Creating your menu manually

Posted on by kenneth

Who is this article for?

  • Store Managers & Business Owners setting up their initial EPOS360 menu, updating product pricing or organizing store catalog structures.
  • Front-of-House Staff & Cashiers who need to add new daily specials or temporary menu items on the fly directly from the POS device.

About menu creation

Items are sellable goods and services that make up your menu and product catalog. As you add your menu details to EPOS360, you can create, edit and manage items. Items can be categorized into distinct categories to keep your point-of-sale layout organized and easy for staff to navigate.

Before you begin

You can create and manage items directly within the EPOS360 interface. When you create or update an item, the changes reflect immediately across your register and sales reporting tools.

  • Unique Identifiers: Each item requires a unique Product ID string for structural tracking and backend database reporting.
  • Categories: You can create and assign categories on the fly while building items, or assign existing categories to keep your register organized.
  • Taxes: Tax parameters can be toggled per item depending on whether the product requires tax computation at checkout.

Creating an item (Tablet)

1. Navigate to Items Management

From the main EPOS360 home dashboard interface, tap the More icon (four-square logo or bottom right navigation tab). Select Items from the operational features list to load the Manage Items workspace.

2. Initialize Manual Item Creation

Tap the blue Add Item button. From the Add Items drawer options that slide up, select Create Manually (Manually enter item details).

3. Populate Core Item Properties

On the Create Item form page, configure the specific parameters below:

  1. Item Name: Tap the field and type the exact name of your product (e.g., Nasi Lemak).
  2. Price: Scroll down to the pricing section and input your base retail price (e.g., type 2.00 to set it to RM 2.00).
  3. Product ID: Enter a unique code string to identify this item for tracking and backend reporting (e.g., type 1).
  4. Tax Status: Toggle the Tax Applicable switch to ON (blue) if this item requires tax computation at checkout.

4. Create & Link Menu Category

If the required category does not exist in your system yet, you can create and assign it directly while editing an item.

  1. Add a New Category: On the Create Item form page, scroll down and tap the Category dropdown menu.
  2. Tap + Add Category at the bottom of the overlay list layout. Type your intended classification group name (e.g., Breakfast). Tap the blue Confirm button.
  3. Link the Category to Your Item
  4. On the Select Category prompt, verify that your new category checkbox is checked (e.g., [✓] Breakfast). Tap Confirm at the bottom of the screen to link the category to your current item.

5. Save and Finalize the Item 

Review your configured item summary layout screen to ensure all entered details align with your store’s database. Tap the large blue Add Item action button at the top right of the page.

An “Item created successfully” toast notification banner will flash momentarily at the top of the interface.

Creating an item (Mobile)

1. Navigate to Items Management

From the main EPOS360 home dashboard interface, tap the More tab icon located on the far right of the bottom navigation bar. Select Items from the operational features list to load the Manage Items workspace.

2. Initialize Manual Item Creation

Tap the blue Add Item button. From the Add Items drawer options that slide up from the bottom of the screen, select Create Manually (Manually enter item details).

3. Populate Core Item Properties

On the Create Item form page, configure the specific parameters below:

  1. Item Name: Tap the field and type the exact name of your product (e.g., Nasi Lemak).
  2. Price: Scroll down to the pricing section and input your base retail price (e.g., type 2.00 to set it to RM 2.00).
  3. Product ID: Enter a unique code string to identify this item for tracking and backend reporting (e.g., type 1).
  4. Tax Status: Toggle the Tax Applicable switch to ON (blue) if this item requires tax computation at checkout.

4. Create & Link Menu Category

If the required category does not exist in your system yet, you can create and assign it directly while editing an item.

  1. Add a New Category: On the Create Item form page, scroll down and tap the Category dropdown menu. Tap + Add Category at the bottom of the overlay list layout. Type your intended classification group name (e.g., Breakfast). Tap the blue Confirm button.
  2. Link the Category to Your Item: On the Select Category prompt, verify that your new category checkbox is checked (e.g., [✓] Breakfast). 
  3. Tap Confirm at the bottom of the screen to link the category to your current item.

5. Save and Finalize the Item

Review your configured item summary layout screen to ensure all entered details align with your store’s database. Tap the large blue Add Item action button at the bottom of the page.

An “Item created successfully” toast notification banner will flash momentarily at the top of the interface, and you will be redirected back to the Manage Items control page.