Depending on your POS, making changes to your online platform menus may require that you either make the changes only in your POS (in the case of Direct Sync integrated POSs) or in the Checkmate Portal in addition to your POS (in the case of Legacy POSs).

Additionally, a few extra steps are required for ordering platforms that are not API-integrated. You can read more about the difference between API and non-API platforms HERE.

Note: When using Push to OP, menu changes are pushed only to API integrated ordering platforms. If you use both API and non-API platforms, any menu changes for non-API platforms must be handled manually following the steps outlined below.

Follow the guidance below to make the desired changes based on the type of ‘Integration’ and ‘Ordering Platform’ deployed in the respective restaurant location:

Direct Sync Integration:

API Integrated Ordering Platform menus with Direct Sync Integration

In this case, changes should be made directly in the POS system. The Ordering Platform menus will update automatically every hour after the system syncs.

If you need to ensure that sync is completed immediately after making the desired changes in the menu, you can log in to the Checkmate Portal and select “Sync with POS” under “Actions”.

Clicking the Sync with POS button will sync the menu updates and also automatically trigger the Push to OP process. During this process, the manual Push to OP option will be temporarily disabled to ensure consistency and prevent simultaneous updates. This push may take 5 to 10 minutes to complete. The Sync with POS button is available only for Direct Sync locations.

Setting the ordering platforms as online/offline and adjusting delivery hours should be performed directly on the Checkmate Portal.

Non-API Integrated Ordering Platforms menus with Direct Sync Integration

If you have partnered with a non-API integrated ordering platform, any menu changes must be made directly in the ordering platform's merchant portal. The Checkmate Menu Update team does not process or complete menu updates for non-API-integrated ordering platforms.

If you require assistance with the process, please contact the ordering platform's support team directly. If you have questions about which platforms are API integrated, reach out to our Support Team for clarification.

Any additional changes, such as delivery hours, item availability, or store hours, should also be managed directly within the non-API ordering platform portal.

You can read more about Direct Sync in the article “General Menu Management Guide - Direct Sync by Checkmate”.

Legacy Integration:

API Integrated Ordering Platforms menus with Legacy Integration

Please follow the steps below to make changes to the online Ordering Platform menus:

Step 1: First, perform the required changes, such as adding an Item or deleting a Modifier or modifier Group, in the point-of-sale (POS) system.

Note: DO NOT skip the step mentioned above.

Step 2: Perform the exact changes in the Portal using the Edit Menu function.

Step 3: Any changes incorporated into the menu will be added to the Request Queue for our Menu Updates Team to review and process.

Step 4: Our team will map the items within 24-48 hours and push the changes to the online ordering platform menu. You will receive a notification once this is done.

Non-API Integrated Ordering Platforms menus with Legacy Integration

If you are using a non-API integrated ordering platform, all menu changes must be made directly through the ordering platform's merchant portal. The Checkmate Menu Update team does not process or complete menu updates for non-API-integrated ordering platforms.

You may still reach out to Checkmate Support if you need clarification on which platforms are API integrated. However, Checkmate is not involved in processing menu changes or coordinating with ordering platform support teams for non-API platforms.

Any additional updates, such as delivery hours, item availability, or other merchant portal settings, must also be managed directly in the ordering platform.

You can read more about making edits for Legacy locations in this article, “Make Edits to Your Menu Using the "Edit Menu" Function”