How do I make changes to my ordering platform menus?

The method for making changes to your ordering platform menus varies based on two things:

• POS integration type - Direct Sync vs. Legacy
• Ordering platform integration type - Automated vs. Manual

Direct Sync - Automated Ordering Platform Integration

• Menu changes should be made directly in the POS - the ordering platform menus will automatically update when the systems sync every hour OR you can initiate a sync and then push to ordering platforms within the ItsaCheckmate Portal

• Setting delivery hours and setting an ordering platform online/offline should be done in the ItsaCheckmate Portal.

Direct Sync - Manual Ordering Platform Integration

Menu Changes

The ItsaCheckmate menu updates team will be automatically notified by our system whenever it detects that menu changes have been made in your POS.  They will then update your manually integrated menus for you - as long as we have edit access to the respective ordering platform merchant portal.  

If we do not have access (in the case of the ordering platform managing the menu on the restaurant’s behalf), please contact the ordering platform support team directly to request the menu change and email [e-mail] to inform our menu updates team of the request. Once the ordering platform support team confirms that the changes have been made, our team will update accordingly within the ItsaCheckmate system.

*Please refer to your Menu Management Manual & POS Menu Updates & Ongoing Maintenance Manual for your POS which can be found HERE for more details.

Other Changes

Other changes to manually integrated platforms such as delivery hours, item availability, etc. must be made directly in the respective ordering platform merchant portal.

You should make these changes directly or you can reach out to [e-mail] for the ItsaCheckmate team to make these changes on your behalf (as long as our team has access to the respective merchant portal).

Non-Direct Sync (Legacy) - Automated Ordering Platform Integration

1. Add new items(modifiers) or make changes to existing items(modifiers) in your POS  *It is critical to complete this first before moving on to Step 2 - Do NOT skip this step *

2. Add the same items(modifiers) or make the same changes within the ItsaCheckmate Portal

3. Additions/Changes will be added to the ‘Request Queue’ for mapping

4. Our support team will map the items within 24-48 hours and PUSH the changes to the ordering platforms

**Refer to the Menu Management Portal section of the Knowledge Base for in-depth tutorial videos for the ItsaCheckmate Portal

Non-Direct Sync (Legacy) - Manual Ordering Platform Integration

1. Add new items(modifiers) or make changes to existing items(modifiers) in your POS. *It is critical to complete this first before moving on to Step 2 - Do NOT skip this step *

2. Email the changes to [e-mail]

3. Our support team will manually add the items(modifiers) or make the changes within the ordering platform merchant portal and map the items within 24-48 hours and notify you once the mappings are completed  *This can only be done for menus for which we have full editing access - if not, you must request the item additions/changes directly from the respective ordering platform support and ‘cc’ ItsaCheckmate support

4. The changes will then be active on the ordering platform menu

 *Note: Menu edits for 10 items or more may take longer than 24-48 hours