BRINK MENU MANAGEMENT AND OTHER FUNCTIONS - FULL MANUAL PDF
Check it out HERE!
BRINK MENU UPDATE AND ONGOING MAINTENANCE MANUAL PDF
Check it out HERE!
- Menu Creation and Initial Set Up
- Menu Updates and Ongoing Maintenance
- How to Update Existing Menu Item Name or Price
- How to Update Modifiers within Modifier Group
- How to Update Item Photo
- How to Update Item Description
- How to Mark Item as Sold Out
- Updating Delivery Hours in the ItsaCheckmate Portal
- Updating Special/Holiday Hours in the ItsaCheckmate Portal
- Marking the Location Online/Offline in ItsaCheckmate Portal
- Final Step: Pushing Changes to the Ordering Platforms
Menu Creation and Initial Set Up
Login To Brink
Click on Configuration -> Settings Editor -> Select Location
Create New Menu
GO to Menu. Click on Add New Menu -> add a Menu Name and Click OK
Assigning Specific Menu as the Ordering Platform menu
If there is a specific menu that you would like for us to use as the Ordering Platform menu you MUST ADD that menu to the Alternate Menus section.
Go to Options → Online Ordering →
then Alternate Menus
Then click Add Online Ordering Alternate Menu and add the menu that you would like for us to pull.
Note: Be sure to confirm this menu name with your Account Manager during the set up process
Create New Item Category
Go to Menu Categories - > Click on Add New Menu Category
Create an Item & Add it under Item Category
Go to Items - > Add New Item
Add item Name and Kitchen Name (if applicable)
Assign Revenue Center
Enter Price
*Make sure to check the Active checkbox to make the item active and visible in the POS and ordering platform
To activate menu item -
Go to Menu Items -> Add New item
Select the Item to activate → Click OK
Note: This step must be done in order for items to be available as an Item in the POS menu.
The item must then be added to a Menu Category - instructions below
Assign Items to a Menu Category
Go to Menu Category -> Click on Category you wish to add the Items Example: New Drinks
Click on Menu Items -> Add Menu Items – Search the Item and Click OK
How to Add a Modifier Group
Go to Modifier Groups - > Click on Add New Modifier Group
Enter the Modifier Group Name/Display Name -> Select Min/Max requirement for the modifier group- > Click OK
Apply the Modifier groups to respective Items. Click on Applies To - > Add Items -> Search Items and Click OK
Create New Modifier
You must create the item first – Go to Menu → Click on Add New Menu → Add a Menu Name and Click OK
Then go to Add Item → Select Items to add to Modifier Group → Click OK
How to Set Tax Rates
This is a two step process:
-
Set General Tax Rates
-
Apply applicable tax rate at the Item level
In the Settings Editor, go to Taxes
Select Add New Tax
Enter Tax Name
Enter Tax Type (normally Percentage)
Enter Amount
Select Add Item to apply the tax to all applicable items and modifiers
Check the box(es) next to each item(s) to which you would like to apply the tax
Click OK
Click OK again
You can also apply the tax rate after the fact at the item level by going to Items → Select the Item to which you would like to apply the tax
Go to the Taxes tab
Check the box next to the applicable tax rate
Click OK
How to Add Images
Although item photos can be updated within Brink, the Brink to Ordering Platform sync does not support photo updates presently. Therefore, item photos MUST BE UPDATED DIRECTLY IN THE CHECKMATE PORTAL at this time by performing the following steps:
Log into the ItsaCheckmate Portal
Go to Menu Management
Click on the three dots next to the item name
Select See Item Details
Click on Update Image
Select the image of your choice, by clicking on the highlighted area or you may choose to drag and drop the desired file in the highlighted area.
Hit Save, once the image has been uploaded.
Photos are updated instantly.
Do not forget to push changes or the changes will not take effect.
How to Add Menu Description
Go to Menu Items → Search Item Name (to add description) → Go to Description tab → Enter Description → Click OK
Menu Updates and Ongoing Maintenance
How to Update Existing Menu Item Name or Price
Go to Items → Search for the Item you’d like to update
Click into Item or the pencil to the left of Item you’d like to update
Update the Item name, price etc. and click OK
How to Update Modifiers within Modifier Group
Go to Modifier Groups → Search for the Modifier Group you’d like to edit
Click into the Modifier Group or the pencil to the left of it to update
To remove modifier from modifier group
Find the modifier to remove and click the 'X' next to that modifier → Click OK
To add a modifier to existing modifier group
Select Add Item
Find the modifier you would like to add in the Search Bar
Select the modifier → Click OK
In the main Edit Modifier Group window → Click OK again
How to Update Item Photo
Although item photos can be updated within Brink as noted above, the Brink to Ordering Platform sync does not support photo updates presently. Therefore, item photos MUST BE UPDATED DIRECTLY IN THE ITSACHECKMATE PORTAL at this time by performing the following steps:
Log in the the ItsaCheckmate Portal
Go to Menu Management
Click on the three dots next to the item name
Select See Item Details
Click on Update Image
Select the image of your choice, by clicking on the highlighted area or you may choose to drag and drop the desired file in the highlighted area.
Hit Save, once the image has been uploaded.
Photos are updated instantly.
Do not forget to push changes or the changes will not take effect.
How to Update Item Description
Go to Items → Search for the Item you’d like to update and select it by clicking on the name or the pencil icon
Follow the instructions above for adding a description. The same instructions apply.
How to Mark Item as Sold Out
Marking items as sold out or (86’d) must be done in the Brink Portal. Follow the same steps if you want to mark a modifier as out of stock.
Step 1: Log in to your Brink POS, and go to the Settings Editor under the Configuration in the left panel
Step 2: Select the Location for which you wish to make changes and Click on "Items" in the Panel on the left
Step 3: Find the item you would like to mark as sold out, and uncheck the "Active" checkbox across that item
Uncheck the "Active" Checkbox, and the item will be marked as sold out until the item is marked as "Active" again.
Step 4: Click on "Save" to save the changes, and "Publish" to push the changes to the POS
Once the Changes are made to POS, they will be automatically sent to the Ordering Platform with the next Automatic Sync, within 15 minutes. The item will be marked as sold out until marked as "Active" in POS.
NOTE: ItsaCheckmate polls the Brink POS EVERY HOUR at which time the system will auto-sync and the changes detected will push to the ordering platforms at that time. If you would like the change to be immediate, go to ItsaCheckmate Portal and Click on ‘Sync’. Once the POS Sync is complete, then Click on Push to Online Platform(s).
Updating Delivery Hours in the ItsaCheckmate Portal
Click on Hours →Delivery → Edit
Update the hours as needed
Click Save
Make sure to hit on Push to Ordering Platforms or the updates will not take effect.
Updating Special/Holiday Hours in the ItsaCheckmate Portal
Click on Hours →Special/Holiday Hours → Edit
Click +Add Special/Holiday Hours
Enter Name → Date → Set special hours OR select Close All Day
Click Save
Make sure to hit on Push to Ordering Platforms or the updates will not take effect.
*Note: This feature is only currently available for UberEats and DoorDash. Postmates will be available shortly.
Marking the Location Online/Offline in ItsaCheckmate Portal
You can mark the location or respective delivery platform(s) to appear offline/ online with the click of a button.
Make sure to hit external push when you make any change(s), or else the changes will not take effect.
Final Step: Pushing Changes to the Ordering Platforms
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Once all updates are made in your Brink back end, to update the ordering platforms:
Go to ItsaCheckmate Portal and Click on Push to Online Platform(s). The system will auto-sync every hour, and the changes will push to the ordering platforms at that time.
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.
2. Go to ItsaCheckmate Portal and Click on ‘Sync.’ The system will auto-sync every hour, and the changes will push to the ordering platforms.
Note: Our system will sync once per hour --if there is a change to the menu, it will push out to the ordering platforms once the sync occurs.
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