Creating Square Menus - Best Practices

Square Menu Terminology

  • Menus - Top-level group that will be selected when linking with Bbot

  • Categories - Similar to Menu Headings in Bbot; Below menus containing items
    • Also used for Square reporting
  • Display Group - Not recognized by Bbot; Only used for organizing items on the Square POS Terminal/App
  • Items - Selectable ordering item

  • Modifiers - Group of modifiers applied to an item. Can also be applied to all items within a category or menu
    • Square uses “Modifier” to describe the group and the modifier itself
  • Modifier Type - Determines what type and properties a Modifier has

  • Variations - Similar to Size Pricing in Toast, a Modifier that allows different pricing
    • Integration Setting will change how Bbot sees variations (modifier or item)
  • Location - Selected from Bbot App Store Integration Tile
    • Only one location can be used per integration

Editing Square Menu Items

  • Item Type - Set during item creation
  • Name - Item name displayed to Bbot and in POS/App
  • Kitchen Facing Name - Differentiated name for Kitchen Tickets/KDS
  • Description - Pulled directly into Bbot
  • Image - Pulled directly into Bbot
  • Actions
    • View Stock History - Troubleshooting stock levels
    • Duplicate - Copy the item and its properties
    • Archive - Remove the item from the ordering menu, to be used again later
    • Delete - Removes an item permanently from the Square backend

Categorization

  • Square categories are representative of Bbot Menu Headers
    • Selecting multiple categories will put the same item under multiple headers in Bbot

  • Variations
    • Add - Create a modifier/duplicate item with a different size and price

  • Stock - Setting an item quantity for Square and Bbot (if integration setting is enabled)
    • Quantity amount can also be added by going to “Manage Stock”

  • Add to Menus
    • Add the same item to multiple menus within Square without having to copy to a new item

  • Modifiers > Edit
    • Add and remove multiple already existing Modifiers to an item
    • Create a new modifier to apply to an item

  • Where it’s sold
    • Visibility setting
    • Must be enabled for Bbot to see item

Setting Up Ticket Printing

Creating a Device Profile

Quick Access > Device Management

  • Devices - Adding a Device
    • Assign device upon creation
    • KDS requires Square PLUS subscription

  • Profiles > Device Profile - Apply device-level settings depending on use case
    • Profiles can be created and assigned for one or multiple devices

    Profiles > Printing Profile > Create New Profile

    • Receipts - When setting up a receipt printer for Mx, set to print automatically
    • Online Order Tickets - applicable to all Bbot orders
      • This will be where Bbot printer settings are configured
      • Always Automatically Print New Orders
      • Ensure Categories are assigned correctly
      • Other settings based on Mx preference
    • Store Locations
      • Make sure it matches location integrated with Bbot
  • Assigning Devices to a Profile
    • Select/Create the Profile
    • Select in the list
    • Edit assigned devices
    • Assign Device
    • Save

Assign a Device Profile

On the POS Hardware (or mobile app)

  • Assigning Printers to a Profile
    • Ensure printer is connected, if not connect printer with IP address/Bluetooth connection
    • Select Assign on appropriate Printer
    • Select checkbox for appropriate Profile
    • Save

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