Restaurateurs, meet the Skip Portal’s Menu Self-Serve feature. Here to make lives a whole lot easier, this useful tool gives you the power to edit, create, and arrange your own menu items, right from your fingertips. Ready? To the Portal!
Not an MSS partner? No problem! For corporate brands or those of you who are alcohol vendors, POS-integrated, or part of the Group Menu, you’ll need a little help from our end to make your menu changes. And here’s how to get it:
- Go to Message Us
- Create a Ticket
How to access the Menu-Self Serve tool (MSS)
- Log in to the Partner Portal
- On the left sidebar, click on the Management icon, then click Menu
- Menu Self-Serve Basics
- Preview Menu Updates
- After making changes to your menu, you can check if everything is accurate before making the update live.
- Go to the Overview tab
- Click the Preview Menu button at the top of the page
- Review the changes you’ve made
- Publish Menu Updates
- Once you’re satisfied, you can Publish your menu. Remember, you must always do this for your new changes to take effect.
- Go to the Overview tab
- Click the Publish button at the top of the page
- A pop-up message will show the Menu Terms & Conditions that you must acknowledge and accept before publishing
- Click the Publish button
How To Create a New Category
- Go to the Overview tab
- Click the Create Category button at the top of the page
- Add in the Category Name and Description
- Click the Create button, or the Create & Add Another button to continue creating more categories
- The new Category will appear at the bottom of the Overview tab
How To Arrange A Category Or An Item
- Go to the Overview tab
- Go to the card of the Category you want to edit
- Click the ellipsis icon (…), then click Edit Category
- Edit the Category Name and Description as needed
- Click the Save button
How To Edit an Existing Category
- Go to the Overview tab
- Click the Sort button at the top of the page
- Arrange the categories by dragging the Drag Handle icon of the Category cards
Click the Save button
How to Arrange Categories
- Go to the Overview tab
- Click the Sort button at the top of the page
- Arrange the categories by dragging the Drag Handle icon of the Category cards
Click the Save button
How to Delete a Category
- Go to the Overview tab
- Go to the card of the Category you want to delete
- Click the ellipsis icon (…), then click Delete Category
- A pop-up message will explain that this action can’t be undone. It will remove the category and all of the items in it. Any items that appear in other categories will not be removed.
Click Delete Category
How to Create a New Item in a Category
- Go to the Overview tab
- Go to the card of the Category where you want to Create a New Item
- Click Open Details to expand the Category
- Click the Add Item button, then click New Item
- Input the Item Name and Description
- Choose the Tax Category from the dropdown list (Regular Food Item, Regular Non-Food Item, GST Only, PST Only, Baked Goods, No Tax)
- Regular Food Item
- Regular Non-Food Item: for convenience and retail items, such as batteries, medicines, pet food, and flowers
- GST Only / PST Only: Used to break out HST, especially for GST/PST-exempt items such as fresh produce, eggs, meat, and dairy
- Baked Goods: For baked goods that come in packs of six or more, such as a six-pack of muffins
- No Tax: Applies to items with tax-inclusive pricing
- Set the Delivery Price
- Set the Size Description, Calories, Deposit (Can/Bottle), and/or Package Quantity if applicable
- Click the Create button, or click the Create & Add Another button to continue creating more Items
How to Create a New Item in the Menu Library
For example, you have a new cake flavour that you want to include in both the Featured Items and Desserts categories. You can have an item that shows up in multiple categories by creating a new item in the Menu Library. The Menu Library stores all the information in your menu, including Items, Option Groups, and Options.
- Go to the Items tab
- Click the Create Item button
- Follow steps 5-9 of Create a New Item in a Category
- Click the Create button, or click the Create & Add Another button to continue creating more Items in the Menu Library
***The new item will now be available in the Menu Library but is not attached to specific categories. It will need to be added to a category to show up on your menu.
How To Add an Existing Item to Another Category
- Click the Add Option Group Button.
- Choose between New Option Group or Existing Option Group.
- Go to the Overview tab
- Go to the card of the Category where you want to Add an Existing Item
- Click Open Details to expand the Category
- Click the Add Item button, then click Existing Items.
- Type the item name in the Search Items bar, or scroll through the list of items
- Click the checkbox of the item you want to add
- Click the Save button
How To Edit an Existing Item
| Method A.1 Go to the Overview tabGo to the card of the Category where the Item you want to edit is Click Open Details to expand the Category | Method B.1 Go to the Items tabType the item name in the Search Items bar OR, on the Jump to pane, click the first letter of the item name or scroll through the list of items |
| Go to the card of the Item you want to edit, then: | |
| Method A.2 Click the ellipsis icon (…), then click Edit Item | Method B.2 Click on the Item card to open the Item PreviewClick the Edit Item button in the upper right corner |
| Edit the Item Name, Description, Tax Category, Delivery Price, Size Description, Calories, Deposit (Can/Bottle), and/or Package Quantity as needed Click the Save button ***If the item appears in multiple categories, the changes will also apply to those. | |
How to Arrange Items in a Category
- Go to the Overview tab
- Go to the card of the Category with the Items you want to arrange
- Click Open Details to expand the Category
- Click the Sort button, which can be found opposite the Add Item button
- Arrange the items by dragging the Drag Handle icon of the Item cards
Click the Save button
How to Remove an Item from a Category
- Go to the Overview tab
- Go to the card of the Category where the Item you want to remove is in
- Click Open Details to expand the Category
- Go to the card of the Item you want to remove
- Click the ellipsis icon (…), then click Remove Item
***If the item appears in multiple categories, you have to go to those categories to remove the item.
How to Delete an Item from the Menu
- Go to the Items tab
- Type the item name in the Search Items bar or, on the Jump To pane, click the first letter of the item name or scroll through the list of items
- Go to the card of the Item you want to delete
- Click the ellipsis icon (…), then click Delete Item
- A pop-up message will explain that this action cannot be undone and the item will be permanently deleted from the entire menu.
- Click Delete Permanently
Option Group
An Option Group is a collection of options or modifiers associated with a menu item. For example, a Cheeseburger Combo could have Option Groups such as Add Toppings, Choose Side, and Choose Drink.
Options
Options are modifiers or choices related to an option group. For example, the option group of Add Toppings could have Options such as Add Tomato or Add Bacon, Choose Side could have Options such as Fries or Onion Rings, and Choose Drink could have Options such as Pepsi or 7UP.
| Item | Cheeseburger Combo | $ 18.00 |
| Option Group 1 | Add Toppings | |
| Option 1.1 | Add Tomato | $ 0.15 |
| Option 1.2 | Add Bacon | $ 0.50 |
| Option Group 2 | Choose Side | |
| Option 2.1 | Fries | |
| Option 2.2 | Onion Rings | |
| Option Group 3 | Choose Drink | |
| Option 3.1 | Pepsi (355 mL) | |
| Option 3.2 | 7UP (355 mL) |
How to Create and Add a New Option Group for an Item
- Go to the Overview tab
- Go to the card of the Category where the Item you want to add the new option group is
- Click Open Details to expand the Category
- Click on the Item card to open the Item Preview
- In the Options card, click the Add Option Group button, then click New Option Group
- Enter the Option Group Name
- Under Settings, you can specify how many options customers can select:
For example, consider an Option Group called Add Pizza Toppings.
Minimum Selection: If a selection is required, enter a number greater than zero.
- Insert “3” if customers are required to add at least 3 toppings
- Insert “0” if customers are not required to add any toppings
Maximum Selection: Set the limit of selections for the option group.
- Insert “10” if customers should not add more than 10 toppings
Limit per Selection: Set the limit for adding the same option.
- Insert “3” if customers should not add more than 3 of the same topping
- Click the Create button, or click the Create & Add Another button to continue creating more Option Groups
How to Create and Add a new Option for an Option Group
| Method A Click on the Item card where the Option Group isIn the Item Preview, go to the card of the Option Group where you want to create and add a new Option | Method B Go to the Option Groups tabType the option group name in the Search Option Groups bar, OR, on the Jump To pane, click the first letter of the Option Group name or scroll through the list of Option Groups |
| Click Open Details to expand the Option Group Click the Add Option button, then click New Option Input the Option Name Choose the Tax Category from the dropdown list (Regular Food Item, Regular Non-Food Item, GST Only, PST Only, Baked Goods, No Tax) Set the Delivery Price Set the Calories, Deposit (Can/Bottle), and/or Package Quantity, if applicable Click the Create button, or click the Create & Add Another button to continue creating more Options | |
How to Create a New Option Group in the Menu Library
There are times when an Option Group applies to multiple items on a menu. For example, all Combo Meal items have the same options for Sides. You can create that Option Group in the Menu Library, then add it to the combo meal items.
- Go to the Option Groups tab
- Click the Create Option Group button
- Follow steps 6-7 of Create and Add a New Option Group for an Item
- Click the Create button, or click the Create & Add Another button to continue creating new option groups in the Menu Library
The new Option Group will now be available in the Menu Library, but is not attached to specific items. It will need to be attached to menu items to show up on the menu.
How to Add an Existing Option Group to a Menu Item
- Go to the Overview tab
- Go to the card of the Category where the Item you want to add an existing option group to is
- Click Open Details to expand the Category
- Click on the Item card to open the Item Preview
- In the Options card, click the Add Option Group button, then click Existing Option Groups. This will take you to the Add Existing Option Groups page, which shows your Option Groups and the list of their options for easier identification
- Type in the Option Group name in the Search Option Groups bar, or scroll down through the list of Option Groups
- Click the checkbox of the Option Group you want to add
Click the Save button
How to Create a New Option in the Menu Library
There are times when an Option applies to multiple option groups in a menu. For example, Add Mushrooms can be an option under Add Toppings for a burger, and an option under Add Toppings for a steak. You can create that Option in the Menu Library, then add it to the Option Groups.
- Go to the Options tab
- Click the Create Option button
- Follow steps 5-9 of Create and Add a New Option for an Option Group
- Click the Create button, or click the Create & Add Another button to continue creating new options in the Menu Library
The new option will now be available in the Menu Library, but is not attached to specific Option Groups. It will need to be attached to Option Groups to show up in the menu.
How to Add an Existing Option to an Option Group
| Method A Click on the Item card where the Option Group isIn the Item Preview, go to the card of the Option Group where you want to add an existing Option | Method B Go to the Option Groups tabType the Option Group name in the Search Option Groups bar, OR, on the Jump To pane, click the first letter of the Option Group name or scroll through the list of Option Groups |
| Click Open Details to expand the Option Group Click the Add Option button, then click Existing Options. This will take you to the Add Existing Options page Type the option name in the Search Options bar or scroll down through the list of options Click the checkbox of the option you want to add Click the Save button | |
How to Edit an Existing Option Group
| Method A Click on the Item card where the Option Group you want to edit is. This will take you to the Item Preview. | Method B Go to the Option Groups tabType the Option Group name in the Search Option Groups bar OR, on the Jump To pane, click the first letter of the Option Group name or scroll through the list of Option Groups |
| Go to the card of the Option Group you want to edit Click the ellipsis icon (…), then click Edit Option Group Edit the Option Group name, Minimum Selection, Maximum Selection, and Limit Per selection as needed Click the Save button | |
How to Edit an Existing Option
| Method A Click on the Item card where the Option Group with the Option you want to edit is In the Item Preview, go to the card of the Option GroupClick Open Details to expand the Option Group | Method B Go to the Options tabType the option name in the Search Options bar, OR, on the Jump To pane, click the first letter of the Option or scroll through the list of Options |
| Go to the card of the Option you want to edit Click the ellipsis icon (…), then click Edit Option Edit the Option Name, Tax Category, Delivery Price, Calories, and/or Package Quantity as needed Click the Save button | |
How to Arrange Options Groups in an Item
| Method A Go to the Overview tabGo to the card of the Category with the Item that has the Option Groups you want to arrangeClick Open Details to expand the Category | Method B Go to the Items tabType the item name in the Search Items bar OR, on the Jump To pane, click the first letter of the item name or scroll through the list of items |
| Click on the Item card to open the Item Preview In the Options Card, click the Sort button found in the bottom right corner Arrange the Option Groups by dragging the Drag Handle icon of the Option Group cards Click the Save button | |
How to Arrange Options in an Option Group
| Method A Click on the Item card where the Option Group isIn the Item Preview, go to the card of the Option Group that has the Options you want to arrange | Method B Go to the Option Groups tabType the Option Group name in the Search Option Groups bar OR, on the Jump To pane, click the first letter of the Option Group name or scroll through the list of Option Groups |
| Click Open Details to expand the Option Group Click the Sort Options button, which can be found opposite the Add Option button Arrange the Options by dragging the Drag Handle Icon of the Option cards Click the Save button | |
How to Remove and Option Group from an Item
| Method A Go to the Overview tabGo to the card of the Category with the Item you want to remove the Option Group from Click Open Details to expand the Category | Method B Go to the Items tabType the item name in the Search Items bar OR, on the Jump To pane, click the first letter of the item name or scroll through the list of items |
| Click on the Item card to open the Item Preview Go to the card of the Option Group you want to remove Click the ellipsis icon (…), then click Remove Option Group ***If the Option Group is also applied to other items, you have to go to those items to remove the Option Group. | |
How to Remove an Option from an Option Group
| Method A Click on the Item card where the Option Group with the Option you want to remove isIn the Item Preview, go to the card of the Option Group | Method B Go to the Option Groups tabType the Option Group name in the Search Option Groups bar OR, on the Jump To pane, click the first letter of the Option Group name or scroll through the list of Option Groups |
| Click Open Details to expand the Option Group Go to the card of the Option you want to removeClick on the ellipsis icon (…), then click Remove Option ***If the Option is also applied to other Option Groups, you have to go to those Option Groups to remove the Option. | |
How to Delete an Option Group from the Menu
- Go to the Option Groups tab
- Type the Option Group name in the Search Option Groups bar OR, on the Jump To pane, click the first letter of the Option Group name or scroll through the list of Option Groups
- Click on the ellipsis icon (…), then click Delete Option Group
- A pop-up message will explain that this action cannot be undone and the Option Group will be permanently deleted from the entire menu
Click Delete Permanently
How to Delete an Option from the Menu
- Go to the Option Groups tab
- Type the Option Group name in the Search Option Groups bar OR, on the Jump To pane, click the first letter of the Option Group name or scroll through the list of Option Groups
- Click on the ellipsis icon (…), then click Delete Option Group
- A pop-up message will explain that this action cannot be undone and the Option Group will be permanently deleted from the entire menu
Click Delete Permanently
How to Set Availability for a Category
By default, all the items on your menu will always be available during store hours. However, you can also set specific time and day availability for entire categories. For example, if you have a Breakfast Menu that is only available on weekend mornings.
- Go to the Overview tab
- Go to the Category you want to set the Availability for
- Click the ellipsis icon (…), then click Edit Category
- In the Availability card, click the Add Availability button
- Set the start (From) and end (To) times
- Check off the available Days
- Click the Add button
Click the Save button
***The Availability information will be visible when you click Open Details to expand the Category.
How to Edit Availability Setting for a Category
- Go to the Overview tab
- Go to the Category with the availability setting you want to edit
- Click the ellipsis icon (…), then click Edit Category
- In the Availability card, go to the Availability set and click the Edit button
- Edit the start (From) and end (To) times and the Available Days as needed
- Click the Save button
Click the Save button again in the top right corner of the Edit Category window.
How to Remove Availability Setting for a Category
- Go to the Overview tab
- Go to the Category with the availability setting you want to remove
- Click the ellipsis icon (…), then click Edit Category
- In the Availability card, go to the Availability set and click the Remove button
Click the Save button
How to Set Availability for an Item
You can also set specific time and day availability for an item. For example, if you have a special item in the Entrees category available only on Friday evenings.
| Method A.1 Go to the Overview tabGo to the card of the Category with the Item you want to set the Availability forClick Open Details to expand the Category | Method B.1 Go to the Items tabType the item name in the Search Items bar OR, on the Jump To pane, click the first letter of the item name or scroll through the list of items |
| Go to the card of the Item you want to set the Availability for, then: | |
| Method A.2 Click the ellipsis icon (…), then click Edit Item | Method B.2 Click on the Item card to open the Item PreviewClick the Edit Item button in the upper right corner |
| In the Availability card, click the Add Availability button Set the start (From) and end (To) times Check off the available Days Click the Add button Click the Save button ***The Availability information will be visible when you click on the Item Card to open the item preview. | |
How to Edit Availability for an Item
| Method A Go to the Overview tabGo to the card of the Category that has the Item with the availability setting you want to editClick Open Details to expand the Category | Method B Go to the Items tabType the item name in the Search Items bar OR, on the Jump To pane, click the first letter of the item name or scroll through the list of items |
| Go to the card of the Item with the availability setting you want to edit, then: | |
| Method A Click the ellipsis icon (…), then click Edit Item | Method B Click on the Item card to open the Item PreviewClick the Edit Item button in the upper right corner |
| In the Availability card, go to the Availability set and click the Edit button Edit the start (From) and end (To) times and the Available Days as needed Click the Save button in the bottom right corner of the Availability card Click the Save button again on the top right corner of the Edit Item window | |
How to Remove Availability for an Item
| Method A Go to the Overview tabGo to the card of the Category that has the Item with the availability setting you want to removeClick Open Details to expand the Category | Method B Go to the Items tabType the item name in the Search Items bar OR, on the Jump To pane, click the first letter of the item name, or scroll through the list of items |
| Go to the card of the Item with the availability setting you want to remove, then: | |
| Method A Click the ellipsis icon (…), then click Edit Item | Method B Click on the Item card to open the Item PreviewClick the Edit Item button in the upper right corner |
| In the Availability card, go to the Availability set and click the Remove button Click the Save button again in the top right corner of the Edit Item window | |
Menu Photo Requirements
Menu Photos are the images associated with specific items found on your menu.
- Menu Photos must accurately represent the dish or item being sold
- Menu Photos must be in a landscape orientation (horizontal), with a 3:2 aspect ratio. If the photo is in an aspect ratio other than 3:2, the Edit image window will apply a crop, which will result in only a portion of the original photo being displayed
- The minimum dimension of a Menu Photo is 2100 (width) x 1400 (height) pixels. Photos larger than 4000 x 4000 pixels will not be accepted.
- Menu Photos must be in JPG or PNG format, and the file size should not be larger than 6 MB.
How to Add a Menu Photo
| Method A.1 Go to the Overview tabGo to the card of the Category with the Item that you want to add a menu photo ofClick Open Details to expand the Category | Method B.1 Go to the Items tabType the item name in the Search Items bar OR, on the Jump To pane, click the first letter of the item name or scroll through the list of items |
| Go to the card of the Item that you want to add a menu photo of, then: | |
| Method A.2 Click the ellipsis icon (…), then click Edit Item | Method B.2 Click on the Item card to open the Item PreviewClick the Edit Item button in the upper right corner |
| Go to the Menu Photo card In the Upload image card, click the Browse button Select the menu photo file you want to add The Edit image window will appear to show the preview of how the photo will appear on the menu If needed, drag the photo to the desired position within the box Click the Save button After the photo has been uploaded, you’ll return to the Edit Item window Click the Save button again in the top right corner of the Edit Item window | |
How to Remove a Menu Photo
| Method A.1 Go to the Overview tabGo to the card of the Category with the Item that you want to remove a menu photo ofClick Open Details to expand the Category | Method B.1 Go to the Items tabType the item name in the Search Items bar OR, on the Jump To pane, click the first letter of the item name or scroll through the list of items |
| Go to the card of the Item that you want to remove a menu photo of, then: | |
| Method A.2 Click the ellipsis icon (…), then click Edit Item | Method B.2 Click on the Item card to open the Item PreviewClick the Edit Item button in the upper right corner |
| Go to the Menu Photo card Click the Remove button Click the Save button in the top right corner of the Edit Item window. | |
How to Change a Menu Photo
To change the Menu Photo of an Item, follow the process of how to Remove a Menu Photo, then Add a Menu Photo.
What is a Unique Description?
As you update your menus, you might notice a field called Unique Description. This field is automatically generated and matches the Category, Item, Option Group, and Option Names when you create them.
However, you can also update the Unique Description for additional context and quick reference, especially when you have Option Groups that have the same name but apply to different items, or Options that have the same name but have different pricing for different items.
Consider the following:
| Display Name | Price | Default Unique Description | |
| Item 1 | Hamburger | $18.00 | hamburger |
| Option Group | Add-Ons | add-ons | |
| Option | Onions | $0.50 | onions |
| Option | Mushrooms | $0.50 | mushrooms |
| Item 2 | New York Steak (8oz) | $32.00 | new-york-steak-(8-oz) |
| Option Group | Add-Ons | add-ons-1 | |
| Option | Onions | $1.50 | onions-1 |
| Option | Mushrooms | $1.50 | mushrooms-1 |
By default, the system differentiates Categories, Items, Option Groups, and Options that have the same name by adding a number at the end of the Unique Description. If you have several Option Groups called Add-Ons that apply to several different items, it could be confusing when making updates to the menu.
Let’s see how we can improve the unique descriptions.
| Display Name | Price | Improved Unique Description | |
| Item 1 | Hamburger | $18.00 | hamburger |
| Option Group | Add-Ons | add-ons-hamburger | |
| Option | Add Onions | $0.50 | onions-hamburger |
| Option | Add Mushrooms | $0.50 | mushrooms-hamburger |
| Item 2 | New York Steak (8oz) | $32.00 | new-york-steak-(8-oz) |
| Option Group | Add-Ons | add-ons-steaks | |
| Option | Add Onions | $1.50 | onions-steaks |
| Option | Add Mushrooms | $1.50 | mushrooms-steaks |
To differentiate the Add-Ons Option Group for Hamburger and Steaks, we can update the unique descriptions to say add-ons-hamburger for the Hamburger, and add-ons-steaks for the New York Steak (8oz).
We can also quickly tell that Onions having the Unique Description of onions-hamburger are priced at $0.50, and onions-steaks are priced at $1.50.
How to Edit Unique Descriptions
To edit unique descriptions, you can follow the steps on how to edit a Category, Item, Option Group, and Option, then make the necessary changes to the Unique Description field.
Alcohol Menu Requirements
- Connect with your Account Manager to provide your Liquor License Number.
- They will then generate the provincial Docusign Agreement for you to sign and submit.
Hoe to Create a Category for Alcohol Items
You can create a category that contains alcohol separate from non-alcoholic drinks. This is also ideal for separating different kinds of alcohol, such as Beer, Wine, and Spirits. To do this, you can follow the steps on how to Create a Category.
You should also set the availability to add the alcohol delivery hours based on your store hours and provincial legislation. To do this, you can follow the steps on how to Set Availability for a Category.
How Create a New Alcohol Item
- Go to the Overview tab
- Go to the card of the Category where you want to Create a New Alcohol Item
- Click Open Details to expand the Category
- Click the Add Item button, then click New Item
- Enter the Item Name and Description
- Choose Alcohol from the Tax Category in the dropdown list
- Set the Delivery Price, Size Description, and Alcohol by Volume (ABV). These details are required by law.
- Set the Calories, Deposit (Can/Bottle), and/or Package Quantity, if applicable
- If you are not adding the item in a category specific for Alcohol, you should set the availability for the item:
- In the Availability card, click the Add Availability button to add the alcohol delivery hours based on your store hours and provincial legislation
- Set the start (From) and end (To) times
- Check off the available Days
- Click the Add button
- Click the Create button, or click the Create & Add Another button to continue creating more Items
Because of government regulations on alcohol, all mandatory fields must be filled out properly in order to successfully add the item to the menu.
