Overview

Menu items are used to build your catering menus in CaterZen. A menu item can represent food, beverages, rentals, or other items added to an order.


Menus and categories must already be created before adding a menu item. After creating the item, it must be placed into a menu/category to be available during order entry.

Menu Manager: Create a Menu

Menu Manager: Create Menu Categories


Access Menu Manager

  • Go to Admin

  • Under the Menu section, click Menu Manager


  • Select the Items tab on the right

  • Click Create New Item

A new menu item editor will open.



Menu Item Fields 

Below is a breakdown of each field in the order it appears when creating a menu item.


Display Name

The name of the menu item as it appears on menus, orders, and reports.


Description / HTML Editor

Used to describe what is included with the item.
You can:

  • Add formatted text

  • Insert images

  • Paste HTML if desired

Descriptions are visible to Customers if enabled.


Minimum Preparation Time

Sets the minimum advance notice required for this item.
Helpful for items that require additional prep time.


Minimum Number Required to Order

Sets a minimum quantity that must be ordered for this item.



Minimum Number Required per Category

Requires a minimum number of items ordered within the category.
Example: Require at least 10 total dessert items.


Allow Partial Quantities

Allows Customers or employees to order fractional quantities
Example: 1.5 lbs, 2.25 trays.


Item Should Be (Customer)

Controls visibility to Customers.

  • Show to Customers

  • Hidden from Customers

Useful for internal-only or temporary items.


Item Should Be (Employee)

Controls visibility to logged-in employees.

  • Show to Employees

  • Hidden from Employees


Sales Category

Determines tax behavior and reporting category for the item.


Show Pizza Options for This Item

Enables pizza-specific options if this item is a pizza.


Show Cake Options

Adds cake-related features:

  • Cake image upload

  • Cake message field for Customers


Show “This Item Is For” Field

Enables Menu Buddies for this item only.
Commonly used for boxed lunches or individually labeled meals.


Store Item Description With Order

Stores the item description directly on the order.
Useful if descriptions change seasonally but need to remain accurate on past orders.



Limit Quantity Sold Each Day

Enables inventory tracking for this item.
Use this for items with limited availability such as rentals or specialty items.

Inventory quantities are managed separately. See: Item Inventory Levels: Limit How Many Items Can Be Sold Per Day


Item Price Order

Controls how multiple prices are displayed:

  • Ascending (lowest to highest)

  • Descending (highest to lowest)


Filters

Dietary and attribute labels such as:

  • Dairy

  • Eggs

  • Gluten Free

  • Vegan

  • Keto

These are informational only.



Service Fee

Adds a service fee specific to this item.


Other Extra Fee

Adds an additional fee separate from the service fee.


Custom Delivery Fee

Adds a delivery fee that applies only when this item is ordered.



Add Pricing to the Menu Item

  • Scroll to the Pricing section

  • Locate the menu where the item should appear

  • Enter:

    • Price Name (Each, Per Person, Per Order, etc.)

    • Price Value

  • Repeat if the item should appear on multiple menus

  • Click Save This Information



Add the Item to a Menu Category

After saving the item:

  • Keep the Items tab on the right open

  • Select the menu and category on the left you wish to add the item to

  • Find the new item in the item list on the right.(alphabetical)

  • Drag and drop the item into the category on the left

The item is now available during order entry.



Best Practices

  • Always save before navigating away

  • Confirm the item is placed in a category

  • Use inventory limits for items you cannot oversell

  • Keep Display Names consistent and clear

  • Use visibility controls for seasonal or internal items


Related Articles


Support

If a menu item isn’t appearing or you’re unsure which fields to use, CaterZen Support Center can help review your setup. 


Not a CaterZen customer yet? Discover how our catering software can streamline your business — click here to learn more!