Guide | MobiPOS  >  Branch Linking  >  Menu Linking  

Menu Linking

Menu linking joins similar product across outlets together, saving the hassle of creating or updating the same product information in different outlets.

Overview

In order for both outlets menu to link, the system checks for similarity in each property type or section of the product.

If you plan to set up menu linking on a new branch, it is best to use existing outlet's menu backup and transfer it to the new outlet before making modification.

Important note:
After opting in to use menu linking, users will need to refrain from making stock changes via iPad.
Menu linking feature will only be accessible via CloudSync.
Making stock changes via iPad will cause menu mismatch and hinder the link status of all your branches.

Property Types

A. Straightforward name checking applies to the following property types, according to priority:
1. Printer
2. Unit of Measurement
3. Discount
4. Course Setting
5. Attribute
6. Variant
7. Pricing Level
8. Account Type
9. Translated Menu

B. While a more complex checking will be applied to the following types, also according to priority:
1. Modifier Group
2. Category
3. Item
4. Modifier
5. Set Meal Group
6. Translated Menu Item

Example 1:
Outlet A has a category with the name of "Burgers".
It's printer is set to "Kiosk Printer".

Outlet B has a "Burgers" too.
However it's printer is set to "Do not print" .
In this case, the two products does not have the same property types, system will not link these two items together.

Example 2:
Outlet A has an item with the name of "Beef Pepperoni".
It's category is set to "Burgers".

Outlet B has a category"Beef Pepperoni" too.
However it's category is set to "Season Special" .
In this case, the two products does not have the same property types, system will not link these two items together.


Setting Up

Please contact us for initial setup.
We will go through your menu setup and advise if your outlets are suitable to be linked.
Users will need to decide a branch as the main branch, we will also provide our input.

You may navigate to Menu Linking to view your products' link status.

mobipos menu linking nav directory

If we already linked your branches, the page will look like the screenshot below.

mobipos menu linking linked branch show link status

If we have not link your branches, users will see the alert message as shown below.

mobipos menu linking outlet not linked alert

Link Status

Screenshot below shows the description of each link status.

mobipos menu linking link status info green orange red

At the bottom of the page shows a summary of the current link situation.
In a perfect scenario, your menu should be 100% linked.

mobipos menu linking perfect match

Content Management with Menu Linking

Now that your outlets are linked, you will be able to manage stocks of your linked branches.

View/Update existing products

For existing products, users will be able to see the total number of branch linked on the top right corner. Any changes made to this Pizza category will automatically be applied to all 3 branches.

mobipos menu linking stock page multibranch selection button top right

From this list of outlets:
1. Bolded outlet name indicates that you are currently viewing this branch.
2. (Main) is the main branch of all linked branches.
3. On the right side of the list, grey tick indicates that this product 'Pizza' is already created and linked for each of the branches. Any changes will be applied to all these branches.

mobi pos menu linking branch selection existing product disabled tick

Creating new products for linked branch

By default, all branches will be selected.
Without further branch selection configuration, new category 'Bento' will be created for all linked branches.

mobipos menu linking new category for linked branch auto select all branch

Else, you may configure the branch selection from the same button.
Blue tick indicates that the product does not exist in the system/not created yet

In our example, we do not want to create this new category for branch 'Cafe Demo (Kingsley)'.
Deselect the unwanted branch, click on 'Done'.

mobipos menu linking create linked category for specific branch selection only blue tick status

Now, you will see the number of selected branches is updated to 2/3.
Clicking 'Add' will create this new category for 2/3 outlets.

mobipos menu linking branch selection updated