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Menu Order System Tutorial

The Menu Order System allows you to bring a fully-functional ordering service into your app.

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Written by Support
Updated this week

The Menu Order System plugin allows you to build a complete ordering experience within your app. You can create categories, subcategories, and products, set pricing, track inventory, and accept payments directly through Stripe. Employee and reseller access levels provide tailored views for managing or purchasing orders.

Requirements

  • This is a Boost plugin, available on specific plans only.

  • Stripe integration is required to accept payments

  • Users must log in to place or manage orders

How to use the Menu Order System plugin

  1. Log in, go to Builder in the left navigation

  2. Click the + button to open the Plugin Marketplace

    • Search for Menu Order System, then click Add Plugin

    • Name your plugin and choose whether to add it to the side menu, then click Add again

  3. Stay in the Content tab

    • Add categories that will appear at the top of your menu beneath the search bar

      1. Click Add Category, name it, and use the toggle to hide or show it without deleting data

      2. Click the Edit icon to rename or delete categories

    • Add subcategories within a category

      1. Click on a category to open it

      2. One subcategory is added by default; click Add Subcategory to create more

      3. Upload an image for each subcategory and toggle visibility on or off as needed

      4. Rename each subcategory (e.g., “Lunch Menu,” “Specials”)

    • Add products to each subcategory

      1. A sample product is created by default

      2. Click Edit to rename it (e.g., “Burger Combo”) and add a description or media using the WYSIWYG editor

      3. Upload a product image

      4. Choose whether to Inherit Global Tax Rate or set a custom tax rate per product

    • Add product options

      1. Options represent variations like size or portion (e.g., “Meal for One,” “Family Size”)

      2. Enter the Price and Quantity for inventory tracking

      3. Click Add Option and Save

    • Save your structure

      1. Click Save at the subcategory level, then again at the category level to preserve all changes

      2. Your menu now displays categories, subcategories, and items with options and pricing

  4. Click the Design tab

    • Customize layout appearance or enable Advanced Mode to apply custom CSS

  5. Click the Settings tab

    • Add employee access by tagging staff members who should manage orders

      1. Tagged employees will see additional tabs for New Orders and Completed Orders in their app view

      2. Employees can edit products, adjust quantities, and update order statuses from their devices

    • Add reseller access tags for tax-exempt users who should not be charged sales tax

    • Set a Global Tax Rate or apply taxes individually at the product level

    • Configure Sold Out Item Behavior:

      1. Keep displayed with “Sold” label

      2. Remove immediately after sold out

      3. Remove after a specific time interval (days, hours, or minutes)

    • Choose your Currency, symbol placement (before or after price), and optional spacing between price and currency

    • Enable Payment Integration by connecting your Stripe Publishable Key in the Integrations → APIs and Services section

    • (Optional) Enable Tipping within checkout

    • Under Cart Details, choose which fields to display on the checkout page (e.g., product image, quantity, notes)

    • Add additional checkout fields (text or number) and mark them as required if needed

  6. Click the Orders tab

  • View all incoming orders with customer email, total amount, and current status

  • Change statuses (e.g., Placed, Received, Pending, Ready) to update order progress

  • Export all order data to a CSV file

  1. Click the Sales Info tab

  • Add content that appears before or after checkout using the WYSIWYG editor (e.g., thank-you message, upsells, or promotional banners)

  1. Click the Security tab

  • Turn on Require Login to restrict access to logged-in users

  • (Optional) Add tag-based restrictions and choose whether to match any or all tags

  1. Click the Tagging tab

  • Enter a tag name to automatically apply to users when they open this feature

  • Click Add Tag

  1. Click the Purchase tab

  • Check Require Purchase to enable

  • Choose your product type (e.g., Single Purchase or Subscription)

  • Upload an image, fill out purchase text, and success/failure messages

  1. Click the Analytics tab

  • Track data such as total revenue, taxes, tips, and order volume over time

  • Filter or export performance data for reporting

  1. Click the Language tab

  • Customize all field labels and status names (e.g., rename “Name” to “Title” or “Ready” to “Fulfilled”)

Pro tips

  • Use tags to separate employees, resellers, and customers with unique permissions

  • Regularly export orders to CSV for accounting or fulfillment tracking

  • Enable inventory limits to prevent overselling

  • Display sold-out items with labels instead of hiding them to create urgency

  • Use the Sales Info tab for upsell messages or delivery instructions at checkout

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