Create, edit, and delete menus – Servire Handbook

Menus are the top level of your master data. They are used to group categories and items. You can create as many menus as you like—for example, one for drinks, one for food, one for breakfast, or a separate summer menu.

Overview of the menu management in the Servire Web desk with the active drinks menu, tabs for drinks and food, hot drinks category and several coffee items.

Create a new menu

Click on the + Menu button in the top right corner.

Create new menu dialog with icon selection, name field, color selection and activation switch

Enter the following information:

Icon: Choose a suitable icon (e.g., cup for drinks, fork for food)
Name: How the menu will be displayed (e.g., Drinks, Lunch Menu)
Color: Optional accent color — helps servers quickly identify the menu
Active: Enabled by default — see tip below

Click Save. The new menu will immediately appear as an additional tab in the overview.

Edit or delete menu

Click on the More menu (…) in the top right corner of the menu card.

Context menu of a menu with the options Edit menu, Duplicate menu, Sort menus, Delete menu, Sort categories

You have the following options:

Edit Menu — Change the name, icon, color, and active status
Duplicate Menu — Create a copy including all categories and items (see Duplicate Master Data)
Sort Menus — Change the order of the menu tabs (see Sorting)
Delete Menu — Removes the menu with all categories and items. This action cannot be undone.

Active vs. Delete

If you only want to hide a menu temporarily (e.g., a summer menu in winter), deactivate it using the Active switch. This way, all items and categories are retained and can be displayed again later with a single click—deleting is permanent.

What's next?

After creating your menu, add categories (hot drinks, beer, pizza, etc.). Instructions: Manage menu categories.