Menus

Menus

This section covers the Menu Management module — meal planning, calendars, dietary needs, optional ingredient tracking, and reports.

Overview

Menu Management helps you plan what gets delivered with dietary need alerting, meal substitutions, and ingredient estimations based on the meal being served that day. How much structure you use is configurable in Settings, so your menus can be as simple or as detailed as your program needs.

Three ways to structure menus

  • Dietary needs by day — assign dietary needs directly to each calendar day. The simplest option; no meals or ingredients, no recurring schedule.
  • Meals — assign a meal to each product on a day. Dietary needs and ingredients are attached to the meal . Schedules configurable manually or on a recurring basis.
  • Meals with dishes — meals are built from individual dishes, and dietary needs and ingredients are attached to the dish . The most detailed option. Schedules configurable manually or on a recurring basis.

Getting around

Open Menus in the top navigation bar. The tabs you see depend on your settings:
  • Day , Week , and Month — calendar views of what's assigned.
  • Recurring Schedule — edit the repeating template (only when a recurring schedule is enabled).
  • Meals , Dishes , Ingredients — build your menu content (which appear depends on your mode).
  • Dietary Needs — manage the dietary need types you track.

Documentation

Explore the guides below to learn about each area of Menu Management:
  •  Setting Up Menu Management⁠  — turn the feature on and choose how your menus are structured.
  •  Getting Started with Menu Management⁠  — first-time setup, step by step.
  •  Managing Ingredients, Dishes & Meals⁠  — add, edit, and maintain your menu content.
  •  Working with the Meal Calendar⁠  — day, week, and month views, assigning meals, and overrides.
  •  Dietary Substitutions⁠  — how dietary needs drive automatic substitutions.
  •  Menu Reports⁠  — ingredient, dietary-needs, and delivery reports.