With Director-controlled accounts, you have the option to create Corporate Menu Lists & Recipes.
Director Markets and Menu Lists
In Craftable, the Markets feature designates the concept for each store. When building recipes at the Director level, each menu list is linked to a market, ensuring that only items allocated to stores within that market are available.
During syncing, recipes sent to stores depend on the market assigned to both the menu list and the stores.
Example:
If all stores are allocated to the "Global" market but your New York location is in the "NYC" market, recipes in the global menu list will sync to all stores, while those in the NYC menu list will only sync to stores allocated to the NYC market.
Additionally, when building a recipe for the NYC menu list, only items available at the New York store will be selectable.
Permissions
There are 3 permissions related to Markets -
- Add Markets - This permission controls a user's ability to both create new markets on the market page, as well as update existing markets, so changing their name, ID, or tag color.
- Delete Markets - This gives a user the ability to delete a market by clicking the trash can icon on the markets page
- Update Store Markets - This controls whether or not a user can allocate a market to a store on the store page.
Step 1: Setup Markets at Director
Navigate to Stores & Markets > Markets > + Add Market.
Step 2: Allocate Markets to Stores at Director
To manage allocations, go to Stores & Markets > Stores. From here, you will be able to see the tags of any allocated Markets under the Markets column. To allocate further, use the check box at the left and click the Markets button, then choose which Market to allocate the store to.
Step 3: Select Market when Creating Menu Lists
When you create New Menu Lists, you must select a Market. This is accessed by going to Recipes > Menu Lists > + New Menu List. See the article titled Creating/Editing Menu Lists.
Step 4: Sync Stores
To push down recipes and any changes you've made to your stores, be sure to do a Store Sync, by going to Store Sync in the navigation and clicking Sync Stores.
Tips and Tricks
- We recommend creating a "Global" Market assigned to all your Stores. Suppose you also have regional or concept menus (with different recipes/items for the various regions/concepts). In that case, you should also make markets for each of these.
- In terms of deciding how to organize your Menu Lists and Markets, you should ask yourself -
- For Menu Lists: How do I organize my menus?
- Bar Example: Cocktails, Beers, Top Shelf, Seasonal, Wines By The Bottle, Wines By The Glass, etc...
- Food Example: Appetizers, Entrees, Sides, Desserts, Seasonal, etc...
- For Markets: How do I conceptually organize or group my stores?
- Typically this is done regionally, with a Global market that all stores are allocated to, and additional Regional markets (e.g. Texas, or Northwest, South, etc...) if you require different recipes for different vendors
- Can also be done by concepts - if you have multiple stores in the same Director brand but where certain stores have different concepts, you may have a different Market, and thus also Menu Lists to support this.
- For Menu Lists: How do I organize my menus?