group drop down and type in the name of your display group over the light grey Add Display Group and hit enter.
  3. Choose the color you’d like to be assigned to your Display Group.

Once you’ve created your Display Group, it will appear on your Menu page and you can start adding items.

To add items to your Display Groups:

  1. Select Add Item from under your newly created Display Group.
  2. Scroll through the drop down or type out the item name to select the correct item to your Display Group.
  3. If you need to edit or remove an item, just click on the item name.

Grid Layout

Adding the correct items and Display Groups to your Menu is, of course, important, but you’ll also want to make sure your Menu is easy for your employees to navigate. Using your Grid Layout option, you have complete control of how your Square for Restaurants POS will look.

To access and edit your Grid Layout:

  1. Select the Apps Menu in the upper left corner and click Menus.
  2. Click the grey Grid Layout button in the right corner.
  3. Use the option bar on the right to adjust the tile size, move pages, or delete tiles.
  4. You can move tiles around the screen by dragging and dropping the tiles to a new location on the screen. Keep in mind, a tile’s location relative to other tiles may limit its size.
    Grid Layout
  5. If you want to add items or display groups to your menu, hover over a blank space and click the +.
  6. Once you are done, click Save.

Note: You can also add functions in your Grid Layout, to help your employees get to some of their most common actions quickly.

Square for Restaurants is designed to be versatile and is optimized for many different service and management styles. We encourage you to play around with both and see which works best for your business.

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