How to guide for Menu Manager

Welcome to Menu Manager, which gives you control of how your menu displays to Postmates customers. Why should you care? Because accurate menus result in fewer incidents and have greater customer satisfaction scores. So the sooner your menu is updated the better.

Getting Started

Menu basics 

  1. Live Updates! The updates you make in Menu Manager will immediately display in all live Postmates Buyer applications.
  2. Merchant - This is you! A business owner and in the Postmates merchant portal; it’s also your brand name.
  3. Menu - the list of items that can be ordered for delivery by Postmates customers. The arrangement and category groupings determine how items are presented to Postmates customers. All of your places share the same core menu—items, categories, and arrangement—and specific place menus differ only by item availability and price.
  4. Place - your physical store represented to Postmates customers, where they start delivery orders and where Postmates Fleet arrives to pick them up.
  5. Item - can be prepared food or manufactured products, like a bottle of water. These are displayed in a menu, ordered by customers, prepared by your team, and delivered by couriers.
  6. Item Price - each item must have a price and prices can differ by place. Zero value prices display as blank to Postmates customers for both web and mobile apps.
  7. Item Availability - each item can have an availability of Available, Unavailable - Until Tomorrow, or Unavailable - Indefinitely. These are the same availability types that display in the Merchant App. Like price, item availability can differ by place.
  8. Unavailable - Until Tomorrow - Items marked “Unavailable - Until Tomorrow” will switch back to “Available” at midnight, local time, for the place. This is typically used to prevent subsequent orders for unavailable items that will later be restocked.
  9. Item Modifiers - or just ‘modifiers’ allow you to customize details of an Item. Examples of modifiers include sizes, toppings, protein choices or anything you can dream up. If an item has modifiers, those modifiers with a price will be added to the item price in an order.
  10. Modifier Sets - used to organize item modifiers and create selection rules for presenting choices to customers. Examples of modifier sets include: “choose a size,” “select toppings,” “pick 2 proteins,” or anything that makes sense for your menu.

Always make sure to double check your menu edits you've made. Postmates is not liable for price discrepancies. 

 Edit a category or add a new one

If your menu was created for you, there will be a list of categories with items in each. You can update existing categories or add new ones.  If you’re building a new menu, start by adding your known categories.  Once you’ve logged into the merchant portal, go to Menu > Item’s section. Here’s how to add and edit categories:

  1. To edit an existing category, navigate to Items
  2. Click Edit Category
  3. Update the category fields
  4. Click Save
  5. To add a new category click Add Category
  6. Fill in the category fields
  7. Select a Parent Category, only if this is a nested subcategory
  8. Click the Create Another checkbox to keep this dialog open after saving
  9. Click Save


Again, be sure to double check your work. Postmates is not liable for menu discrepancies. 

Add menu items

Items are added under categories. If you have a menu with multiple places, pay attention to the top banner which displays the number of places being affected. All of your places share the same master set of menu items and each specific place menu differs only by Item availability and price. So all other item details are shared among all of your places. Here’s how to add items:  

  1. Go to Items and find the Category where you would like to add the item
  2. Click Add New Item
  3. Fill in the Item Detail fields
  4. If your item has modifiers, click Add Sets to add and then Rearrange Sets to adjust the order which they’re displayed
  5. Click Save



Rearrange a menu with drag and drop

If you want to update the display order of your menu, use the Rearrange feature for categories, items, and even modifier sets within each item. Remember the menu display order is shared among all of your places. Here’s how to rearrange your menu:

  1. Go to Items and from the top right, click Rearrange Menu
  2. Use the arrows to move categories
  3. Use drag and drop to move items within a category
  4. Click Done
  5. To rearrange modifier sets, click into the item
  6. Click Rearrange Sets
  7. Use the arrows to move modifier sets
  8. Click Done
  9. Click Save on the item



Rearrange modifiers in a set

You can also set the specific sort order for how modifiers appear in a modifier set. If you want to update the display order, use the Rearrange Modifiers feature within each modifier set. Remember the modifier display order is shared among all the items using the modifier set, across all of your places. Here’s how:

  1. Go to Modifier Sets and select the one you’d like to rearrange
  2. Find the Modifiers section
  3. Click Rearrange Modifiers
  4. Use drag and drop to move modifiers within the set
  5. Click Done
  6. Click Save to save the modifier set



Delete categories

You can delete categories from your menu and chose to either delete all items contained in the category or keep those items in your menu by moving them to another category. Here’s how to delete categories:

  1. Click Edit Category
  2. Click Delete Category
  3. If you want to delete the category and keep the items, click Delete and Move Items
  4. Follow the confirmation instructions
  5. If you want to delete the category and delete all of its items, click Delete Category and Items
  6. Follow the confirmation instructions



Use modifier sets to give customers choice

Modifiers give customers choice and reduce repetition in menu content. Modifiers are organized into sets so you can create rules that guide customers in their choices. If you want to add modifiers, you need to add a new containing modifier set. Go to Menu > Modifier Sets and click Add New Modifier Set to create a new set of modifiers or select one to edit it. Here’s how to add modifiers:

  1. Click Add New Modifier Set
  2. Fill in the Modifier Set Details
  3. If you want to force customers to choose one, use Single Select
  4. Single Select can be Required or Optional
  5. If you want to allow for unlimited multiple choice, use Multi-Select
  6. If you have more complex rules, use Custom Rules
  7. Click Save


Time-Based Menus

Menu Manager allows you to set the availability of categories by time of day. Our Partners can have a morning-only breakfast category that will be hidden after 11am. Or a dinner-only category that doesn’t appear until after 5pm.  

*Time availability updates could take up to an hour to refresh on the customer app side.

Here’s how it works;

Click a category name.

Click the name of any category in menu manager to edit its attributes.


Add Timed Availability

You decide the rules for timed availability.

  • Available Until: This allows customers to order items in this category from your open time up until the time you specify.

  • Available After: This allows your customers to order items in this category from a time you specify until you close.

  • Custom: This allows you to choose a custom start and end time for a category.



What’s next

Take control of your menu and start making updates today! Your customers will appreciate how changes will immediately publish to the Postmates platform, which is faster than sending an email or placing a call. As always, we’re here to help if you get stuck.  

Publish Date: January 28, 2018