STEPS TO CREATING/EDITING MENU

Login to Revel

• Login to REVEL POS using the REVEL URL:

• Enter Login Credentials to access the HOME page

Verifying Establishment ID

• Verify the Establishment ID on REVEL to choose the correct Location. Click on “Establishment(s): [Location]” at the Top and select the Location.

Menu View

• Go to “Products” to view the Menu.

• Once you click on “Products”, the “Menu Category” lists appear on the Screen

• Click on the “+” Sign to view the Sub Categories under Menu Category and Item Names / Price / under them.

Add a New Category

Step 1: Click on “+ Category”

Step 2: Enter “New Menu Category” (Ensure the Active Box is checked to ensure the same is active) 🡪 Click on “Save”

Create Online Menu

Step 1: Under Products, 🡪 Go to “Custom Menus”

Step 2: Select “+ Add Custom Menu”

Step 3: Enter the menu name (we suggest “Online”) 🡪 Select Application Type = “Mode” 🡪 Mode/Station = “Online” and check “Active”

Step 4: “Save” by clicking the disk icon

Assign Menu Categories to Menu

Step 1: Click on the pencil next to the Online menu

Step 2: Scroll down to “Included Properties” and check the boxes next to the categories you wish to include on your online ordering menu

Step 3: Click “Save”

Add New Item to a Sub Category

Step 1: Click on the Sub Category in which you’d like to add a new menu item

Step 2: Click on “+ Product”

Step 3: Add New “Product Name” and “Price” (Ensure the “Active” Box is checked) 🡪 Click on “Save”

Add Item Description

Step 1: Go to the respective Item 🡪 Click on the Pencil icon (on the right-hand side)

Step 2: Enter the Item description under the “Description” field

Step 3: Click on “Save”

Add Item Image

Step 1: Go to the respective Item 🡪 Click on the Pencil icon (on the right-hand side)

Step 2: In the left-hand sidebar, check the “Image” setting

Step 3: Scroll to “Display/Print Options” 🡪 Image

Step 4: Select “Browse & Upload” 🡪 Select Image from your PC 🡪 Select “Save” (The uploaded image will appear upon successful completion)

Add Modifier Group

Step 1: Select “Modifiers”

Step 2: Select “+ Add Modifier Class”

Step 3: Enter “New Modifier Class” (Ensure the Active Box is checked)

Step 4: Click on “Save”

Add a Modifier

Step 1: Go to the Modifier Group 🡪 Click on “+ Add Modifier”

Step 2: Enter “New Modifier Name” & “Price” (Ensure the “Active” Box is checked)

Step 3: Click on “Save”

Apply Modifier Group to Item

Step 1: Under Products, go to the “Item” 🡪 Click on the (M) icon, which is the Modifiers option to the right of the item

Step 2: Select the applicable Modifier Group(s) from the sidebar on the left-hand side

Step 3: Set the number of applicable “Free” modifiers and the Free Type (Quantity or Price)

Step 4: Set the “Minimum/Maximum modifiers” per group. If this is a required modifier group, the minimum must be at least 1.

Step 5: Select “Save”

Change Modifier Group & Modifier Name

Step 1: Go to “Modifiers” 🡪 Select the Modifier Group

Step 2: Change the Name (Ensure the “Active” Box is checked)

Step 3: Click on “Save”

Delete Item/Modifier Group/Modifier

NOTE: You cannot Delete/Remove Items/Modifiers from Revel. You can only make them Inactive by unchecking the Active Box for the respective Item/Modifier Group/Modifier.

Setting Tax Rates

Step 1: Go to “Taxes”

Step 2: Click on “Advanced Tax Settings”

Step 3: Add Tax Group (Ensure the “Active” Box is checked) 🡪 Click “Save”

Step 4: Click on the Pencil icon to assign a tax rate 🡪 Go to Included Taxes and set the applicable taxes OR select “+ Add Tax Group” to create a new tax rate and assign 🡪 Click “Save”

How to Publish Changes

Step 1: Click on the “Settings” Icon on the Top Right

Step 2: Click on “Clear Selections”

Step 3: Check the “Online Ordering Settings” 🡪 Click on “Refresh Menu” 🡪 Click “OK”

Setting Menu Hours

Online menu hours are set within the Checkmate Portal. Learn how to set up menu hours in Checkmate portal here.

MENU UPDATES AND ONGOING MAINTENANCE

How to Update Menu Item Name

• Go to “Products” 🡪 Select the menu item to update and update the name as needed 🡪 Click “Save”

How to Update Menu Item Price and Availability

Price updates are made within your POS — they are NOT made within our Checkmate Portal.

To update prices:

Step 1: Go to “Products” 🡪 Select the menu item to update and update the price as needed

Step 2: To mark the item as PERMANENTLY unavailable, uncheck the “Active” Box.

For quick edits to menu item price/availability, you can Bulk Edit items directly from the Products screen.

NOTE: This will update the base price in your POS. The elevation percentage will apply to this new base price if Price Elevation is set in the Menu Manager.

How to Temporarily Mark an Item as Sold Out/86’d

Marking Items/Modifiers as Sold Out/86’d should be done within the Checkmate Portal. Learn how to mark Items/Modifiers out of stock in the Checkmate portal here.

How to Update Modifiers within Modifier Group

Step 1: Go to “Modifiers” 🡪 and Find “Modifier Group” to edit

Step 2: To “Remove a Modifier”, uncheck the Active Box next to the modifier you wish to remove

To Add a Modifier, 🡪 Click on “+ Add Modifier”

Step 3: Enter “New Modifier Name” & “Price” (Ensure the “Active” Box is checked)

Step 4: Click on “Save”

Updating Item Description

Step 1: Go to the respective Item 🡪 Click on the Pencil icon (on the right-hand side)

Step 2: Go to the “Description” field 🡪 Update the description

Step 3: Click on “Save”

Updating Item Image

Step 1: Go to the respective Item 🡪 Click on the Pencil icon (on the right-hand side)

Step 2: In the left-hand sidebar, check the “Image” setting

Step 3: Scroll to “Display/Print Options” 🡪 Image

Step 4: Select “Browse & Upload” 🡪 Select Image from your PC 🡪 Select “Save” (The uploaded image will appear upon successful completion)

Step 5: Select the image of your choice by clicking on the highlighted area, or you may drag and drop the desired file from your desktop in the highlighted area and select “Save”.

Updating Special/Holiday Hours in the Checkmate Portal

You can update Special/Holiday hours in the Checkmate Portal. Learn how to update Special/Holiday hours in the Checkmate portal here.

Updating Kitchen Prep Time

You can update Kitchen Prep time in the Checkmate portal directly. Learn how to update Kitchen Prep time here.

Marking the Location Online/Offline in Checkmate Portal

You can mark the location or respective delivery platform(s) to appear offline/ online with a button in the Checkmate Portal. Learn how to mark a location/ordering platform offline/online here.

Final Step: Pushing Changes to The Ordering Platforms

Once all updates are made in your Revel back end, update the ordering platforms:

Step 1: Click on the “Settings” Icon on the Top Right

Step 2: Click on “Clear Selections”

Step 3: Check the “Online Ordering Settings” 🡪 Click on “Refresh Menu” 🡪 Click “OK”

NOTE: While Checkmate syncs with Revel EVERY HOUR, if you wish to have changes reflected immediately, Go to the Checkmate Portal and Select “Sync with POS” under Actions on the “Store Management” page– the sync typically takes 5-10 minutes.

NOTE: Our system will only sync if there is a change to the menu and will only push out to the ordering platforms once the sync occurs.