Advanced - Menu Item levels


Menu Levels

Simphony uses menu levels to:
  • Determine which sales items (Menu Items, Discounts, Service Charges, Tender/Medias) are available in a transaction.

  • Allow different prices for one menu item.

A main menu level and a sub menu level are always active. You can determine which levels are active by default (using the menu level hierarchy) and allow workstation operators to change the levels during a transaction using a function key or menu level pop-ups. You can also configure the status bar in the upper or lower area of the workstation to show main and sub level names that are active.

Auto Menu Level

You can set the main menu level, sub menu level, or both to change automatically at a specific time of day. This configuration is called auto menu level, and controls the availability of sales detail items. For example, a revenue center can offer an Early Bird Special (Burgers are $5.00) every weekday from 3:00 p.m. to 6:00 p.m. For the Early Bird Special to automatically occur, you can set an auto menu level from 3:00 p.m. to 6:00 p.m. Monday through Friday. Set menu item definitions with multiple prices accordingly (one price for the Early Bird level and another general price).

If you configure auto menu levels to overlap, menu levels become active based on the order in which you set the auto menu levels. After the workstation determines that one level is active, it does not look at the other auto menu levels. Therefore, you must pay special attention when configuring multiple auto menu levels that occur on the same days at the same times.

According to the configuration in the following table, at 3:00 p.m. the main level become 2 - Early Bird, and at 4:00 p.m. the main level becomes 3 - Free Drinks. This occurs because the Free Drinks level is set at auto level 1, and starts after Early Bird, which is set at auto level 2.


The workstation’s logic for these two menu levels is explained in the following table.


Menu Level Hierarchy

The following menu level hierarchy determines which setting controls the default transaction menu levels:


Menu Level Configuration Tasks

Setting up menu levels consists of completing the following tasks:
  • Set up main, sub, and custom menu levels

  • Configure the default main and sub levels for serving periods

  • Configure auto menu levels

  • Configure the default menu levels for a revenue center

  • Configure the active menu levels for menu item definitions, prices, discounts, service charges, and Tender/Media

  • Configure the functionality of menu items at the workstation

Setting Main, Sub, and Custom Menu Levels


  1. Select the Enterprise, property, revenue center, or zone, click Configuration, and then click Menu Level Sets.

    The Type column specifies whether the Menu Level Set refers to the Main Levels, the Sub Levels, or to the levels defined within the record. Main Levels and Sub Levels are not configured in this module. However, you can create an entry for the entire Main Level Set and Sub Level Set in this module; this allows you to configure the Options and Default Master Group fields for Main and Sub levels.

  2. To create a custom menu level, insert a new record, and then enter a custom level set name.
  3. To define main menu levels, double-click Main.
  4. To define sub menu levels, double-click Sub.
  5. To define menu levels for a custom level set, double-click the new custom level that you created in Step 2.
  6. Select the appropriate options:
    1. To change the menu level to the default level when the workstation operator presses a touchscreen button corresponding to any menu level in this menu level set again, select 1 - Pressing level key again reverts to default level.
    2. If the menu level set is bound to a Default Master Group and you want the POS client to switch the active parent menu item when the active menu level changes, select 2 - Bound to parent.
  7. (Optional) Select the Default Master Group for the menu level set.

    This field is used for conversational ordering. If a Default Master Group is assigned, when a Menu Level in this group is pressed, Simphony determines which item from the selected Menu Item Group (if any) to apply to the check.

  8. In the Menu Level Entries section, define the menu levels.

    You can use Menu Levels to specify menu item sizes, such as Small, Medium, and Large, and serving periods, such as Happy Hour.

  9. (Optional) Enter the Prefix or Suffix for each menu level to show on the check detail area and print on guest checks and customer receipts.
  10. To define a menu level as the default level for the menu level set:
    1. In the Options column, click the ellipsis point (...) button adjacent to the default menu level.
    2. Select 1 - Default, and then click OK.
  11. To define a menu level as an anonymous level for the menu level set:
    1. In the Options column, click the ellipsis point (...) button adjacent to the anonymous menu level.
    2. Select 2 - Anonymous, and then click OK.

    The Default and Anonymous menu levels are generic, and are typically used with $0.00 priced menu item definitions that have names such as [SIZE] Hot Drink or [TEMP] Drink.

  12. Click Save.

Setting the Default Main and Sub Levels for Serving Periods

  1. Select the revenue center, click Configuration, and then click Serving Periods.
  2. Double-click a serving period record.
  3. On the General tab, select the Default Main Level, and then select the Default Sub Level.
  4. Click Save.

Last modified: Wednesday, 16 March 2022, 11:50 AM