Configure a Menu Item Using a Template

You can configure a menu item using an existing menu item as a template. This is the easiest and fastest method to create a new menu item. The new item copies the characteristics of the template.

1. Select the Enterprise level, click Configuration, and then click Menu Item Maintenance.
2. Click the Search button in the lower left area.
3. In the list of existing menu items, find the item most closely related to the item you want to create.

   To locate the right item to use, pay attention to Major Groups, Family Groups, Menu Item Definitions, Menu Levels, and Menu Item Classes. These characteristics will copy to the new item. After creating the new item from a template, you can make adjustments.

4. Click the record row where you want to add the menu item.

   If you select a record before clicking the Insert icon in the next step, that record appears by default in the Template Record field. If you do not select a record, you can select the Template Recordfrom the Add Menu Items dialog later.

5. Click the Insert icon () on the toolbar.
6. Complete the following fields for the menu item master record in the Add Menu Items dialog:
   1. In the Select a task to perform drop-down list, select Add Master Record from Template.
   2. (Optional) To select a different template item, click the Select link adjacent to Master to Copy.
   3. Enter the Name of the new menu item.
   4. Verify the Record Number assigned to the new menu item and change it if needed.

      By default, the Record Number assumes the next available record after the template menu item. You can override this number by specifying a different Record Number.

   5. Click OK. The new menu item master record appears in the list.
   6. To add another record number immediately, click Yes. Otherwise, click No.
7. On the Master Records tab in the lower area of the screen, verify that the new menu item record appears with the correct record number.
8. On the Definition Records tab in the lower area of the screen, verify that the new menu item definition appears. You can scroll to the right to see more parts of the menu item definition, and change any attribute of the new menu item, Menu Item Class, Major Group, or Family Group as needed.
9. On the Price Records tab in the lower area of the screen, verify that the new menu item price record or records appears. If the template item had two price records, the new item has the same information. You can change the price record as needed.